One of my earliest memories from grade school was a small drawing of the Eiffel Tower that appeared in one of my schoolbooks. The memory stayed with me, and I can visualize it to this day. I was middle-aged by the time I got to see Paris and the Tower in person. I’ve been back a few times since then and still feel it has great appeal....

CRANE CO., $178.80, symbol CR on New York, manufactures highly engineered industrial products and solutions, serving markets such as aerospace, electronics, chemicals, oil & gas, power generation, automated payment systems, and process flow technologies....

ELI LILLY AND COMPANY, $762.73, is a buy. The drugmaker (symbol LLY on New York) discovers, develops, manufactures and markets human pharmaceutical products.

Lilly has now agreed to acquire Verve Therapeutics. The purchase price is $1 billion upfront....

INTERNATIONAL BUSINESS MACHINES CORP., $280.97, New York symbol IBM, is a buy.

The company is one of the world’s largest computer firms, with operations in over 175 countries.

With the June 10, 2025, payment, IBM raised your quarterly dividend by 0.6%, to $1.68 a share from $1.67....

TEXAS INSTRUMENTS INC., $198.20, Nasdaq symbol TXN, is a buy.

The company is a leading maker of analog chips. Its products convert inputs, like touch, sound and pressure, into electronic signals that computers can understand.

Texas Instruments announced this week that it will spend $60 billion over the next few years to expand and upgrade its chipmaking facilities at three manufacturing sites in Texas and Utah....

TELUS CORP., $21.98, Toronto symbol T, is your #1 Income Buy for 2025.

The company is Canada’s largest wireless carrier with 13.88 million subscribers (including non-cellphone devices such as tablets). It also sells landline phone, Internet and TV services in B.C., Alberta and eastern Quebec.

Starting in 2011, Telus began rewarding its shareholders with twice yearly dividend increases....

On October 3, 2023, iconic foodmaker Kellogg Company split into two independent firms—WK Kellogg and Kellanova. Investors received one WK Kellogg share for every four Kellogg shares they held. The former parent then changed its name to Kellanova.


Due to a takeover offer, Kellanova is up 50% since the breakup....

OMADA HEALTH INC. $15 is a hold. The company (Nasdaq symbol OMDA; Manufacturing sector; Shares outstanding: 56.9 million; Market cap: $853.5 million; No dividends paid; Takeover Target Rating: Medium; www.omadahealth.com) provides virtual care and monitoring plans for people with diabetes, hypertension and musculoskeletal issues....

You Can See Our Spinoff Stock Portfolio For July 2025 Here.

Why we like spinoffs so much
We think that spinoffs are the closest thing you can find to a sure thing for two main reasons:


1) The management of a parent company will only hand out shares in a subsidiary to its own investors if it’s all but certain that business, and the parent, will be better off after the spinoff.


2) Spinoffs involve a lot of work and legal fees....

INTERRENT REAL ESTATE INVESTMENT TRUST $13.57 is a hold. The REIT (Toronto symbol IIP.UN; Manufacturing sector; Units outstanding: 139.8 million; Market cap: $1.9 billion; Distribution yield: 3.7%; Takeover Target Rating: Highest; www.irent.com) owns and operates rental apartment properties with a total of 13,408 suites.


Under pressure from activist investor Anson Funds, which owns 9% of the units, the REIT has accepted a $13.50-a-unit takeover offer from executive chair Mike McGahan and Singapore sovereign wealth fund GIC.


InterRent has 40 days to seek out a better offer, which is why the units are currently trading just above the current bid.


Investors should tender their units to the offer....