GENUINE PARTS CO. $126 is a buy. The company (New York symbol GPC; Income Portfolio, Manufacturing & Industry sector; Shares outstanding: 138.8 million; Market cap: $17.5 billion; Price-to-sales ratio: 0.8; Dividend yield: 3.3%; TSINetwork Rating: Average; www.genpt.com) is a leading seller of replacement auto parts....

APPLE INC. $200 is a hold. The company (Nasdaq symbol AAPL; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 15.0 billion; Market cap: $3.0 trillion; Price-to-sales ratio: 7.6; Dividend yield: 0.5%; TSINetwork Rating: Average; www.apple.com) gets about half of its revenue from iPhone sales....

We continue to recommend that investors diversify their Finance sector holdings beyond the major banks.


Here are three non-bank firms we recommend. Their commitment to developing new products will let them keep dominating their niche markets....

MOTOROLA SOLUTIONS INC. $421 is a buy. The company (New York symbol MSI; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 166.9 million; Market cap: $70.3 billion; Price-to-sales ratio: 6.6; Dividend yield: 1.0%; TSINetwork Rating: Average; www.motorolasolutions.com) makes communications equipment such as two-way radios for police and fire vehicles, as well as high-definition surveillance systems.


Motorola has a long history of using acquisitions to enhance its expertise and broaden its product lines....

Despite growing uncertainty over the economy in the U.S. and other countries due to tariffs and inflation, McDonald’s shares are up over 20% in the past year and are close to an all-time high.


We feel the company’s long history of adjusting its prices and menus in response to changing conditions will continue to draw cost-conscious consumers....

Below is the most-recent letter I sent to our Portfolio Management clients in February 2025. But first ...

Many thanks to a long-time reader

Back in the 1990s, I wrote an occasional newspaper column entitled “Tip Of The Week.” Recently a long-time reader sent me a sample of one from 1999.

“Thanks for the great advice, Pat,” she wrote....

AT&T INC., $27.42, New York symbol T, is your #1 Income Buy for 2025.

The company is the largest wireless (cellphone) carrier in the U.S., with 117.96 million subscribers (excluding mobile devices such as tablets). It also has 14.11 million high-speed Internet users and provides traditional telephone services to consumers and businesses.

AT&T continues to benefit from its plan to focus solely on its main telecom businesses....

COMPUTER MODELLING GROUP LTD., $6.99, remains a buy. The company (symbol CMG on Toronto) offers software and consulting services to help conventional oil and gas producers create 3D models of reservoirs. That lets them squeeze more out of those holes using advanced recovery techniques such as injecting steam or chemicals....

K-BRO LINEN INC., $34.87, symbol KBL on Toronto, is the largest owner and operator of laundry and linen processing facilities in Canada. K-Bro operates across Canada and the U.K. and provides a range of linen services to healthcare institutions, hotels and other commercial accounts that include the processing, management and distribution of general linen and operating room linen.

K-Bro currently operates 11 processing facilities and two distribution centres under two distinctive brands, including K-Bro Linen Systems Inc....

CISCO SYSTEMS INC., $63.11, Nasdaq symbol CSCO, is a top pick for 2025.

Through their shares, investors tap a global producer of hardware and software that links and manages computer networks.

With the April 2025 payment, Cisco raised your quarterly dividend by 2.5%....