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You Can See our Income-Seeking Portfolio for March 2026 Here.

This month we update our Portfolio for Income-Seeking Investors. In light of the current market volatility, investors are paying more attention to dividend yields (dividends paid per share divided by the current stock price). As well, dividend-paying companies are once again raising their payouts as the economy recovers from the COVID-19 lockdowns.

1 min read

Pat McKeough

Dividend Stocks

Updating your Income stocks: Telus, Canadian Utilities and ATCO

TELUS CORP. $19 (www.telus.com) is a buy. The company has acquired new spectrum (radio frequency) licences in B.C. and Alberta for $317.6 million. That’s equal to 1% of its $29.9 billion market cap. The extra spectrum will help Telus meet rising demand for high-speed wireless data services. The cost of this purchase should not impact it ability to maintain its current annual dividend rate of $1.674 a share, which yields a high 8.8%. Telus is a buy.

1 min read

Pat McKeough

Growth Stocks

Metro rebounding from a warehouse setback

Metro’s shares are down 13% since reaching a new all-time high of $109 in May 2025. The decline is partly due to problems at a refrigerated warehouse near Toronto. Even so, the company stands to benefit from a multi-year plan to automate and modernize its distribution network; that should spur earnings and let it keep raising your dividend.
METRO INC. $95 is a buy. The company (Toronto symbol MRU; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 213.2 million; Market cap: $20.3 billion; Price-to-sales ratio: 0.9; Dividend yield: 1.7%; TSINetwork Rating: Average; www.metro.ca) operates 1,007 food stores in Quebec and Ontario under several banners, including Metro, Food Basics and Super C. It also has 637 drugstores in Quebec, Ontario and New Brunswick under the Jean Coutu, Brunet, Metro Pharmacy and Food Basics Pharmacy banners.

2 min read

Pat McKeough

Growth Stocks

RBI finds a partner for China growth

RESTAURANT BRANDS INTERNATIONAL INC. $96 is a buy for aggressive investors. The fast-food operator (Toronto symbol QSR, Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 452.0 million; Market cap: $43.4 billion; Price-to-sales ratio: 3.5; Dividend yield: 3.6%; TSINetwork Rating: Average; www.rbi.com) has 32,423 fast-food outlets in over 100 countries. Its top banners are Burger King, Tim Hortons (coffee and donuts), Popeyes (fried chicken) and Firehouse Subs.

1 min read

Pat McKeough

Value Stocks

Here are key updates on your holdings

OVINTIV INC. $65 is a buy. The company (Toronto symbol OVV; Conservative Growth Portfolio, Resources sector; Shares outstanding: 284.2 million; Market cap: $18.5 billion; Price-to-sales ratio: 1.4; Dividend yield: 2.6%; TSINetwork Rating: Average; www.ovintiv.com) recently completed its acquisition of NuVista Energy Ltd. (Toronto symbol NVA), which operates oil and gas properties in the Alberta portion of the Montney Basin. That nicely complements the company’s existing B.C. Montney operations.

2 min read

Pat McKeough

Testimonials

The cornerstones of Pat’s strategy–value, diversification and timelines–make his newsletter, The Successful Investor, highly profitable while minimizing risk. His advice is no-nonsense, down-to-earth and based on solid research. You’ll know what to invest in and what to avoid.

Chuck Chakrapani, PhD
Investors Association of Canada
The older I get the better dividends look. For retirees and would-be retirees who want to sleep at night, I can’t think of a better source of information on reliable growing dividend income than Pat McKeough’s newsletter, Dividend Advisor.

Jonathan Chevreau
Financial Post Columnist
As a manager of more than $500 million in mutual funds, I have access to the best brokerage research available in this country. But I still take time to read Pat McKeough’s premium newsletters

John Sartz
I appreciate the 25 years of above market returns I received by following your advice. at least 95% of my investment decisions were based on TSI recommendations.

Chuck J.
Subscriber since 1996. Inner Circle Member Since 2006
The newsletters I receive in Inner Circle Pro are fantastic! I have been following Pat’s advice for years and everything he has said has been amazing. His commentaries are brilliant, insightful, educational, rational and balanced. My returns are almost double the TSE and I have referred many of my friends who have switched over to your services.

Walter H.
Inner Circle Pro subscriber

Browse Premium Topics

Cannabis

Spinoffs

One of the ways a company can try to unlock its own hidden value is by creating a separate company out of a corporate subsidiary. The parent company can either sell stock in the new company to the public, or spin it off—hand the stock out to its own investors.

Dividend Stocks

Dividend stocks make cash payouts that serve as a way for companies to share the wealth they’ve accumulated. These payouts are drawn from earnings and cash flow and paid to the shareholders of the company. Typically, these dividends are paid quarterly, although they may be paid annually or even monthly as well.

ETFs

What are ETFs?

ETF is an acronym for exchange traded fund. These exchange traded funds are used to track indexes as closely as possible, since investors cannot actually buy an index outright.

Value Stocks

What are value stocks?

One of the sweetest and most profitable pleasures of successful investing is to buy high-quality “value stocks” (or stocks that are reasonably priced, if not cheap, in relation to its sales, earnings or assets), then hold on to them as mainstream investors recognize the value and push up the share price.

Blue Chip Stocks

Blue chip stocks are big, well-established, dividend-paying corporations with strong business prospects. These are companies that also have sound management that should be able to make the right moves to keep competing successfully in a changing marketplace.

Penny Stocks

A penny stock in general trades for under five dollars a share, and as the name implies, sometimes for pennies. Most of the time they’re young companies, or start-ups in speculative markets like mining or technology.

Growth Stocks

Growth stocks are companies that are likely to have sales and earnings growth well above market average. Frequently they pay few, if any, dividends. Instead they typically reinvest any extra cash flow to promote further growth. Chosen wisely—according to Pat McKeough’s advice—high-quality growth-oriented stocks can be worthwhile additions to most well-diversified portfolios.

Wealth Management

Wealth management is the practice of putting your savings to work so that it continues to grow over your lifetime and will also benefit your heirs. Wealth management encompasses many different areas of investing like long term investment planning and retirement planning.

Mining Stocks

Mining stocks are investments in companies that produce or explore for minerals. Some of these minerals include uranium, coal, molybdenum (which is used in steelmaking), copper, silver and gold. They are affected by fluctuating commodity prices in addition to their own business and operating risks.

How To Invest

Pat McKeough has been making investing for beginners simple—and profitable—by helping investors make big gains for more than 25 years. His advice to beginning investors is the same as it is for all investors: buy high-quality, mostly dividend paying stocks (or ETFs that hold these stocks) and evenly spread your investments over the five main economic sectors (Resources, Manufacturing, Finance, Utilities and Consumer). Pat also believes investors should avoid stocks in the broker/media limelight and focus on those with hidden or little-noticed assets.

Energy Stocks

What are energy stocks?

Businesses that work in the extraction, refining and delivery of energy sources such as natural gas, oil, uranium and coal, are considered energy stocks.