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IBM gives you AI growth and rising income

IBM has a long history of successfully adapting to rapidly changing technologies. Those include shifting away from making chips and personal computers to faster-growing fields like consulting and software. The company now stands to profit from rising demand for artificial intelligence software, which should continue to fuel its dividends.

INTERNATIONAL BUSINESS MACHINES CORP....

2 min read

Pat McKeough

Dividend Stocks

We like 20 years of rising dividends

INTACT FINANCIAL CORP. $299 is a buy. The company (Toronto symbol IFC; High-Growth Dividend Payer Portfolio, Finance sector; Shares outstanding: 178.4 million; Market cap: $53.3 billion; Dividend yield: 1.8%; Dividend Sustainability Rating: Above Average; www.intactfc.com) is Canada’s largest property and casualty insurance provider.

With the March 2025 payment, Intact raised your quarterly dividend by 9.9%, to $1.33 from $1.21....

1 min read

Pat McKeough

Dividend Stocks

Use these updates to boost your returns

RUSSEL METALS INC. $39 is a buy. The company (Toronto symbol RUS; Cyclical-Growth Dividend Payer Portfolio, Manufacturing & Industry sector; Shares outstanding: 57.0 million; Market cap: $2.2 billion; Dividend yield: 4.3%; Dividend Sustainability Rating: Above Average; www.russelmetals.com) is a leading metals distributor in North America, with more than 30,000 end customers.

With the June 2024 payment, Russel raised your quarterly dividend by 5.0%, to $0.42 a share from $0.40....

2 min read

Pat McKeough

Dividend Stocks

Lower costs will offset tariff hit

NUTRIEN LTD. $74 is a buy. The company (Toronto symbol NTR; Cyclical-Growth Payer Portfolio, Resources sector; Shares outstanding: 488.6 million; Market cap: $36.2 billion; Dividend yield: 4.1%; Dividend Sustainability Rating: Above Average; www.nutrien.com) is the world’s largest producer of agricultural fertilizers.

With the April 2025 payment, the company raised your quarterly dividend by 0.9%....

1 min read

Pat McKeough

Dividend Stocks

Rising production supports their dividends

Both Suncor and Imperial Oil plan to increase their crude oil production in 2025. The higher output will also let them keep rising their dividends.

SUNCOR ENERGY INC. $49 is a buy. This oil producer (Toronto symbol SU; Cyclical-Growth Payer Portfolio, Resources sector; Shares outstanding: 1.3 billion; Market cap: $63.7 billion; Dividend yield: 4.7%; Dividend Sustainability Rating: Above Average; www.suncor.com) is Canada’s largest integrated oil firm, with major projects in the Alberta oil sands....

2 min read

Pat McKeough

Dividend Stocks

Tap rising travel demand

TRAVEL + LEISURE CO. $43 is a buy. The company (New York symbol TNL; Cyclical-Growth Payer Portfolio, Consumer sector; Shares o/s: 66.4 million; Market cap: $2.9 billion; Dividend yield: 5.2%; Dividend Sustainability Rating: Above Average; www.travelandleisureco.com) is the world’s largest vacation-ownership and exchange company with over 270 timeshare resorts and 804,000 owners.

With the March 2025 payment, Travel + Leisure increased your quarterly dividend by 12.0%, to $0.56 a share from $0.50....

1 min read

Pat McKeough

Dividend Stocks

Expect higher dividends from both of these

These two fast-food companies continue to expand in China and other international markets. We feel their strong brands will help them offset the impact of tariffs. That bodes well for more dividend increases.

MCDONALD’S CORP. $318 is a buy. The company (New York symbol MCD; Income-Growth Dividend Payer Portfolio, Consumer sector; Shares outstanding: 715.1 million; Market cap: $227.4 billion; Dividend yield: 2.2%; Dividend Sustainability Rating: Highest; www.mcdonalds.com) is the world’s largest fast-food chain, with 43,477 restaurants in over 100 countries....

2 min read

Pat McKeough

Dividend Stocks

Earn steady dividends with low tariff risk

Canadian Utilities and its parent company ATCO get most of their earnings from regulated power utilities in Canada. That gives them plenty of steady cash flows for dividends. They also have little exposure to U.S. tariffs.

CANADIAN UTILITIES LTD....

3 min read

Pat McKeough

Dividend Stocks

New properties will benefit Choice

CHOICE PROPERTIES REIT $14 is a buy. Canada’s biggest REIT (Toronto symbol CHP.UN; Cyclical-Growth Payer Portfolio; Manufacturing & Industry sector; Units outstanding: 723.8 million; Market cap: $10.1 billion; Distribution yield: 5.5%; Dividend Sustainability Rating: Above Average; www.choicereit.ca) owns 705 properties, with 67.2 million square feet of retail, industrial, mixed-use and residential space....

1 min read

Pat McKeough

Dividend Stocks

These green energy stocks pay you high yields

Below are two renewable energy stocks that now get most of their revenue from regulated utilities or long-term contracts. That supports their high yields.

ALGONQUIN POWER & UTILITIES CORP. $7.27 is a buy for long-term gains. The company (Toronto symbol AQN; High-Growth Dividend Payer Portfolio, Utilities sector; Shares o/s: 767.5 million; Market cap: $5.6 billion; Dividend yield: 5.0%; Dividend Sustainability Rating: Average; www.algonquinpower.com) completed the sale of its 42.2% ownership stake in Atlantica Sustainable Infrastructure PLC (Nasdaq symbol AY) in December 2024 for $1.08 billion (all figures except share price and market cap in U.S....

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

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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.