Topics

Growth Stocks

Here are updates on two of your growth buys: ADT and ACI Worldwide

Long-time readers know that we aim to keep you informed of important news about the stocks we cover. That means highlighting developments and plans that promise to bolster investor gains. Here are two buys that stand out this month:

ADT INC., $6.54, is a buy. The company (New York symbol ADT; TSINetwork Rating: Extra Risk) (adt.com; Shares o/s: 820.1 million; Mkt cap: $5.4 billion; Yield: 3.4%) has now acquired Origin Wireless, with the aim of bringing Origin’s AI sensing platform into ADT systems. The purchase price was $170 million in cash.

Origin AI’s sensing technology lets home security systems better understand and classify the types of motion detected without use of cameras, audio, or wearable devices. Once integrated into ADT’s platform, these capabilities are expected to provide a deeper understanding of presence, occupancy, motion, and related activity within a home.

2 min read

Pat McKeough

Growth Stocks

Extendicare hikes its dividend

EXTENDICARE INC., $26.62, is a buy. The company (Toronto symbol EXE; TSINetwork Rating: Extra Risk) (www.extendicare.com; Shares outstanding: 94.5 million; Market cap: $2.5 billion; Dividend yield: 2.0%) owns and operates long-term care homes. Investors also tap the company’s ParaMed Home Health Care branches.

The stock continues to hit all-time highs for our subscribers. It is, in fact, up 107% in the last year. Meanwhile, Extendicare is now raising its quarterly dividend by 5.0% with the March 2026 payment, to $0.0441 a share from $0.042. The stock yields 2.0%.

1 min read

Pat McKeough

Energy Stocks

Two Canadian growth stocks to buy now

We see bright outlooks for Wajax and Computer Modelling given their high-demand services and the resulting prospects for growth. Both are buys.

WAJAX CORP., $32.48, is a buy. The company (Toronto symbol WJX; TSINetwork Rating: Extra Risk) (www.wajax.ca; Shares outstanding: 21.8 million; Market cap: $706.3 million; Dividend yield: 4.3%) sells and services cranes, forklifts and other heavy equipment. Wajax also provides related parts and systems such as ball bearings, hoses, diesel engines and transmissions.

2 min read

Pat McKeough

Growth Stocks

Texas Roadhouse is raising its prices

TEXAS ROADHOUSE, $168.60, is a buy. The company’s (Nasdaq symbol TXRH; TSINetwork Rating: Extra Risk) (texasroadhouse.com; Shares o/s: 66.2 million; Market cap: $11.1 billion; Yield: 1.8%) profits continue to be held back by historically high beef prices. More than 50% of its offerings involve beef.

In response, the company will implement a 1.9% menu price increase at the beginning of the second quarter. As well, it will aim to tap more into beverages, which remain a fast-growing category. Texas Roadhouse intends to play to that demand with offerings such as mocktails and dirty sodas. The chain is also pushing its $5 everyday value offering for beer and Margaritas.

1 min read

Pat McKeough

Dividend Stocks

Russel Metals offers growth plus a high yield

Russel Metals is gaining from higher U.S. demand for steel due to reshoring and new manufacturing output. Further, the Trump administration’s focus on energy independence is benefiting the company’s energy field stores segment with sales of drill pipes and so on. The stock is near its recent all-time high, but this Power Buy is poised to move even higher for you.

RUSSEL METALS, $47.43, is a Power Buy. The company (Toronto symbol RUS; TSINetwork Rating: Extra Risk) (russelmetals.com; Shares o/s: 55.1 million; Market cap: $2.6 billion; Dividend yield: 3.6%) is one of North America’s largest metal distribution companies, with a growing focus on value-added processing.

Russel Metals carries out business through three segments: metals service centres, energy field stores, and steel distributors.

2 min read

Pat McKeough

Growth Stocks

Amazon.com expands its robotaxi testing

Amazon’s Zoox unit has announced that it is bringing its autonomous vehicle testing program to Dallas and Phoenix; that expands its footprint to 10 U.S. markets. Amazon acquired the startup for $1.3 billion in 2020.

AMAZON.COM INC., $209.87, remains a buy. The company (Nasdaq symbol AMZN; TSINetwork Rating: Average) (www.amazon.com; Shares outstanding: 10.7 billion; Market cap: $2.3 trillion; No dividends paid) says that Zoox will deploy a small number of retrofitted Toyota Highlander SUVs—equipped with its full sensor suite but staffed with a human safety driver—to map Dallas and Phoenix before any fully autonomous testing begins. Zoox said the two cities are suited to stress-testing the company’s self-driving tech, due to their sprawling street grids and varied weather.

1 min read

Pat McKeough

Mining Stocks

MP adds a new plant

MP MATERIALS, $57.54, is a buy. The company (New York symbol MP; TSINetwork Rating: Extra Risk) (www.mpmaterials.com; Shares o/s: 177.7 million; Market cap: $10.2 billion; No divids.) now plans to invest $1.25 billion to build a rare-earth magnet plant in Texas.

The facility will produce neodymium-iron-boron (NdFeB) magnets. These are essential components in semiconductors, electric vehicles, and other advanced technologies. The project has secured a $200-million incentive award.

1 min read

Pat McKeough

Growth Stocks

Huntington Ingalls is a new pick

We’re now adding Huntington Ingalls to our Power Growth Investor portfolio. The company’s outlook is strong—it’s well positioned to benefit from the build-out of the U.S. naval fleet and the global spike in defence spending. Moreover, the stock is hitting all-time highs, and we think it can go higher. Huntington Ingalls is a Power Buy.

HUNTINGTON INGALLS INDUSTRIES, $427.99, is a buy. The company (New York symbol HII; TSINetwork Rating: Average) (www.hii.com; Shares o/s: 39.2 million; Market cap: $16.8 billion; Yield: 1.3%), is the largest military shipbuilding company in the U.S., as well as a provider of professional services to partners in government and industry. Northrop Grumman spun off the business in 2011.

2 min read

Pat McKeough

Spinoffs

Here’s our Spinoff Stock Portfolio for April 2026

You Can See Our Spinoff Stock Portfolio For April 2026 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. The parent will only spin off the unwanted subsidiary if it can’t sell the stock for what it feels it’s worth.

1 min read

Pat McKeough

Spinoffs

AGT returns to public markets

AGT FOOD AND INGREDIENTS INC. $19 is a hold. The company (Toronto symbol AGTF; Manufacturing sector; Shares outstanding: 67.6 million; Market cap: $1.3 billion; No dividend paid; Takeover Target Rating: Lowest; www.agtfoods.com) buys, processes and distributes a range of pulses—peas, beans, lentils and chickpeas—as well as other specialty crops.

In April 2019, Fairfax Financial Holdings Limited (Toronto symbol FFH) acquired all of AGT’s shares for $19.00 each.

1 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.