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H&R REAL ESTATE INVESTMENT TRUST $9.42 is a buy. The REIT (Toronto symbol HR.UN; Cyclical-Growth Dividend Payer Portfolio, Manufacturing sector; Units outstanding: 262.0 million; Market cap: $2.5 billion; Distribution yield: 6.4%; Dividend Sustainability Rating: Average; www.hr-reit.com) owns 377 residential, industrial, office and some retail properties in Canada and the U.S....

1 min read

Pat McKeough

Dividend Stocks

These office REITs have sustainable payouts

Demand for office space is rebounding as more companies unwind their work-from-home policies for employees. That should support the payouts of both these REITs.

ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST $18, is a buy. The REIT (Toronto symbol AP.UN; Cyclical-Growth Dividend Payer Portfolio, Manufacturing sector; Units outstanding: 128.0 million; Market cap: $2.3 billion; Distribution yield: 10.0%; Dividend Sustainability Rating: Above Average; www.alliedreit.com) owns 188 office buildings and nine properties under development....

2 min read

Pat McKeough

Dividend Stocks

A Yield to Caution

ALARIS EQUITY PARTNERS INCOME TRUST $19 (Toronto symbol AD.UN; Shares outstanding: 45.5 million; Market cap: $864.5 million; Dividend yield: 7.2%) lends money to its partners—private businesses—in exchange for distributions, dividends or interest....

1 min read

Pat McKeough

Dividend Stocks

Demographics support this dividend

In the past few years, insurance giant Sun Life has expanded its operations in Asia. Specifically, it’s in China, Hong Kong, India, Indonesia, Malaysia, the Philippines, Singapore and Vietnam, and the region now contributes about 18% of earnings.

The company also continues to benefit from the aging North American population, with rising demand for health insurance and wealth management services.

We expect these factors to drive the company’s earnings—and your dividend—over the next several years.

SUN LIFE FINANCIAL INC....

2 min read

Pat McKeough

Value Stocks

Keep holding them for possible takeovers

In June 2015, the old Gannett spun off its newspaper operation as a separate company operating under the Gannett name. The remaining broadcasting and Internet unit was then renamed Tegna. Under the deal, for every two shares investors held, they received one share of the spinoff company and two shares in Tegna.

While both companies have struggled in the current media environment, their strong brands could turn them into takeover targets, particularly as the incoming Trump administration will probably allow more corporate mergers to go ahead.

TEGNA INC....

2 min read

Pat McKeough

Growth Stocks

Philips drops on weak sales outlook

PHILIPS ELECTRONICS N.V. ADRs $25 is a hold. The company (New York symbol PHG; Conservative Growth Portfolio, Manufacturing sector; ADRs outstanding: 906.3 million; Market cap: $22.7 billion; Price-to-sales ratio: 1.3; Dividend suspended in 2024; TSINetwork Rating: Average; www.philips.com) makes industrial health-care products, including X-ray scanners and ultrasound systems, along with consumer goods such as electric shavers and electric toothbrushes.

The stock dropped over 20% recently after the company said its revenue would likely rise 1.5% in 2024 compared to its earlier prediction for 5% growth....

1 min read

Pat McKeough

Value Stocks

The stock market keeps lifting their gains

We recommend investors diversify their Finance sector holdings beyond the big banks with smaller, high-quality firms such as State Street and T. Rowe Price. Both are leaders in their niche industries, and have a long history of rewarding investors with rising dividends.

STATE STREET CORP....

2 min read

Pat McKeough

Dividend Stocks

Viatris debt load is still a risk factor

VIATRIS INC. $12 is a hold. The company (New York symbol VTRS; Income Portfolio, Manufacturing sector; Shares outstanding: 1.2 billion; Market cap: $14.4 billion; Price-to-sales ratio: 1.0; Dividend yield: 4.0%; TSINetwork Rating: Average; www.viatris.com) was formed in November 2020 by the merger of Pfizer’s Upjohn division (generic drugs) with Netherlands-based Mylan N.V....

1 min read

Pat McKeough

Growth Stocks

Rising air travel spurs Howmet

HOWMET AEROSPACE INC. $108 is a hold. The company (New York symbol HWM; Conservative Growth Portfolio, Manufacturing sector; Shares outstanding: 406.3 million; Market cap: $43.9 billion; Price-to-sales ratio: 6.3; Dividend yield: 0.3%; TSINetwork Rating: Average; www.howmet.com) makes a range of industrial parts, from jet engine components and fasteners to forged aluminum wheels.

Howmet’s revenue in the third quarter of 2024 rose 10.7%, to $1.84 billion from $1.66 billion a year earlier....

1 min read

Pat McKeough

Value Stocks

Medical device makers aim for new growth

Demand for medical devices continues to improve, particularly as the aging baby boom generation requires more hospital and other care. We like the long-term outlook for Baxter and Becton Dickinson, particularly as they re-organize their businesses for new growth....

4 min read

Pat McKeough

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Investors Association of Canada
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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.