Topics

GENUINE PARTS CO. $139 is a buy. The company (New York symbol GPC; Income-Growth Payer Portfolio, Manufacturing & Industry sector; Shares outstanding: 139.3 million; Market cap: $19.4 billion; Dividend yield: 2.9%; Dividend Sustainability Rating: Above Average; www.genpt.com) is a leading seller of replacement auto parts....

1 min read

Pat McKeough

Dividend Stocks

New projects will send Pembina even higher

The shares of Pembina Pipeline have jumped 35% in the past year, and hit a new all-time high of $56 in September 2024. That’s largely due to its recent acquisitions and new projects. Falling interest rates will also ease its debt payments and free up cash for more dividends....

2 min read

Pat McKeough

Dividend Stocks

Here are key updates for dividend investors

ARCHER DANIELS MIDLAND CO. $59 is a hold. The company (New York symbol ADM; High-Growth Payer Portfolio, Manufacturing sector; Shares outstanding: 478.1 million; Market cap: $28.2 billion; Dividend yield: 3.3%; Dividend Sustainability Rating: Above Average; www.adm.com) processes corn, wheat, soybeans, flax seed and other crops into a variety of food ingredients such as flour, oils and sweeteners.

With the February 2024 payment, Archer raised your quarterly dividend by 11.1%, to $0.50 a share from $0.45....

2 min read

Pat McKeough

Dividend Stocks

TC Energy sets date for spinoff

TC ENERGY CORP. $65 is a buy. The company (Toronto symbol TRP; Income-Growth Payer Portfolio, Utilities sector; Shares outstanding: 1.0 billion; Market cap: $65.0 billion; Dividend yield: 5.9%; Dividend Sustainability Rating: Highest; www.tcenergy.com) will complete the spinoff of its oil pipeline business as separate company South Bow Corp....

1 min read

Pat McKeough

Dividend Stocks

Tap into rising infrastructure spending

Increased government spending on public infrastructure projects should spur demand for construction equipment and related services from these two dealers. That should also let them keep raising their dividends.

FINNING INTERNATIONAL INC. $42 is a buy. The company (Toronto symbol FTT; Cyclical-Growth Payer Portfolio, Manufacturing & Industry sector; Shares outstanding: 139.5 million; Market cap: $5.9 billion; Dividend yield: 2.6%; Dividend Sustainability Rating: Above Average; www.finning.com) sells and services Caterpillar-brand heavy equipment in Western Canada but also Chile, Argentina, Bolivia, the U.K....

2 min read

Pat McKeough

Dividend Stocks

Thomson adds AI to its products

THOMSON REUTERS CORP. $233 is a buy. The company (Toronto symbol TRI; Conservative-Growth Dividend Payer Portfolio, Manufacturing Sector; Shares outstanding: 449.7 million; Market cap: $104.8 billion; Dividend yield: 1.2%; Dividend Sustainability Rating: Highest; www.thomsonreuters.com) sells specialized information and software to the legal, tax and accounting fields....

1 min read

Pat McKeough

Dividend Stocks

Asset sales improve their long-term prospects

These two leading packaged foodmakers continue to sell parts of their product portfolios in response to changing consumer tastes. These moves should spur their long-term growth and dividends. Note—we prefer Kraft Heinz for your new buying.

GENERAL MILLS INC....

3 min read

Pat McKeough

Dividend Stocks

Demographic trends bode well for these insurers

These two insurers have a bright future, particularly as population growth will drive demand for new policies and retirement planning services. For now, we prefer Sun Life as Great-West’s recent acquisitions add to its risk.

GREAT-WEST LIFECO INC....

2 min read

Pat McKeough

Dividend Stocks

Lower interest rates help your REIT income

The Bank of Canada has cut its benchmark interest rate three times since June, from 5.00% to 4.25%. Lower rates are good news for these two REITs, as they make it easier to attract new tenants and service their debt.

ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST $20 is a buy. The REIT (Toronto symbol AP.UN; Cyclical-Growth Dividend Payer Portfolio, Manufacturing sector; Units outstanding: 128.0 million; Market cap: $2.6 billion; Distribution yield: 9.0%; Dividend Sustainability Rating: Above Average; www.alliedreit.com) owns 192 office buildings and 10 properties under development, mainly in major Canadian cities....

2 min read

Pat McKeough

Dividend Stocks

Choice has a sustainable payout

CHOICE PROPERTIES REIT $15 is a top pick for 2024. Canada’s biggest REIT (Toronto symbol CHP.UN; Cyclical-Growth Payer Portfolio; Manufacturing & Industry sector; Units outstanding: 723.6 million; Market cap: $10.9 billion; Distribution yield: 5.1%; Dividend Sustainability Rating: Above Average; www.choicereit.ca) owns 702 properties, with 65.9 million square feet of retail, industrial, mixed-use and residential space....

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.