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These office REITs remain under pressure despite many businesses—namely, their tenants—ending pandemic-era remote work policies. Lower-than-expected occupancy rates could force them to cut their distributions. Even if they do, investors would still enjoy above average yields.
PACER U.S. CASH COWS 100 ETF $59.43 (CBOE symbol COWZ; Units outstanding: 306.2 million; Market cap: $18.2 billion; Yield: 1.6%; www.paceretfs.com) aims to select and hold the top 100 companies of the Russell 1000 index as determined by their free cash flow yields.
Pacer defines free cash flow as the cash remaining after a company has paid expenses, interest, taxes, and long-term investments. This fund started up on December 16, 2016. It has an MER of 0.49% and yields 1.6%.
The ETF’s holdings include HCA Healthcare, Applied Materials, McKesson Corp., Gilead Sciences, Merck & Co., Ford Motor, Cisco Systems, Amgen Inc., Warner Bros. Discovery and Newmont. The weight of any one stock in the portfolio is capped at 2%.
Pacer defines free cash flow as the cash remaining after a company has paid expenses, interest, taxes, and long-term investments. This fund started up on December 16, 2016. It has an MER of 0.49% and yields 1.6%.
The ETF’s holdings include HCA Healthcare, Applied Materials, McKesson Corp., Gilead Sciences, Merck & Co., Ford Motor, Cisco Systems, Amgen Inc., Warner Bros. Discovery and Newmont. The weight of any one stock in the portfolio is capped at 2%.
We’ve long recommended electrical power utility Fortis as a buy for steady growth and reliable income. That’s because rate-regulated operations provide it with sufficient cash flow for reinvestment in new projects as well as dividends for its shareholders. In fact, the company has now raised that dividend for 52 straight years.
Fortis also recently sold some of its smaller holdings in the Caribbean, which will let it focus on more-promising projects in North America.
Fortis also recently sold some of its smaller holdings in the Caribbean, which will let it focus on more-promising projects in North America.
You can’t fake a record of dividends. That’s why we place a high value on a sustained history of dividend payments. When you’re looking for income-producing stocks, a high dividend yield should also be one of your most important investment considerations. But that shouldn’t come at the expense of sustainability.
Our exclusive TSI Dividend Sustainability Rating System uses eight factors to determine a company’s ability to maintain its current dividend, and increase the payment over time.
Our exclusive TSI Dividend Sustainability Rating System uses eight factors to determine a company’s ability to maintain its current dividend, and increase the payment over time.
A: Occasionally, investors ask why we go into such detail about the finances and fundamentals of the stocks we recommend. Why not just buy the stocks that are going up, then place stop-loss orders so we sell them when they quit rising?
This is a partial description of the momentum approach to stock market investing. Essentially, under that strategy, you buy stocks that are rising and reporting rising earnings, or earnings gains that beat expectations. You then sell when the stocks quit rising or when earnings growth stalls.
This approach would work great if nobody else ever thought of it.
This is a partial description of the momentum approach to stock market investing. Essentially, under that strategy, you buy stocks that are rising and reporting rising earnings, or earnings gains that beat expectations. You then sell when the stocks quit rising or when earnings growth stalls.
This approach would work great if nobody else ever thought of it.
Rising revenue and earnings lifted hospital-equipment supplier Steris to an all-time high on November 12, 2025. The stock has retreated a bit from that $268.30-a-share milestone, but we expect it to regain that high and exceed it.
Going forward, the company is in a great position to profit from favourable long-term demographic trends such as an aging population. The sale of its Dental unit last year has also sharpened Steris’s focus on more lucrative markets.
I asked our Successful Investor research department to draw up this Inner Circle Spotlight report on the stock. It explains why we see the stock as a solid addition to any investor’s portfolio. We hope you enjoy and profit from this Spotlight on Steris.
Going forward, the company is in a great position to profit from favourable long-term demographic trends such as an aging population. The sale of its Dental unit last year has also sharpened Steris’s focus on more lucrative markets.
I asked our Successful Investor research department to draw up this Inner Circle Spotlight report on the stock. It explains why we see the stock as a solid addition to any investor’s portfolio. We hope you enjoy and profit from this Spotlight on Steris.
A: Wayfair Inc., $95.99, symbol W on New York (Shares outstanding: 130.3 million; Market cap: $13.0 billion; www.wayfair.com), is one of the world’s largest online destinations for home furnishings. Through its e-commerce platform, the company offers furniture, décor, housewares and home improvement products.
Wayfair’s customers span a wide range of demographics, with annual household incomes ranging from $25,000 to over $250,000. They also include business professionals, from small startups to global enterprises.
The company tries to appeal to customers with different tastes, styles, buying goals and budgets when shopping for their homes and businesses. To that end, it offers a family of websites, each with a unique brand identity and product lineup.
Wayfair’s customers span a wide range of demographics, with annual household incomes ranging from $25,000 to over $250,000. They also include business professionals, from small startups to global enterprises.
The company tries to appeal to customers with different tastes, styles, buying goals and budgets when shopping for their homes and businesses. To that end, it offers a family of websites, each with a unique brand identity and product lineup.
A: WSP Global Inc., $245.52, symbol WSP on Toronto (Shares outstanding: 130.6 million; Market cap: $32.9 billion; www.wsp.com), is a professional services consulting firm. It employs about 72,600 people, mainly engineers, technicians, scientists, environmental specialists, planners, and architects. The company is headquartered in Montreal and has over 531 offices in 50 countries.
WSP’s projects—both those recently completed and those ongoing—are varied. They include a two-million-square-foot Children’s hospital in Atlanta; a 1,325 megawatts offshore wind farm in Italy; a 12-storey shipping centre in Hong Kong; and National Bank’s new 40-storey head office in Montreal.
In October 2025, the company completed the acquisition of Ricardo plc, a U.K.-based global consulting firm with two units:
WSP’s projects—both those recently completed and those ongoing—are varied. They include a two-million-square-foot Children’s hospital in Atlanta; a 1,325 megawatts offshore wind farm in Italy; a 12-storey shipping centre in Hong Kong; and National Bank’s new 40-storey head office in Montreal.
In October 2025, the company completed the acquisition of Ricardo plc, a U.K.-based global consulting firm with two units:
A: Kratos Defense & Security Solutions, $69.44, symbol KTOS in New York (Shares outstanding: 168.8 million; Market cap: $11.9 billion; www.kratosdefense.com), is a U.S.-based company that develops and produces systems for defence and communications.
The company has two main business segments: Kratos Government Solutions (KGS), and Unmanned Systems (UAS).
KGS mainly serves the U.S. defence department, intelligence agencies, and allied international governments. It is Kratos’s largest segment, contributing about 75% of its sales. Overall, product sales contribute 63% of KGS’s revenue; with maintenance services contributing the remaining 37%.
The company has two main business segments: Kratos Government Solutions (KGS), and Unmanned Systems (UAS).
KGS mainly serves the U.S. defence department, intelligence agencies, and allied international governments. It is Kratos’s largest segment, contributing about 75% of its sales. Overall, product sales contribute 63% of KGS’s revenue; with maintenance services contributing the remaining 37%.
A: 3M Company, $165.44, symbol MMM on New York (Shares outstanding: 531.2 million; Market cap: $87.9 billion; Manufacturing & Industry sector; TSINetwork Rating: Above Average; www.3m.com) remains a buy for long-term gains.
The company spun off its Health Care division as a separate firm called Solventum Corp. (New York symbol SOLV) on April 1, 2024. That business makes products that treat and prevent infection in wounds; it also manufactures dental filling materials, and filtration and purification products.
Investors received one share of Solventum for every four shares of 3M they held. 3M retained a 19.9% stake in the new firm, but it plans to sell those shares within the next five years. The split has left 3M to focus on its core operations. At the same time, it has helped to spur its stock to a 27.8% gain since the start of the year.
The company spun off its Health Care division as a separate firm called Solventum Corp. (New York symbol SOLV) on April 1, 2024. That business makes products that treat and prevent infection in wounds; it also manufactures dental filling materials, and filtration and purification products.
Investors received one share of Solventum for every four shares of 3M they held. 3M retained a 19.9% stake in the new firm, but it plans to sell those shares within the next five years. The split has left 3M to focus on its core operations. At the same time, it has helped to spur its stock to a 27.8% gain since the start of the year.