Topics

Growth Stocks

THOMSON REUTERS CORP. $227 is a buy. The company (Toronto symbol TRI; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 449.7 million; Market cap: $102.1 billion; Price-to-sales ratio: 10.5; Dividend yield: 1.3%; TSINetwork Rating: Above Average; www.thomsonreuters.com) recently sold its remaining stake in London Stock Exchange Group plc (Over-the-counter Pink Sheets symbol LDNXF) for $600 million (all amounts except share price and market cap in U.S....

1 min read

Pat McKeough

Value Stocks

Rising revenue supports their high yields

These two subsidiaries of the Power Corp. holding company are now realizing the benefits of a new plan to better focus on their core areas of expertise. We like both but still prefer IGM for your new buying.

GREAT-WEST LIFECO INC. $42 is a hold. The company (Toronto symbol GWO; Conservative Growth and Income Portfolios, Finance sector; shares outstanding: 932.1 million; Market cap: $39.1 billion; Price-to-sales ratio: 1.7; Dividend yield: 5.3%; TSINetwork Rating: Above Average; www.greatwestlifeco.com) is Canada’s second-largest life insurer, after Manulife Financial....

2 min read

Pat McKeough

Growth Stocks

Focus on small jets lifts Bombardier 450%

Bombardier shares have gained over 450% since the company sold its passenger railcar operations in January 2021. Following the sale, it has focused on its business jets operations. Demand for these products remains strong, but higher costs for materials and labour could squeeze profit margins....

2 min read

Pat McKeough

Value Stocks

Strong quarter for Linamar

LINAMAR CORP. $62 is a buy. The company (Toronto symbol LNR; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 61.6 million; Market cap: $3.8 billion; Price-to-sales ratio: 0.4; Dividend yield: 1.6%; TSINetwork Rating: Average; www.linamar.com) makes a variety of automotive parts, including cylinder heads and cylinder blocks....

1 min read

Pat McKeough

Energy Stocks

Rising cash flow cuts Ovintiv’s risk

OVINTIV INC. $58 is a buy. The company (Toronto symbol OVV; Conservative Growth Portfolio, Resources sector; Shares outstanding: 264.1 million; Market cap: $15.3 billion; Price-to-sales ratio: 1.1; Dividend yield: 2.8%; TSINetwork Rating: Average; www.ovintiv.com) operates four core properties: Montney (B.C.), Permian (Texas), Anadarko (Oklahoma) and Uinta (Utah).

Ovintiv continues to allocate 50% of its free cash flow (regular cash flow less capital)—forecast to rise 65% for 2024 to $1.90 billion U.S.—to dividends and share buybacks....

1 min read

Pat McKeough

Dividend Stocks

Falling rates benefit these utilities two ways

The Bank of Canada recently cut its benchmark lending rate, from 4.75% to 4.50%, and more cuts seem likely. Lower rates are good news for utilities such as these four, as they reduce their borrowing costs and increase their appeal with bond investors. What’s more, you pay less tax on their dividends compared to bond interest payments.

FORTIS INC....

6 min read

Pat McKeough

Blue Chip Stocks

BNS invests in U.S. bank

BANK OF NOVA SCOTIA $63 is a buy. The bank (Toronto symbol BNS; Conservative Growth and Income Portfolios, Finance sector; Shares outstanding: 1.2 billion; Market cap: $75.6 billion; Price-to-sales ratio: 2.3; Dividend yield: 6.7%; TSINetwork Rating: Above Average; www.scotiabank.com) has agreed to acquire a 14.9% stake in U.S.-banking firm KeyCorp for $2.8 billion U.S.

Based in Cleveland, Ohio, KeyCorp provides a variety of financial services through 1,000 branches in 15 states.

Bank of Nova Scotia will first pay $800 million U.S....

1 min read

Pat McKeough

Growth Stocks

Loblaw adapts to shifting market

Loblaw’s shares have jumped 40% in the past year; they, in fact, hit a new all-time high of $171.99 on July 24, 2024.

The big gain is partly due to the 2018 transfer of the company’s real estate business to its parent company. That left it to focus on its main food and drugstore chains....

4 min read

Pat McKeough

How To Invest

Q: Pat, can I get your advice on whether The Gap is a buy or not? Thank you.

A: The Gap Inc., $23.15, symbol GPS on New York (Shares outstanding: 375.1 million; Market cap: $8.7 billion; www.gapinc.com), sells clothes, accessories, and personal care products for women, men, and children under the Old Navy, Gap, Banana Republic, and Athleta brands.

The Gap currently has 2,562 company-operated stores and 998 franchise store locations....

3 min read

Pat McKeough

How To Invest

Q: Pat, what is your opinion of Canadian General Investments (CGI). Thank you.

A: Canadian General Investments Ltd., $38.85, symbol CGI on Toronto (Units outstanding: 20.9 million; Market cap: $790.2 million; www.mmainvestments.com), is a closed-end fund that mainly invests in shares of Canadian companies that it sees as average or above-average in quality.

Established in 1930, it is one of the oldest closed-end funds in North America....

3 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.