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RTX CORP. $105 is still a buy. The company (New York symbol RTX; Conservative-Growth Payer Portfolio; Manufacturing sector; Shares outstanding: 1.5 billion; Market cap: $157.5 billion; Dividend yield: 2.4%; Dividend Sustainability Rating: Above Average; www.rtx.com) is a leading maker of commercial aircraft equipment, electronic systems for military aircraft, and guided missiles.

With the June 2024 payment, RTX will raise your quarterly dividend by 6.8%, to $0.63 a share from $0.59....

1 min read

Pat McKeough

Dividend Stocks

Tech stocks offer growth and steady income

These two tech giants are hitting new highs thanks to investor enthusiasm for artificial intelligence and other emerging technologies. That should spur their earnings, and your dividends.

MICROSOFT CORP. $429 is a buy. The software giant (Nasdaq symbol MSFT; High-Growth Dividend Payer Portfolio; Manufacturing sector; Shares outstanding: 7.4 billion; Market cap: $3.2 trillion; Dividend yield: 0.7%; Dividend Sustainability Rating: Highest; www.microsoft.com) last raised your quarterly dividend by 10.3% in December 2023, to $0.75 a share from $0.68....

2 min read

Pat McKeough

Dividend Stocks

Recent acquisitions support their dividends

These two foodmakers recently acquired smaller firms with premium brands. While expanding by acquisition adds risk, the new operations should support their current dividend payouts.

CAMPBELL SOUP CO. $43 is a buy. The company (New York symbol CPB; Conservative-Growth Payer Portfolio, Consumer sector; Shares outstanding: 298.1 million; Market cap: $12.8 billion; Dividend yield: 3.4%; Dividend Sustainability Rating: Above Average; www.campbellsoupcompany.com) sold most of its international and refrigerated-foods businesses in 2018....

3 min read

Pat McKeough

Dividend Stocks

Sun Life lifts your dividend

SUN LIFE FINANCIAL INC. $67 is a buy. The insurer (Toronto symbol SLF; Conservative-Growth Dividend Payer Portfolio, Finance sector; Shares outstanding: 583.0 million; Market cap: $39.1 billion; Dividend yield: 4.8%; Dividend Sustainability Rating: Above Average; www.sunlife.ca) will raise your quarterly dividend with the June 2024 payment by 3.8%, to $0.81 a share from $0.78....

1 min read

Pat McKeough

Dividend Stocks

Two small caps with sustainable high yields

Dividend investors tend to avoid small cap stocks over concerns that they are riskier than bigger firms. However, you can cut than risk with high-quality firms such as Leon’s and Russel. Both are leaders in their markets.

LEON’S FURNITURE LTD....

2 min read

Pat McKeough

Dividend Stocks

Sale will let Algonquin cut its debt

ALGONQUIN POWER & UTILITIES CORP. $8.57 is a buy for long-term gains. The company (Toronto symbol AQN; High-Growth Dividend Payer Portfolio, Utilities sector; Shares o/s: 689.6 million; Market cap: $5.4 billion; Dividend yield: 6.9%; Dividend Sustainability Rating: Average; www.algonquinpower.com) cut your quarterly dividend by 40.0% with the April 2023 payment, to $0.1085 U.S....

1 min read

Pat McKeough

Dividend Stocks

These REITs are re-focusing their portfolios

The work continues for these two REITs as they unload their less-promising properties to focus on their main assets. That sets them up for future gains and lets them maintain their current payouts.

ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST $17 is a buy. The REIT (Toronto symbol AP.UN; Cyclical-Growth Dividend Payer Portfolio, Manufacturing sector; Units outstanding: 128.0 million; Market cap: $2.2 billion; Distribution yield: 10.6%; Dividend Sustainability Rating: Above Average; www.alliedreit.com) owns 198 office buildings and eight properties under development, mainly in major Canadian cities....

2 min read

Pat McKeough

Dividend Stocks

A Yield to Caution: Brompton Lifeco Split Corp.

BROMPTON LIFECO SPLIT CORP. $6.76 (Toronto symbol LCS; Shares outstanding: 6.1 million; Market cap: $41.2 million; Dividend yield: 12.9%; www.bromptongroup.com) holds shares of Canada’s four largest publicly listed life insurance companies.

These are Sun Life Financial, Manulife Financial, Great-West Lifeco and iA Financial....

1 min read

Pat McKeough

Dividend Stocks

Canadian Tire is still a top pick

Canadian Tire’s class A shares are down about 6% since the start of 2024. That’s mainly due to concerns still-elevated interest rates and higher prices force consumers to spend less on discretionary items.

However, the retailer is doing a good job managing its inventories....

2 min read

Pat McKeough

How To Invest

Pat, what do you think of Ulta Beauty as a buy? Thank you.

A: Ulta Beauty Inc., $381.17, symbol ULTA on Nasdaq (Shares outstanding: 48.3 million; Market cap: $18.3 billion; www.ulta.com), is the largest beauty retailer in the U.S. and a destination for cosmetics, fragrance, skin care products, hair care products, and salon services.

All together, the company provides consumers with a broad assortment of over 25,000 prestige and mass-market beauty products from more than 600 well-established and emerging beauty brands across a variety of categories and price points....

5 min read

Pat McKeough

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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.

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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.

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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.

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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.