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Mining Stocks

TECK RESOURCES LTD. $68 remains a buy. The company (Toronto symbol TECK.B; Conservative Growth Portfolio, Resources sector; Shares outstanding: 517.5 million; Market cap: $35.2 billion; Price-to-sales ratio: 2.3; Dividend yield: 0.8%; TSINetwork Rating: Extra Risk; www.teck.com) sold 5.9 million tonnes of metallurgical coal (a key ingredient in the making of steel) in the first quarter of 2024....

1 min read

Pat McKeough

Energy Stocks

A good way to profit from higher oil

According to the International Energy Agency, global oil demand grew by 2.3 million barrels per day in 2023 to 103 million barrels. The agency now expects oil use to increase by 1.3 million barrels a day in 2024. That higher demand has helped push up crude oil prices by 20% since the start of the year to $86 U.S....

4 min read

Pat McKeough

ETFs

Here’s our Exchange-traded Funds Portfolio for May 2024

You Can See Our Exchange-Traded Funds Portfolio For May 2024 Here.

ETFs in brief

Exchange-traded funds are set up to mirror the performance of a stock-market index or sub-index....

1 min read

Pat McKeough

ETFs

The five sector approach is a key TSI concept

A key aspect of our TSI investment philosophy is portfolio diversification across the five main economic sectors (Manufacturing & Industry; Resources & Commodities; Consumer; Finance; and Utilities).

That way, investors can avoid overloading their portfolios with stocks in one sector that are about to slump simply because of industry conditions or changes in investor fashion....

5 min read

Pat McKeough

ETFs

Two new ETFs for Canadian investors

Fidelity recently boosted its Canadian ETF roster by adding seven new ETFs covering Canadian, U.S., and international equities. Below we highlight a fund that holds long and short positions in a portfolio of global equities, as well as an ETF that invests indirectly in public companies outside of North America.

FIDELITY GLOBAL VALUE LONG/SHORT ETF $8.53 (CBOE Canada symbol FGLS) invests globally by taking long positions in companies that the manager believes are undervalued; at the same time it takes short positions in overvalued companies.

The ETF launched on February 1, 2024, as just one of several share classes of a mutual fund operating since October 2020....

1 min read

Pat McKeough

ETFs

BHP is a major contributor to Australia’s success

BHP Group is the largest mining company in the world by market value, ahead of Rio Tinto, Vale, and Anglo-American.

Iron ore is its main product, with the Pilbara mines in Western Australia representing its core asset. Production costs from those mines are among the lowest in the world.

Copper is another major product....

1 min read

Pat McKeough

ETFs

Tap Australia’s bright outlook with this ETF

The Australian economy rebounded strongly in the wake of the pandemic. In the near term, though, it now faces challenges from still-high inflation, which is hurting consumer spending. In addition, it faces uncertain global growth amid still-elevated interest rates....

4 min read

Pat McKeough

ETFs

Five ETFs for five sectors (continued...)

This section is the second part of our discussion on ETFs that represent each of the five main economic sectors. Here we cover ETFs in the Consumer, Manufacturing and Finance sectors.

Please see the supplement section starting on page 49 for more information on our five-sectors approach.

BMO GLOBAL CONSUMER STAPLES HEDGED TO CAD INDEX ETF $22.97 (Toronto symbol STPL; TSINetwork ETF Rating: Conservative; Market cap: $36.6 million) tracks the FTSE Developed Consumer Staples Capped Index and invests globally....

4 min read

Pat McKeough

ETFs

A low-cost ETF for exposure to the top global companies

VANGUARD FTSE GLOBAL ALL CAP EX CANADA INDEX ETF $56.71 (Toronto symbol VXC; TSINetwork ETF Rating: Aggressive; Market cap: $1.8 billion) tracks the FTSE Global All Cap ex Canada Index. Companies located in the U.S. make up the largest component (63.4%), followed by Japan (6.6%), the U.K....

1 min read

Pat McKeough

ETFs

Pass on this ETF: Grayscale Bitcoin Trust ETF

GRAYSCALE BITCOIN TRUST ETF $62.47 (New York symbol GBTC) is the largest ETF investing in the cryptocurrency bitcoin. It has over $23 billion of assets under management.

The fund has been operational since 2013 and became the first publicly traded bitcoin fund in 2015....

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.

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Financial Post Columnist
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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.

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.