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Growth Stocks

COLLIERS INTERNATIONAL GROUP INC. $158 is a buy for aggressive investors. This company (Toronto symbol CIGI; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 48.7 million; Market cap: $7.7 billion; Price-to-sales ratio: 1.3; Dividend yield: 0.3%; TSINetwork Rating: Extra Risk; www.colliers.com) offers a range of services, including helping clients buy and sell commercial real estate, arranging financing, and assessing properties for tax purposes.

The company recently sold 2.5 million subordinate voting shares to a group of underwriters at $121.00 a share for gross proceeds of $300.0 million (all amounts except share price and market cap in U.S....

1 min read

Pat McKeough

Growth Stocks

We still prefer CAE for your new buying

The shares of these two aerospace firms are down since the start of 2024, as investors worry about the impact less-profitable products will have on their earnings. We still prefer CAE for your new buying, as it’s in a better position to rebound as travel volumes continue to recover in the wake of the pandemic.

CAE INC....

2 min read

Pat McKeough

Growth Stocks

Lower costs will help Saputo adapt

Saputo has struggled in the past few years, as consumers shift away from dairy products to non-dairy, plant-based milks. In response, the company has added new products, such as goat cheese. Saputo is also in the midst of a major plan to improve its efficiency, which will make it less vulnerable to rising input costs....

2 min read

Pat McKeough

Growth Stocks

CGI buys back more of its shares

CGI INC. $156 is your #1 Aggressive Buy for 2024. The company (Toronto symbol GIB.A; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 231.3 million; Market cap: $36.1 billion; Price-to-sales ratio: 2.6; No dividends paid; TSINetwork Rating: Extra Risk; www.cgi.com) is Canada’s largest provider of computer-outsourcing services....

1 min read

Pat McKeough

Growth Stocks

RBI lifts your dividend

RESTAURANT BRANDS INTERNATIONAL INC. $110 is a buy for aggressive investors. The fast-food operator (Toronto symbol QSR, Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 452.0 million; Market cap: $49.7 billion; Price-to-sales ratio: 5.2; Dividend yield: 2.9%; TSINetwork Rating: Average; www.rbi.com) has 31,079 outlets in over 100 countries, comprised of Burger King, Tim Hortons (coffee and donuts), Popeyes Louisiana Kitchen (fried chicken) and Firehouse Subs.

Restaurant Brands’ overall sales in the quarter ended December 31, 2023, rose 7.8%, to $1.82 billion from $1.69 billion a year earlier (all amounts except share price and market cap in U.S....

1 min read

Pat McKeough

Dividend Stocks

It’s a good time to buy these utilities

High interest rates tend to increase the appeal of bonds and hurt the shares of high-quality utility stocks, including the four we analyze below. We feel they are particularly attractive buys right now as it looks like the Bank of Canada will cut interest rates later this year.

FORTIS INC....

6 min read

Pat McKeough

Energy Stocks

Higher dividends on the way

CENOVUS ENERGY INC. $24 is a buy. The country’s third-largest oil producer (Toronto symbol CVE; Conservative Growth Portfolio, Resources sector; Shares outstanding: 1.9 billion; Market cap: $45.6 billion; Price-to-sales ratio: 0.8; Dividend yield 2.3%; TSINetwork Rating: Average; www.cenovus.com) plans to spend between $4.5 billion and $5.0 billion on exploration and upgrades in 2024....

1 min read

Pat McKeough

Dividend Stocks

We still like Telus and Telus Intl.

Telus is down 11% in the past year. That’s largely due to rising interest rates, which tend to increase costs for utilities and so reduce their appeal with investors—despite their high yields. Lower earnings at Telus’s publicly traded Telus International, which helps businesses manage their call centres and websites, has also weighed on the stock.

Regardless, we feel Telus’s long history of rising dividends makes it a strong pick for income-seeking investors....

4 min read

Pat McKeough

How To Invest

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

You Can See Our Exchange-Traded Funds Portfolio For April 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

Consumer ETFs offer stability in downturns

Value investing has long been considered the investment style that provides superior returns over the long run. However, for much of the past 15 years “growth investing” produced much better results. That may be changing, as “value investing” staged a comeback over the past three years, supported by moderate profit growth and considerable valuation discounts.

Defining ‘value investing’

There is no universal definition of value investing....

2 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.

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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.