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Growth Stocks

Two blue-chips for safety-conscious investors

Here are two of our top safety-conscious recommendations. Both have strong growth ahead. Look for that to spur their share prices and your returns.

LOBLAW COMPANIES, $147.30, is a buy. The retailer (Toronto symbol L; Shares outstanding: 310.4 million; Market cap: $45.5 billion; TSINetwork Rating: Above Average; Dividend yield: 1.2%; www.loblaw.ca) operates 1,104 supermarkets under several banners, including Loblaws, Zehrs, Provigo, Real Canadian Superstore and No Frills....

2 min read

Pat McKeough

Energy Stocks

Cenovus boost spending

CENOVUS ENERGY, $23.42, is a buy for long-term gains. The company (Toronto symbol CVE; Shares o/s: 1.9 billion; Market cap: $44.4 billion; TSINetwork Rating: Average; Yield: 2.4%; www.cenovus.com) expects to spend between $4.5 billion and $5.0 billion on exploration and upgrades in 2024....

1 min read

Pat McKeough

Energy Stocks

Buy these two juniors for lower-risk gains

The shares of oil and gas stocks remain high as energy demand stays strong. We continue to recommend that most investors maintain some exposure to the oil and gas industry as part of a balanced portfolio. But, to cut risk, you should stick with producers that have positive cash flow even in times of low energy prices....

2 min read

Pat McKeough

Dividend Stocks

BCE ups its dividend

BCE INC., $50.42, is a buy. The company (Toronto symbol BCE; Shares o/s: 912.3 million; Market cap: $46.1 billion; TSINetwork Rating: Above Average; Yield: 7.9%) will now cut 9% of its workforce. It’s also selling 45 of its 103 radio stations....

1 min read

Pat McKeough

Dividend Stocks

These REITs offer high yields—and growth

While rising interest rates have increased the appeal of bonds and hurt REITs in the past year, Choice Properties and RioCan remain excellent ways for investors to earn income. We see both as buys.

CHOICE PROPERTIES REIT, $13.45, is a buy. Canada’s biggest REIT (Toronto symbol CHP.UN; Units o/s: 327.9 million; Market cap: $9.7 billion; TSINetwork Rating: Average; Dividend yield: 5.6%; www.choicereit.ca) owns 705 retail, industrial, office space and residential properties with 66.1 million square feet of gross leasable area....

2 min read

Pat McKeough

ETFs

Profit with top solar stocks

INVESCO SOLAR ETF, $42.01, is a buy for aggressive investors. The ETF (New York symbol TAN; buy or sell through brokers) tracks solar-related companies (including technology firms and utilities) listed on global exchanges.

Its top holdings are Enphase Energy (U.S.; home solar systems) at 12.6%; First Solar (China; solar panels), 10.7%; SolarEdge Technologies (Israel; solar-power batteries), 7.8%; Shoals Technologies (China; solar components), 5.7%; GCL Technology (China; polysilicon), 5.6%; and Sunrun (U.S.; panels), 5.6%.

The ETF’s MER is a relatively high 0.67%.

Renewable stocks have drifted down since early 2021; that follows big run-ups in 2020 on President Biden’s support for sun, wind and hydro power—plus strong investor interest in stocks gaining from environmental concerns....

1 min read

Pat McKeough

ETFs

These ETFs tap international growth

Generally speaking, Canadians are blocked from buying mutual funds that are registered in the U.S. unless those funds are also registered with provincial securities commissions. (Moreover, some Canadian mutual funds are only available in a limited number of provinces.)

Investors in this country can, however, buy exchange-traded funds, or ETFs, listed on U.S....

2 min read

Pat McKeough

Energy Stocks

Enerplus accepts a bid

ENERPLUS CORP., $23.98, (Toronto symbol ERF; Shares outstanding: 203.3 million; Market cap: $4.9 billion; TSINetwork Rating: Extra Risk; Dividend yield: 1.4%) produces oil and gas mostly from properties in the Bakken area of North Dakota, the DJ Basin in Colorado, and the Marcellus Shale in Pennsylvania.

The company’s shares have soared as it has now agreed to a takeover bid from Chord Energy (symbol CHRD on Nasdaq).

Enerplus shareholders will get 0.10125 shares of Chord and $1.84 U.S....

1 min read

Pat McKeough

Dividend Stocks

Enbridge raises its dividend again

Rising interest rates boost the appeal of bonds and so can hurt the share prices of competing high-yield utility stocks like Enbridge. It’s important to note, however, that bond investors must treat interest payments they receive as regular income. As a result, they pay higher taxes on that income compared to dividend income qualifying for the Canadian dividend tax credit....

1 min read

Pat McKeough

How To Invest

Q: Could I have your recommendation on a stock: Kadant Inc. Thank you and I enjoy the Inner Circle.

A: Kadant Inc., $325.00, symbol KAI on New York (Shares outstanding: 11.7 million; Market cap: $3.8 billion; www.kadant.com), provides process and engineering equipment for papermaking, recycling, lumber manufacturing, and related industries.

It has three operating segments: Flow Control (37% of revenue), Industrial Processing (39%), and Material Handling (24%)....

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.

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.