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Here’s the text of my latest letter to our Portfolio Management clients, sent in November 2023:
“As I began work on this letter to our portfolio clients, an interesting and thought-provoking question came in from a member of our Inner Circle.
The member asked,
“Pat, I know you recommend diversification among individual stocks and stock groups, and between the U.S....
“As I began work on this letter to our portfolio clients, an interesting and thought-provoking question came in from a member of our Inner Circle.
The member asked,
“Pat, I know you recommend diversification among individual stocks and stock groups, and between the U.S....
TRIMBLE INC., $50.98, symbol TRMB on Nasdaq, mainly provides advanced GPS positioning systems for auto fleets and other business clients. It also sells connectivity, modelling, analytics and autonomous driving solutions.
The company serves a range of industries, including civil engineering, construction, agriculture, natural resources, transportation and government.
On January 3, 2024, Trimble announced it had completed the sale of its water monitoring assets to Badger Meter Inc....
The company serves a range of industries, including civil engineering, construction, agriculture, natural resources, transportation and government.
On January 3, 2024, Trimble announced it had completed the sale of its water monitoring assets to Badger Meter Inc....
BIRCHCLIFF ENERGY LTD., $5.33, is still a buy for aggressive investors.
The company (symbol BIR on Toronto) develops and produces oil and gas, mainly in the Peace River Arch area of both Alberta and B.C.
Due to lower natural gas prices, Birchcliff is cutting your quarterly dividend by 50.0%....
The company (symbol BIR on Toronto) develops and produces oil and gas, mainly in the Peace River Arch area of both Alberta and B.C.
Due to lower natural gas prices, Birchcliff is cutting your quarterly dividend by 50.0%....
CANADIAN TIRE CORP., $148.00, Toronto symbol CTC.A, is a top pick for 2024.
Investors benefit from the company’s 502 Canadian Tire stores. They sell automotive parts and services, and household and sporting goods; franchisees run most of the locations....
Investors benefit from the company’s 502 Canadian Tire stores. They sell automotive parts and services, and household and sporting goods; franchisees run most of the locations....
MCDONALD’S CORP., $292.30, New York symbol MCD, is your #1 Conservative Buy for 2024.
The company is the world’s largest fast-food chain with over 40,000 restaurants in 119 countries. It serves a wide variety of food but is best known for its hamburgers and french fries.
This is the third year in a row we’ve picked McDonald’s as your #1 Conservative Buy....
The company is the world’s largest fast-food chain with over 40,000 restaurants in 119 countries. It serves a wide variety of food but is best known for its hamburgers and french fries.
This is the third year in a row we’ve picked McDonald’s as your #1 Conservative Buy....
CANADIAN NATIONAL RAILWAY CO., $166.65, Toronto symbol CNR, remains a buy.
CN operates Canada’s largest railway. Its 30,250-kilometre network stretches across the country. It also travels down through the U.S. Midwest, connecting Canada to the Gulf of Mexico.
The company’s revenue in the fourth quarter of 2023 fell 1.6%, to $4.47 billion from $4.54 billion a year earlier....
CN operates Canada’s largest railway. Its 30,250-kilometre network stretches across the country. It also travels down through the U.S. Midwest, connecting Canada to the Gulf of Mexico.
The company’s revenue in the fourth quarter of 2023 fell 1.6%, to $4.47 billion from $4.54 billion a year earlier....
You Can See Our Cyclical-Growth Dividend Payer Portfolio For February 2024 Here.
You can’t fake a record of dividends....
WYNDHAM HOTELS & RESORTS INC. $78 is a buy. The company (New York symbol WH; Cyclical-Growth Portfolio, Consumer sector; Shares outstanding: 83.0 million; Market cap: $6.5 billion; Dividend yield: 1.8%; Dividend Sustainability Rating: Above Average; www.wyndhamhotels.com) is the world’s largest hotel franchiser, with 9,100 hotels in more than 95 countries.
Wyndham last raised your quarterly dividend by 9.4% with the March 2023 payment to $0.35 a share from $0.32....
Wyndham last raised your quarterly dividend by 9.4% with the March 2023 payment to $0.35 a share from $0.32....
In response to rising interest rates, TD Bank had to set aside more funds to cover potential loan defaults. However, the bank remains well capitalized, which lets it reward investors with higher dividends and share buybacks.
TORONTO-DOMINION BANK $82 is a buy. The lender (Toronto symbol TD; Income-Growth Payer Portfolio; Finance sector; Shares outstanding: 1.8 billion; Market cap: $147.6 billion; Dividend yield: 5.0%; Dividend Sustainability Rating: Highest; www.td.com) is Canada’s second-largest bank by market cap after Royal Bank....
TORONTO-DOMINION BANK $82 is a buy. The lender (Toronto symbol TD; Income-Growth Payer Portfolio; Finance sector; Shares outstanding: 1.8 billion; Market cap: $147.6 billion; Dividend yield: 5.0%; Dividend Sustainability Rating: Highest; www.td.com) is Canada’s second-largest bank by market cap after Royal Bank....
BROADRIDGE FINANCIAL SOLUTIONS INC. $206 is a buy. The company (New York symbol BR; High-Growth Payer Portfolio, Finance sector; Shares outstanding: 117.7 million; Market cap: $24.2 billion; Dividend yield: 1.6%; Dividend Sustainability Rating: Above Average; www.broadridge.com) is best known for processing and distributing proxies and regulatory filings, both electronically and by surface mail, for nearly every publicly traded U.S....