Topics
Fair Isaac undoubtedly benefited from the pandemic: since March of 2020, the stock is up 375.3%. We think the credit scoring giant has room to move even higher as demand for its products remains strong—and growing.
FAIR ISAAC CORP., $1,230.16, is a buy. The company (New York symbol FICO; TSINetwork Rating: Average) (www.fairisaac.com; Shares outstanding: 24.8 million; Market cap: $30.4 billion; No dividends paid) reports that Cross Country Mortgage, the U.S.’s number three retail mortgage lender, has adopted FICO Score 10 T.


FICO Score 10 T is the company’s newest, and likely its most predictive, scoring model....

Long-time readers know that we aim to keep you informed of important news about the stocks we cover. That means highlighting developments and plans that promise to bolster investor gains. Here are two buys that stand out this month:


ALTAGAS LTD., $27.93, is a buy. The utility (Toronto symbol ALA; TSINetwork Rating: Extra Risk) (www.altagas.ca; Shares outstanding: 281.8 million; Market cap: $8.0 billion; Dividend yield: 4.3%) processes, transports, stores and markets natural gas for producers.


The company also operates natural gas utilities and is a power generator, with gas-fired, coal-fired, wind, biomass and hydroelectric plants.


Almost all of AltaGas’ assets are now in the U.S....

BARRICK GOLD, $21.02, is a buy. The miner (Toronto symbol ABX; TSINetwork Rating: Average) (www.barrick.com; Shares o/s: 1.8 billion; Market cap: $37.8 billion; Dividend yield: 4.1%) reports that it now has regulatory approval to start up the Goldrush underground mine at the Cortez Complex near Beowawe, Nevada....

Demand for Major Drilling’s specialized services has now recovered. Meanwhile, Computer Modelling is benefiting from expanding oil and gas drilling in response to overall higher energy prices. We think there are still gains ahead for both stocks.


MAJOR DRILLING, $8.98, is a buy. This large contract driller (Toronto symbol MDI; TSINetwork: Speculative) (majordrilling.com; Shares outstanding: 82.1 million; Market cap: $752.0 million; No dividends paid) is a large industry player, mainly serving the mining industry.


In the quarter ended October 31, 2023, the company’s revenue rose 2.6%, to $207.0 million from $201.7 million a year earlier....

Many traditional bricks-and-mortar retailers have continued to struggle against the COVID-spurred onslaught of online shopping. Some may yet go out of business. But we believe the unique market niches of both TJX and North West offer the possibility of strong gains ahead.


THE TJX COMPANIES, $94.39, (New York symbol TJX; TSINetwork Rating: Above Average) (tjx.com; Shares o/s: 1.1 billion; Market cap: $109.3 billion; Yield: 1.4%), is a leading off-price retailer of clothing, accessories and home fashions....

DRAFTKINGS INC., $35.07, is a buy. The company (Nasdaq symbol DKNG; TSINetwork Rating: Extra Risk) (Shares o/s: 841.7 million; Market cap: $28.9 billion; No dividend) currently provides sports betting in several U.S....
This new buy for PGI subscribers has a strong competitive position that includes the leading market share in the U.S. Meanwhile, Expedia’s new One Key loyalty program should boost its ability to attract and retain customers. At the same time, Expedia’s geographic diversification helps it weather the volatility of any one market—whether economic, political or weather related....
ELI LILLY & CO., $628.91, is still a buy. The company (New York symbol LLY; TSINetwork Rating: Above Average) (www.lilly.com; Shares o/s: 949.3 million; Market cap: $602.4 billion; Dividend yield: 0.8%) was a #1 Power Buy for 2023 at $352.01 a share....
We have singled out three growth Buys for 2024—ones we believe have exceptional prospects for the year ahead. What’s more, each is a market leader, which cuts your risk if the economic outlook softens.


INTACT FINANCIAL, $201.59, is a #1 Power Buy for 2024. The insurer (Toronto symbol IFC; TSINetwork Rating: Average) (www.intactfc.com; Shares outstanding: 175.3 million; Market cap: $35.6 billion; Dividend yield: 2.2%) provides investors exposure to Canada’s largest property and casualty insurer....

You Can See Our Spinoff Stock Portfolio For February 2024 Here.


Why we like spinoffs so much
We think that spinoffs are the closest thing you can find to a sure thing for two main reasons:


1) The management of a parent company will only hand out shares in a subsidiary to its own investors if it’s all but certain that business, and the parent, will be better off after the spinoff.


2) Spinoffs involve a lot of work and legal fees....