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The Successful Investor Hotline – Friday, January 5, 2024

ROYAL BANK OF CANADA, $134.63, Toronto symbol RY, is still a buy.

The bank has received final regulatory approval to buy the Canadian operations of U.K.-based HSBC Holdings plc (New York symbol HSBC).

HSBC operates 130 branches that mainly cater to businesses in industries that trade and bank internationally....

5 min read

Pat McKeough

How To Invest

Here’s our CWA ETF portfolio for January 2024

You Can See Our CWA ETF Portfolio For January 2024 Here.

Index funds are mutual funds that invest so as to match market-index performance....

1 min read

Pat McKeough

Dividend Stocks

Scotiabank pivots north

BANK OF NOVA SCOTIA, $62.72, is buy. The lender (Toronto symbol BNS; Shares outstanding: 1.2 billion; Market cap: $76.1 billion; TSINetwork Rating: Above Average; Dividend yield: 6.8%; www.scotiabank.com) has narrowed its international focus in the past few years to four countries in Latin America—Mexico, Peru, Colombia and Chile.

Those four markets—which the bank refers to as “the Pacific Alliance”—have favourable long-term demographics....

1 min read

Pat McKeough

Growth Stocks

Our updates help keep you on track

LOBLAW COMPANIES, $127.50, is a buy. The retailer (Toronto symbol L; Shares outstanding: 313.1 million; Market cap: $40.1 billion; TSINetwork Rating: Above Average; Dividend yield: 1.4%; 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

Dividend Stocks

TC’s spinoff is still on

TC ENERGY INC., $52.79, is a buy. The company (Toronto symbol TRP; Shares outstanding: 1.0 billion; Market cap: $54.3 billion; TSINetwork Rating: Above Average; Dividend yield: 7.1%; www.tcenergy.com) still plans to spin off its oil pipelines division as a separate, publicly traded company called South Bow Corp.

The new firm gets 88% of its earnings before interest, taxes, depreciation and amortization (EBITDA) from long-term contracts with oil shippers, which cuts its risk....

1 min read

Pat McKeough

Dividend Stocks

Major-city focus gives you a big advantage

These two REITs own some of the best properties in Canada’s biggest cities. Despite the disruptions caused by the work from home and online shopping trends, those high-quality holdings should continue to attract tenants.

ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST, $20.10, is a buy. The REIT (Toronto symbol AP.UN; Units outstanding: 128.0 million; Market cap: $2.8 billion; TSINetwork Rating: Average; Dividend yield: 9.0%; www.alliedreit.com) owns 200 office buildings and 13 properties under development, mainly in major Canadian cities....

2 min read

Pat McKeough

ETFs

Buy into Vietnam’s pluses

VANECK VECTORS VIETNAM ETF, $12.85, is a buy for aggressive investors. This emerging-markets ETF (New York symbol VNM) taps the leading Vietnamese firms as well as foreign firms that get a significant share of their revenue from this Southeast Asian nation....

1 min read

Pat McKeough

ETFs

Buy the best of Taiwan

ISHARES MSCI TAIWAN INDEX FUND, $44.30, is a buy for aggressive investors. The ETF (New York symbol EWT; buy or sell through brokers) gives you direct exposure to some of the top public companies of this East Asian powerhouse economy.

The fund’s largest holding is Taiwan Semiconductor at 21.9% of assets....

1 min read

Pat McKeough

ETFs

We recommend just five of these six ETFs

The major Canadian and U.S. stock markets, while still subject to volatility, continue to offer attractive returns for investors—especially if you buy the top stocks. All in all, we think that if you can afford to stay in the market for several years or longer, now is a good time for new buying....

4 min read

Pat McKeough

Blue Chip Stocks

Telus adds more 5G

TELUS, $23.93, is a buy. The company (Toronto symbol T; Shares outstanding: 1.5 billion; Market cap: $34.8 billion; TSINetwork Rating: Above Average; Dividend yield: 6.1%; www.telus.com) had 12.87 million wireless subscribers as of September 30, 2023....

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.

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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.