Topics

ETFs

Here are two new ETFs for Canadian investors

BMO Asset Management recently added seven ETFs to their already extensive lineup. Here’s a look at two of these funds—one takes long and short positions in Canadian equities and a second aims to participate in U.S. stock gains while also providing some downside protection.

BMO LONG SHORT CANADIAN EQUITY ETF $30.86 (Toronto symbol ZLSC) aims to provide income and capital appreciation by taking both long (stocks expected to go up) and short (stocks expected to drop) positions in Canadian companies....

1 min read

Pat McKeough

ETFs

The tourists are returning to #1 destination France

Tourism is a major business in France. In 2019, 91 million international tourists visited the country while domestic travellers added another 152 million.

In fact, France is ranked as the most visited tourist destination in the world. International visitors come mostly from the U.K., Germany, Italy, Switzerland, and the U.S.

Chinese visitors have been absent from France for several years due to COVID-19 restrictions....

1 min read

Pat McKeough

ETFs

Investors in France tap luxury goods and more

The French economy continues to recover from disruptions caused by the COVID-19 pandemic, but high interest rates and strained government finances continue to dampen consumer and government spending and growth.

On the positive side, tourists are returning in a big way, helped along by large sporting events such as the Rugby World Cup and the upcoming 2024 Summer Olympic Games.

Meantime, France is home to several of the top luxury goods companies in the world....

4 min read

Pat McKeough

ETFs

Here’s a global ETF with a U.S. focus we like

BMO MSCI ALL COUNTRY HIGH QUALITY ETF $53.98 (Toronto symbol ZGQ; TSINetwork ETF Rating: Aggressive; Market cap: $362.5 million) tracks the MSCI ACWI Quality Index. That index includes firms from both developed and emerging markets with high returns on equity, stable earnings growth, and low debt.

The U.S....

1 min read

Pat McKeough

ETFs

Three ETFs—two buys and one we don’t like

Here’s a look at three popular ETFs in three different areas—medical-device makers, natural resource producers and S&P 500 companies (but with a twist). We like the first two, but we think the third is likely to underperform its “plain vanilla” counterpart.

Meanwhile, the Supplement on page 10 provides more information on the three investment areas.

ISHARES US MEDICAL DEVICES ETF $50.47 (New York symbol IHI; TSINetwork ETF Rating: Aggressive; Market cap: $5.0 billion) invests in U.S....

4 min read

Pat McKeough

ETFs

Pass on this ETFs: BetaPro Equal Weight Canadian REIT 2x Daily Bull ETF

BETAPRO EQUAL WEIGHT CANADIAN REIT 2X DAILY BULL ETF $13.24 (Toronto symbol HREU) aims to use a combination of derivatives and debt to offer daily returns that correspond to twice the daily gains of the Solactive Equal Weight Canada REIT Index....

1 min read

Pat McKeough

ETFs

REITs looks attractive right now

In early 2022, most real estate stocks and REITs were well on their way to recovering their pre-COVID highs. That was before investor worries about rising interest rates and a potential economic downturn set them back.

Nonetheless, for most real-estate classes (except for offices), occupancies are now mostly in line with pre-pandemic levels, and rents are rising....

2 min read

Pat McKeough

How To Invest

Here’s our Conservative-Growth portfolio for January 2024

You Can See Our Conservative-Growth Portfolio For January 2024 Here.

We designed our Portfolios to help you build the kind of portfolio we advocate....

1 min read

Pat McKeough

Value Stocks

Updates on your Conservative stocks: Ovintiv, Loblaw & TD

OVINTIV INC. $56 (www.ovintiv.com) is a buy. The oil and gas producer recently repurchased $98.65 million U.S. of its shares. That equals 1% of its $16.8 billion (Canadian) market cap....

1 min read

Pat McKeough

Value Stocks

Top brands and spinoff should spur Leon’s

Consumers are spending less on furniture in response to higher interest rates and inflation. However, Leon’s strong brands will help its sales rebound with the economy. Its plan to spin off its real estate holdings as a REIT will also unlock hidden value.

LEON’S FURNITURE LTD....

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.

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.