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We still prefer high-quality telcos over bonds

Dividend yields for these two telecom firms have spiked in the past few weeks. That’s mainly because rising interest rates are prompting income-seeking investors to buy bonds. However, it looks like the current cycle of interest rate hikes has peaked and rates could fall in the next year....

3 min read

Pat McKeough

Dividend Stocks

Baby boomers will spur this dividend

T. ROWE PRICE GROUP INC. $93 is a buy. The asset manager (Nasdaq symbol TROW; High-Growth Dividend Payer Portfolio, Finance sector; Shares outstanding: 224.3 million; Market cap: $20.9 billion; Dividend yield: 5.2%; Dividend Sustainability Rating: Above Average; www.troweprice.com) provides financial advice and products to individuals and institutions worldwide....

1 min read

Pat McKeough

Dividend Stocks

Higher interest rates lift their profits

While higher interest rates are increasing the potential for future loan losses at these two U.S. banks, they are also earnings more on new loans. In fact, both just raised their dividends, which is a sign of confidence.

J.P. MORGAN CHASE & CO....

2 min read

Pat McKeough

Dividend Stocks

Dream bolsters your 2023 income

DREAM OFFICE REIT $7.27 is a buy. The REIT (Toronto symbol D.UN; Cyclical-Growth Dividend Payer Portfolio; Manufacturing sector; Units outstanding: 50.3 million; Market cap: $365.7 million; Dividend yield: 13.8%; Dividend Sustainability Rating: Average; www.dream.ca) owns 27 office properties, including two under development....

1 min read

Pat McKeough

Dividend Stocks

Asset sales further support their dividends

Concerns over their high debt levels, combined with rising interest costs, have hurt the shares of these two green-energy producers. However, both are selling less-important assets to pay down their debt. That will help them maintain their current dividend rates for shareholders.

ALGONQUIN POWER & UTILITIES CORP....

2 min read

Pat McKeough

Dividend Stocks

A Yield to Caution: iShares Core MSCI Canadian Quality Dividend Index ETF

ISHARES CORE MSCI CANADIAN QUALITY DIVIDEND INDEX ETF $23 (Toronto symbol XDIV; Units o/s: 34.0 million; Market cap: $782.0 million; Dividend yield: 4.5%; www.blackrock.com/ca) aims to invest in Canadian stocks with above-average dividend yields and steady or increasing dividends....

1 min read

Pat McKeough

Dividend Stocks

Two new buys for dividend investors

This month, we’re adding two of the world’s leading fast-food operators—Restaurant Brands and Starbucks—to our regular TSI Dividend Advisor coverage.

Both firms are using their strong brands to expand overseas, which should continue to spur long-term earnings growth....

4 min read

Pat McKeough

How To Invest

Q: What is your opinion of Parker-Hannifin? It seems to be a well-run company with a highly diversified product base.

A: Parker-Hannifin Corp., $373.91, symbol PH on NYSE (Shares outstanding: 128.4 million; Market cap: $47.2 billion; www.parker.com), is a global leader in providing motion and control technologies and solutions....

2 min read

Pat McKeough

How To Invest

What is Pat’s commentary for the week of October 24, 2023

Since its founding in 1984, Cisco Systems—a leading maker of computer networking equipment—has completed a whopping 245 acquisitions. While companies that rely on acquisitions for growth make us wary, Cisco has a strong history of profitably absorbing new businesses.

The company recently announced the biggest takeover in its history—a $28-billion deal for cybersecurity software maker Splunk....

10 min read

Pat McKeough

How To Invest

Spinoffs & Takeovers Hotline – Friday, October 20, 2023

TRIMBLE INC., $48.79, symbol TRMB on Nasdaq, mainly provides advanced GPS positioning systems for auto fleets and other business clients. It also sells connectivity, modeling, analytics and autonomous driving solutions.

The company serves a range of industries, including civil engineering, construction, agriculture, natural resources, transportation and government.

On September 28, 2023, Trimble announced that it had entered into a joint venture with AGCO Corporation (symbol AGCO on New York) to build a global leader in mixed fleet smart farming and autonomy solutions.

Trimble will contribute its precision agriculture business except for its Global Navigation Satellite System (GNSS) and related guidance technologies....

8 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.