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Value Stocks

Demand for services cuts their cyclical risk

The rebound in construction activity in the wake of the COVID-19 pandemic continues to push up earnings at these two dealers of bulldozers, backhoes and other heavy equipment. Those higher sales are also increasing long-term demand for their maintenance and repair services.

FINNING INTERNATIONAL INC....

2 min read

Pat McKeough

Growth Stocks

Narrower focus pays off for Thomson

Starting 2018, Thomson Reuters has worked to wind down its financial information business and use the proceeds to reward investors. Thanks to that strategy, its stock has soared 200% in the past five years. We feel Thomson can still go higher as it shifts its focus to niche areas where it has a competitive advantage like legal databases.

THOMSON REUTERS CORP....

2 min read

Pat McKeough

Energy Stocks

Purchase lifts Ovintiv’s output

OVINTIV INC. $66 is a buy. The company (Toronto symbol OVV; Conservative Growth Portfolio, Resources sector; Shares outstanding: 273.9 million; Market cap: $18.1 billion; Price-to-sales ratio: 1.0; Dividend yield: 2.4%; TSINetwork Rating: Average; www.ovintiv.com) recently paid private equity firm EnCap Investments L.P....

1 min read

Pat McKeough

Growth Stocks

Higher prices offset its higher costs

MAPLE LEAF FOODS INC. $30 is still a hold. The company (Toronto symbol MFI; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 122.1 million; Market cap: $3.7 billion; Price-to-sales ratio: 0.8; Dividend yield: 2.8%; TSINetwork Rating: Average; www.mapleleaffoods.com) sells fresh and prepared meats under the Maple Leaf and Schneider labels....

1 min read

Pat McKeough

Dividend Stocks

Opt for these dependable utilities over bonds

The Bank of Canada has now increased its benchmark interest rate by another 25 basis points—to 5.0%—in response to still-high inflation.

Generally, higher interest rates diminish the appeal of dividend-paying utility stocks, as investors shift to better-yielding bonds....

5 min read

Pat McKeough

Dividend Stocks

Telus’s dividend still looks safe

TELUS CORP. $24 is still your #1 Income Buy for 2023. The company (Toronto symbol T; Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 1.4 billion; Market cap: $33.6 billion; Price-to-sales ratio: 1.7; Dividend yield: 6.1%; TSINetwork Rating: Above Average; www.telus.com) is Canada’s second-largest wireless carrier (after BCE, see page 89)....

1 min read

Pat McKeough

Value Stocks

Lower costs give Loblaw an edge

Loblaw and Canada’s other big supermarket operators have come under pressure for generating strong profits in the wake of the pandemic. The earnings growth in part reflects higher food prices at its stores as the company passes along its own higher costs.

Still, Loblaw’s success at finding new ways to lower its cost, such as installing more self-serve checkouts, has also fuelled its profit gains....

4 min read

Pat McKeough

ETFs

Here’s our Exchange-traded Funds Portfolio for September 2023

You Can See Our Exchange-Traded Funds Portfolio For September 2023 Here.

ETFs in brief

Exchange-traded funds are set up to mirror the performance of a stock-market index or sub-index....

1 min read

Pat McKeough

ETFs

Natural resources also offer risks and returns

Physical commodities and publicly listed producers of commodities have delivered steady returns over time when compared to the overall stock market. However, this comes at the cost of more volatility.

Commodities have many sub-categories each with their own dynamics....

2 min read

Pat McKeough

ETFs

Risks and rewards within the healthcare sector

Demand for healthcare products and services has been growing for decades—and this will continue as the population of the developed world grows older and medical services expand. Significant new developments in the field of medical technology and innovation will further boost the demand for medical services.

In this Supplement, we take a look at the performance of the broad global and U.S....

3 min read

Pat McKeough

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Investors Association of Canada
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Financial Post Columnist
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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.