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Growth Stocks

ResMed makes another timely software purchase

ResMed’s Software-as-a-Service (SaaS) segment provides software solutions aimed at letting medial professionals and out-of-hospital care agencies work more efficiently to deliver personalized care. It’s a significant growth area for the company.

RESMED INC., $218.05, is a buy. The company (New York symbol RMD; TSINetwork Rating: Average) (www.resmed.com; Shares outstanding: 146.9 million; Market cap: $32.5 billion; Dividend yield: 0.8%) continues to make acquisitions to expand its SaaS offerings....

1 min read

Pat McKeough

Growth Stocks

Shopify sells a unit

SHOPIFY, $89.91, remains a buy. The company (Toronto symbol SHOP; TSINetwork Rating: Extra Risk) (www.shopify.ca; Shares outstanding: 1.2 billion; Market cap: $113.3 billion; No dividends paid) has now completed the sale of its former Shopify Logistics business to Flexport, a global logistics platform....

1 min read

Pat McKeough

Growth Stocks

Expedia is a top travel stock buy

Expedia has a strong competitive position that includes the leading market share in the U.S. Meanwhile, its new One Key loyalty program should provide it with a big boost in the fight 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....

2 min read

Pat McKeough

How To Invest

Here’s our Spinoff Stock Portfolio for August 2023

You Can See Our Spinoff Stock Portfolio For August 2023 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....

1 min read

Pat McKeough

Spinoffs

FAT Brands plans a carveout

FAT BRANDS INC. $7.14 is a hold. The company (Nasdaq symbol FAT; Consumer sector; Shares outstanding: 16.7 million; Market cap: $119.2 million; Dividend yield: 8.3%; Takeover Target Rating: Medium; www.fatbrands.com) is a leading multi-brand restaurant franchising company....

1 min read

Pat McKeough

Spinoffs

Keep on top of stock updates

BROADCOM INC. $901 is a buy for aggressive investors. The company (Nasdaq symbol AVGO; Manufacturing sector; Shares outstanding: 412.7 million; Market cap: $371.8 billion; Dividend yield: 2.0%; Takeover Target Rating: Medium; www.broadcom.com) designs, develops and sells semiconductors (computer chips) and infrastructure software....

2 min read

Pat McKeough

Spinoffs

Spinoff created two pure-play buys

One of the main ways investors benefit from spinoffs is that they tend to create firms that focus on a narrow market. That makes them easier to evaluate compared to competing investments.

A good example is Labcorp, which recently spun off its clinical drug testing business as Fortrea....

2 min read

Pat McKeough

Spinoffs

TransAlta buys back Renewables

TRANSALTA RENEWABLES INC. $13 is a hold. The company (Toronto symbol RNW; Utilities sector; Shares outstanding: 266.9 million; Market cap: $3.5 billion; Dividend yield: 7.2%; Takeover Target Rating: Highest; www.transaltarenewables.com) owns 26 wind and solar farms, 11 hydroelectric facilities, eight natural gas generation plants, two solar power facilities, a natural gas pipeline and one battery storage facility....

1 min read

Pat McKeough

Spinoffs

Market rebound leads to more spinoffs

As stock markets rebound from a disappointing 2022, more companies are turning to spinoffs to further increase value for their shareholders. Here’s our take on two upcoming spinoffs.

KELLOGG COMPANY $67 is a spinoff buy. The company (New York symbol K; Consumer sector; Shares outstanding: 342.8 million; Market cap: $23.0 billion; Divd.ield: 3.6%; Takeover Target Rating: Medium; www.kelloggcompany.com) will spin off its North American (U.S., Canadian, and Caribbean) cereal business in the fourth quarter of 2023....

2 min read

Pat McKeough

Spinoffs

Activist wants more transparency

IHS HOLDING LTD $9.11 is a hold. This Cayman Islands incorporated firm (New York symbol IHS; Utilities sector; Shares outstanding: 333.6 million; Market cap: $3.0 billion; No dividend paid; Takeover Target Rating: Medium; www.ihstowers.com) operates roughly 40,000 cellphone towers in Africa, Latin America and the Middle East.

The company’s shares are now down 35% since it first sold shares to the public in October 2021 at $14.00 each.

Activist investment firm Blackwells Capital, which holds a stake of undisclosed size in IHS, wants the company to appoint more independent directors with relevant industry experience....

1 min read

Pat McKeough

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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.