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IGM FINANCIAL INC. $40 is a buy. The company (Toronto symbol IGM; Conservative-Growth Payer Portfolio, Finance sector; Shares outstanding: 238.0 million; Market cap: $9.5 billion; Dividend yield: 5.6%; Dividend Sustainability Rating: Above Average; www.igmfinancial.com) is Canada’s largest independent provider with $256.6 billion in assets under management and administration as of May 31, 2023....

1 min read

Pat McKeough

Dividend Stocks

Two ways to diversify your Finance holdings

We recommend all investors balance their Finance sector holdings with top non-bank stocks. For example, these two U.S. firms are leaders in their niche markets and have long histories of raising their dividends.

BROADRIDGE FINANCIAL SOLUTIONS INC....

2 min read

Pat McKeough

Dividend Stocks

Pembina plans new ammonia plant

PEMBINA PIPELINE CORP. $41 is a buy. The company (Toronto symbol PPL; High-Growth Dividend Payer Portfolio; Utilities sector; Shares outstanding: 550.4 million; Market cap: $22.6 billion; Dividend yield: 6.5%; Dividend Sustainability Rating: Above Average; www.pembina.com) operates pipelines that carry half of Alberta’s conventional oil and almost all of B.C.’s oil.

The company increased the quarterly dividend by 2.3% with the June 2023 payment, to $0.6675 a share from $0.6525....

1 min read

Pat McKeough

Dividend Stocks

High-quality properties fuel their distributions

The best way to cut your risk when investing in REITs is to focus on those with high-quality properties and tenants. Here are two of our favourites.

CHOICE PROPERTIES REIT $13 is a buy. Canada’s biggest REIT (Toronto symbol CHP.UN; Cyclical-Growth Payer Portfolio; Manufacturing & Industry sector; Units outstanding: 723.6 million; Market cap: $9.4 billion; Distribution yield: 5.8%; Dividend Sustainability Rating: Above Average; www.choicereit.ca) owns 703 retail, industrial, office space and residential properties, for a total gross leasable area of 64.2 million square feet....

2 min read

Pat McKeough

Dividend Stocks

A Yield to Caution: RetailMogul Apartment Growth REIT

RETAILMOGUL APARTMENT GROWTH REIT is a private REIT (more on those below) with around $260 million in assets. The company pays quarterly distributions that yield a high 4.5%. The REIT has a 1.25% management fee.

RealtyMogul invests in apartment buildings; it currently owns eight properties in five U.S....

1 min read

Pat McKeough

Dividend Stocks

This retailer remains a solid payer

Canadian Tire survived the COVID-19 lockdowns thanks largely to its expanding e-commerce services. As a result, it did not cut its dividend during the pandemic.

Now that lockdowns have ended, the company’s strong brands and new loyalty plans are helping draw customers back to its stores....

2 min read

Pat McKeough

How To Invest

Here’s our WSSF Conservative Growth Portfolio for July 2023

You Can See Our WSSF Conservative-Growth Portfolio For July here.

We designed our TSINetwork Ratings to give you an idea of the investment qu...

1 min read

Pat McKeough

Mining Stocks

Updating your Conservative stocks: ABB, Canon & BHP Group

ABB LTD. ADRs $37 (www.abb.com) remains a buy. This Swiss-based company is a leading maker of electrical transformers, transmission systems and circuit breakers for electrical utilities....

1 min read

Pat McKeough

Value Stocks

Campbell’s brands will drive its growth

In 2018, Campbell Soup shifted its focus to its most-profitable products. A key acquisition also gave it a big presence in the fast-growing snack food market. These moves paid off as the COVID-19 lockdowns forced people to eat more of their meals at home. Even though restaurants have re-opened, demand for Campbell’s brands remains solid....

2 min read

Pat McKeough

Value Stocks

Higher fee income boosts earnings

STATE STREET CORP. $72 is a buy. The company (New York symbol STT; Aggressive Growth Portfolio, Finance sector; Shares outstanding: 344.5 million; Market cap: $24.8 billion; Price-to-sales ratio: 2.1; Dividend yield: 3.5%; TSINetwork Rating: Average; www.statestreet.com) sells accounting and administrative services to operators of mutual funds and pension plans....

1 min read

Pat McKeough

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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.

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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

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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.