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Here’s our CWA REIT & Trust Portfolio for June 2023

You can see our CWA REIT & Trust Portfolio for June 2023 here.

The federal government’s tax on income-trust distributions took effect on January 1, 2011....

1 min read

Pat McKeough

Dividend Stocks

Pembina yields a high 6.5%

PEMBINA PIPELINE, $41.10, is a buy. The company (Toronto symbol PPL; Shares outstanding: 550.3 million; Market cap: $22.9 billion; TSINetwork Rating: Average; Dividend yield: 6.4%; www.pembina.com) last increased its dividend by 3.6% with the October 2022 payment....

1 min read

Pat McKeough

Dividend Stocks

Our updates for safety-conscious investors

LOBLAW COMPANIES, $118.69, is a buy. The retailer (Toronto symbol L; Shares outstanding: 321.0 million; Market cap: $38.4 billion; TSINetwork Rating: Above Average; Dividend yield: 1.5%; www.loblaw.ca), operates 1,099 supermarkets under several banners, including Loblaws, Zehrs, Provigo, Real Canadian Superstore and No Frills....

2 min read

Pat McKeough

ETFs

Hold this top REIT ETF

ISHARES S&P/TSX REIT INDEX ETF, $16.39, is a hold. The ETF (Toronto symbol XRE; buy or sell through brokers; ca.ishares.com) lets investors tap all 16 Canadian real estate investment trusts in the S&P/TSX REIT Index. Investors pay an MER of 0.61%, and the fund gives you a 4.9% yield.

The iShares...

1 min read

Pat McKeough

Dividend Stocks

Long-term contracts cut their risk

With their clean, renewable power, these two companies have strong conceptual appeal for investors. But just as important is their diverse mix of hydroelectric, wind and solar power. That diversity, along with their long-term contracts, provide stable cash flows....

2 min read

Pat McKeough

Blue Chip Stocks

TD cancels a big deal

TD BANK, $76.84, (Toronto symbol TD; Shares outstanding: 1.8 billion; Market cap: $141.2 billion; TSINetwork Rating: Above Average; Dividend yield: 4.9%; www.td.com) has now cancelled its deal to acquire First Horizon Corporation (New York symbol FHN) for $13.4 billion U.S....

1 min read

Pat McKeough

Dividend Stocks

Two blue-chip leaders: 1 buy, 1 hold

Telus and Great-West are leading competitors in their respective markets; look for that to cut your ongoing risk. Still, for now, we see Great-West as a hold, while Telus remains a buy.

TELUS, $25.72, is a buy. The stock (Toronto symbol T; Shares outstanding: 1.4 billion; Market cap: $37.7 billion; TSINetwork Rating: Above Average; Dividend yield: 5.7%; www.telus.com) is Canada’s second-largest wireless carrier (after BCE) with 12.16 million subscribers....

2 min read

Pat McKeough

Energy Stocks

Alberta output on track

CRESCENT POINT ENERGY, $8.56, is a buy for aggressive investors. The company (Toronto symbol CPG; Shares outstanding: 548.0 million; Market cap: $4.9 billion; TSINetwork Rating: Speculative; Dividend yield: 4.7%; www.crescentpointenergy.com) produces oil and natural gas in Western Canada, with a focus on its Bakken light oil development in southeastern Saskatchewan.

The company reports that it has brought back on line the Kaybob Duvernay production site (45,000 barrels per day)....

1 min read

Pat McKeough

Energy Stocks

Diversify with these two energy producers

We recommend that most investors maintain exposure to the oil and gas industry as part of a balanced portfolio. Still, to cut risk, you should focus on producers with positive cash flow even at low energy prices. Here are two stocks that meet that requirement—and pay dividends.

ARC RESOURCES, $16.36, is a buy. The company (Toronto symbol ARX; Shares o/s: 611.3 million; Market cap: $10.2 billion; TSINetwork Rating: Extra Risk; Dividend yield: 4.2%; www.arcresources.com) produces natural gas as well as oil. Its average output of 338,377 barrels of oil equivalent per day is 62% natural gas and 38% oil.

Cash flow per share in the quarter ended March 31, 2023, rose 7.4%, to $1.16 from $1.08 a year earlier....

2 min read

Pat McKeough

Dividend Stocks

Primaris has a high yield

PRIMARIS REIT, $12.59, is a buy. The trust (Toronto symbol PMZ.UN; Units outstanding: 96.4 million; Market cap: $1.2 billion; TSINetwork Rating: Average; Yield: 6.5%; www.primarisreit.com) owns 35 enclosed and open air shopping malls in Canada totalling 10.9 million square feet....

1 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.