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While rising interest rates have increased the appeal of bonds and hurt REITs in the past year, Choice Properties and H&R remain excellent ways for investors to earn income. We see both as buys.

CHOICE PROPERTIES REIT, $13.56, is a buy. Canada’s biggest REIT (Toronto symbol CHP.UN; Units o/s: 327.9 million; Market cap: $9.9 billion; TSINetwork Rating: Average; Yield: 5.5%; www.choicereit.ca) owns 703 retail, industrial, office space and residential properties with 64.2 million square feet of gross leasable area....

2 min read

Pat McKeough

ETFs

Buy the best of solar

INVESCO SOLAR ETF, $69.98, is a buy for aggressive investors. The ETF (New York symbol TAN; buy or sell through brokers) tracks solar-related companies (including technology firms and utilities) listed on global exchanges.

The fund’s top holdings are First Solar (China; solar panels) at 10.1%; SolarEdge Technologies (Israel; solar-power batteries), 9.7%; Enphase Energy (U.S.; home solar systems), 8.4%; Xinyi Solar (China; solar panels), 4.7%; GCL Technology (China; polysilicon), 4.6%; and Sunrun (U.S.; solar panels), 4.1%. The ETF charges a relatively high MER of 0.69%.

Renewable stocks have drifted down since early 2021; that follows big run-ups in 2020 on President Biden’s support for sun, wind and hydro power—plus strong investor interest in stocks gaining from environmental concerns....

1 min read

Pat McKeough

ETFs

These ETFs offer top-quality foreign stocks

Generally speaking, Canadians are blocked from buying mutual funds that are registered in the U.S. unless those funds are also registered with provincial securities commissions. (Moreover, some Canadian mutual funds are only available in a limited number of provinces.)

Investors in this country can, however, buy exchange-traded funds, or ETFs, listed on U.S....

2 min read

Pat McKeough

Mining Stocks

Newmont’s bid succeeds

NEWMONT CORP., $40.55, remains a buy for long-term growth and as a hedge against inflation. The company (New York symbol NEM; Shares o/s: 794.7 million; Market cap: $32.1 billion; TSINetwork Rating: Average; Dividend yield: 4.0%; www.newmont.com) reports that Austrailia-based Newcrest Mining has accepted its takeover offer....

1 min read

Pat McKeough

Dividend Stocks

Scotiabank’s future looks bright

Bank of Nova Scotia has shifted its international focus in the past few years to four countries in Latin America—Mexico, Peru, Colombia and Chile. Those four markets now account for 25% of the bank’s earnings. Given the region’s favourable long-term demographics and growth prospects, we think investors will benefit from this new focus....

1 min read

Pat McKeough

How To Invest

Q: Pat: Could I have your recommendation on Harvest Healthcare ETF (HHL): The ETF has a very high dividend. Is this ETF a good choice for income?

A: Harvest Healthcare Leaders Income ETF, $7.79, symbol HHL on Toronto, (Units outstanding: 156.0 million; Market cap: $1.2 billion; www.harvestportfolios.com), holds a portfolio of 20 large-cap global healthcare companies....

2 min read

Pat McKeough

How To Invest

Q: Hi, Pat. Could you comment on CF Industries (CF) please. Thank you. I appreciate your publications.

A: CF Industries Holding Inc., $61.57, symbol CF on New York (Shares outstanding: 194.9 million; Market cap: $12.3 billion; Resources sector; TSINetwork Rating: Average; www.cfindustries.com), produces the chemical compound ammonia as a fertilizer as well as other fertilizer products....

3 min read

Pat McKeough

How To Invest

Q: Pat: What do you think about FMC Corp. (FMC) for new investment? Thank you.

A: FMC Corp., $104.02, symbol FMC on New York (Shares outstanding: 125.0 million; Market cap: $13.0 billion; Manufacturing sector; TSINetwork Rating: Average; www.fmc.com), is a leading provider of agricultural chemicals....

1 min read

Pat McKeough

How To Invest

Q: Pat: What is your recommendation on the long-term prospects for European Wax Center? Thanks.

A: European Wax Center Inc., $17.25, symbol EWCZ on Nasdaq (Shares outstanding: 63.5 million; Market cap: $1.1 billion; www.waxcenter,com), is a leading franchisor of out-of-home hair removal services.

Founded in 2004 by brothers David and Joshua Coba, the company offers waxing services as well as its own line of products....

2 min read

Pat McKeough

How To Invest

What is Pat’s commentary for the week of May 30, 2023

The debate on raising the U.S. debt limit seems to have shifted in a way that will bring an agreement by the June 5 legal deadline, or soon after.

When the two U.S. political parties have these quarrels, it broadens the political split within the country, and rattles the stock market....

2 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.