Topics

Growth Stocks

THOMSON REUTERS CORP. $175 is a buy. The company (Toronto symbol TRI; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 479.4 million; Market cap: $83.9 billion; Price-to-sales ratio: 9.6; Dividend yield: 1.5%; TSINetwork Rating: Above Average; www.thomsonreuters.com) sells specialized information (mainly through electronic channels) to professionals in the legal, and tax and accounting fields....

1 min read

Pat McKeough

Mining Stocks

Teck prefers spinoff to takeover offer

TECK RESOURCES LTD. $58 is a buy. The company (Toronto symbol TECK.B; Conservative Growth Portfolio, Resources sector; Shares outstanding: 512.3 million; Market cap: $29.7 billion; Price-to-sales ratio: 1.8; Dividend yield: 0.8%; TSINetwork Rating: Extra Risk; www.teck.com) has rejected an unsolicited takeover worth $23 billion U.S....

1 min read

Pat McKeough

Value Stocks

These retailers have an online advantage

The COVID-19-induced surge in online shopping volumes has slowed with the re-opening of physical stores. That has helped lift the shares of these three retailers.

Even so, each of them continues to trade at an attractive multiple to its earnings, and will probably keep raising its dividend....

5 min read

Pat McKeough

Blue Chip Stocks

Schwab won’t drag down TD

TORONTO-DOMINION BANK $81 is a buy. The lender (Toronto symbol TD; Conservative Growth and Income Portfolios, Finance sector; Shares outstanding: 1.8 billion; Market cap: $145.8 billion; Price-to-sales ratio: 3.0; Dividend yield: 4.8%; TSINetwork Rating: Above Average; www.td.com) merged its 43%-owned U.S....

1 min read

Pat McKeough

Dividend Stocks

Rising income plus spinoff potential

Telus has largely completed its multi-year plan to upgrade its wireless networks to handle 5G signals; those signals are much faster than current 4G (LTE) systems. The company has also upgraded most of its copper-line networks to fibre-optic cable.

Together, these improvements will help Telus compete with other telecoms, particularly now that Rogers’ merger with Calgary-based Shaw Communications expands its presence in Western Canada, Telus’s home market.

We feel the company will continue to add customers and increase its cash flow....

4 min read

Pat McKeough

How To Invest

Q: Could you kindly give me your input on whether Skechers (SKX) is worth investing in? Thanks.

A: Skechers U.S.A. Inc., $48.49, symbol SKX on New York (Shares outstanding: 134.5 million; Market cap: $7.3 billion; Consumer sector; TSINetwork Rating: Extra Risk; www.skechers.com), is a California-based manufacturer of men’s, women’s and kid’s footwear.

As of December 31, 2022, the company had 4,537 stores worldwide: 1,444 were company-owned and 3,093 were owned by third parties....

2 min read

Pat McKeough

How To Invest

Q: Thanks for all your recommendations over the years, Pat. Can I have your advice on Pentair?

A: Pentair plc, $53.73, symbol PNR on New York (Shares outstanding: 164.5 million; Market cap: $8.7 billion; Manufacturing sector; TSINetwork Rating: Extra Risk; www.pentair.com), is a water-focused industrial manufacturing company with two reportable segments: Consumer Solutions, and Industrial & Flow Technologies.

These segments offer four main groups of products and services:

Pool and spa: Solutions to filter, clean and sanitize water, with remote-controlled automation equipment.
Water quality: This unit offers water softeners, home filtration systems and UV disinfecting.
Water supply and disposal: Products for residential customers include water supply pumps plus sewage and effluent pumps.
Industrial applications: Solutions for a range of water management, treatment, supply and disposal needs across a wide array of industries such as brewery production, food and dairy, fire protection and industrial spraying.

On April 30, 2018, Pentair completed the spinoff of its electrical unit, nVent Electric plc....

3 min read

Pat McKeough

How To Invest

Q: Thanks for all the sound advice for my portfolio! Can I get your recommendation on Henry Schein? Thanks again.

A: Henry Schein Inc., $85.08, symbol HSIC on New York (Shares outstanding: 131.3 million; Market cap: $11.0 billion; www.henryschein.com), is the world’s largest provider of health-care products and services to doctors and dentists....

4 min read

Pat McKeough

How To Invest

What is Pat’s commentary for the week of April 11, 2023

Many people start out investing with unrealistic ideas of how much money they can make from short-term stock trading, and how quickly they’ll get rich.

Inexperienced investors are shocked when they learn that successful investors rarely if ever do any short-term stock trading....

1 min read

Pat McKeough

How To Invest

Spinoffs & Takeovers Hotline – Thursday, April 6, 2023

ATS CORP., $51.84, symbol ATS on Toronto, (formerly ATS Automation Tooling Systems)provides some of the world’s top manufacturers with factory automation solutions, including contract manufacturing. Founded in 1978, it has 50 manufacturing facilities and 75 offices in North America, Europe, and Asia.

On March 28, 2023, ATS announced that it would acquire Triad Unlimited LLC, a U.S.-based reliability engineering service provider for North American and European markets....

10 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.