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Here are three key updates on your portfolio

NEWELL BRANDS INC. $12 remains a hold. The company (Nasdaq symbol NWL; Aggressive Growth and Income Portfolios, Consumer sector; Shares outstanding: 413.5 million; Market cap: $5.0 billion; Price-to-sales ratio: 0.7; Dividend yield: 7.7%; TSINetwork Rating: Average; www.newellbrands.com) makes a wide range of consumer and household products such as PaperMate pens, Elmer’s glue, Rubbermaid food containers, Graco baby strollers, Coleman camping gear and Oster kitchen appliances.

In January 2023, Newell announced that it would cut 13% of its office staff to help save costs....

2 min read

Pat McKeough

Growth Stocks

New plant costs slow earnings

TEXAS INSTRUMENTS INC. $181 is a buy. The company (Nasdaq symbol TXN; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 906.2 million; Market cap: $164.0 billion; Price-to-sales ratio: 8.3; Dividend yield: 2.7%; TSINetwork Rating: Average; www.ti.com) makes analog chips, which convert inputs like touch and sound into electronic signals that computers can understand.

In the fourth quarter of 2022, revenue fell 3.4%, to $4.67 billion from $4.83 billion a year earlier....

1 min read

Pat McKeough

Value Stocks

Tap into growing cybersecurity demand

The number of cyberattacks on businesses and individuals continue to increase as more functions move to cloud-computing (Internet based) platforms. That trend is good news for these two firms that help prevent data breaches. However, we feel Gen Digital is the better pick for your new buying.

GEN DIGITAL INC....

2 min read

Pat McKeough

Growth Stocks

Currency rates hurt Sony’s recovery

SONY GROUP CORP. ADRs $88 is a hold. The Japanese conglomerate (New York symbol SONY; Conservative Growth Portfolio, Manufacturing & Industry sector; ADRs outstanding: 1.3 billion; Market cap: $114.4 billion; Price-to-sales ratio: 1.4; Dividend yield: 0.6%; TSINetwork Rating: Average; www.sony.com) reported 1.3% lower sales in its fiscal 2023 third quarter, ended December 31, 2022, to $26.02 billion from $26.36 billion a year earlier....

1 min read

Pat McKeough

Growth Stocks

Three ways to boost your foreign exposure

A great way to improve your international exposure is to buy high-quality firms that trade on the New York Stock Exchange as American Depositary Receipts (ADRs). Here are three of our favourites (including Sony—see box). Note, however, that we see only one of them as a buy right now.

ABB LTD....

2 min read

Pat McKeough

Growth Stocks

Howmet gains as travel recovers

HOWMET AEROSPACE INC. $42 is a hold. The company (New York symbol HWM; Manufacturing & Industry sector; Shares outstanding: 412.3 million; Market cap: $17.3 billion; Price-to-sales ratio: 2.9; Dividend yield: 0.4%; TSINetwork Rating: Average; www.howmet.com) makes a range of industrial parts, from jet engine components and fasteners to forged aluminum wheels.

Howmet’s revenue in the fourth quarter of 2022 rose 17.7%, to $1.51 billion from $1.29 billion a year earlier....

1 min read

Pat McKeough

Dividend Stocks

Cost savings improve its outlook

STANLEY BLACK & DECKER INC. $78 is a buy for patient investors. The toolmaker’s (New York symbol SWK; Income Portfolio, Manufacturing & Industry sector; Shares outstanding: 153.0 million; Market cap: $11.9 billion; Price-to-sales ratio: 0.7; Dividend yield: 4.1%; TSINetwork Rating: Average; www.stanleyblackanddecker.com) sales jumped during COVID-19 lockdowns as consumers focused on home improvement projects....

1 min read

Pat McKeough

Mining Stocks

You still need Resources in your portfolio

Prices for commodities such as crude oil, iron ore and copper have weakened lately as investor fear rising interest rates will trigger an economic slowdown. Even so, we continue to recommend all investors maintain exposure to resources as the sector’s high-quality producers will still gain as the economy rebounds.

CHEVRON CORP....

5 min read

Pat McKeough

Growth Stocks

Visa bids for fintech firm

VISA INC. $223 is a buy. The company (New York symbol V; Conservative Growth Portfolio, Finance sector; Shares outstanding: 2.1 billion; Market cap: $468.3 billion; Price-to-sales ratio: 15.3; Dividend yield: 0.8%; TSINetwork Rating: Above Average; www.visa.com) operates the world’s largest electronic-payments network....

1 min read

Pat McKeough

Blue Chip Stocks

Procter’s strong brands cut your risk

A key part of our approach to investing is to look for companies with hidden or overlooked assets that can help unlock long-term value for investors. In Procter & Gamble’s case, its hidden assets are its brand names, many of which have been around for over 100 years.

Those brands are making it easier for Procter to raise selling prices, to offset rising input costs, without losing market share....

4 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
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Financial Post Columnist
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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.