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Energy Stocks

CENOVUS ENERGY, $25.29, is a buy for long-term gains. The company (Toronto symbol CVE; Shares o/s: 1.9 billion; Market cap: $48.0 billion; TSINetwork Rating: Extra Risk; Divd. yield: 2.1%; www.cenovus.com) recently agreed to buy the 50% of an oil refinery in Toledo, Ohio, that it doesn’t already own....

1 min read

Pat McKeough

Energy Stocks

Two energy producers with gains ahead

Oil and gas stocks have moved up as the U.S. and other economies recover. The war in Ukraine has also spurred prices. We recommend that most investors maintain exposure to the oil and gas industry as part of a balanced portfolio. But to cut risk, you should focus on producers with positive cash flow even at low energy prices....

2 min read

Pat McKeough

Dividend Stocks

Primaris is a top REIT

PRIMARIS REIT, $15.07, is a buy. The trust (Toronto symbol PMZ.UN; Units outstanding: 97.3 million; Market cap: $1.5 billion; TSINetwork Rating: Average; Yield: 5.4%; www.primarisreit.com) owns 35 enclosed and open air shopping malls in Canada totalling 11.3 million square feet....

1 min read

Pat McKeough

Dividend Stocks

These REITs have focused growth plans

The market plunge at the start of the COVID-19 crisis lowered the unit price of most REITs. That’s because the pandemic forced many businesses—and REIT tenants—to temporarily close. However, the pandemic has waned, and rental markets are recovering. That will let these two REITs maintain, or even raise, their current high distributions.

CHOICE PROPERTIES REIT, $14.72, is a buy. Canada’s biggest REIT (Toronto symbol CHP.UN; Units o/s: 327.8 million; Market cap: $10.7 billion; TSINetwork Rating: Extra Risk; Yield: 5.0%; www.choicereit.ca) owns 701 retail, industrial, office space and residential properties with 64.0 million square feet of gross leasable area....

2 min read

Pat McKeough

ETFs

Tap the top solar shares

INVESCO SOLAR ETF, $76.55, 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 11.6%; SolarEdge Technologies (Israel; solar-power batteries), 10.1%; Enphase Energy (U.S.; home solar systems), 6.7%; GCL Technology (China; polysilicon), 5.7%; Xinyi Solar (China; solar panels), 5.6%; and Sunrun (U.S.; solar panels), 4.6%. The ETF charges a relatively high MER of 0.69%.

Renewable stocks have drifted 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 that will gain from the push for global decarbonization....

1 min read

Pat McKeough

ETFs

These ETFs are ideal for your foreign buying

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

Dividend Stocks

TD shines in the U.S.

TD BANK, $90.66, (Toronto symbol TD; Shares outstanding: 1.8 billion; Market cap: $165.5 billion; TSINetwork Rating: Above Average; Dividend yield: 4.0%; www.td.com) closed the acquisition of U.S....

1 min read

Pat McKeough

Dividend Stocks

Telus offers you multifaceted growth

The plan to upgrade Telus wireless networks to high-speed 5G is nearing completion after several years. The investment promises to lift long-term earnings—as will Telus’s other growth businesses. They include the now-independent call-centre business Telus International, as well as the ADT smart-home security unit....

1 min read

Pat McKeough

How To Invest

Q: Pat, thanks for all your help in these volatile times! What do you think of FactSet Research as a stock to buy?

A: FactSet Research Systems Inc., $419.92, symbol FDS on New York (Shares outstanding: 38.3 million; Market cap: $16.1 billion; www.factset.com), is a leading provider of financial data and portfolio analytics to investment firms worldwide.

In March 2022, FactSet completed the acquisition of CUSIP Global Services for $1.93 billion in cash....

2 min read

Pat McKeough

How To Invest

Q: Pat, what do you think about Dream Industrial REIT going forward? Thanks for all your great advice.

A: Dream Industrial REIT, $14.71, symbol DIR.UN on Toronto (Units outstanding: 256.0 million; Market cap: $4.1 billion; www.dreamindustrialreit.ca) offers investors a portfolio of industrial properties in North America and Europe.

The REIT, originally named Dundee Industrial REIT, first sold units to the public and began trading in October 2012 at $10 per unit....

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.

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Financial Post Columnist
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Subscriber since 1996. Inner Circle Member Since 2006
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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.