Topics

These REITs just raised their distributions

Thanks to the re-opening of offices and shopping malls with the end of COVID-19 restrictions, these two REITs are rewarding investors with higher distributions.

ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST $28 is a buy. The REIT (Toronto symbol AP.UN; Cyclical-Growth Dividend Payer Portfolio, Manufacturing sector; Units outstanding: 128.0 million; Market cap: $3.6 billion; Distribution yield: 6.4%; Dividend Sustainability Rating: Above Average; www.alliedreit.com) owns 200 office buildings and 13 properties under development, mainly in major Canadian cities.

Starting with the January 2023 payment, Allied raised its monthly distribution by 2.9%....

2 min read

Pat McKeough

Dividend Stocks

A Yield to Caution: BCE 1st Preferred Series B

BCE 1ST PREFERRED SERIES B $19 (Toronto symbol BCE.PR.B) is a preferred share issue from BCE Inc. (symbol BCE on Toronto).

The BCE Series B preferreds yield 8.8%....

1 min read

Pat McKeough

Dividend Stocks

Enbridge’s dividend looks solid

We often remind investors that a high dividend yield can be a sign that the current payment is not sustainable. Some feel Enbridge, which now yields a high 7.0%, will have to cut its dividend as rising interest rates make it more expensive to fund new growth projects.

However, Enbridge has a durable business model, as its rate-regulated operations give it plenty of steady cash flow for new investments and dividends....

2 min read

Pat McKeough

How To Invest

Here’s our Income-Seeking Portfolio for March 2023

You can see our Income-Seeking Portfolio for March 2023 here.

Our WSSF Portfolio for Income-Seeking Investors gives recommendations on stocks with a history of dividends, plus dividend growth potential.

In addition to yield, earnings and p/e ratios, we show you how much each company has raised (or cut) its dividend in the past five years in the third column from the right in the table below.

Please note that among our Utility recommendations, we indicate with footnotes which of three main utility industries each company operates in: Telecommunications, Electric or Pipeline.

Each segment faces its own challenges....

1 min read

Pat McKeough

Dividend Stocks

Updating your Income stocks: Cedar Fair, Alliant Energy & Ameren

CEDAR FAIR L.P. $46 (www.cedarfair.com) remains a hold. Cedar Fair has now re-opened all of its amusement parks as more areas relax their COVID-19 restrictions....

1 min read

Pat McKeough

Dividend Stocks

Narrower focus should spur AT&T higher

The shares of AT&T have moved mostly sideways since it spun off its media operations in April 2022. However, it continues to improve its wireless and Internet networks, which should spur subscriber growth and support its current dividend rate.

AT&T INC....

2 min read

Pat McKeough

Value Stocks

Strong brands boost earnings

KRAFT HEINZ CO. $40 is a buy. The company (Nasdaq symbol KHC; Income Portfolio, Consumer sector; Shares outstanding: 1.2 billion; Market cap: $48.0 billion; Price-to-sales ratio: 1.9; Dividend yield: 4.0%; TSINetwork Rating: Above Average; www.kraftheinzcompany.com) is a leading producer of processed foods....

1 min read

Pat McKeough

Growth Stocks

Use these updates to enhance your returns

GANNETT CO. INC. $2.58 remains a hold. The company (New York symbol GCI; Conservative-Growth Portfolio, Consumer sector: Shares outstanding: 146.1 million; Market cap: $376.9 million; Price-to-sales ratio: 0.1; Dividend suspended in 2020; TSINetwork Rating: Speculative; www.gannett.com) merged with GateHouse Media, and its parent company New Media Investment Group Inc....

2 min read

Pat McKeough

Value Stocks

Dividend hike despite profit drop

T. ROWE PRICE GROUP INC. $112 is a buy. The mutual fund seller’s (Nasdaq symbol TROW; Aggressive Growth and Income Portfolios, Finance sector; Shares outstanding: 224.4 million; Market cap: $25.1 billion; Price-to-sales ratio: 4.2; Dividend yield: 4.4%; TSINetwork Rating: Average; www.troweprice.com) assets under management declined 24.5% in 2022....

1 min read

Pat McKeough

Value Stocks

These big banks still look solid

Rising interest rates and inflation are forcing these banks to set aside more funds to cover potential bad loans. However, tougher lending standards introduced since the 2008 financial crisis will keep any losses low compared to the banks’ overall loan portfolios.

J.P....

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.