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GANNETT CO. INC. $4.33 (www.gannett.com) is a hold. The newspaper publisher continues to sell real estate and its less-important assets. In the first half of 2025, it sold real estate and other assets for $50.25 million. That helped it pay down its debt by $112.5 million to $919.6 million (as of June 30, 2025). That’s still a high 1.4 times its $634.9 million market cap. Gannett is a hold.

1 min read

Dividend Stocks

Here’s our Cyclical-Growth Dividend Payer Portfolio for October 2025

You can’t fake a record of dividends. That’s why we place a high value on a sustained history of dividend payments. When you’re looking for income-producing stocks, a high dividend yield should also be one of your most important investment considerations. But that shouldn’t come at the expense of sustainability.

Our exclusive TSI Dividend Sustainability Rating System uses eight factors to determine a company’s ability to maintain its current dividend, and increase the payment over time.

These factors are:

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Pat McKeough

Dividend Stocks

Updating your Cyclical-Growth Payers: Finning International Inc.

FINNING INTERNATIONAL INC. $65 is a buy. The company (Toronto symbol FTT; Cyclical-Growth Payer Portfolio, Manufacturing & Industry sector; Shares outstanding: 132.6 million; Market cap: $8.6 billion; Dividend yield: 1.9%; Dividend Sustainability Rating: Above Average; www.finning.com) sells and services Caterpillar-brand heavy equipment in Western Canada but also South America, the U.K. and Ireland.

With the June 2025 payment, Finning raised your quarterly dividend by 10.0%. Investors now receive $0.3025 a share instead of $0.275. The new annual rate of $1.21 yields 1.9%.

1 min read

Pat McKeough

Dividend Stocks

Retail stores cut Nutrien’s risk

NUTRIEN LTD. $82 is a buy. The company (Toronto symbol NTR; Cyclical-Growth Payer Portfolio, Resources sector; Shares outstanding: 485.9 million; Market cap: $39.8 billion; Dividend yield: 3.7%; Dividend Sustainability Rating: Above Average; www.nutrien.com) is the world’s largest producer of agricultural fertilizers, including potash, nitrogen and phosphate. It ships about 28 million tonnes annually.

Nutrien also sells seeds, fertilizers and agricultural products to farmers through some 1,900 stores spread across the Western Hemisphere and Australia. That business accounts for about 75% of the company’s revenue, which helps offset its exposure to volatile bulk fertilizer prices.

2 min read

Pat McKeough

Dividend Stocks

Good quarter for AltaGas

ALTAGAS LTD. $43 is a buy. The company (Toronto symbol ALA; High-Growth Dividend Payer Portfolio; Utilities sector; Shares outstanding: 299.2 million; Market cap: $12.9 billion; Dividend yield: 2.9%; Dividend Sustainability Rating: Above Average; www.altagas.ca) processes, transports, stores and markets natural gas for producers. It’s also a power generator, with gas-fired, coal-fired, wind, biomass and hydroelectric plants.

The company last raised its quarterly dividend by 5.9% with the March 2025 payment, to $0.315 a share from $0.2975. The annual rate of $1.26 yields a solid 2.9%. AltaGas also plans to increase its annual dividend rate by between 5% and 7% annually through 2028.

1 min read

Pat McKeough

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Investors Association of Canada
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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.