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ETFs

Indonesian ETF is a gateway to Asian growth

Indonesia’s 280 million citizens make it the world’s fourth-most-populous country and Southeast Asia’s largest economy. The nation’s successful and popular president was the first leader to emerge from outside of Indonesia’s military elite. His government is now focused on keeping the recovery from the pandemic on track.

ISHARES MSCI INDONESIA ETF $23.16 (New York symbol EIDO; TSINetwork ETF Rating: Aggressive; Market cap: $495.1 million) tracks the performance of a broad basket of publicly listed Indonesian companies.

The ETF holds a diversified portfolio of 82 stocks, but it is heavily concentrated in the top 10 which make up 62% of total assets....

4 min read

Pat McKeough

ETFs

Emerging funds can offer long-term potential

With the current market troubles, many ETFs focused on emerging markets have dropped more than the overall markets. That’s in large part because a growing U.S. economy and sharply rising interest rates have pushed up the U.S. dollar. This typically results in capital flowing to the U.S....

4 min read

Pat McKeough

ETFs

Pass on this ETF

SIMPLIFY VOLT CLOUD AND CYBERSECURITY DISRUPTION ETF $5.95 (New York symbol VCLO) is an actively managed fund that invests in companies that it believes are positioned to lead developments in cloud-based data management and security.

The portfolio is concentrated, with large holdings in Crowdstrike, Cloudflare, Microsoft, Alphabet, Apple, and Fortinet.

The ETF launched on December 28, 2020 but only has a small asset base of $5.0 million—even after almost two years....

1 min read

Pat McKeough

ETFs

Bright outlook for cybersecurity ETFs

Cybercrime can have major consequences for individuals, corporations, and governments, alike; recent highly publicized cyberattacks on Colonial Pipeline and meat producer JBS provide good examples. Meanwhile, people working from home and the growth in gaming have also spurred a jump in cyberattacks....

2 min read

Pat McKeough

Value Stocks

Updating your Aggressive stocks: Home Capital Group, Linamar and SNC-Lavalin Group

HOME CAPITAL GROUP INC. $28 (www.homecpaital.com) remains a hold for aggressive investors. The alternative mortgage lender recently launched an offer to repurchase up to $115 million of its shares (roughly 11% of the total outstanding) through a Dutch auction process....

1 min read

Pat McKeough

Growth Stocks

This is a good way to gain from re-opening

Shares of commercial real estate specialist Colliers fell to $49 in March 2020 due to the onset of COVID-19. Now that the pandemic is easing, the stock has more than doubled. We feel Colliers can move even higher on rising demand for its services as offices re-open, or are converted to other uses such as residential units.

COLLIERS INTERNATIONAL GROUP INC....

2 min read

Pat McKeough

Dividend Stocks

Enbridge adds renewable projects

ENBRIDGE INC. $49 is a buy. The oil and gas pipeline operator (Toronto symbol ENB; Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 2.0 billion; Market cap: $98.0 billion; Price-to-sales ratio: 1.9; Dividend yield: 6.9%; TSINetwork Rating: Above Average; www.enbridge.com) continues to expand its renewable energy operations as part of a plan to cut its greenhouse gas emissions 35% by 2030.

Under that plan, Enbridge has agreed to buy U.S.-based Tri Global Energy....

1 min read

Pat McKeough

Growth Stocks

Use our updates to enhance your portfolio

RIOCAN REAL ESTATE INVESTMENT TRUST $18 is a buy. The REIT (Toronto symbol REI.UN; Aggressive Growth Portfolio, Manufacturing & Industry sector; Units outstanding: 309.1 million; Market cap: $5.6 billion; Price-to-sales ratio: 4.7; Distribution yield: 5.7%; TSINetwork Rating: Average; www.riocan.com) owns all or part of 202 shopping centres and other properties, including 12 currently under development....

2 min read

Pat McKeough

Value Stocks

Niche publications give it an edge

TRANSCONTINENTAL INC. $17 is still a buy for aggressive investors. The company (Toronto symbol TCL.A; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 86.9 million; Market cap: $1.5 billion; Price-to-sales ratio: 0.5; Dividend yield: 5.3%; TSINetwork Rating: Average; www.tctranscontinental.com) is Canada’s leading commercial printer....

1 min read

Pat McKeough

Energy Stocks

Falling debt is good news for their investors

Even though oil and gas prices are down about a third from their recent peaks, they remain elevated compared to the past few years. Those high prices are letting Cenovus and Ovintiv pay down debt, which cuts their risk. Both are also increasing the cash they send to shareholders.

CENOVUS ENERGY INC....

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.

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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.