Topics

Rising interest rates are generally bad news for utilities like Emera, as they increase the appeal of bonds for investors who might otherwise look to utilities. At the same time, higher interest rates increase borrowing costs for utilities. However, power regulators will likely let providers like Emera raise their power rates to offset those higher costs....

2 min read

Pat McKeough

Growth Stocks

Selling LSE stake will spur the stock

THOMSON REUTERS CORP. $148 is a buy. The company (Toronto symbol TRI; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 485.8 million; Market cap: $71.9 billion; Price-to-sales ratio: 8.4; Dividend yield: 1.6%; TSINetwork Rating: Above Average; www.thomsonreuters.com) sells specialized information (mainly through electronic channels) to professionals in the legal, and tax and accounting fields....

1 min read

Pat McKeough

Growth Stocks

Use our updates to enhance your portfolio

MOLSON COORS CANADA INC. remains a hold. The company (Toronto symbols TPX.A $71 and TPX.B $66; Conservative Growth and Income Portfolios, Consumer sector; Shares outstanding: 216.7 million; Market cap: $14.3 billion; Price-to-sales ratio: 1.1; Dividend yield: 3.0%; TSINetwork Rating: Average; www.molsoncoors.com) is the world’s fifth-largest beer brewer.

Molson’s sales in the second quarter of 2022 fell 0.6%, to $2.92 billion from $2.94 billion a year earlier (all amounts except share prices and market cap in U.S....

2 min read

Pat McKeough

Growth Stocks

New firm off to a good start

TELUS INTERNATIONAL (CDA) INC. $40 is a buy for aggressive investors. The company (Toronto symbol TIXT; Aggressive Growth Portfolio; Manufacturing sector; Shares outstanding: 266.0 million; Market cap: $10.6 billion; Price-to-sales ratio: 3.4; No dividend paid; TSINetwork Rating: Average: Lowest; www.telusinternational.com) operates call centres on behalf of over 600 corporate clients in 28 countries....

1 min read

Pat McKeough

Dividend Stocks

Acquisitions will enhance their dividends

These two leading telcos are enhancing their operations with acquisitions. While that adds risk, we’re confident the expansion will add to overall profits as planned—and let them keep raising your dividends.

BCE INC. $61 is your #1 Income Buy for 2022. The company (Toronto symbol BCE; Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 911.8 million; Market cap: $55.6 billion; Price-to-sales ratio: 2.4; Dividend yield: 6.0%; TSINetwork Rating: Above Average; www.bce.ca) has 2.21 million residential telephone customers in Ontario, Quebec, Manitoba and the Atlantic provinces....

2 min read

Pat McKeough

Value Stocks

Volatility should ultimately benefit IGM

As a seller of mutual funds and wealth management services, IGM’s fee income rises and falls with the value of the securities it manages. Due to the drop in stock values, IGM shares are down 20% since the start of 2022. However, the current uncertainty and rising interest rates should prompt more individuals to turn to the company’s advisors.

IGM FINANCIAL INC....

2 min read

Pat McKeough

Dividend Stocks

Fortis suspends Lake Erie link

FORTIS INC. $58 is a buy. The company (Toronto symbol FTS; Conservative & Income Portfolios, Utilities sector; Shares outstanding: 478.7 million; Market cap: $27.7 billion; Price-to-sales ratio: 2.8; Dividend yield 3.7%; TSINetwork Rating: Above Average; www.fortisinc.com) is the main supplier of electrical power in Newfoundland and PEI....

1 min read

Pat McKeough

Energy Stocks

Imperial Oil taps lithium deposit

IMPERIAL OIL LTD. $64 is a buy. This company (Toronto symbol IMO; Conservative and Income Growth Portfolios, Resources sector; Shares outstanding: 636.7 million; Market cap: $40.7 billion; Price-to-sales ratio: 0.9; Dividend yield: 2.1%; TSINetwork Rating: Average; www.imperialoil.ca) gets about 60% of its production from oil sands operations in Alberta....

1 min read

Pat McKeough

Growth Stocks

Aggressive stocks play an important role

Stock market volatility tends to have a larger impact on aggressive investments. However, we continue to believe that most investors can benefit from holding a portion of their well-diversified portfolios in these higher-risk stocks.

Even so, as a way of cutting your risk, we prefer higher-risk companies that are leaders in their markets....

5 min read

Pat McKeough

Dividend Stocks

TC Energy expands in Mexico

TC ENERGY CORP. $64 is a buy. The company (Toronto symbol TRP; Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 1.01 billion; Market cap: $64.6 billion; Price-to-sales ratio: 4.5; Dividend yield: 5.6%; TSINetwork Rating: Above Average; www.tcenergy.com) recently formed an alliance with Mexico’s state-owned power company (CFE) to jointly build and operate a new, 715-kilometre natural gas pipeline (called the Southeast Gateway Pipeline) that will connect the ports of Tuxpan and Coatzacoalcos....

1 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.