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ETFs

Rising interest rates impact real estate

Apart from the overall market decline, higher interest rates in Canada and the U.S. are the main reason for weakness in the shares of real-estate firms and REITs. So far this year, ETFs holding U.S. and Canadian REIT have lost around 20% of their value.

However, the outlook for almost all segments of the real estate market are now quite positive....

3 min read

Pat McKeough

ETFs

We see one of these new ETFs as a buy

This month we highlight both a copper exchange traded fund from Horizons and a high-income ETF from Harvest Portfolio Group.

HORIZONS COPPER PRODUCERS INDEX ETF $20.20 (Toronto symbol COPP) aims to track the Solactive North American Listed Copper Producers Index....

1 min read

Pat McKeough

ETFs

South Korea’s ‘ants’ drove many stocks to new highs

Driven by a retail trading frenzy, the Korea Exchange advanced by 120% from its bottom in March 2020 until mid-2021.

Large, global companies, such as Samsung, Posco, LG Electronics, Hynix, and Hyundai, performed well, but more speculative stocks such as Celltrion, Kakao, and Seegene soared between 250% and 1,100% as retail investors engaged in frenzied day trading.

The Korea Exchange is home to 2,448 companies with a market value of $2.6 trillion, about the same size as the Toronto Stock Exchange....

1 min read

Pat McKeough

ETFs

Still-bright outlook for investors in South Korea

This East Asian country managed the COVID-19 pandemic well, with the government implementing massive stimulus programs to boost the economy. All this has set South Korea up for a strong post-pandemic rebound. Meanwhile, many stocks now trade at attractive valuations....

4 min read

Pat McKeough

ETFs

Focus on high yields that are sustainable

High-yielding ETFs have appeal for income-seeking investors. The income they provide can also provide a buffer in declining markets. However, you need to look closely at the strategies that let those ETFs pay their high yields—and whether they are worth the risks.

Below we look at three ETFs that aim to provide investors with high yields....

4 min read

Pat McKeough

ETFs

Pass on these ETFs

The U.S.-based investment manager AXS Investments recently launched eight new exchange-traded funds that offer long or short positions in single stocks. Here are some examples of the stocks targeted by the ETFs.

The AXS TSLA Bear Daily ETF (Nasdaq symbol TSLQ) offers daily returns that correspond to the inverse of the daily gains or losses of Tesla shares.

The AXS 1.5x Bull Daily ETF (Nasdaq symbol PYPT) aims to achieve 1.5 times the daily returns of the shares of PayPal Holdings.

The AXS 2x NKE Bull Daily ETF (Nasdaq symbol NKEL) seeks daily returns 2 times the daily returns of the shares of Nike.

The 2x PFE Bull Daily ETF (Nasdaq symbol PFEL) targets 2 times the daily return of the common shares of Pfizer.

There are also ETFs that offer short positions on Nvidia, PayPal, Nike, and Pfizer.

The ETFs listed on July 14, 2022, and their MERs are 1.15% (1.57% after July 31, 2023).

As a general rule, we advise against market timing, much like we advise against short selling, options trading, leverage, currency speculation and bond trading....

1 min read

Pat McKeough

ETFs

REITs have appeal despite higher rates

Most real estate stocks and REITs were well on their way to recovering their pre-COVID highs when interest rates began to rise. But those higher rates worried investors and dramatically slowed that recovery.

Still, for most real-estate classes (except for office buildings), occupancies have risen back to pre-pandemic levels, and rents are rising....

2 min read

Pat McKeough

How To Invest

Q: Hello. What is your opinion of J.B. Hunt Transport Services for purchase? Thanks.

A: J.B. Hunt Transport Services Inc., $186.79, symbol JBHT on Nasdaq (Shares outstanding: 103.8 million; Market cap: $19.4 billion; Manufacturing sector; TSINetwork Rating: Extra Risk; www.jbhunt.com), is a transportation and logistics company....

4 min read

Pat McKeough

How To Invest

Q: Hello, Pat. I have held Jamieson Wellness for the past year. What are you views on this company for the future? Thank you.

A: Jamieson Wellness Inc., $37.84, symbol JWEL on Toronto (Shares outstanding: 40.5 million; Market cap: $1.5 billion; www.jamiesonwellness.com), produces health and wellness products under several brands including Jamieson Vitamins, Iron Vegan, Progressive, Precision, and Smart Solutions.

Established in 1922, the company’s products are now distributed to over 10,000 retail locations across Canada....

2 min read

Pat McKeough

How To Invest

Q: Pat, what are your thoughts on Mister Car Wash? Thanks in advance.

A: Mister Car Wash Inc., $11.94, symbol MCW on New York (Shares outstanding: 302.3 million; Market cap: $3.7 billion; www.mistercarwash.com), is the largest operator of car washes in North America, with 399 locations across 21 U.S....

2 min read

Pat McKeough

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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.