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Value Stocks

MOLSON COORS CANADA INC. remains a hold. The company (Toronto symbols TPX.A $74 and TPX.B $71; Conservative Growth and Income Portfolios, Consumer sector; Shares outstanding: 216.7 million; Market cap: $15.5 billion; Price-to-sales ratio: 1.1; Dividend yield: 2.8%; TSINetwork Rating: Average; www.molsoncoors.com) is the world’s fifth-largest beer brewer.

The company has now settled an 11-week strike at its brewery in Longueuil, Quebec....

2 min read

Pat McKeough

Value Stocks

Canadian Tire takes on Lululemon

CANADIAN TIRE CORP. (class A) is a buy. The retailer (Toronto symbols CTC $320 and CTC.A $164; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 60.8 million; Market cap: $10.3 billion; Price-to-sales ratio: 0.6; Dividend yield: 4.0%; TSINetwork Rating: Above Average; www.canadiantire.ca) plans to launch over 12,000 new private-label products by 2025 as part of its long-term growth strategy....

1 min read

Pat McKeough

Dividend Stocks

They’re still strong picks to tap real estate

The pace of new real estate development continues to accelerate as the COVID-19 pandemic eases. Here are two stocks that will let investors profit from this trend.

RIOCAN REAL ESTATE INVESTMENT TRUST $20 is a buy. The REIT (Toronto symbol REI.UN; Aggressive Growth Portfolio, Manufacturing & Industry sector; Units outstanding: 309.9 million; Market cap: $6.2 billion; Price-to-sales ratio: 5.3; Distribution yield: 5.1%; TSINetwork Rating: Average; www.riocan.com) owns all or part of 204 shopping centres and other properties, as well as 13 projects under development....

2 min read

Pat McKeough

Growth Stocks

Rising air travel volumes will spur CAE

Airlines are now spending more on simulators and pilot training as travel volumes return to pre-pandemic levels. That’s good news for CAE, which has about 30% of the pilot-training market. The company also continues to expand its military businesses; that cuts its exposure to the cyclical airline industry....

2 min read

Pat McKeough

Value Stocks

Finning gains with high oil prices

FINNING INTERNATIONAL INC. $25 is a buy. The company (Toronto symbol FTT; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 156.2 million; Market cap: $3.9 billion; Price-to-sales ratio: 0.6; Dividend yield: 3.8%; TSINetwork Rating: Above Average; www.finning.com) sells and services Caterpillar-brand heavy equipment in Western Canada, South America, the U.K....

1 min read

Pat McKeough

Dividend Stocks

5G will support this dividend

BCE INC. $64 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: $58.4 billion; Price-to-sales ratio: 2.4; Dividend yield: 5.8%; TSINetwork Rating: Above Average; www.bce.ca) is Canada’s largest traditional telephone service provider....

1 min read

Pat McKeough

Energy Stocks

Investors profit from their strong cash flow

The benchmark crude oil price has jumped roughly 31% in the past year, from $75 U.S. a barrel to $98 U.S. That’s due to several factors, including COVID-19 lockdowns in China and sanctions on oil exports from Russia because of its war on Ukraine.

At the same time, these four leading oil and gas producers are pointing to increasingly stringent environmental regulations as a challenge to expanding their production....

7 min read

Pat McKeough

Blue Chip Stocks

End of strike cuts CN’s risk

CANADIAN NATIONAL RAILWAY CO. $148 is a buy. The company (Toronto symbol CNR; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 691.2 million; Market cap: $102.3 billion; Price-to-sales ratio: 7.0; Dividend yield: 2.0%; TSINetwork Rating: Above Average; www.cn.ca) operates Canada’s largest railway....

1 min read

Pat McKeough

Dividend Stocks

Fortis helps stabilize your portfolio

Fears of rising inflation and a possible recession continue to hurt stock markets. Despite the current uncertainty, we feel high-quality stocks like Fortis will continue to spur your returns.

The company gets most of its revenue from its regulated power and gas businesses, which gives it predictable cash flows for new projects....

4 min read

Pat McKeough

ETFs

Include a range of risk levels in your holdings

In theory, higher-risk stocks should deliver higher returns than lower-risk stocks—otherwise, why would any investor want to invest in high-risk stocks? But, the evidence to prove or disprove the theory is mixed. Some studies point to lower-risk stocks outperforming high-risk stocks over the long run while others point to specific periods when high-risk stocks performed spectacularly well.

There is an optimal time to invest in higher-risk stocks—when they are shunned by investors driving valuations to very low levels....

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.

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Financial Post Columnist
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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.