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Value Stocks

These quality firms improve overall returns

We recommend investors limit their aggressive holdings to no more than a third of their overall portfolio. To further cut your risk, you should focus on high-quality aggressive stocks such as Restaurant Brands and Leon’s.

RESTAURANT BRANDS INTERNATIONAL INC....

2 min read

Pat McKeough

Growth Stocks

Bombardier’s turnaround could stall

Bombardier has now completed the sale of its money-losing commercial aircraft and railcar businesses to focus on its business jet operations. The outlook for that business continues to improve as countries ease their pandemic travel restrictions. However, rising costs for raw materials and labour could slow the company’s turnaround.

BOMBARDIER INC....

2 min read

Pat McKeough

Growth Stocks

CGI expands in Europe

CGI INC. $105 is your #1 Aggressive Buy for 2022. Through shares in the company (Toronto symbol GIB.A; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 239.7 million; Market cap: $25.2 billion; Price-to-sales ratio: 2.1; No dividends paid; TSINetwork Rating: Extra Risk; www.cgi.com) investors tap Canada’s largest provider of computer-outsourcing services....

1 min read

Pat McKeough

Blue Chip Stocks

Use these railways as a portfolio cornerstone

The shares of Canada’s big two railways are both down since the start of 2022 on concerns that a possible economic slowdown could hurt their freight volumes.

However, both should benefit as conditions remain favourable for a rebound in grain shipments in the second half of 2022 following last year’s drought....

3 min read

Pat McKeough

Value Stocks

Linamar creates a new division

LINAMAR CORP. $58 remains a buy. The company (Toronto symbol LNR; Aggressive Growth Portfolio, Manufacturing sector; Shares outstanding: 65.4 million; Market cap: $3.8 billion; Price-to-sales ratio: 0.5; Dividend yield: 1.4%; TSINetwork Rating: Average; www.linamar.com) makes a variety of automotive parts, including cylinder heads and cylinder blocks....

1 min read

Pat McKeough

Growth Stocks

A new buy for aggressive investors

In February 2021, parent company Telus (page 61) set up its Telus International subsidiary as a separate, publicly listed company and sold shares. So far, the new stock has moved mostly sideways, partly due to the impact of the pandemic on business spending....

2 min read

Pat McKeough

Blue Chip Stocks

TD rebounds with economy

TORONTO-DOMINION BANK $95 is a buy. The lender (Toronto symbol TD; Conservative Growth and Income Portfolios, Finance sector; Shares outstanding: 1.8 billion; Market cap: $171.0 billion; Price-to-sales ratio: 3.9; Dividend yield: 3.7%; TSINetwork Rating: Above Average; www.td.com) continues to benefit from rising loan demand and credit card use as the economy re-opens in the wake of COVID-19 shutdowns.

In its fiscal 2022 second quarter, ended April 30, 2022, revenue rose 7.9%, to $11.04 billion from $10.23 billion a year earlier.

TD is also setting aside more funds to cover future bad loans as the economy recovers....

1 min read

Pat McKeough

Blue Chip Stocks

Telus offers you growth and income

Telus investors continue to benefit from the company’s upgrades to its wireless and high-speed Internet systems. These improvements helped the company take advantage of the shift to remote work and learning during the height of the COVID-19 pandemic.

The company is also unlocking some of its hidden value....

4 min read

Pat McKeough

How To Invest

Q: Pat, I have a question for you: what is the Inner Circle’s thinking on Harvest Healthcare Leaders Income ETF and its very high yield? Thank you.

A: Harvest Healthcare Leaders Income ETF, $8.29, symbol HHL on Toronto, (Units outstanding: 116.0 million; Market cap: $961.6 million; www.harvestportfolios.com), holds a portfolio of 20 large-cap global healthcare companies, selected by the fund’s manager for their potential to provide attractive monthly income and long-term growth.

The ETF holds mostly attractive stocks with sound long-term prospects....

2 min read

Pat McKeough

How To Invest

Q: What do you think about buying Vita Coco to take advantage of healthy consumer trends? Thanks.

A: The Vita Coco Company Inc., $12.79, symbol COCO on Nasdaq (Shares outstanding: 55.6 million; Market cap: $711.6 million; www.vitacoco.com), makes plant-based functional hydration drinks. The company, formerly known as All Market Inc., launched its packaged coconut water in 2004....

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.

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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.