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Energy Stocks

BIRCHCLIFF ENERGY, $10.13, is a buy. The company (Toronto symbol BIR; TSINetwork Rating: Speculative) (Shares o/s: 266.0 million; Market cap: $2.6 billion; Dividend yield: 0.4%) reports that its cash flow in the quarter ended December 31, 2021, jumped sharply, to $0.73 a share from $0.25 a year earlier....

1 min read

Pat McKeough

Growth Stocks

Adobe prospers in the pandemic and beyond

This leading software firm benefited from the significant number of people working from home during the pandemic. Going forward. we expect the remote-work trend to continue past the COVID-19 crisis and to spur rising demand for Adobe’s digital conferencing software and other apps.

Meanwhile, there are other drivers pushing Adobe upward, including the company’s strong position in key markets and its high R&D spending....

2 min read

Pat McKeough

Growth Stocks

Amazon aims to compete with Elon Musk

Amazon is now accelerating its Project Kuiper initiative. This aims to provide high-speed broadband service using a constellation of low Earth orbit satellites. This latest move will also strengthen its competitive position against Elon Musk’s SpaceX, which is currently building out its rival Starlink program.

AMAZON.COM INC., $3,079.96, is a buy. The company (Nasdaq symbol AMZN; TSINetwork Rating: Average) (www.amazon.com; Shares o/s: 508.6 million; Market cap: $1.6 trillion; No divds.) has now entered agreements with commercial space companies Arianespace, Blue Origin and United Launch Alliance to aid the execution of Project Kuiper.

The three firms will provide heavy-lift launch services to Project Kuiper....

1 min read

Pat McKeough

Growth Stocks

Tap into IT’s future

PAGERDUTY INC., $31.28, is a buy. The company (New York symbol PD; TSINetwork Rating: Extra Risk) (www.pagerduty.com; Shares o/s: 87.1 million; Market cap: $2.9 billion; No dividends paid) operates a platform that collects real-time data from software systems and devices and then notifies its IT customers of any incident that could harm their operations.

For the three months ended January 31, 2022, revenue rose 32.4%, to $71.8 million from $59.3 million a year earlier....

1 min read

Pat McKeough

Growth Stocks

Regeneron offers you biotech gains

We think the drug industry will enjoy great success over the next decade. Still, due to the nature of the business, results will vary widely and unpredictably from one drug company to another. A volatile market like the one we expect for drug stocks will include winners and losers....

2 min read

Pat McKeough

Spinoffs

This carveout has a tax burden

FIDELITY NATIONAL FINANCIAL INC. $43 is a hold. The company (New York symbol FNF; Finance sector; Shares outstanding: 283.6 million; Market cap: $12.2 billion; Dividend yield: 4.1%; Takeover Target Rating: Medium; www.fnf.com) is a Florida-based provider of title insurance and home warranties to the real estate and mortgage industries.

The company now plans to set up its life insurance subsidiary—F&G Annuities & Life Inc.—as a separate, publicly traded firm.

Under the plan, it will hand out 15% of its F&G shares to its own investors as a special dividend in the third quarter of 2022....

1 min read

Pat McKeough

Spinoffs

Let our stock updates secure your gains

NIELSEN HOLDINGS PLC $27 is a hold. The New York-based company (New York symbol NLSN; Manufacturing & Industry sector; Shares outstanding: 356.5 million; Market cap: $9.9 billion; Dividend yield: 0.9%; Takeover Target Rating: Highest; www.nielsen.com) is a provider of information and measurement services to give companies a better understanding of consumer behaviour....

2 min read

Pat McKeough

Spinoffs

We prefer the pure-play former parent

AT&T recently spun off its media operations as it continues to shift its focus to its main telecom businesses. The plan should benefit both companies considering investors tend to prefer pure-play firms. We like both, but feel AT&T is the better choice right now.

AT&T INC....

2 min read

Pat McKeough

Spinoffs

This new retail REIT is attractive

PRIMARIS REAL ESTATE INVESTMENT TRUST $15 is a buy. The REIT (Toronto symbol PMZ.UN; Manufacturing sector; Units outstanding: 98.3 million; Market cap: $1.5 billion; Distribution yield: 5.3%; Takeover Target Rating: Medium; www.primarisreit.com) owns 35 enclosed and open-air shopping malls in Canada....

1 min read

Pat McKeough

Spinoffs

These two spinoffs will move higher

On August 3, 2021, L Brands (old New York symbol LB) became two separate firms: Victoria’s Secret and Bath & Body Works. Investors received one new share of Victoria’s Secret for every three shares of L Brands they held. L Brands then changed its name to Bath & Body Works.

So far, Victoria’s Secret is up over 20% since the spinoff, while the former parent is down 8%....

2 min read

Pat McKeough

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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.