Topics

ETFs

This month we highlight an ETF that targets “technology innovators” at a challenging time. We also look at a Canadian-listed ETF that invests in the U.S. corporate preferred securities market.

TD GLOBAL TECHNOLOGY INNOVATORS INDEX ETF $6.77 (Toronto symbol TECI) aims to invest in “technology innovators” that it sees as having high growth rates and are more profitable than their peers....

1 min read

Pat McKeough

ETFs

Here’s a look at the Brazil ETF’s two biggest holdings

Vale SA and Petrobras are the two largest holdings in the iShares MSCI Brazil ETF, with a combined weight of over 30%. These companies are also among the largest companies in Brazil and rank among the top 150 on the Forbes Global 2000 list.

Vale is the world’s largest producer of iron ore and a key supplier to the global steel industry.

Iron ore makes up about 85% of the company’s earnings; and a base-metals division that produces nickel and copper contributes another 15%....

1 min read

Pat McKeough

ETFs

Challenges ahead for this riskier Brazil ETF

Brazil is one of the top 10 global economies, and is richly endowed with a range of basic commodities. Still, the country currently faces significant challenges.

Elevated inflation—amid supply disruptions—has driven up prices for food and other goods....

4 min read

Pat McKeough

ETFs

Tech looks to bounce back from its losses

Many technology stocks has seen strong growth over the past couple of years as the pandemic unfolded. The reasons included: the rapid expansion of productivity and cybersecurity technology as COVID-19 forced many people to work from home, and the shift to online shopping....

4 min read

Pat McKeough

ETFs

Pass on this ETF

ISHARES CANADIAN FINANCIAL MONTHLY ETF $8.06 (Toronto symbol FIE) invests in the common shares, preferred shares, corporate bonds and income trusts of firms in the Canadian finance sector.

The fund has an MER of 0.82%, which is high by ETF standards....

1 min read

Pat McKeough

ETFs

Bright outlook for U.S. housing ETFs

As the COVID-19 pandemic took hold in early 2020, U.S. homebuilding stocks took a big drop, along with the overall market. However, they quickly rebounded, and most homebuilding stocks went on to hit new all-time highs in December 2021.

Since then, they have fallen around 20% from those highs....

2 min read

Pat McKeough

Dividend Stocks

Updates on your Conservative stocks: TC Energy, Telus, & Canadian National Railway

TC ENERGY CORP. $71 (www.tcenergy.com) is a buy. The company is raising your quarterly dividend by 3.4% with the April 2022 payment. The new annual rate of $3.60 a share yields a high 5.1%. The company also continues to work on $23.6 billion of new pipelines and other projects....

1 min read

Pat McKeough

Value Stocks

Loblaw can still go higher for investors

Thanks to more people eating at home due to COVID-19, Loblaw’s shares recently hit a new all-time high of $113. Even though the economy is re-opening, we expect the company will continue to benefit from its shift to a pure-play retailer and from strong consumer demand for pandemic-era services such as home delivery.

LOBLAW COMPANIES LTD....

2 min read

Pat McKeough

Growth Stocks

LSE stake will spur this dividend

THOMSON REUTERS CORP. $134 is still a buy. The company (Toronto symbol TRI; Conservative Growth Portfolio, Manufacturing sector; Shares outstanding: 486.2 million; Market cap: $65.2 billion; Price-to-sales ratio: 7.9; Dividend yield: 1.7%; TSINetwork Rating: Above Average; www.thomsonreuters.com) sells specialized information and software to the legal, tax and accounting fields.

In January 2021, Thomson and Blackstone Group merged their Refinitiv financial information business with LSE—the London Stock Exchange Group plc (Over-the-counter Pink Sheets symbol LDNXF).

As of February 7, 2022, Thomson’s stake in LSE was worth $7.0 billion U.S....

1 min read

Pat McKeough

Value Stocks

Use our updates to enhance your portfolio

ANDREW PELLER LTD. (A shares) is still a buy. The company (Toronto symbols ADW.A $7.33 and ADW.B $9.64; Income Portfolio, Consumer sector; Shares o/s: 43.1 million; Market cap: $315.9 million; Price-to-sales ratio: 0.9; Dividend yield: 3.4%; www.andrewpeller.com) is Canada’s second-largest wine producer after Arterra Wines.

In its fiscal 2022 third quarter, ended December 31, 2021, sales fell 6.8%, to $103.5 million from $111.1 million a year earlier....

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.

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.