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A Yield to Caution: BMO International Dividend ETF

BMO INTERNATIONAL DIVIDEND ETF $27 (Toronto symbol ZDI; Units outstanding: 25.6 million; Market cap: $691.2 million; Dividend yield: 3.7%; www.bmoetfs.ca) offers exposure to a portfolio of high-yield, dividend-paying companies in developed markets. The fund excludes North American firms.

The ETF started up in November 2014. Its MER is a reasonable 0.44%.

1 min read

Pat McKeough

Dividend Stocks

Pump up your returns with Chevron

Oil giant Chevron recently completed its acquisition of rival Hess Corp. That gives it access to a highly promising offshore field near Guyana and bolsters its already high-quality reserves.

Here’s another plus: savings from the merger boosts cash flow and lets Chevron keep hiking your dividend annually, as it has the past 38 years.

2 min read

Pat McKeough

How To Invest

Here’s our WSSF Income-Seeking Portfolio for September 2025

This month, we are updating our WSSF Portfolio for Income-Seeking Investors.

This portfolio is a good starting point for investors who need income. It’s also a starting point for conservative investors, since regular dividends are an indicator of investment quality.

1 min read

Pat McKeough

Dividend Stocks

Updating your Income stocks: Quaker Chemical, Kraft Heinz and 3M Company

QUAKER CHEMICAL CORP. $145 (www.quakerhoughton.com) remains a buy. The company makes specialty chemicals and lubricants for industrial uses. With the October 2025, Quaker will increase your quarterly dividend by 4.7%, to $0.508 from $0.485 a share. The new annual rate of $2.032 yields 1.4%. The company has now raised that annual rate each year for the past 16 years.

1 min read

Pat McKeough

Value Stocks

AI should take eBay’s shares even higher

Despite the new tariffs and the elimination of the de minimis exemption that lets shipments valued at less than $800 enter the U.S. duty free, eBay’s shares are up 60% since the start of 2025. That’s mainly due to its leading position with collectors of high-value sneakers and jewellery. A new AI shopping tool should also spur its earnings—and the stock—higher over the next few years.

2 min read

Pat McKeough

Growth Stocks

Good quarter for RTX

RTX CORP. $160 remains a buy. The company (New York symbol RTX; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 1.3 billion; Market cap: $208.0 billion; Price-to-sales ratio: 2.6; Dividend yield: 1.7%; TSINetwork Rating: Above Average; www.rtx.com) is a leading maker of aircraft equipment and missiles.

RTX’s revenue in the second quarter of 2025 rose 9.4%, to $21.58 billion from $19.72 billion a year earlier.

1 min read

Pat McKeough

Growth Stocks

Use these updates to enhance your returns

SIX FLAGS ENTERTAINMENT CORP. $24 is a hold. The company (New York symbol SIX; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 101.3 million; Market cap: $2.4 billion; Price-to-sales ratio: 0.8; No dividend paid; TSINetwork Rating: Average; www.sixflags.com) took its current form on July 1, 2024, when Cedar Fair L.P. merged with rival amusement park operator Six Flags Entertainment (old New York symbol SIX) in an all-stock transaction. The combined firm operates 27 amusement parks, 15 water parks and 9 resort properties in the U.S., Canada, and Mexico.

Due to bad weather, attendance in the second quarter of 2025 fell 9% from a year earlier.

2 min read

Pat McKeough

Growth Stocks

Keep holding despite its big jump

GE VERNOVA INC. $622 is a hold. The company (New York symbol GEV; Conservative Growth Portfolio, Manufacturing sector; Shares outstanding: 272.2 million; Market cap: $169.3 billion; Price-to-sales ratio: 4.8; Dividend yield: 0.2%; TSINetwork Rating: Average; www.gevernova.com) makes turbines and related equipment for gas-fired and nuclear power plants, plus equipment for wind farms.

In the quarter ended June 30, 2025, revenue rose 11.1%, to $9.11 billion from $8.20 billion a year earlier. That’s due to strong demand for gas power, onshore wind and electrical grid equipment.

1 min read

Pat McKeough

Dividend Stocks

Lower reliance on coal gives Alliant an edge

The shares of these two utilities have moved up recently, as the prospect of lower interest rates enhances their appeal with income-seeking investors. Rising demand for electricity to power new AI datacentres will also spur their growth. For your new buying, we prefer Alliant due to its lower reliance on coal.

2 min read

Pat McKeough

Growth Stocks

Acquisition should boost earnings

MOTOROLA SOLUTIONS INC. $464 is a buy. The company (New York symbol MSI; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 166.6 million; Market cap: $77.3 billion; Price-to-sales ratio: 7.0; Dividend yield: 0.9%; TSINetwork Rating: Average; www.motorolasolutions.com) makes communications equipment such as two-way radios for police and fire vehicles, as well as high-definition surveillance systems.

Motorola recently acquired Silvus Technologies, Inc. Based in California, that firm makes specialized communications equipment for military and law enforcement clients. Its products make it easier for users to transmit data in harsh conditions and areas without cellphone towers.

1 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
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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.