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Growth Stocks

Updating your Aggressive stocks: CGI, Restaurant Brands International and Stantec

CGI INC. $127 (www.cgi.com) remains a buy for long-term gains. The company is Canada’s largest provider of computer outsourcing services. The stock is down roughly 20% since the start of 2025, as the slowing economy has prompted businesses to cut their spending. However, CGI’s large order backlog of $30.58 billion as of June 30, 2025 (1.97 times its annual revenue), helps cut your risk. The company is also incorporating artificial intelligence (AI) tools into its software products, which should give it a competitive advantage. CGI is a buy.

1 min read

Pat McKeough

Energy Stocks

Lower costs set Imperial up for more gains

Imperial Oil recently announced that it will cut 20% of its workforce as it makes better use of new technologies such as self-driving trucks. The plan should save it $150 million annually by 2028, which will help it cope with volatile oil prices. That should spur the stock higher.

IMPERIAL OIL LTD. $125 is a buy. The integrated oil producer (Toronto symbol IMO; Conservative and Income Growth Portfolios, Resources sector; Shares outstanding: 509.0 million; Market cap: $63.6 billion; Price-to-sales ratio: 1.4; Dividend yield: 2.3%; TSINetwork Rating: Average; www.imperialoil.ca) gets 99% of its production from oil sands operations in Alberta. It also has conventional oil and natural gas operations in the West. Other operations include three refineries (one in Alberta and two in Ontario) and a petrochemical plant in Sarnia, Ontario. In addition, it supplies gasoline to over 2,000 Esso and Mobil gas stations in Canada. ExxonMobil (New York symbol XOM) owns 69.6% of the company’s shares.

2 min read

Pat McKeough

Dividend Stocks

RioCan quits residential business

RIOCAN REAL ESTATE INVESTMENT TRUST $19 is a buy. The REIT (Toronto symbol REI.UN; Aggressive Growth Portfolio, Manufacturing & Industry sector; Units outstanding: 294.9 million; Market cap: $5.6 billion; Price-to-sales ratio: 4.2; Distribution yield: 6.1%; TSINetwork Rating: Average; www.riocan.com) owns all or part of 178 shopping centres and mixed-use properties.

Due to the slowing housing market, the trust is now selling the 50% stake in four residential properties it owns through a joint venture for $197.3 million. It aims to sell its remaining residential properties over the next two years. That will let it focus on its main retail properties.

1 min read

Pat McKeough

Dividend Stocks

Use our updates to enhance your portfolio

ANDREW PELLER LTD. (class A) remains a buy for long-term gains and income. The company (Toronto symbols ADW.A $5.02 and ADW.B $6.50; Income Portfolio, Consumer sector; Shares outstanding: 43.3 million; Market cap: $229.6 million; Price-to-sales ratio: 0.5; Dividend yield: 4.9%; www.andrewpeller.com) is Canada’s second-largest wine producer after Arterra Wines.

In its fiscal 2026 first quarter, ended June 30, 2025, Peller’s sales fell 0.3%, to $99.2 million from $99.5 million a year earlier. Higher sales in Western Canada offset lower sales at its standalone retail stores in Ontario due to the availability of wines at supermarkets and other stores.

2 min read

Pat McKeough

Value Stocks

Tariffs and changing tastes add to their risk

These beverage makers face two challenges: tariffs are adding to their costs, while consumers are shifting away from their main products. Both companies are cutting costs, which will bolster their profits and dividends. Even so, we see better opportunities elsewhere for new buying.

MOLSON COORS CANADA INC. is a hold. The company (Toronto symbols TPX.A $68 and TPX.B $65; Conservative Growth and Income Portfolios, Consumer sector; Shares outstanding: 197.7 million; Market cap: $13.0 billion; Price-to-sales ratio: 0.9; Dividend yield: 4.0%; TSINetwork Rating: Average; www.molsoncoors.com) is the world’s fourth-largest beer brewer.

2 min read

Pat McKeough

Growth Stocks

Mattr has strong rebound potential

Mattr has now completed its shift away from its legacy pipeline coating business to focus on making industrial products like cables and plastic tanks. While the stock is down 12% since the start of 2025 due to uncertainty over tariffs, Mattr stands to benefit from the construction of new grids to supply power to a growing number of AI datacentres, as well as the need for new stormwater systems.

MATTR CORP. $11 is a buy for aggressive investors. The company (Toronto symbol MATR; Aggressive Growth Portfolio, Manufacturing sector; Shares outstanding: 61.6 million; Market cap: $677.6 million; Price-to-sales ratio: 0.7; Dividend suspended in March 2020; TSINetwork Rating: Extra Risk; www.mattr.com) is the new name for ShawCor Ltd. (old symbol SCL) following completion a major transformation. Under that plan, the company sold most of its pipeline coating and related businesses in 2023 for $442 million. It recently sold its remaining pipeline coating business in Brazil for $51.0 million.

2 min read

Pat McKeough

Mining Stocks

Lower costs will lift Nutrien earnings

NUTRIEN LTD. $84 is a buy. The company (Toronto symbol NTR; Aggressive Growth Portfolio, Resources sector; Shares outstanding: 485.9 million; Market cap: $40.8 billion; Price-to-sales ratio: 1.1; Dividend yield: 3.6%; TSINetwork Rating: Average; www.nutrien.com) is the world’s largest producer of agricultural fertilizers, including potash, nitrogen and phosphate. It also sells seeds, fertilizers and agricultural products to farmers through some 1,900 stores spread across the Western Hemisphere and Australia.

1 min read

Pat McKeough

Dividend Stocks

Contracts enhance Enbridge’s appeal

ENBRIDGE INC. $68 is a buy. The pipeline giant (Toronto symbol ENB; Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 2.2 billion; Market cap: $149.6 billion; Price-to-sales ratio: 2.4; Dividend yield: 5.5%; TSINetwork Rating: Above Average; www.enbridge.com) gets a high 98% of its earnings before interest, tax, depreciation and amortization (EBITDA) from pipelines and related assets that are either rate regulated or backed by long-term take-or-pay contracts. Under those contracts, shippers continue to pay fees even if they do not use their allotted capacity.

1 min read

Pat McKeough

Dividend Stocks

It’s a good time to buy these utilities

6 min read

Pat McKeough

Energy Stocks

Cenovus raises offer for MEG

CENOVUS ENERGY INC. $25 is a buy. The company (Toronto symbol CVE; Conservative Growth Portfolio, Resources sector; Shares outstanding: 1.8 billion; Market cap: $45.0 billion; Price-to-sales ratio: 0.8; Dividend yield 3.2%; TSINetwork Rating: Average; www.cenovus.com) has raised its takeover offer for MEG Energy Corp. (Toronto symbol MEG) by about 5%. That firm operates an oil sands property near Cenovus’s operations at Christina Lake in northern Alberta. The deal will increase Cenovus’s production by 110,000 barrels a day; overall, MEG produced 832,000 barrels a day in the third quarter of 2025.

1 min read

Pat McKeough

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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.