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Growth Stocks

McKesson’s shift continues to pay off

Investors are increasingly benefiting from drug wholesaler McKesson’s shift away from Europe and its less-profitable businesses: the stock has jumped over 450% in the past five years. We feel it can keep rising, particularly as an upcoming spinoff is likely to unlock even more value.
MCKESSON CORP. $963 is a buy for aggressive investors. The company (New York symbol MCK; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 122.5 million; Market cap: $118.0 billion; Price-to-sales ratio: 0.3; Dividend yield: 0.3%; TSINetwork Rating: Above Average; www.mckesson.com) is the largest wholesale drug distributor in the U.S. and Canada.

2 min read

Pat McKeough

Growth Stocks

Six Flags plans to cut its debt

SIX FLAGS ENTERTAINMENT CORP. $17 is a hold. The company (New York symbol SIX; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 101.5 million; Market cap: $1.7 billion; Price-to-sales ratio: 0.7; 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 26 amusement parks, 15 water parks and 9 resort properties in the U.S., Canada, and Mexico. It also manages an amusement park in Saudi Arabia.

1 min read

Pat McKeough

Growth Stocks

Use these updates to enhance your returns

TENNANT CO. $63 is a hold. The company (New York symbol TNC; Aggressive Growth Portfolio, Manufacturing sector; Shares outstanding: 17.8 million; Market cap: $1.1 billion; Price-to-sales ratio: 1.2; Dividend yield: 2.0%; TSINetwork Rating: Average; www.tennantco.com) makes industrial floor and street-cleaning equipment, including scrubbers, sweepers and polishers. Tennant’s sales in the fourth quarter of 2025 fell 11.3%, to $291.6 million from $328.9 million a year earlier. The company is implementing a new computer planning system, which has disrupted its supply chains. That cut its sales in the latest quarter by $30 million. Earnings also fell 68.4%, to $0.48 a share (or a total of $8.5 million) from $1.52 a share (or $29.0 million).

2 min read

Pat McKeough

Growth Stocks

Services are boosting Otis’s revenue

OTIS WORLDWIDE CORP. $89 is a buy. The company (New York symbol OTIS; Conservative Growth Portfolio, Manufacturing sector; Shares outstanding: 389.7 million; Market cap: $34.7 billion; Price-to-sales ratio: 2.6; Dividend yield: 1.9%; TSINetwork Rating: Average; www.otis.com) is the world’s largest maker of elevators and escalators. Otis continues to see strong demand for its maintenance services, which is helping to offset slowing orders for new installations. In the three months ended December 31, 2025, revenue rose 3.3%, to $3.80 billion from $3.68 billion a year earlier.

1 min read

Pat McKeough

Dividend Stocks

These utilities should gain from AI demand

Here, we look at two utilities that continue to build new power plants to satisfy rising demand from operators of new AI datacentres. Those new assets will spur their long-term earnings, particularly as they get most of their revenue from rate-regulated businesses. Given its lower reliance on coal, we prefer Alliant for your new buying. ALLIANT ENERGY CORP. $71 is a buy. The utility (Nasdaq symbol LNT; Income Portfolio, Utilities sector; Shares outstanding: 257.1 million; Market cap: $18.3 billion; Price-to-sales ratio: 4.1; Dividend yield: 3.0%; TSINetwork Rating: Average; www.alliantenergy.com) sells power and natural gas to 1.43 million customers in Wisconsin and Iowa.

2 min read

Pat McKeough

Growth Stocks

PepsiCo shrinks to grow

PEPSICO INC. $169 is a hold. The soft drink and snack food maker (Nasdaq symbol PEP; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 1.4 billion; Market cap: $236.6 billion; Price-to-sales ratio: 2.1; Dividend yield: 3.5%; TSINetwork Rating: Above Average; www.pepsico.com) recently struck a new deal with activist investor Elliott Investment Management, which owns $4 billion worth of PepsiCo’s share. As a result, it will cut the number of individual products by 20% at its U.S. businesses and close three manufacturing plants.

1 min read

Pat McKeough

Value Stocks

embecta’s solid dividend gives it an edge

These two makers of medical products are cutting jobs and other costs to help them pay down high debt loads. We feel embecta is the better pick, as its high-yielding dividend looks secure.
EMBECTA CORP. $10 is a buy for long-term gains. The company (Nasdaq symbol EMBC; Conservative Growth Portfolio, Manufacturing sector; Shares outstanding: 59.2 million; Market cap: $592.0 million; Price-to-sales ratio: 0.8; Dividend yield: 6.0%; TSINetwork Rating: Average; www.embecta.com) took its current form on April 1, 2022, when Becton Dickinson & Co. (New York symbol BDX) spun off its Diabetes Care business as a separate firm. Investors received one share of embecta for every five common shares of Becton they held.

2 min read

Pat McKeough

Value Stocks

Stanley beats cost-cutting target

STANLEY BLACK & DECKER INC. $85 remains a buy. The company (New York symbol SWK; Income Portfolio, Manufacturing & Industry sector; Shares outstanding: 154.9 million; Market cap: $13.2 billion; Price-to-sales ratio: 0.7; Dividend yield: 3.9%; TSINetwork Rating: Average; www.stanleyblackanddecker.com) is one of the world’s largest makers of hand and power tools. The company is now selling its aerospace products business to Howmet Aerospace (page 23) business for $1.8 billion. It plans to use the cash to pay down its long-term debt of $4.70 billion (as of December 31, 2025), which is equal to 36% of its market cap.

1 min read

Pat McKeough

Growth Stocks

Howmet taps into airline upgrades

HOWMET AEROSPACE INC. $260 is a hold. The company (New York symbol HWM; Conservative Growth Portfolio, Manufacturing sector; Shares outstanding: 400.9 million; Market cap: $104.2 billion; Price-to-sales ratio: 10.1; Dividend yield: 0.2%; TSINetwork Rating: Average; www.howmet.com) makes a range of industrial parts, from jet engine components and fasteners to forged aluminum wheels. The stock has doubled in the past year, mainly due to strong demand from commercial airlines as they upgrade their aging fleets.

1 min read

Pat McKeough

Growth Stocks

Only one of these former GE firms is a buy

The breakup of the old General Electric into three new firms was a huge success for investors—GE Aerospace is up over 375%, GE HealthCare has gained nearly 50% and GE Vernova has soared 540%.
All three should continue to prosper as leaders in their niche markets. Currently, we see GE HealthCare as your best choice for new buying.

GENERAL ELECTRIC CO. $343 is a hold. The company (New York symbol GE; Conservative Growth Portfolio, Manufacturing sector; Shares outstanding: 1.05 billion; Market cap: $360.2 billion; Price-to-sales ratio: 7.8; Dividend yield: 0.5%; TSINetwork Rating: Average; www.geaerospace.com) now operates as GE Aerospace. It mainly makes and services jet engines and aircraft electronics. It has 45,000 commercial and 25,000 military aircraft engines in service worldwide.

5 min read

Pat McKeough

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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.