Walmart’s future remains bright

Dear Client:
Back in January, we named Walmart our #1 Conservative Buy for 2021 given the protections it offered investors from the COVID-19 pandemic.
Now, even as the pandemic is waning, we still like Walmart’s prospects. Earlier lockdowns helped attract new customers for the retailer’s e-commerce and… Read More

Walmart keeps rewarding investors

Walmart’s shares have doubled in the past five years. That includes an 11% gain in the last year as governments designated its stores “essential” during the early stages of the COVID-19 pandemic.
Even though those restrictions are easing, we expect Walmart’s focus on low prices will… Read More

Revenue gains lift debt for Parkland Fuel

Revenue gains lift debt for Parkland Fuel

A Member of Pat McKeough’s Inner Circle recently asked for his advice on a gas-station, convenience store, and a fuel-distribution company active in Canada, the U.S., and the Caribbean.

Pat is impressed by the company’s ability to integrate numerous acquisitions as it keeps growing same-store sales… Read More

Q: Hi, all. May I have TSI’s opinion on Stryker Corp.?

A: Stryker Corporation, $206.97, symbol SYK on New York (Shares outstanding: 373.1 million; Market cap: $76.8 billion; www.stryker.com), is one of the world’s leading medical technology companies. The firm is based in Kalamazoo, Michigan.

Stryker’s investors benefit from its three business segments:

The Orthopaedics segment (37% of total revenue)… Read More

Q: Pat, can I get your opinion on Crescita Therapeutics Inc. (CTX)? Based on its recent quarterly financial performance, I am interested in getting your insights. Also, what do you think of its recent cannabis deal? Thank you.

A: Crescita Therapeutics, $0.96, symbol CTX on Toronto (Shares outstanding: 21.0 million; Market cap: $20.1 million; www.crescitatherapeutics.com), is a dermatology company with manufacturing capabilities, a portfolio of non-prescription skincare products for the treatment and care of skin conditions and diseases, and prescription drug products for… Read More