How you should proceed

In a sudden and deep stock-market drop like the one of the past few weeks, it’s all too easy to respond impulsively or go to extremes. You may feel a temptation to sell all your stocks and “wait for things to settle down” before going… Read More

Here are 3 key updates you need to know

MCKESSON CORP. $136 is a buy for spinoff gains. The company (New York symbol MCK; Consumer sector; Shares outstanding: 177.1 million; Market cap: $24.1 billion; Dividend yield 1.2%; Takeover Target Rating: Medium; www.mckesson.com) is the largest wholesale drug distributor in the U.S. and Canada. It also operates drugstores in… Read More

Time to look at your portfolio

Stock prices have dropped sharply in anticipation of a much wider spread of the coronavirus, and the deep economic setback that could result from its spread. That could happen—no one can predict the future. However, most sharp market downturns are temporary. Due to modern medicine… Read More

Losing this discount benefits you

Spinoffs are often seen as an effective way for a holding company to eliminate its “holding company discount.” That discount is usually evident in the stock price of a company that holds a variety of assets, or that invests in a number of businesses.
As well,… Read More

A 27.9% earning jump for Power Corp.

A 27.9% earning jump for Power Corp.

Improved sales of life insurance, investment funds and other financial products drove the 27.9% jump in revenue for this company during the most-recent quarter.

A recent company reorganization should further unlock value for shareholders, already receiving a 4.9% dividend yield.

The stock nonetheless trades at just 10.4… Read More

Power builds on your 38% gain

Investors tend to value simplicity over complexity in their stock purchases. Power Corp. offers you top assets, but its complex holding company structure draws attention away from its investor value. Now, though, Power plans a major reorganization that’s a plus for investors. It will simplify… Read More