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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

The Panic-Proof Portfolio (Stockchase Research)
The Panic-Proof Portfolio (Stockchase Research) on Stockchase 03/04/2025 at 08:03pm

NORTH AMERICAN

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(A Top Pick Jan 30/25, Down 26.2%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with HY has triggered its stop at $40.  To remain disciplined, we recommend covering the position at this time. 

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Jim Cramer - Mad Money
Jim Cramer - Mad Money on Mad Money on CNBC 03/04/2025 at 07:00pm

US EQUITIES

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VIX by technical analyst Mark Sebastian

A chart of options expirations and the cost of options on these days in the past week. Those on Thursday and Friday this week (post-tariff announcements) are very expensive like 36-28%.  But next week Friday it's 20.79%, a huge drop which means the market expects a lot of volatility the next few days, but will be over by Monday. Another chart: the VIX 9 Day (9 days out) vs. VIX (30 days out) shows the VIX 9 trading much higher than the regular VIX, which is rare. This also shows more volatility in coming days than later. Tomorrow could see a 1.6% swing and Friday a 2.1% move either way, and -3% in the next two days possibly. But after that, we should be in the clear.

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Brendan Caldwell
Brendan Caldwell on Market Call (BNN TV) 03/04/2025 at 06:08pm

NORTH AMERICAN - LARGE

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Will big 6 Canadian banks keep paying dividends?

Yes. They didn't stop paying dividends even during the 2008 financial crisis. Except for MFC, all financial services companies also kept their dividends. At the best of times, it's a severe, career-interrupting move to cancel a dividend. For a Canadian bank, it would be catastrophic. 

Some are stronger than others. RY is the 800-pound gorilla that all the others are chasing. TD has had its issues in the US; but you'll notice it's up from the time US sanctions were imposed. All are resilient, a fiercely protected species.

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Stockchase Insights
Stockchase Insights on 5i Research 03/04/2025 at 12:42am

GLOBAL EQUITIES

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Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Fund Performance Metrics: Benchmark Holdings

Benchmark Holdings indicates the overlap between the portfolio holdings and the benchmark set for the portfolio. The ‘active’ measure in the third column measures the percentage of the portfolio, as position weight, that differs from the benchmark index. It is a metric quantifying the level of active management within a portfolio. While this metric might not give a whole lot to an investor, investors allocating to investments with a higher portion of ‘active’ holdings typically expect a differentiated return profile relative to a passive or a benchmark-driven portfolio.
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Rebecca Teltscher
Rebecca Teltscher on Market Call (BNN TV) 02/04/2025 at 06:37pm

CANADIAN DIVIDEND

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How to layer into defensive names if cash needed in 3 years?

Welcome to the world of dividends! She invests in dividends for clients at any stage of investing, but understands the extra motivation for dividends and stability as a person inches toward retirement. 

Last year, they were earning 4.8% on client funds invested in money market funds. This let them have the patience to ease into the market. Seeing more volatility in markets this year, which is good if you're seeking to deploy some cash. The yield on cash has come down significantly in the past year, especially in Canada with the BOC dropping rates. It's now only ~2.5%, and that's not enough to live on. So you're more attracted to investing in high-dividend-earning stocks.

Could we see more volatility in the market? Absolutely. She'd probably get 1/3 in now, and wait and see. On days when the market's taking a beating, buy more. And do it selectively. The pipeline space, for example, is still giving you about a 6% dividend yield. A name like Telus is also one to consider. Still some good opportunities for yield, without the crazy valuations. Selling some of those high-flying tech names at 30-50x PE and buying a utility at 20x PE, doesn't seem so expensive on a relative basis.

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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

The Panic-Proof Portfolio (Stockchase Research)
The Panic-Proof Portfolio (Stockchase Research) on Stockchase 02/04/2025 at 12:19am

NORTH AMERICAN

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(A Top Pick Apr 30/24, Up 15.1%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with UBS has triggered its stop at $31.  To remain disciplined, we recommend covering the position at this time.  When combined with our previous guidance, this will result in a net investment gain of 11%  

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with Alan Tong

After the close

With Allan Tong

01/04/2025 at 08:45pm

Choppy session before tariffs

The NYSE and TSX saw a choppy Tuesday as stocks sank in the morning, rallied, fell, then closed on strength. Volumes were slightly lighter than usual as investors fretted over the next wave of Trumps tariffs to hit Canada, Mexico and other trading partners on April 2.

The TSX rose 0.47% with eight sectors rallying. Tech, utilities and energy led while telcos lagged the most. Most active was TD, down 1.55%, while Rogers sank 5.88%. Ivanhoe Mines jumped 7.69%, BRP 5.33% and First Quantum Minerals 4.91%. Gold gave back US$5 to US$3,188 as WTI declined 0.4% to US$71.20.

In New York, the S&P climbed 0.38%, the Nasdaq 0.87%, but the Dow slipped 11 points. Major movers: Vistra 4.09%, Ralph Lauren 3.71%, Tesla 3.59%, Johnson & Johnson -7.59% and Southwest Airlines -5.93%. Bitcoin rallied 3.2% to more than US$85,000. Meanwhile, the U.S. 10-year yield continued to slip, touching 4.165%.

🏛 Toronto Dominion (TD-T) -1.55%

📡 Rogers Communications (B) (RCI.B-T) -5.88%

⛏ Ivanhoe Mines Ltd (IVN-T) +7.69%

🛍 BRP INC. (DOO-T) +5.33%

⛏ First Quantum Minerals (FM-T) +4.91%

💡 Vistra (VST-N) +4.09%

🐎 Polo Ralph Lauren Corp. (RL-N) +3.71%

🚗 Tesla Inc (TSLA-Q) +3.59%

💊 Johnson & Johnson (JNJ-N) -7.59%

🛫 Southwest Airlines (LUV-N) -5.93%

🅱 Bitcoin (BTCUSD) (CRYPTO:BTC) +3.2%

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Andrey Omelchak
Andrey Omelchak on Market Call (BNN TV) 01/04/2025 at 06:12pm

CANADIAN EQUITIES

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Infrastructure in Canada.

We're finally waking up as a country. It's amazing to see everybody coming together and talking about working together. Dropping barriers, like crazy taxes, to move products from one province to another. Those make no economic sense. Dropping them will unleash a lot of GDP right there. 

Great to hear the talk. He would like to see some action, which will probably come after the election. When it comes to Canadian infrastructure investment, there are some good companies out there and already trading at attractive multiples. And that's before accounting for any additional investments.

You really have to pick your spots. Have to make sure companies don't take on any fixed-price contract risk. Many have smartened up over the years and now structure contracts differently. Take a look at ARE. And ATRL, in consulting, is probably an even safer way to play in the space.

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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

The Monthly Gems by Allan Tong
The Monthly Gems by Allan Tong on Stockchase 01/04/2025 at 04:06pm

NORTH AMERICAN

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Well, Cogeco has. It boasts an earnings yield of 30.6%, which places it in the top 10% among global peers, while its book value yield of 146.1% put it in the top 20%. True, its 5.91% dividend yield is smaller than its Canadian competitors, but is safe at a 42.5% payout ratio and growing 10% annually--twice as fast as the others--thanks to strong cash flow. Further, CCA trades at a 6.67x PE, compared to Telus' 30.2x, Rogers' 12.4x and BCE's 179x. Cash flow is one reason why CCA has outpaced its peers in the past year, with shares up nearly 15%, while the Big Three have lost ground, with Rogers and BCE both sinking 30%.

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