Rating Card

premium

Unlock Expert's Rating and Top Picks Portfolio

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

Latest Top Picks

Stock Opinions by Cole Kachur

COMMENT

Believes financial markets have entered into bull market territory. 
Economic rally has expanded from Big Tech into broader economy.
Any economic pullbacks will present buying opportunity.
Portfolio managers expecting a recession - are now under-performing indexes.
Tech rally will continue with strong earnings, and further growth expected.


Unknown
TOP PICK

Share price hovering around $110 which is presenting a buying opportunity.
Valuation presenting major upside compared to NVIDIA.
Expecting a $150 share price going forward. 
Lots of potential going forward with A.I. demand. 

electrical / electronic
TOP PICK
Amazon.com, Inc.

eCommerce, AWS & cloud computing business very strong.
Focus on cost cutting very effective.
Benefactor of consumers looking for deals. 
Shares will catch up to tech peers that have outperformed the past year.
Good for long term investors.
Established brand and infrastructure. 

specialty stores
TOP PICK

20% off all time share price high.
Market rally will lift shares to new records.
Small cap indexes presenting opportunity.
Better diversity in companies that make up index. 

investment companies / funds
RISKY

Yield focused ETF.
Used to investors looking to generate income.
11-12% yield is risky.
Better to look at safer Canadian banks.

E.T.F.'s
HOLD
Great West Lifeco

Great company that is well run.
Does not own shares - instead owns parent company - Power Corporation of Canada.
Only provides exposure to insurance industry.
Safe bet for the long term otherwise. 

insurance
BUY ON WEAKNESS

Rising interest rates tough on bond funds.
Expectation is for rate cuts in 2024.
Wait for rate cuts before investing. 
Good for defensive investors. 

E.T.F.'s
COMMENT

Canadian Banking Sector: Not seeing major risk.
Canadian loan loss provisions very strong.
Not worried about prospects of the sector. 
If loan loss provisions are not needed - will be a large payout.
Royal Bank - top pick in Canadian sector. 

Unknown
BUY ON WEAKNESS
Exchange Income

Diversified industrial company. 
Wellington-Altus a major shareholder.
Strong dividend payout with good share price performance. 
Concern: bought deals during high share price environments. 
Wait to buy when shares fall to $40 range. 

Transportation & Environmental Services
BUY

Hotel & casino sector will remain strong.
Travel demand will only get stronger as market recovers.
China demand also rising. 
Current share price is good time to buy.
Expecting further share price gains. 

entertainment services
DON'T BUY

Preferred share market is risky - not a good place for average investor.
Not much upside with lots of downside risk.
Income oriented investors have better options.
Canadian Dividend Index a better product. 

E.T.F.'s
BUY

Great product for investors.
Will perform well over the long term.
Very tough benchmark to consistently beat.
Best product for most investors. 

E.T.F.'s
COMMENT

Believes Canadians in general, have too much exposure to Canadian assets.
Would be better to seek diversification in markets outside Canada.
ETF's offer good options for this. 
USA, Europe and Asia can be good places for investment as well. 

Unknown
HOLD

Generally, utilities are a safe investment.
Rising rate environment will negatively impact utilities.
If rates are cut, utilities will perform better.
Income is fairly safe within utility sector. 

E.T.F.'s
BUY

Current share price is a good place to buy.
Very well run company with excellent capital allocation skills.
No price target - but $80 range would be safe.
Strong business for the long term investor. 
Provides international exposure through asset base. 

food stores
Showing 1 to 15 of 260 entries