The Panic-Proof Portfolio (Stockchase Research)

The developer of a medication for relapsing MS in patients has seen an 88% reduction in progression after seven years of usage.  It trades at 13x earnings and supports a 100% ROE.  We like that quarterly cash reserves are growing along with cash flow.  We recommend setting a stop-loss at $41, looking to achieve $70 -- upside potential of 30%.  Yield 0%

This developer of IT technology, consulting and services is a TOP PICK.  It continues to grow its exposure into AI infrastructure and data centers with an open orders list of $1.5 billion -- plenty of runway ahead.  It trades at 20x earnings, 2.3x book and supports a 12% ROE.  We like that quarterly cash flow is growing as shares are aggressively bought back and debt is retired.  We recommend setting a stop-loss at $86, looking to achieve $114 -- upside potential of 18%.  Yield 1.0%

We reiterate BRK.B as a TOP PICK.  It is a defensive holding against an AI market weakening, with sizable cash reserves.  It trades at 25x earnings, under 2x book and supports a 12% ROE.  We recommend trailing up the stop (from $465) to $500, looking to achieve $646 -- upside potential of 18%.  Yield 0%

Our PAST TOP PICK with CDWC has achieved its target at $163.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $121) to $132.  

Our PAST TOP PICK with COPX has triggered its stop at $75.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment loss of 14%.  

Our PAST TOP PICK with EME has triggered its stop at $695.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment loss of 14%.  

Our PAST TOP PICK with PSLV has triggered its stop at $25.50.  To remain disciplined, we recommend covering the position at this time.

As the top 11th general insurance provider in NY, with expansion into CT and CA, KINS is reiterated as a TOP PICK.  Previous earnings showed a quarterly cash reserve increase on the back of a 35% increase in EPS and over 30% increase in premiums earned.  It trades at 7x earnings, 2.1x book and supports a 30% ROE.  We recommend trailing up the stop (from $17) to $18, looking to achieve $24 -- upside potential of 23%.  Yield 1.2%

XMI focuses on equities outside of North America and also excludes China - providing excellent market diversification.  It targets companies that demonstrate lower volatility over time along with growth potential.  What makes it particularly interesting is its lower volatility despite a 9% average annual growth since inception over 10 years ago.  It also ranked in the top 10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  We recommend trailing up the stop (from $45) to $49, looking to achieve $60 -- upside potential of 18%.  Yield 1.8% 

We reiterate XLE, a low-MER (0.08%) ETF holding global energy producers like Exxon, Chevron and others as a TOP PICK.  Geopolitical uncertainty remains high and heading into winter, energy will again take centre stage.  We recommend trailing up the stop (from $57) to $62, looking to achieve $80 -- upside potential of 18%.  Yield 2.4%

Our PAST TOP PICK with CSCO has triggered its stop at $107.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment loss of 7%

Our PAST TOP PICK with ANDG is progressing well.  To remain disciplined, we recommend trailing up the stop (from $49) to $53 at this time.  

Our PAST TOP PICK with V is progressing well.  To remain disciplined, we recommend trailing up the stop (from $350) to $370 at this time.  

CVCO manufactures modular home, park models, and RVs.  Recently reported earnings showed an all time record high revenue stream, which allowed for cash reserves to grow while shares were bought back.  They anticipate a growing back order as the demand for affordable housing rises in the US and they can meet any surge with existing manufacturing capacity.  It currently trades at 23x earnings and supports a 16% ROE.  We recommend setting a stop-loss at $425, looking to achieve $665 -- upside potential of 25%.  Yield 0%

The Magnificent Seven drives the market convincingly as the AI realm develops with holdings like Apple, Amazon, and Tesla.  The collective PE of the holdings has dropped sizably over the past few months making this group undervalued.  We recommend setting a stop-loss at $65, looking to achieve $94 -- upside potential of 28%.  Yield 1.3%