The Panic-Proof Portfolio (Stockchase Research)

EME has operations involving electrical infrastructure, HVAC, energy and data centres.  It trades at 24x earnings and supports a robust ROE of 40%.  Recently reported earnings showed a all-time record quarterly revenue which grew 19%.  Cash reserves are growing while debt is retired and shares aggressively bought back.  We recommend setting a stop-loss at $670, looking to achieve $1033 -- upside potential over 30%.  Yield 0.1%

Moody's just upgraded the credit rating to investment grade citing "the ongoing success of Teva’s growth strategy, including its key innovative products, an expanded pipeline and continued debt reduction supported by earnings growth. Moody’s also noted Teva’s revenue diversity, improving operating margins, solid free cash flow and ample cash on hand, as well as its expectation that Teva will further reduce debt over the next 12 to 18 months."  Cash reserves are growing, while debt is reduced.  We recommend setting a stop-loss at $30, looking to achieve $44 -- upside potential of 18%.  Yield 0%   

Excitement around MRNA and MRK combined drugs to likely protect patients from melanoma recurrence could provide a home in this sector for investors looking to rotate away from tech. This low-MER ETF hold numerous pharma and health-care companies.  We recommend setting a stop-loss at $161, looking to achieve $204 -- upside potential of 18%.  Yield 1.4%

Our PAST TOP PICK with DAL has triggered its stop at $82.  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 4%.  

Our PAST TOP PICK with MRK has achieved its target at $143.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $121) to $134.   

Our PAST TOP PICK with ANDG is progressing well.  To remain disciplined, we recommend trailing up the stop (from $38) to $43 at this time.  

Our PAST TOP PICK with AEM is progressing well.  To remain disciplined, we recommend trailing up the stop (from $190) to $220 at this time.  

Our PAST TOP PICK with MRVL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $170) to $187 at this time.  

Our PAST TOP PICK with NVDA is progressing well.  To remain disciplined, we recommend trailing up the stop (from $182) to $200 at this time.  

Our PAST TOP PICK with AAAU is progressing well.  To remain disciplined, we recommend trailing up the stop (from $34) to $39 at this time.  

Our PAST TOP PICK with V is progressing well.  To remain disciplined, we recommend trailing up the stop (from $325) to $335 at this time.  

Our PAST TOP PICK with COPX is progressing well.  To remain disciplined, we recommend trailing up the stop (from $68) to $75 at this time.  

We reiterate PRM, a holder of the top 10 US healthcare companies, as a TOP PICK.  The sector continues to be a strong performer and the yield offered is exceptional.  We continue to recommend a stop at $13, looking to achieve $18 -- upside potential of 18%.  Yield 8.3%

We reiterate V as a TOP PICK.  The company is seeking a stablecoin partner to expand its reach globally furthering its market depth.  Recently reported earnings showed growing cash reserves as shares are aggressively bought back and debt retired.  We continue to recommend a stop at $325, looking to achieve $432 - upside potential of 18%.  Yield 0.7%

We reiterate MSCI, a world leader in data tracking used in ETF indices, as a TOP PICK.  Its recent acquisition of First Street will allow its market reach to broaden further.  Cash reserves are steady as shares are aggressively bought back -- albeit with slightly increasing debt.  We recommend trailing up the stop (from $435) to $480, looking to achieve $697 -- upside potential of 23%.  Yield 1.4%