The Panic-Proof Portfolio (Stockchase Research)
By Michael O'Reilly at Stockchase Premium
Member since: Jul '20 · 3060 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 5 | 1001 23.01% | 1050 24.14% | 614 14.11% | 1038 23.86% | 647 14.87% | ||
| 1 Month | 5 | 115 8.75% | 443 33.69% | 326 24.79% | 406 30.87% | 25 1.90% | |
| 6 Months | 5 | 295 24.71% | 288 24.12% | 167 13.99% | 275 23.03% | 169 14.15% | |
| 12 Months | 5 | 309 29.37% | 215 20.44% | 70 6.65% | 225 21.39% | 233 22.15% | |
| 2 Years | 5 | 282 35.74% | 104 13.18% | 51 6.46% | 132 16.73% | 220 27.88% |
Stock Opinions by The Panic-Proof Portfolio (Stockchase Research)
CGI holds investments in a well diversified portfolio including NVIDIA, Franco-Nevada, and CP Kansas City rail. It trades at 2x earnings, under book value and supports a 23% ROE. It's dividend is backed by a payout ratio under 10% of cash flow. We recommend setting a stop-loss at $27, looking to achieve $42 -- upside potential of 26%. Yield 3.0%
(Analysts’ price target is $169.00)Markets have factored in lower oil prices into the share price, but as the company is also a refiner, its downstream segment will benefit from lower feedstock costs. It trades at 12x earnings, under 2x book and supports a ROE of 21%. The company will announce latest financial results today -- we'll see if they are able to continue growing cash reserves. We recommend setting a stop-loss at $67, looking to achieve $103 -- upside potential of 16%. Yield 2.9%
ZRE has rebounded well following the negative tariff news and is reiterated as a TOP PICK. In a period of stagnant economic growth, REITs are a good space to provide steady cash flow. ZRE is unique in that it holds an equal weighting of all its holdings and is well diversified. We continue to recommend a stop at $18.50, looking to achieve $24 -- upside potential of 18%. Yield 5.4%
As a diversified REIT with holdings averaging 12x earnings and trading under book value, we reiterate RIT as a TOP PICK. It has rebounded well following the negative tariff news. We continue to recommend a stop at $14, looking to achieve $18 -- upside potential of 18%. Yield 5.4%
A unique REIT that offers global diversification and trades at just over book value and holds a portfolio of assets averaging a PE of 24. We continue to recommend a tight stop at $19.50, looking to achieve $24.50 -- upside potential of 18%. Yield 5.1%
Our PAST TOP PICK with VC has triggered its stop at $82. To remain disciplined, we recommending covering the position at this time. When combined with our previous guidance, this will result in a net investment loss of 12%.
Our PAST TOP PICK with AOMR has triggered its stop at $9. To remain disciplined, we recommending covering the position at this time. When combined with our previous guidance, this will result in a net investment loss of 10%.
Our PAST TOP PICK with IMMR has triggered its stop at $8. To remain disciplined, we recommending covering the position at this time. When combined with our previous guidance, this will result in a net investment loss of 6%.
We reiterate this Brazil based water treatment utility as a TOP PICK. It has avoided much of the tariff related mayhem thus far and provides some geographic diversification. It trades at 15x earnings, 1.7x book and supports a 28% ROE. We recommend scaling up the stop (from $14) to $16, looking to achieve $23 -- upside potential over 30%.
(Analysts’ price target is $23.85)We reiterate MCY, a provider of general insurance in California as a TOP PICK. We like that cash reserves are growing, while debt is retired. It trades at 7x earnings, 1.4x book and supports a 22% ROE. We recommend trailing up the stop (from $40) to $44, looking to achieve $67 -- upside potential of 28%. Yield 2.4%
(Analysts’ price target is $80.00)
Canada's largest airline just announced resumption of service from the nation's capital to London UK -- signs of global schedule shuffles and adjusting to declining US bookings. We like that debt is being aggressively retired and shares bought back. It trades at 6x earnings, 2x book and supports a robust 108% ROE. We recommend setting a stop at $9, looking to achieve $18 -- upside potential of 28%. Yield 0%
(Analysts’ price target is $23.42)