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The Panic-Proof Portfolio (Stockchase Research)
By Michael O'Reilly at Stockchase Premium
Member since: Jul '20 · 2097 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 4.84 | 373 21.35% | 455 26.04% | 256 14.65% | 407 23.30% | 256 14.65% | ||
| 1 Month | 5 | 52 7.65% | 235 34.56% | 161 23.68% | 216 31.76% | 16 2.35% | |
| 6 Months | 5 | 144 25.85% | 134 24.06% | 63 11.31% | 119 21.36% | 97 17.41% | |
| 12 Months | 5 | 133 32.60% | 66 16.18% | 24 5.88% | 60 14.71% | 125 30.64% | |
| 2 Years | 4.35 | 44 43.14% | 20 19.61% | 8 7.84% | 12 11.76% | 18 17.65% |
Stock Opinions by The Panic-Proof Portfolio (Stockchase Research)
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We reiterate SLF.PR.D as a TOP PICK. SLF is a well-diversified life and wealth management company, which generates over $4.3 billion in free cash flow. This preferred share pays a perpetual quarterly dividend that has a great yield and high (Pfd-2H) credit rating. Rising interest rates have reduced the preferred share value to a discount to its $25 par value; however, as interest rates stall and eventually return lower to long term levels this can provide possible upside potential over 30%. We recommend maintaining the stop at $15.50. Yield 6.0%
We reiterate GWO.PR.P as a TOP PICK. GWO is a well-diversified lifeco. The company’s latest quarterly earnings showed cash reserves growing, while debt is retired and shares bought back. The company trades at 1.5x book value. This preferred share pays a perpetual quarterly dividend that has a great yield and high (Pfd-2H) credit rating. Rising interest rates have reduced the preferred share value to a discount of its $25 par value; however, as interest rates stall and eventually return to lower long term levels this can provide possible upside potential over 20%. We continue to recommend a stop at $17.25. Yield 6.5%
Our PAST TOP PICK with MRE has triggered its stop at $12. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 11%, when combined with previous recommendations.
Our PAST TOP PICK with KNSA has triggered its stop at $16. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 14%, when combined with previous recommendations.
Our PAST TOP PICK with MTG has triggered its stop at $16.50. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 20%, when combined with previous recommendations.
Our PAST TOP PICK with BEI.UN has triggered its stop at $64. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 24%, when combined with previous recommendations.
Our PAST TOP PICK with MI.UN has triggered its stop at $13. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 12%, when combined with previous recommendations.
Our PAST TOP PICK with BMO has triggered its stop at $112. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 5%, when combined with previous recommendations.
Our PAST TOP PICK with CGEM has triggered its stop at $8.50. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 27%, when combined with previous recommendations.
Our PAST TOP PICK with TCN has triggered its stop at $10. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 12%, when combined with previous recommendations.
Our PAST TOP PICK with CM has triggered its stop at $51. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 13%, when combined with previous recommendations.
We again reiterate VET as a TOP PICK. The company has aggressively reduced debt all the way down to one year's cash flow and its energy portfolio is well diversified. It trades at 6x earnings, under book value and supports a 36% ROE. We recommend trailing up the stop (from $16) to $18, looking to achieve $25 -- upside potential over 25%. Yield 1.8%
(Analysts’ price target is $25.18)
