The Panic-Proof Portfolio (Stockchase Research)

We reiterate MSCI, a provider of data solutions to the investment management sector as a TOP PICK.  Recently reported earnings showed a 14% increase in EPS, in line with analysts five year outlook going forward.  We recommend trailing up the stop (from $480) to $535, looking to achieve $730 -- upside potential of 18%.  Yield 1.3%

We again reiterate this Vanguard ETF, which focuses on US equities that demonstrate growing dividends over time, as a TOP PICK.  What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago.  We recommend trailing up the stop (from $108) to $112, looking to achieve $140 -- upside potential of 18%.  Yield 1%

We again reiterate IHF, with holdings like UnitedHealth and CVS, as a TOP PICK.  A defensive play.  Healthcare provider stocks are rising due to attractive valuations, improving fundamentals, and defensive appeal amid market volatility.  We recommend trailing up the stop (from $52 to $55), looking to achieve $71 -- upside potential of 18%.  Yield 0.9%

Our PAST TOP PICK with DBA has triggered its stop at $27.  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 GL has triggered its stop at $165.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment gain of 4%.  

Our Stockchase Editor for the Panic Proof Portfolio will be away for the month of November.  As such there will not be any updates for the Panic Proof Portfolio until early December.  

On the back of continued passenger demand, DAL is a TOP PICK.  We like that the company has been cautiously using some cash reserves to aggressively retire debt as revenues hits all time highs.  It trades at 16x earnings, 2.4x book and supports a 15% ROE.  We recommend setting a stop-loss at $62, looking to achieve $96 -- upside potential of 18%.  Yield 1.0%  

One needs to be bullish steel if you are bullish the US economy.  STLD trades at 18x earnings and supports a 20% ROE.  Recently reported sales were up 35% and steel shipments are at all time highs.  We recommend setting a stop-loss at $210, looking to achieve $289 -- upside potential of 18%.  Yield 0.8%

We again reiterate XLV as a TOP PICK.  This low-MER ETF holds numerous pharma and health-care companies, which tend to out perform during periods of recession making this a defensive holding.  Revenues have been growing in the sector, especially in obesity drugs with plenty of runway.  We recommend maintaining trailing up the stop (from $161) to $167, looking to achieve $212 -- upside potential of 18%.  Yield 1.3%

Our PAST TOP PICK with BLX has triggered its stop at $53.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment gain of 14%.  

Our PAST TOP PICK with XLC has triggered its stop at $105.  To remain disciplined, we recommend covering the position at this time. 

Our PAST TOP PICK with ANDG has achieved its target at $65.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $53) to $56 at this time.  

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%