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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

Latest Top Picks

Stock Opinions by The Panic-Proof Portfolio (Stockchase Research)

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We again reiterate IFC.PR.F as a TOP PICK.  The parent, Intact Financial, is growing cash reserves while retiring debt and it trades at 15x forward earnings.  We recommend setting at stop at $19, looking to achieve its par value of $25 -- upside potential of 19%.  Yield 6.0%  

insurance
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We again reiterate CCS.PR.C as a TOP PICK.  CCS holds $58 billion in assets and has served the Canadian market for 78 years operating as a multi-line insurance cooperative and these preferred shares offers a great yield.  We continue to recommend a stop at $17, looking to achieve its par value of $25 -- upside potential over 30%.  Yield 6.5% 

insurance
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We again reiterate CIU.PR.A as a TOP PICK.  The parent, CU, is a diversified utility provider with a strong balance sheet.  We recommend trailing up the stop (from $14) to $15, looking to achieve $25 -- upside potential over 40%.  Yield 6.6%

Utilities
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 10/23, Up 19.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with BNS.PR.I has achieved its $25 target as the preferred shares were redeemed at their par value by the issuer.   

banks
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Viatris
Stockchase Research Editor: Michael O'Reilly

We reiterate VTRS, producer of Lipitor as one of its brands, as a TOP PICK.  Management has simplified its product offering portfolio and committed to returning half of free cash cash flow to shareholders through aggressive share buybacks.  It trades at 8x earnings and below book value.  Cash reserves are growing as debt is aggressively retired.  Its dividend is backed by a payout ratio under one-third of cash flow.  We recommend trailing up the stop (from $8.50) to $10.50, looking to achieve $14 -- upside potential of 19%.  Yield 4.0%  

(Analysts’ price target is $14.13)
Pharma & Healthcare
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate RPI.UN, the third largest packaging company in North America, as a TOP PICK.  Management has dealt with industry challenges while continuing to grow cash reserves and retiring debt.  Its dividend is maintained by a payout ratio under 50% of free cash flow.   We recommend trailing up the stop (from $29.50) to $31.00, looking to achieve $46.00 -- upside potential of 33%.  Yield 3.7%

(Analysts’ price target is $46.50)
investment companies / funds
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We again reiterate EPD, a US energy infrastructure giant, as a TOP PICK.  Recently reported earnings beat expectations as quarterly revenues grew by 14% as volumes transported rose and margins expanded.  It trades at 11x earnings, 2.1x book and supports a 20% ROE.  We recommend maintaining the stop at $24, looking to achieve $32 -- 20% potential upside.  Yield 7.6%  

(Analysts’ price target is $31.95)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 09/24, Up 10.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with DINO is progressing well.  To remain disciplined, we recommend trailing up the stop (from $44) to $51 at this time.  

Energy
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 19/23, Up 9%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CMC is progressing well.  To remain disciplined, we recommend trailing up the stop (from $40) to $47 at this time.  

metal fabricators
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
IGM Financial Inc.
(A Top Pick Nov 28/23, Up 8.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with IGM is progressing well.  To remain disciplined, we recommend trailing up the stop (from $30) to $33 at this time.  

investment companies / funds
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Mullen Group Ltd
Stockchase Research Editor: Michael O'Reilly

We again reiterate MTL as a TOP PICK.  Compared to others in this sector, it is undervalued and has proven its resilience under challenging market conditions.  We like that cash reserves are stable, while debt is retired and shares bought back.  It trades at 10x earnings, 1.3x book and supports a 17% ROE.  It pays a nice dividend that is backed by a payout ratio under 50% of cash flow.  We continue to recommend a stop at $13, looking to achieve $18 -- upside potential of 18%.  Yield 4.8%

(Analysts’ price target is $17.89)
Transportation
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Delta Air Lines Inc
Stockchase Research Editor: Michael O'Reilly

We again reiterate DAL as a TOP PICK.  With management expecting a sizable resurgence in travel, the company has announced additions in flights, totaling up to 1000 weekly flights to sunny destinations.  We like that quarterly cash flow is growing, while debt is retired.  It trades at 6x earnings, 2.3x book and supports a robust 52% ROE.  We continue to recommend a stop at $30, looking to achieve $54 -- upside potential of 33%.  Yield 0.5%

(Analysts’ price target is $54.24)
Transportation
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Finning Int
Stockchase Research Editor: Michael O'Reilly

With a five year average annual earnings growth of 23%, we reiterate FTT as a TOP PICK.  Upcoming earnings will likely confirm continuation of this trend.  It trades at 10x earnings, 2.3x book and supports a 22% ROE.  We like that cash reserves are growing while debt and shares are bought back.  The dividend is backed by a payout ratio under 30% of cash flow.  We continue to recommend a stop at $34, looking to achieve $48 -- upside potential of 20%.  Yield 2.4%

(Analysts’ price target is $48.22)
wholesale distributors
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 21/23, Up 12.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ACGL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $63) to $73 at this time.  

insurance
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