The Panic-Proof Portfolio (Stockchase Research)

RCI.B complaints by consumers has forced the stock down to very attractive levels.   It trades at 14x earnings, under 2x book and has been building quarterly cash reserves while paying down debt.  The robust yield is backed by a payout ratio under 75% of cashflow.  There is room for the company to make improvements with their customers that shouldn't be too costly.  We recommend setting a stop-loss at $35, looking to achieve $52.50 -- upside potential of 28%.  Yield 4.9% 

The Canadian based data and management software developer is once again building cash reserves as debt is aggressively retired and shares bought back.  It trades at 16x earnings, 1.8x book and has a good yield that is backed by a payout ratio under 60% of cash flow.  We recommend setting a stop-loss at $34, looking to achieve $49 -- upside potential of 18%.  Yield 3.4% 

The Quebec based manufacturer of outdoor recreation vehicles is a TOP PICK.  We like how cash reserves are growing as the company aggressively buys back shares and reduces debt.  It trades at 26x earnings and supports a 31% ROE.  We recommend setting a stop-loss at $67, looking to achieve $93 -- upside potential of 20%.  Yield 0.8%

We again reiterate VEON as a TOP PICK.  We like that the European cell and data service provider is aggressively retiring debt.  It trades at 2.7x book and supports a 37% ROE.  We recommend trailing up the stop (from $33) to $40, looking to achieve $56 -- upside potential of 21%.  Yield 0%  

We reiterate the hair salon franchise company with brands like SuperCuts as a TOP PICK.  The company just bought back 300 salons at 4x earnings -- good value.  It trades at 4x earnings, under book value and supports a great ROE.  We recommend trailing up the stop (from$15) to $17, looking to achieve $31 -- upside potential of 28%.  Yield 0%

We reiterate DLR as a TOP PICK.  This ETF holds high interest savings and short-term t-bills in USD converted to CAD.  It is a good holding to hedge USD exposures with a low MER.  We recommend trailing up the stop (from $13.25) to $14.00 -- looking to achieve $17.50 -- upside potential of 16%.  Yield 3.3%

Our PAST TOP PICK with TA is progressing well.  To remain disciplined, we recommend trailing up the stop (from $13.50) to $16.00 at this time.  

Our PAST TOP PICK with GLXY is progressing well.  To remain disciplined, we recommend trailing up the stop (from $22) to $25 at this time.  

Our PAST TOP PICK with UAL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $87) to $96 at this time.  

Our PAST TOP PICK with LNG is progressing well.  To remain disciplined, we recommend trailing up the stop (from $195) to $215 at this time.  

Our PAST TOP PICK with LULU is progressing well.  To remain disciplined, we recommend trailing up the stop (from $267) to $310 at this time.  

Our PAST TOP PICK with GGAL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $56) to $64 at this time.  

Our PAST TOP PICK with SLM is progressing well.  To remain disciplined, we recommend trailing up the stop (from $24) to $26 at this time.  

Our PAST TOP PICK with EPD is progressing well.  To remain disciplined, we recommend trailing up the stop (from $28.50) to $31.50 at this time.  

Our PAST TOP PICK with UBS is progressing well.  To remain disciplined, we recommend trailing up the stop (from $27) to $31 at this time.