The Panic-Proof Portfolio (Stockchase Research)
By Michael O'Reilly at Stockchase Premium
Member since: Jul '20 · 3047 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 5 | 999 23.08% | 1046 24.16% | 612 14.14% | 1030 23.79% | 642 14.83% | ||
| 1 Month | 5 | 115 8.79% | 442 33.77% | 324 24.75% | 403 30.79% | 25 1.91% | |
| 6 Months | 5 | 295 24.77% | 288 24.18% | 167 14.02% | 274 23.01% | 167 14.02% | |
| 12 Months | 5 | 309 29.54% | 212 20.27% | 70 6.69% | 223 21.32% | 232 22.18% | |
| 2 Years | 5 | 280 35.76% | 104 13.28% | 51 6.51% | 130 16.60% | 218 27.84% |
Stock Opinions by The Panic-Proof Portfolio (Stockchase Research)
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)HSUV.U is a low-MER (0.2%) ETF that holds high interest savings accounts in US dollars with Canadian chartered banks. The current gross yield is 4.1%. It is highly tax efficient as it does not pay interest or make distributions -- you claim a capital gain when you sell it. A safe harbour until markets stabilize.
HSUV.U is a low-MER (0.2%) ETF that holds high interest savings accounts in US dollars with Canadian chartered banks. The current gross yield is 4.1%. It is highly tax efficient as it does not pay interest or make distributions -- you claim a capital gain when you sell it. A safe harbour until markets stabilize.
Our PAST TOP PICK with SLM has triggered its stop at $26. To remain disciplined, we recommend covering the position at this time. When combined with our previous guidance, this will result in a net investment gain of 22%.
HSAV is a low-MER ETF that holds deposits in Canadian chartered bank High Interest Savings accounts -- a safe haven for parking cash. As a Corporate Class ETF, it does not pay any interest or distributions, making it highly tax efficient for non-registered accounts -- when you sell you generate a capital gain. The underlying portfolio has a current gross yield of 2.5%. Yield 0%
HTB is a low-MER ETF that trades in Canadian dollars which holds US treasury bills with a 7-10 year maturity -- a safe haven for parking cash. As a Corporate Class ETF, it does not pay any interest or distributions, making it highly tax efficient for non-registered accounts -- when you sell you generate a capital gain. The underlying portfolio has a current average yield to maturity of 4.1%. Yield 0%
HLPR is a low-MER (0.3%) ETF that holds Canadian investment grade preferred shares with a laddered maturity for rate resets. As a Corporate Class ETF, it does not pay any dividends or distributions, making it highly tax efficient for non-registered accounts -- when you sell you generate a capital gain. The underlying portfolio is a well diversified portfolio of utilities, banks, and energy companies. We recommend setting a stop-loss at $25, looking to achieve $33 -- upside potential over 17%. Yield 0%
Our PAST TOP PICK with AGIO has triggered its stop at $25. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 23%, when combined with our previous guidance.
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)