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Curated by Michael O'Reilly since 2020
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Latest Top Picks

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

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This is a Panic-proof Portfolio opinion which is available only for Premium members

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

TOP PICK
Micron Technology
Stockchase Research Editor: Michael O'Reilly

As a global leader in the manufacturing of digital memory storage technology, we again reiterate MU as a TOP PICK.  The role AI large language plays in the demand for these products continues to be strong.  It trades at 16x earnings and 3.4x book value.  Cash reserves are being used prudently to reduce debt and buy back shares.  We continue to recommend a stop at $118, looking to achieve $161 -- upside potential of 22%.  Yield 0.3%

(Analysts’ price target is $161.27)
computer software / processing
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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
First Solar Inc.
Stockchase Research Editor: Michael O'Reilly

With demand for solar generation continuing to grow we reiterate FLSR as a TOP PICK.  It is uniquely aided by US government protectionist policies against competition from China.  It trades at 24x earnings and 3.5x book while supporting a 16% ROE.  We also like that cash reserves are growing well and that analysts project a growth in EPS over 50% for the year.  We continue to recommend a stop at $210, looking to achieve $290 -- upside potential of 24%.  Yield 0%

(Analysts’ price target is $290.16)
other mines
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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
Propel Holdings
Stockchase Research Editor: Michael O'Reilly

We reiterate PRL, a direct lender to individuals, as a TOP PICK.  It trades at 19x earnings and under 2x book, while supporting a 33% ROE.  Recently reported earnings showed a 77% increase in net income and a record level loans that had grown by 39%.  We continue to recommend a tight stop at $20, looking to achieve $31 -- upside potential over 30%.  Yield 2.2%  

(Analysts’ price target is $31.08)
Financial Services
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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 Aug 03/23, Up 142%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with JXN is progressing well.  To remain disciplined, we recommend trailing up the stop (from $59) to $68 at this time.

Financial Services
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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
NVIDIA Corporation
(A Top Pick May 02/24, Up 50.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with NVDA is progressing well following the 10:1 stock split.  To remain disciplined, we recommend trailing up the stop (from $77.50) to $105.00 at this time.

computer software / processing
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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 Apr 18/24, Up 37.3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with NVDA is progressing well.  To remain disciplined, we recommend trailing up the stop (from $259) to $289 at this time.

Consumer Products
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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
Apple Inc
(A Top Pick Apr 09/24, Up 34.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with AAPL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $172) to $192 at this time.

electrical / electronic
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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
Agnico-Eagle Mines
(A Top Pick Jun 13/24, Up 15.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with AEM is progressing well.  To remain disciplined, we recommend trailing up the stop (from $74) to $86 at this time.

precious metals
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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

HPS-A is the manufacturer of electric transformer systems used by electric utilities, the oil & gas sector and for EV charging stations.  Recently reported earnings indicated record high quarterly sales and a 6% increase in earnings.  We like that cash reserves are growing, while debt is retired.  It trades at 22x earnings and supports a 25% ROE.  We recommend setting a stop-loss at $75, looking to achieve $130 -- upside potential of 28%.  Yield 1.0%  

(Analysts’ price target is $162.00)
electrical / electronic
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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
goeasy
Stockchase Research Editor: Michael O'Reilly

GSY loans money at higher interest rates to consumers who can not qualify for traditional bank financing.  Their secret is in risk management and they do it well as increasing cash reserves and aggressive debt retirement indicates.  It trades at 12x earnings and supports a 25% ROE.  Its dividend is backed by a payout ratio under 30% of cash flow.  We recommend setting a stop loss at $150, looking to achieve $224 -- upside potential of 26%.  Yield 2.2%  

(Analysts’ price target is $224.78)
Financial Services
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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

BYD operates non-franchised auto collision and repair service centres in North America.  Recently reported sales were up 10% on the year with profit margins averaging 44%.  The company added 13 new repair centres to its growing network.  We like that cash reserves are growing, while debt is aggressively retired.  We recommend a stop-loss at $200, looking to achieve $300 -- upside potential of 20%.  Yield 0.2%   

(Analysts’ price target is $300.13)
other services
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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
Alaska Air Group
(A Top Pick Jun 18/24, Down 7.9%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ALK has triggered its stop at $38.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 5%, when combined with our previous recommendations.  

Transportation
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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 6.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CMC has triggered its stop at $52.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 11%, when combined with our previous recommendations. 

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
Nike Inc
(A Top Pick Mar 12/24, Down 19.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with NKE has triggered its stop at $81.  To remain disciplined, we recommend covering the position at this time.  

misc consumer products
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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

With the expectation that central banks are no longer increasing interest rates, preferred shares should benefit.  We reiterate CCS.PR.C as a TOP PICK.  CCS has served the Canadian market for 78 years operating as a multi-line insurance cooperative.  We continue to recommend a stop at $17, looking to achieve its par value of $25 -- upside potential over 29%.  Yield 6.5% 

insurance
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