The Panic-Proof Portfolio (Stockchase Research)

We reiterate this iShares ETF, which focuses on US equities that demonstrate lower volatility 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.  It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  We recommend trailing up the stop (from $75) to $83, looking to achieve $105 -- upside potential of 18%.  Yield 1.1%

We reiterate this BMO ETF, which focuses on US equities that demonstrate lower volatility 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.  It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  As it trades in US dollars, it will see further gains if the US dollar continues to weaken.  We recommend trailing up the stop (from $34) to $41, looking to achieve $51 -- upside potential of 18%.  Yield 1.9%

We again reiterate VGG, a low-MER ETF offering exposure to US high tech giants along with dividend growing companies, as a TOP PICK.  It manages well in good times and holds its value better during market declines.  We recommend trailing up the stop (from $90) to $99, looking to achieve $121 -- upside potential of 18%.  Yield 1.1%

Our PAST TOP PICK with PSLV is progressing well.  To remain disciplined, we recommend trailing up the stop (from $17) to $19 at this time.  

Our PAST TOP PICK with MNT is progressing well.  To remain disciplined, we recommend trailing up the stop (from $48) to $53 at this time.  

Our PAST TOP PICK with CDZ is progressing well.  To remain disciplined, we recommend trailing up the stop (from $31) to $38 at this time.  

Our PAST TOP PICK with HLPR 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 UAL has triggered its stop at $95.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 24%, when combined with our previous guidance.  

Our PAST TOP PICK with PET has triggered its stop at $35.50.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 31%, when combined with our previous guidance.  

Our PAST TOP PICK with IDT has triggered its stop at $53.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 18%, when combined with our previous guidance.  

We reiterate CPA, a leading Latin American provider of passenger and cargo services in North, Central, and South America and the Caribbean, as a TOP PICK.  Recently reported earnings showed a 24% increase in net income and EPS and August load factors continue to edge up -- now exceeding 88%.  We like that cash reserves are growing, while shares are bought back and keeping dividend payout ratios under 50% of cash flow.  We continue to recommend a stop at $107, looking to achieve $153 -- upside potential of 30%.  Yield 5.5%

We reiterate ARDT, an operator of over 280 urgent care clinics and 30 hospitals in the US, as a TOP PICK.  They recently announced the addition of 18 additional care clinics for 2025.  It trades at 7x earnings, 1.5x book and supports a ROE of 25%.  We recommend trailing up the stop (from $8.00) to $10.50, looking to achieve $17.00 -- upside potential of 28%.  Yield 0%

We reiterate OVV, with production assets in the prolific Montney, Permian and Anadarko basins, as a TOP PICK.  Their business is modelled on $55 WTI and $2.75 /mmbtu natural gas.  They are generating $1.65 billion in free cash flow.  It trades at 19x earnings and 1.1x book.  They are building cash reserves while debt is retired and shares bought back.  We recommend trailing up the stop (from $47.00) to $53.00, looking to achieve $74.50 -- upside potential of 25%.  Yield 2.7%

Our PAST TOP PICK with DFH has triggered its stop at $26.  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 22%.  

Our PAST TOP PICK with CPAY has triggered its stop at $297.  To remain disciplined, we recommend covering the position at this time.