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Curated by Michael O'Reilly since 2020
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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 reiterate CIU.PR.A as a TOP PICK.  The parent company, CU, is a diversified utility provider that trades at 15x earnings and under 2x book value.  These perpetual preferred shares -- with a high credit rating (Pfd-2) -- have declined below their $25 par value, due to rising interest rates.  As interest rates stall and eventually decline, they will see a some good capital gains.  This affords upside opportunity over 30 along with a great yield.  We recommend maintaining the stop at $14.  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).

TOP PICK
Stockchase Research Editor: Michael O’Reilly
We reiterate SLF.PR.D as a TOP PICK.  SLF is a well-diversified life and wealth management company, which generates over $4.3 billion in free cash flow.  This preferred share pays a perpetual quarterly dividend that has a great yield and high (Pfd-2H) credit rating.  Rising interest rates have reduced the preferred share value to a discount to its $25 par value; however, as interest rates stall and eventually return lower to long term levels this can provide possible upside potential over 30%.  We recommend maintaining the stop at $15.50.  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 reiterate GWO.PR.P as a TOP PICK.  GWO is a well-diversified lifeco.  The company’s latest quarterly earnings showed cash reserves growing, while debt is retired and shares bought back.  The company trades at 1.5x book value.  This preferred share pays a perpetual quarterly dividend that has a great yield and high (Pfd-2H) credit rating.  Rising interest rates have reduced the preferred share value to a discount of its $25 par value; however, as interest rates stall and eventually return to lower long term levels this can provide possible upside potential over 20%.  We continue to recommend a stop at $17.25.  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).

PAST TOP PICK
Martinrea
(A Top Pick Aug 31/23, Down 14.1%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with MRE has triggered its stop at $12. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 11%, when combined with 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
(A Top Pick Aug 29/23, Down 8.4%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with KNSA has triggered its stop at $16.  To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 14%, when combined with previous recommendations. 

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).

PAST TOP PICK
MGIC Investment
(A Top Pick Mar 02/23, Up 20%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with MTG has triggered its stop at $16.50. To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 20%, when combined with previous recommendations. 

finance / leasing
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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
Boardwalk REIT
(A Top Pick Dec 13/22, Up 26.3%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with BEI.UN has triggered its stop at $64.  To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 24%, when combined with previous recommendations. 

property mngmnt / investment
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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 Jul 11/23, Down 13.3%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with MI.UN has triggered its stop at $13.  To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 12%, when combined with previous recommendations. 

REAL ESTATE
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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 Jun 15/23, Down 16.7%)Michael O’Reilly

Our PAST TOP PICK with FEC has triggered its stop at $10.  To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 18%, when combined with previous recommendations. 

oil / gas
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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
Bank of Montreal
(A Top Pick May 09/23, Down 4.1%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with BMO has triggered its stop at $112. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 5%, when combined with previous recommendations. 

banks
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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 Jun 06/23, Down 30.8%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with CGEM has triggered its stop at $8.50.  To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 27%, when combined with previous recommendations. 

biotechnology / pharmaceutical
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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 May 04/23, Down 16.5%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with DRM has triggered its stop at $18. To remain disciplined, we recommend covering the position at this time. 

REAL ESTATE
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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
Tricon Residential
(A Top Pick Feb 14/23, Down 17%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with TCN has triggered its stop at $10.  To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 12%, when combined with previous recommendations. 

property mngmnt / investment
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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).

PAST TOP PICK
(A Top Pick Jun 15/23, Down 12%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with CM has triggered its stop at $51.  To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 13%, when combined with previous recommendations. 

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
Stockchase Research Editor: Michael O'Reilly

We again reiterate VET as a TOP PICK.  The company has aggressively reduced debt all the way down to one year's cash flow and its energy portfolio is well diversified.  It trades at 6x earnings, under book value and supports a 36% ROE.  We recommend trailing up the stop (from $16) to $18, looking to achieve $25 -- upside potential over 25%.  Yield 1.8%

(Analysts’ price target is $25.18)
oil / gas
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