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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 IMVT is an emerging biotech company that develops treatment for autoimmune diseases, such as thyroid eye disease. Their products can be disruptive as they offer far less invasive treatments to products on the market today. The company is awaiting approval of its products, so it is not generating revenue currently making this a more speculative recommendation. We would buy this with a stop-loss at $15. This TOP PICK has substantial upside potential, so we will set an initial upside target of $35 (over 55% upside) to assess its further opportunity. Yield 0%. (Analysts’ price target is $44.75)
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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 LLNW provides "edge" cloud services that allows internet content providers to operate smoothly and quickly -- much like a highway express lane. Bandwidth demand is skyrocketing due to the pandemic. The company's stock price has recently been hit hard, when it missed projections on EPS and revenue despite record traffic volumes in Q4. Enter the new CEO, who is creating strategies to improve cost efficiency, grow the customer base, and expand service offerings. We would buy this with a stop-loss at $2.25, looking for upside to $6.25 -- over 65% upside. Yield 0%. (Analysts’ price target is $6.25)
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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 VRSN recently released earnings were a hit -- EPS of $1.38 (vs $1.29 est.) was up over 54% and they added 10.5 million new domain name registrations. The company has added to its plans to buyback shares, now to the tune of $1 billion. EPS is expected to grow another 15% this year. We would buy this with a stop-loss at $165, looking to achieve $241 -- upside over 20%. Yield 0% (Analysts’ price target is $240.57)
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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 Sep 01/20, Up 56.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PE has resulted in the company being acquired by Pioneer Natural Resources. We are considering the position now closed at the last market closing price of $16.93. Combined with the previous recommendation to cover 50%, the total return on investment exceeded 52%.

COMMENT
Stimulus is driving markets now, but buy any dips on weakness. More money will flow into stocks which will continue to drift higher. But markets don't go straight up. However, markets in the next 6-12 months will see a continued rise. Maybe in 2022, one could be more defensive. Markets are not tied to Main St, and it's unfortunate that some businesses will continue to suffer. Look at the value stocks.
BUY
It's shot up since its IPO. It's a tech disruptor in the legal sector. A quality name with high growth. They just did a secondary offering of $500 million, perhaps to capitalize on the stock run, perhaps to fund an acquisition. Sadly, he missed the boat here. Lots of growth in this industry.
BUY
They just did an offering to prepare for more growth. The stock is getting expensive. Expect a little volatility with tech names like this, but it's a higher grower. He would probably buy this. Well run and in the right industry.
BUY

In an unloved sector, but this offers a fine dividend yield with upside. Emera, too. If the TSX moves upward, then FTS will underperform, but if we move sideways, this stock will do relatively well in comparison. Also, very cold weather like now helps these utilities. A boring, but core name. All told, this should return you 8-10%.

BUY
One of the top gold miners, but he doesn't much mining. Commodities are rallying these days, perhaps in a super cycle, so gold is a good place to be. We'll see some inflation which will help gold. ABX is best of the bunch. Just beware of volatility in commodities.
BUY

An ETF to buy? There are so many ETFs, so it depends what you're looking for. XIU offers growth and income for retirees. This is a core holding for any investors. There's also a BMO utilities ETF offering a yield and upside. Also, a Canadian bank ETF from any vendor will give you income and growth, like ZWB-T. An ETF reduces volatility vs. owning individual stocks.

SELL ON STRENGTH
A value trap that tumbled from $40 to $20 to lower over the years. Fortunately, it's now seeing a bit of a turnaround. However, the world is pushing away from oil and towards green energy. That said, CPG could continue to move up, though not back up to its heyday. He would pass, but he expects CPG to rise as the oil price does. He doesn't own any energy now.
BUY ON WEAKNESS

Its portfolio manager has outperformed the index for a number of years. However, he hears concerns about the Ark ETFs in general is the amount of inflows of around $50 billion; as funds get bigger they have trouble exceeding return expectations. ARKK is a core strategy that he likes. Ark will continue to have new ideas for ETFs, maybe space exploration. Michael Barry (of the Big Short) is shorting these Ark funds, but long term they should return well because innovation is here to stay. But ARKK is pricey now, given holdings like Tesla. Wait for a better entry point.

BUY
There are so many ETFs, so it depends what you're looking for. A Canadian bank ETF from any vendor will give you income and growth, like ZWB-T. An ETF reduces volatility vs. owning individual stocks.
PAST TOP PICK
(A Top Pick Sep 02/20, Up 21%) The Brookfield stocks were underpriced, given their complicated structure. BAM is a good core name for anyone in the Canadian market. This will benefit from more infrastructure activity. The CEO feels that the market undervalues this a lot, and the CEO expects share price to increase exponentially. It's a core holding for a long time.
PAST TOP PICK

(A Top Pick Sep 02/20, Up 35%) It was part of his barbell strategy. At the time, the economy was going to recover. Now, it's happening a lot more in the US than Canada. Ulta has done well selling via e-commerce, and a strategy partnership with Target moved the stock up. The core market is here to stay and Ulta will likely continue to outperform.