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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 XLP as a defensive holding. The ETF focuses on Consumer Staples monsters like PG, KO, PEP and WMT. We also like the dividend yield for being paid to hold your cash. We recommend trailing up the stop to $65. Yield 2.48%
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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 reiterated HUTL as a TOP PICK for those looking for global diversification, invested in utilities, with an enhanced yield. We like that about one-third of the portfolio is in US equities, Canada is just over 10%, with Europe representing the rest. It uses a covered-call writing strategy to boost the dividend yield from a portfolio average of 4.0% up over 7.49%. The MER is only 0.5%. In a market that is priced efficiently, this is a good diversification strategy. We would recommend placing a stop loss at $17.00. Yield 7.73%
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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 TLT as a precautionary holding, to protect in the event of another market retracement. TLT is an ETF that represents US 20 long term treasury bonds of a term of 20+ years. Yields on long term treasuries have rebounded back to 2.00% making this another good entry point. We now recommend setting a stop loss at $135. Yield 1.51%
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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 20/21, Up 25.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CUBI is progressing well and has achieved its $46.50 objective. To remain disciplined, we recommend covering half the position here and keeping the trailing stop set at $38.
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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 20/21, Up 34%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DPZ has triggered its stop at $465. To remain disciplined we recommend covering the position at this time. Combined with the previous recommendation to cover half, this results in a net investment return of 28%.
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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 24/21, Down 23.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CRSR has triggered its $25 stop. To remain disciplined, we recommend covering the position at this time. We will look for better opportunities.
COMMENT
He's curious about cryptos--blockchain has a future--but he doesn't buy or trade it. He doesn't think we're risking stagflation. Sure, there's inflation, especially in wages, but he doesn't see slow growth because demand is so strong. Higher costs, like lumber, will flow through the system. Because wages have been flat for years while corporate profits have risen, it's a good thing to see some wage growth; real wage growth is finally ticking up.
COMMENT
An exciting company offering a technology that will be widely adopted, but the valuation is trading at 26x revenue (not earnings). Too high. Too much future success is already priced in.
DON'T BUY
He owned this from the late-1990s till 2020 and did a 10-bagger. He sold it not because of the dividend, but a comparison against Lowe's. HD's success largely was a result of organic growth and operating efficiencies. In the past decade, their operating margins moved from 11% to 16.5% vs. Lowe's in a similar, but slower rate. So, he'd rather capture what will come, so he switched to Lowe's
BUY
Question about Home Depot He owned this from the late-1990s till 2020 and did a 10-bagger. He sold it not because of the dividend, but a comparison against Lowe's. HD's success largely was a result of organic growth and operating efficiencies. In the past decade, their operating margins moved from 11% to 16.5% vs. Lowe's in a similar, but slower rate. So, he'd rather capture what will come, so he switched to Lowe's.
BUY
He owns both. They're different banks: MS is far less sensitive to loan growth, as over 50% of revenues come from wealth management (they bought etrade and Eaton Vance). BAC is the US bank most sensitive to interest rate moves; their loan book is crucial to their growth. He likes both and both reported strongly last week. BAC has a slightly better valuation than MS, so it gets the edge.
BUY
BAC vs. MS He owns both. They're different banks: MS is far less sensitive to loan growth, as over 50% of revenues come from wealth management (they bought etrade and Eaton Vance). BAC is the US bank most sensitive to interest rate moves; their loan book is crucial to their growth. He likes both and both reported strongly last week. BAC has a slightly better valuation than MS, so it gets the edge.
BUY
Many moving parts here. They've lowered their operating leveraged ratios, but there are supply chain problems in the wider economy that are effecting UNP. But these factors are discounted in the stock already, and these problems will fade over time. Look for clearer skies in the future.
BUY
He's adding to his holdings. He expects it to earn $5/share this quarter or a reasonable 16-17x PE. The aerospace business is starting to return to normal post-Covid, so there's a lot of runway ahead.
PAST TOP PICK
(A Top Pick Oct 23/20, Up 29%) He bought this in 2005. He's done extremely well and there's lots of runway ahead. Tailwinds: 5G is coming and 1.4 billion phones out there will need to upgrade, and a 93% customer loyalty rate. Supply delays will mean deferred purchases, not cancellations.