BUY

It should benefit from food inflation.

BUY

They successfully transitioned from coal to gas and other green energy. An excellent long-term performer, but 27% over 3 years. Was up last year in a down year.

DON'T BUY

It won't rebound. Was one of his worst past picks. He expected strength in women's and children's programming to carry it, but then they bought the Global TV network--a disaster. They slashed their dividend; ads have migrated away from traditional TV.

BUY

A top oil company and winner. Up 220% over 5 years. Stick with it if you are bullish in oil prices.

BUY

Has spun out its coal operator, drawing accusations of greenwashing. Had surged 309% over 3 years. Copper and zinc which Teck produces which will important in the green revolution. Is an M&A target. Has big exposure in Chile, a plus.

TOP PICK

They've been buying a lot, such as Kirkland Lake Gold a year ago, and Yamana Gold (and a mine in Quebec). Up 28% over 5 years. Pays a 3.5% dividend. Huge runway for growth even if the price of gold doesn't move. Gold hasn't appreciated and has been flat, but it isn't correlated to bond yields. Owns great properties and two big deals to digest.

(Analysts’ price target is $83.30)
TOP PICK

Up 30% in one year and the biggest IPO of 2021. Their combined ratio went from 110% to 90%, from losing to making money. Pays a 1.3% dividend. Also they have a pet insurance business, a lucrative space.

(Analysts’ price target is $42.95)
TOP PICK

A small-cap that supplies information to oil/gas-drillers. Shares tanked when drilling ceased during early Covid, but have rebounded. They hold $200 million cash in the balance sheet, which is how they survived. Drilling levels have returned to 2015 levels. They have endured. Earning are way up and commands strong market share in Canada with some in the U.S.

(Analysts’ price target is $20.25)
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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

We again reiterate this large Canadian chartered bank as a TOP PICK.  Recent earnings missed analyst expectations due to rising capitalization requirements.  We have confidence with their strategy going forward as they are still demonstrating growth in cash reserves while retiring debt and buying back shares.  We continue to recommend a stop loss at $63.00, looking to achieve $78.50 — upside potential over 15%.  Yield 5.6%

(Analysts’ price target is $78.33)
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TOP PICK
Stockchase Research Editor: Michael O’Reilly

We reiterate PFE as a TOP PICK.  With a ROE of 36% and trading at 7x earnings this is good value here.  The company expects to hear soon if its RSV vaccine will get approval as one of the first available for people over 60 years of age.  Cash reserves continue growing while the company retires debt. It pays a nice dividend, backed by a payout ratio un 30% of cash flow.  We continue to recommend a stop-loss at $35, looking to achieve $52.50 - upside potential over 28%.  Yield 3.9%

(Analysts’ price target is $52.52)
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1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O’Reilly

We again reiterate NPI, and independent power producer with assets worldwide, as a TOP PICK.  Recently reported earnings beat expectations as revenue grew 17% and net income tripled. Cash reserves grew substantially and were added by additional shares being released.  Combined, this allowed debt to be aggressively retired.  We continue to recommend a tight stop at $31, looking to achieve $47 — upside potential of 41%.  Yield 3.6%

(Analysts’ price target is $47.00)
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Curated by Michael O'Reilly since 2020.
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PAST TOP PICK
(A Top Pick Jan 31/23, Down 2%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with L is progressing well.  To remain disciplined, we recommend trailing up the stop (from $105) to $115 at this time.  

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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 Jan 17/23, Down 1.6%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with WEF is progressing well.  To remain disciplined, we recommend trailing up the stop (from $1.05) to $1.12 at this time.  

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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 Jan 26/23, Down 3.8%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with AX.UN is progressing well.  To remain disciplined, we recommend trailing up the stop (from $8.00) to $8.80 at this time.  

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1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 08/22, Down 12.2%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with INTC has triggered it stop at $25.  To remain disciplined we recommend covering the position at this time.  This will result in a net investment loss of 9%, when combined with the previous buy recommendation.