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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).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate MRC, a leading North American real estate management company, as a TOP PICK.  As the BoC holds interest rates from further increases, and rental rates are up over 10% across the country, we expect the company to continue reporting quarterly increases in cash reserves to allow for further retirement of debt and to buy back shares.  It trades at 4x forward earnings.  We continue to recommend a stop loss at $95, looking to achieve $125 -- upside over 18%.  Yield 0.%%.    

(Analysts’ price target is $145.00)
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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).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate VOD, who is teaming up with Amazon to provide satellite based service into Africa and Europe, as a TOP PICK.  The project is set to begin in 2024 and avoids land-based fibre optic investment.  It trades at 13x earnings and under book value, while supporting a 20% ROE and growing cash reserves.  We continue to recommend a stop at $8, looking to achieve $12 -- upside over 25%.  Yield 0.9%   

(Analysts’ price target is $13.72)
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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).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate this Quebec based household furniture and electronics retailer as a TOP PICK.  It trades 10x earnings and 1.1x book value, supporting a 16% ROE.  Quarterly reported cash flow is growing again, as debt is retired and shares bought back.  We continue to recommend a stop at $14, looking to achieve $20 -- upside over 20%.  Yield 2.2%  

(Analysts’ price target is $20.00)
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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 29/23, Up 23.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with FSLR has triggered its stop at $180.  To remain disciplined, we recommend covering the position at this time.  Combined with the previous buy recommendations, this will result in a net investment gain of 31%.

premium

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 May 25/23, Down 3.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CVG has triggered its stop at $80.  To remain disciplined, we recommend covering the position at this time.  Combined with the previous buy recommendations, this will result in a net investment loss of 5%.

premium

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 Feb 28/23, Down 13.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PFE has triggered its stop at $35.  To remain disciplined, we recommend covering the position at this time.  Combined with the previous buy recommendations, this will result in a net investment loss of 20%.

premium

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 May 23/23, Down 8.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ZWU has triggered its stop at $10.25.  To remain disciplined, we recommend covering the position at this time.  Combined with the previous buy recommendations, this will result in a net investment loss of 10%.

premium

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 Aug 08/23, Down 10.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with UAL has triggered its stop at $48.  To remain disciplined, we recommend covering the position at this time.  Combined with the previous buy recommendations, this will result in a net investment loss of 6%.

premium

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 Jan 05/23, Down 2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with F has triggered its stop at $12.  To remain disciplined, we recommend covering the position at this time.  Combined with the previous buy recommendations, this will result in a net investment loss of 3%.

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Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

Interactive Brokers llc (ib) is a low cost provider of trade execution and clearing services for individuals, advisors, prop trading groups, brokers and hedge funds. ib's premier technology provides electronic access to stocks, options, futures, forex, bonds and funds on over 100 markets worldwide from a single ib universal account. interactive brokers group's (ibg) headquarters are in greenwich connecticut. ibg has approximately 980 employees in its offices in the usa, switzerland, canada, hong kong, uk, australia, hungary, russia, india, china and estonia. ib is regulated by the sec, finra, nyse, sfa and other regulatory agencies around the world. Social media mentions are up 600% in the past 24h.

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TOP PICK

Gamestop is a family of specialty retail brands that makes the most popular technologies affordable and simple. we are a global retailer of multichannel video game, pop culture collectibles, consumer electronics and wireless services, operating more than 7,500 stores in 14 countries across europe, canada, australia and the united states.

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🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Premium members

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firms clients include corporations, governments, institutions, and individuals. Social media mentions are up 400% in the past 24h.

COMMENT
Copper.

Picture is a little cloudy. Looking forward 5-7 years, no doubt that decades of underinvestment will come home to roost. So there will be supply shortages. At the same time, copper developers are running into vicious inflation in the supply chain from wage spirals and tax spirals. 

Constrained demand for copper equities is driven by a fear of recession. He remains bullish on individual copper issues. He takes a 5-6 year timeframe on his investments. If he had a shorter time horizon, his outlook would be more cautious.

COMMENT
Gold.

He's a gold bug. Gold does well when people are concerned about the purchasing power of their savings and investments. 

For many reasons, people need to be concerned about conventionally denominated savings products. Real inflation (not the CPI) of the cost of living impacts both Canadians and Americans, including the rise of taxation. Also increasing amounts of debt and deficits. People worried about fiscal leadership in Canada and the US should be considering gold. People who aren't worried about the fiscal leadership are innumerate.