COMMENT

No longer owns it. Are better options. See his top picks. The old CEO used to do big acquisitions, so growth isn't as dramatic. Still a great company, and don't sell it.

BUY

A utility-type stock and that isn't what he buys. He buys companies that grow 15% yearly. Telus is a great company, reasonably priced and pays a good 5% dividend. You can't do wrong owning this. Safe.

DON'T BUY

Years ago, they bought a major company that he owned a lot of shares in. He's waiting for another such purchase by GUD before considering it. He's looking for companies with growth and earnings.

TOP PICK

Unlike Nvidia, CTS trades at 5.5x PE. Has a lot of upside where profits are growing faster than revenues.

(Analysts’ price target is $6.66)
TOP PICK
No price target given

Grows 20% annually. Trades at 20x PE and has a fortress balance sheet. Well run.  Had grown quickly. Owns a ton of software companies.

TOP PICK

Margins are 22% and the company projects 40%. Trades at 18-19x PE. Will grow topline at 15-20% annually for the next 5 years as profits grow faster. Is the next Descartes.

(Analysts’ price target is $6.45)
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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

As management reaffirms Q1 profit projections as international travel demand returns along with a stronger US dollar, we again reiterate DAL as a TOP PICK.  It’s trading at 6x earnings, 2.5x book and supports a robust 52% ROE.  Quarterly cash flow is growing, while debt is retired.  We recommend trailing up the stop (from $30) to $39, looking to achieve $54 — upside potential of 27%.  Yield 0.9%

(Analysts’ price target is $54.53)
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TOP PICK
Stockchase Research Editor: Michael O’Reilly

The iconic brand will be front and centre at this summer’s Olympic Games.  It’s a bit expensive at 30x earnings, but we feel the 36% ROE demonstrates its market power to control margins.  We like that cash reserves are growing, while shares are bought back.  We recommend placing a stop loss at $81, looking to achieve $121 — upside potential of 20%.  Yield 1.3%

(Analysts’ price target is $121.62)
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TOP PICK
Stockchase Research Editor: Michael O’Reilly

The cybersecurity company has taken the bold step to create a platform approach to its services offerings, providing a more complete offering to customers.  We like that cash reserves are growing, while debt is retired and shares bought back.  It is expensive, at 55x earnings, but its 89% ROE demonstrates its market dominance and ability to control margins.  We recommend setting a stop at $225, looking to achieve $335, upside potential of 17%.  Yield 0% 

(Analysts’ price target is $334.92)
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1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 18/24, Up 12.5%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with RNR is progressing well.  To remain disciplined, we recommend trailing up the stop (from $170) to $198 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 Dec 14/23, Down 11%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with SRV.UN has triggered its stop at $14.50.  To remain disciplined, we recommend covering the position 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 Dec 05/23, Up 17.4%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with ARMK has achieved its target at $32.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $25.50) to $29.50.