BUY
Global large-cap ETFs, excluding US.

This one has 50 of the biggest names in Europe. Europe and Asia would be the bulk of the international markets.

BUY
ETFs for Asia.

Not sure if you can be in Asia without being in China. A lot of names have the growth coming from China or Hong Kong. AIA is a good name, with 50 of the largest names in that region, including China (34%) and Taiwan (31%).

For Japan, EWJ is one to use.

When investing in Asia, he just goes with the large caps and doesn't use any of the mid-cap names.

BUY
ETFs for Asia.

Not sure if you can be in Asia without being in China. A lot of names have the growth coming from China or Hong Kong. AIA is a good name, with 50 of the largest names in that region, including China (34%) and Taiwan (31%).

For Japan, EWJ is one to use.

When investing in Asia, he just goes with the large caps and doesn't use any of the mid-cap names.

TOP PICK

All the names have been performing well. Improved profitability in 2023 sets the stage for continued growth going forward. Focusing on menu innovation and digital transformation through mobile apps. Franchise business model offers stability and good cashflow visibility. Track record of increasing dividends and share buybacks. Yield is 3.1%, expected to grow modestly over the next few years.

Chart shows ascending pattern of higher highs and higher lows, technically solid. Shares outpacing the TSX since mid-2022. Seeing a 9-10% earnings growth rate.

(Analysts’ price target is $115.64)
TOP PICK

Shares down 16-17%, near 200-day MA, opportunity. Very strong brand reputation, dominant market position. Very consistent revenue growth. Short term, still sees pretty stable US housing market, consumer confidence remains stable. US labour market remains steady, with low unemployment. Interest rates will be lower at some point. Yield is 2.7%, very consistent dividend increases.

Homes are aging, shortage in home inventory, home prices still going higher. Very resilient during downturns, home maintenance needs continue regardless of what's going on.

(Analysts’ price target is $382.26)
TOP PICK

Leader, controls 1/3 of the industry. Virtual triopoly gives them leverage and predictable cashflow. Population is aging. At least 60% of Americans use at least 1 drug, and this will increase over time. High-demand segments such as weight loss and diabetes are rising, which will increase demand for its logistics and distribution. Yield is 0.5%.

Increased share buybacks last summer. Beat top and bottom on last results. Upped guidance for 2024. Share price trending higher, above 200-day and 200-week MAs. Has beat S&P since early 2019. About 12% earnings growth rate. Classic, steady healthcare name to own.

(Analysts’ price target is $569.95)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate this maker of memory chips as a TOP PICK. It has just released a high capacity "monolithic" chip  that is the first of its kind for critical applications with AI and machine learning.  It trades at 15x earnings and under 3x book value.  We like that quarterly cash reserves remain stable as they aggressively retire debt.  We recommend trailing up the stop (from $82) to $101, looking to achieve $134 -- upside potential of 19%.  Yield 0.4%  

(Analysts’ price target is $133.50)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate NVDA as a TOP PICK as it continues to lead the way in AI development.  Analysts expect earnings growth in Q1 over 400% on sales growth over 200% -- showing increased margin gains again.  It has a trillion dollar market valuation -- cash reserves are growing, while shares are aggressively bought back and debt is retired.  We continue to recommend a stop at $750, looking to achieve $1009 -- upside potential of 17%.  Yield 0.1% 

(Analysts’ price target is $1008.90)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate this Florida-based home construction company as a TOP PICK.  Analysts continue to see a long runway of projects being run efficiently.  Cash reserves are growing, while shares are aggressively bought back and debt is retired.  It trades at 11x earnings and under 2x book, while supporting a 15% ROE.  We continue to recommend a stop at $149, looking to achieve $180 -- upside potential of 15%.  Yield 1.1%  

(Analysts’ price target is $180.35)
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PAST TOP PICK
(A Top Pick Dec 21/23, Up 28.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ACGL has achieved its target at $95.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $80) to $84 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 Apr 25/23, Up 5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with VZ has triggered its stop at $39.  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 12/23, Down 13%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with BMY has triggered its stop at $44.  To remain disciplined, we recommend covering the position 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 Aug 03/23, Up 114.9%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with JXN is progressing well.  To remain disciplined, we recommend trailing up the stop (from $52) to $59 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 Mar 21/24, Up 51.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PRL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $14) to $16 at this time.