BUY

Metrics say it should trade at $35. Depressed because everyone's in the Magnificent 7. Plus, everyone feels we're going into a recession, which he doesn't believe. So it's not fundamentals, it's attitude. Once that sentiment turns, enthusiasm for this stock will come back.

SELL

His concern is that NFLX is the new TV. None of his kids have TV. Movie theatres, too, may become a thing of the past. His advice is to switch to NFLX.

BUY

He's never owned it, but would have no problem doing so.

TOP PICK

Nice fat dividend yield of almost 6%, which grows 7-8%. Solid story. He worked with the CEO years ago. IGM is doing better in the US, and GWO has always been one of the better companies. PE should rise from 8x to 10-12x when interest rates come off. Yield is 5.86%.

Trades at about a 25-30% discount to NAV. Low-risk play with upside potential.

(Analysts’ price target is $43.15)
TOP PICK

Trades at 6x earnings. Even through pandemic, increased production and sales slightly. Upper-end brand name. Consumer's down and so is China, but you'll see activity once that turns. Wealthy in China are still increasing, and that's a big market for them. EV offering is better than TSLA's. Yield is 7.26%.

(Analysts’ price target is $44.70)
TOP PICK

The high-end electronic Mercedes has an LNR electronic axle. Trades at 6x earnings. SkyJack is a dominant global business, opening plants in China and Mexico. Expansion possibilities, especially in EMs. Diversified. Company projects 10-15% earnings growth for the next several years. Will probably do a big share buyback. Yield is 1.62%.

New CEO has been at the company 30 years. He gives straightforward answers and knows his stuff.

(Analysts’ price target is $83.67)
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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

EQX operates 8 producing gold mines in Brazil, Mexico, Canada and the USA and is enroute to producing 1 million ounces annually.  The company expanded its holding in the Greenstone mine to hold 100% of the asset.  It trades at 14x earnings and under book value.  We recommend setting a stop-loss at $5.50, looking to achieve $10.00 -- upside potential over 35%.  Yield 0%   

(Analysts’ price target is $10.19)
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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

ONEX has over $49 billion in assets under management including WestJet - with over $8 billion of its own assets invested.  It trades under book value.  Recently reported earnings showed a 27% increase in quarterly EPS.  We recommend setting a stop-loss at $77, looking to achieve $119 -- upside potential of 28%.  Yield 0.3%  

(Analysts’ price target is $119.00)
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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

PMZ.UN is Canada's only REIT focused on enclosed shopping centres that it owns and operates.  The company recently reported over 94% occupancy commitments, a funds payout ratio of only 52%, and no debt retiring in 2024.  It trades at 11x earnings and under book value.  We recommend setting a stop-loss at $11.90, looking to achieve $17.00 -- upside potential of 22%.  Yield 6.0%    

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 Jul 02/24, Up 26.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with TVK has achieved its objective at $91.  To remain disciplined, we recommend covering half the position at time and trailing up the stop (from $57) to $69.