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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

LPG owns and operates 25 large vessel tankers that ship propane, butane and other LPGs worldwide.   As winter approaches inventories globally are replenished -- usually via tanker -- to major global markets.  Economic growth also drives demand thru the petrochemical sector.  It trades at 10x earnings, 1.3x book and supports a 30% ROE.  We like that cash reserves are growing, while debt is retired and shares bought back.  We recommend setting a stop-loss at $23, looking to achieve $45 -- upside potential of 31%.  Yield 2.9% 

(Analysts’ price target is $44.83)
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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

ATKR provides electrical wiring along with infrastructure and safety for utility growth.  It is a steady performer and continually grows its market share.  It trades at 7x earnings, 2x book and supports a 36% ROE.  It has been prudently using some cash reserves to buy back shares and retire debt.  We recommend setting a stop-loss at $60, looking to achieve $121 -- upside potential of 38%.  Yield 1.4%  

(Analysts’ price target is $121.67)
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).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

AES operates as a diversified utility in 15 countries, providing strong leadership in renewable energy sources.  It trades at 17x earnings and supports a ROE of 19%.  We like that cash reserves are growing, while debt is aggressively retired.  We recommend setting a stop-loss at $15, looking to achieve $23 -- upside potential of 29%.  Yield 3.9%

(Analysts’ price target is $22.59)
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 03/23, Up 208.8%)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 $68) to $78 at this time.  

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 Dec 14/23, Up 50.3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with DFY is progressing well.  To remain disciplined, we recommend trailing up the stop (from $46) to $51 at this time.  

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 Dec 21/23, Up 49.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ACGL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $95) to $105 at this time.  

COMMENT

Market looks great as breadth broadens. It's hard to fight this strength. Looking at past soft landings: we may be getting another one because of strong job growth and stock market, but credit is tightening and if employment weakens, that will be a concern. We'll see. Also, global strife could spark an issue. You want to be in this market, but beware of a sharp reversal as in 2001 and 2008 (crashes) by balancing stocks and bonds, and consider adding managed futures to your portfolio.

PARTIAL BUY
In a non-registered account

It holds 17-year US treasury bills, so changes in interest rates will have a major impact. It also has an active call strategy for half the ETF, so returns will vary given the options premiums. Is no leverage in this portfolio. Caveats: significant returns once came from owning US dollars, but this ETF has hedged this back to Canadian dollars so those returns are gone. The MER is a reasonable 0.45%. A complex ETF.

BUY

MER is 0.72%. Easy to understand. Not a market cap weighted ETF

BUY

Market-cap weighted. MER is 0.66%.

BUY

For extra yield in healthcare, around 9%, because they do some covered writing.

BUY

The go-to energy ETF. He's bullish energy, particularly Canadian. Is market-cap weighted, so you get more exposure to big names like Suncor and less to smaller names.

BUY

Benefits from more US infrastructure spending, a good place to be now. Layer on top robotics and AI, and the demand for electricity as tailwinds. The sector will continue to see strength.

BUY
A global large-cap ETF with little North American exposure

Are some choices, but VIU is the best fit.

BUY

Has a duration of 7 years, typical of these kinds of bond ETFs in Canada. Includes federal, corporate, and provincial bonds. Is the grandaddy of this kind of ETF.