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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 Canadian based provider of software and hardware for the video production industry as a TOP PICK.  The company recently reported cash reserves are growing, while debt is retired, shares bought back, and the robust dividend is maintained.  Their order backlog is growing, margins are expanding and software revenues are up over 25%.  We continue to recommend a stop at $10.00, looking to achieve $15.50 -- upside potential over 25%.  Yield 6.5%   

(Analysts’ price target is $15.42)
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

We reiterate this global direct to consumer shipper or larger home products  as a TOP PICK following recently released earnings, showing a 68% increase in net earnings,  We like that cash reserves are growing and debt is retired.  It trades at 10x earnings and supports a robust 39% ROE.  We recommend trailing up the stop (from $16) to $18, looking to achieve $31 -- upside potential of 28%.  Yield 0% 

(Analysts’ price target is $51.37)
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

We reiterate this Canadian based Pet store operator.  Recently reported earnings showed a 28% increase in net income.  The company has opened its Vancouver regional distribution centre, positioning well ahead of the holiday season.  We like that cash reserves are growing, while debt is retired.  We recommend trailing up the stop (from $16) to $18, looking to achieve $32 -- upside of 25%.  Yield 1.7%

(Analysts’ price target is $31.82)
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 Oct 24/24, Up 19.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with SHLE has achieved its target at $15.50.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $10.50) to $11.50.  

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 Sep 10/24, Up 15.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with IGM has achieved its target at $44.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $35.50) to $39.00.  

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 08/24, Down 7.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with FMC has triggered its stop at $57.  To remain disciplined, we recommend covering the position 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 Aug 01/24, Up 1.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PAX is stagnating.  To remain disciplined, we recommend trailing up the stop (from$10.50) to $11.50 at this time.  

COMMENT

The election didn't change much, because interest rates still drive the markets. Either candidate was going to spend and expand the US deficit. Rates and data centre demand steered his investments.

DON'T BUY

It's a closed-end fund, managed by Oak Tree whom he respects. The 10-year return is under 4% annually. Poor. The MER is 2.5%. These can lure you with their high yield, but look at the details of this fund first.

WATCH

The banks lending Canadian lending, but forces like immigration favour companies like this. But their CEO left suddenly. It's been a nice bet for 15 as rates declined, but now now. Wait and see. Don't sell, but it could be a buy. It will be choppy.

DON'T BUY

Is cautious the banks, but the band have rallied the last 6 months except this. He wold nibble at it here, that's all. Doesn't see the penalty for money-laundering being lifted.

HOLD

They turned around to regain investor confidence, but he's cautious buying it now. Is reasonably valued. Tricky. Pleased with it, but the company hasn't changed fundamentally.

BUY

You get your dividend. A great company that's well-managed. Prefers ARC a little more. Natural gas looks great in Canada and abroad, to be driven by strong demand and the LNG terminal that will open. 

BUY

Owns a lot. Is happy with this small-cap. The recent choppiness is due to the founder selling shares, but SIS is in a good spot. They guided margins from 15% to 20% and are already almost there. They're in a demographic sweet spot. Are expanding revenues. Will raise the dividend, which is already good.

HOLD

The chart hasn't risen in the last 18 months and he doesn't see a catalyst to raise it. You collect the 7.75% yield as they acquire. Happy to collect that. Steady as she goes.