COMMENT
Hold for 20 years?

This has been very good at executing their power operations (hydro, renewable), and pays a good 6.4% dividend. Decent growth is baked in. But he's not sure about their leverage, even though interest rates have declined.

WEAK BUY

Enjoys a duopoly, so the market will always give this a high forward PE. But CNR is capital-intensive. Better to look at free cash flow as a metric. The current price will be okay if you buy and hold this long term. The dividend is low at 2.3%.

PARTIAL BUY

Likes it and bought it 3 weeks ago on a dip. Run well and has high capital levels. Pays a nice 5.3% dividend. Doesn't know if the price will fall this summer, but you can buy some now and more later to averaging in, if you're long term. The penalty was so severe that TD can't buy a company in the US for a while, unless Trump de-regulates. More likely is collecting the dividend and seeing meager stock growth. 

BUY

A big fan of management. A top energy company in Canada. Unlike peers, this doesn't need much higher oil prices to maintain its financial heft or dividend. Lots of downside protection. Oil and gas is in seasonal strength now. Pays a good 6.9% dividend.

BUY

Cheap PE. Likes it. Nothing wrong with TVE, but these stocks are tied to the oil price. Is well run. They hold long-life reserves. The oil prices has more upside than down.

TOP PICK

They changed CEOs a few years ago. The spike in interest rates unsettled their capital ratios, so shares slid in 2022, but they've been building their capital. Are in a steady eddy business, at a 5-6x PE and pays a 5.6% dividend. Has a book value of $47 (shares are below $32). Has recurring cash flow and a great brand. He expects them to raise the dividend and buy back shares.

(Analysts’ price target is $36.46)
TOP PICK

They had lots of debt and operational problems, so were in the penalty box. But this integrated has huge long-life reserves. Cash flow is up and pays over 4% dividend and boasts a 100% shareholder return. Excellent balance sheet. Energy is in seasonal strength now.

(Analysts’ price target is $62.29)
TOP PICK

Capital-lite; they don't own the cars. The Uber One membership boasts a huge take-up. They have the freight, ride share and Uber Eats businesses. Revenues grow around 20%. For every net revenue dollar, more will fall to the bottom line. Earnings and free cash flow will accelerate dramatically. The CEO has done a superb job and loves the new businesses like advertising.

(Analysts’ price target is $90.54)
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Curated by Michael O'Reilly since 2020.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate this developer of touch screen technology as a TOP PICK.  Recently reported earnings showed strong earnings and growing cash reserves, following the 42% acquisition of Barnes & Noble shares in June.  It trades at 5x earnings, under book value and supports a 19% ROE.  The company announced a special dividend to holders on January 10.  We recommend trailing up the stop (from $6) to $7, looking to achieve $11 -- upside potential over 25%.  Yield 1.8%

(Analysts’ price target is $13.75)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

As a hedge to market uncertainty, we reiterate this low-MER gold bullion ETF as a TOP PICK.  We continue to recommend a stop at $25, looking to achieve $35 -- upside over 18%.  Yield 0%

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Curated by Michael O'Reilly since 2020.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate this developer of modular structures as a TOP PICK.  Analysts like the resilience the company has demonstrated over the past few challenging quarters.  We look to the ramp up in infrastructure projects in its markets as a indicator of future earnings growth potential.  We like that cash reserves have been growing, while the company retires debt.  It trades at 24x earnings and under 2x book value.  We recommend maintaining the stop at $8.50, looking to achieve $12.50 --upside potential of 30%.  Yield 1.2%

(Analysts’ price target is $12.54)
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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 Mar 12/24, Up 23.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PANW has triggered its stop at $176.  To remain disciplined, we recommend covering the position at this time.  

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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).

PAST TOP PICK
(A Top Pick Sep 26/24, Down 2.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with QSR has triggered its stop at $93.  To remain disciplined, we recommend covering the position at this time.  

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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).

PAST TOP PICK
(A Top Pick Nov 26/24, Down 6.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with HPS.A has triggered its stop at $127.  To remain disciplined, we recommend covering the position at this time.  When combined with our previous guidance, this will result in a net investment gain of 21%  

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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).

PAST TOP PICK
(A Top Pick Sep 17/24, Down 3.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with MRC has triggered its stop at $115.  To remain disciplined, we recommend covering the position at this time.  When combined with our previous guidance, this will result in a net investment gain of 5%