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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).

COMMENT
Stockchase Research Editor: Michael O'Reilly

We reiterate CGRE, a REIT holding 64% of its real estate holdings in the US (the rest is split between Canada and internationally), as a TOP PICK.  We like the global diversification and that its holdings are broadly based.  It trades at 1.4x book value with an average PE of 24.  REITs are a good way to diversify your portfolio.  The space has been under pressure for a while due to interest rate volatility, but with rate cuts anticipated going forward this is a good time to enter.  We recommend up the stop (from $17.50) to $19.50, looking to achieve $25.50 -- upside potential of 18%.  Yield 4.8%

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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 low MER (0.32%) ETF in USD as a TOP PICK.  It provides instant global diversification with over 2300 holdings in the portfolio -- acting as a great indicator for the overall market as a whole.  The average PE of the portfolio is 22.7x earnings.  The past 10 year return has been 9.5% annually -- 7.5% since inception.  We continue to recommend a stop at $110 -- looking to achieve $147 -- upside potential of 18%.  Yield 1.5%   

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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 again reiterate IIMR, a developer of touch screen technology, as a TOP PICK.  We like that cash reserves are growing, while shares are bought back.  The 42% acquisition of Barnes & Noble and its access to digital textbook markets fits well into management's growth plans.  It trades at 3x earnings, under book value and supports a 28% ROE.  We recommend trailing up the stop (from $7) to $8, looking to achieve $11 -- upside potential over 25%.  Yield 2.1%

(Analysts’ price target is $13.75)
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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 Aug 27/24, Up 1.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with STCN is stagnating.  To remain disciplined, we recommend trailing up the stop (from $10) to $11 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 Jan 14/25, Up 6.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PBR is progressing well.  To remain disciplined, we recommend trailing up the stop (from $12.00) to $13.50 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 Jan 16/25, Up 4.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ONIT is progressing well.  To remain disciplined, we recommend trailing up the stop (from $29) to $31 at this time.  

PAST TOP PICK
(A Top Pick Oct 03/24, Up 28%)

Was a little turbulent after its earnings miss, but it remains solid. Don't sell. It will return to and exceed previous highs.

PAST TOP PICK
(A Top Pick Oct 03/24, Down 29%)

He sold at higher levels than current. There's no investment money flowing into the oil patch, because international investors perceive the federal government as hostile to energy. No buyers. Surge is well run, drills great wells, pays a good dividend and buys back stock.

PAST TOP PICK
(A Top Pick Oct 03/24, Up 41%)

Buffett holds $300 billion, but he's holding some serious stock positions. It's great to ride along with one of the greatest investors of all times, and the extra cash provides a hedge. If there's a dip, Buffett is in a great position to buy. He expects a dip, but not a crash. Recent earnings season was overall positive.

BUY ON WEAKNESS

A brilliant company, but the PE is very high. If it missed or gave soft guidance, it will be severely punished. Wait after earnings if it dips. Too pricey for him. It fluctuates a lot.

HOLD

He's long owned this, a major position, and will ride through its peaks and valleys long term. A solid company, trading at a much-lower PE than Nvidia. They will benefit as AI gains more usage. Likes it. 

BUY

Owns this and competitor Nvo Nordisk, but prefers LLY. The weight-loss drugs have more potential than only weight loss, as they move from injectibles to pill form. The drug hasn't plateaued yet. It's the only drug stock that has performed like the Mag 7.

BUY

A long-time holding and owns a lot of shares. The recent downturn is a result of the short-term traders after earnings. This is one to buy and hold long term, as you collect the dividend. They're unaffected by the price of oil and make their money like a toll as they transport oil.

BUY

WELL helps doctors by acting as their back office to handle all the paperwork. WELL is adding lots of companies. The price target is $10.

DON'T BUY

He sold it early when it was spun out. SOBO owns the rights to Keystone, but they have the land back after Biden cancelled it.