BUY

They benefit from peer Boeing whose accident rate continues to rise. They make OEM parts for commercial planes, and their electronics division has contracts with US Defence.

COMMENT
Safe to buy US stocks during this trade war?

US stocks and companies won't face tariffs, but inflation as a result of them and also benefit from any tax cuts. As the US market does down, Europe and emerging markets are rising. But the EM's debt is in USD, so are at the whim of the USD, which is lagging and so EM stocks are rising. You can hold US stocks and enjoy the rest of the world. Be diversified.

DON'T BUY

Is going down because the tech sector is, after a few years of rallying. Inflation could worsen tech. If you own this, be sure you are geographically diversified.

TOP PICK

Very defensive. Insurance pricing has not slowed because of all the catastrophes happening. Their combined ratio is 84%. He likes that they invest in bonds, not stocks, so they will survive a correction and grow their dividend. Most bonds are 1-5 years, so will benefit from rate cuts.

(Analysts’ price target is $303.43)
TOP PICK

Defensive. Pays a 4.8% dividend. Natural gas demand will endure. No tariff worries. Data centres need power, and he doubts tariffs will impact Canadian energy supply.

(Analysts’ price target is $71.18)
TOP PICK
price target: SEK 248.63

Serial acquirers of various industrial companies across the board.  Grew revenues at 13% in 2024 and profits 12%, beating global GDP growth. Trades at 40x PE, slightly high but worth it. The dividend yield of 0.85% grows around 15% annually. Shares are up 8% this year.

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 like that the financial payment company is trading at 13x earnings and supporting a 20% ROE.  Cash reserves are growing, while the company aggressively buys back shares and debt is retired.  We recommend setting a stop-loss at $57, looking to achieve $94 — upside potential of 32%.  Yield 0%

(Analysts’ price target is $94.29)
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

BLX is the largest commercial bank operating in Panama.  Recently reported earnings showed a 23% increase in deposits as well as net income.  It trades at 7x earnings, at book value and supports a 16% ROE.  Cash reserves are growing, while supporting a robust dividend yield whose payout ratio is under 40% of cash flow.  We recommend setting a stop-loss at $32, looking to achieve $47 — upside potential of 24%.  Yield 5.6%

(Analysts’ price target is $47.29)
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

New home building was on the rise in the US again in February.  The company expects to build 20,000 home annually thru to 2028 while supporting ROE and margin over 15%.  We like that cash reserves are growing, while shares are aggressively bought back and debt is retired.  It trades at 7x earnings, 1.1x book and supports a ROE of 15%.  We recommend setting a stop-loss at $47, looking to achieve $81 — upside potential over 30%.  Yield 0%

(Analysts’ price target is $80.86)