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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

HSAV is a low-MER ETF that holds deposits in Canadian chartered bank High Interest Savings accounts -- a safe haven for parking cash.  As a Corporate Class ETF, it does not pay any interest or distributions, making it highly tax efficient for non-registered accounts -- when you sell you generate a capital gain.  The underlying portfolio has a current gross yield of 2.5%.  Yield 0%     

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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

HTB is a low-MER ETF that trades in Canadian dollars which holds US treasury bills with a 7-10 year maturity -- a safe haven for parking cash.  As a Corporate Class ETF, it does not pay any interest or distributions, making it highly tax efficient for non-registered accounts -- when you sell you generate a capital gain.  The underlying portfolio has a current average yield to maturity of 4.1%.  Yield 0%    

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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

HLPR is a low-MER (0.3%) ETF that holds Canadian investment grade preferred shares with a laddered maturity for rate resets.  As a Corporate Class ETF, it does not pay any dividends or distributions, making it highly tax efficient for non-registered accounts -- when you sell you generate a capital gain.  The underlying portfolio is a well diversified portfolio of utilities, banks, and energy companies.  We recommend setting a stop-loss at $25, looking to achieve $33 -- upside potential over 17%.  Yield 0%     

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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.
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PAST TOP PICK
(A Top Pick Jul 09/24, Down 19.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with BYD has triggered its stop at $200.  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 03/24, Up 1.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with WLKP has triggered its stop at $23.  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 Mar 18/25, Down 19.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with AGIO has triggered its stop at $25.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 23%, when combined with our previous guidance.    

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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 02/25, Down 11.3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with BBU has triggered its stop at $21.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 4%, when combined with our previous guidance.    

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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 Mar 13/25, Down 6.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CPA has triggered its stop at $86.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 8%, when combined with our previous guidance.    

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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 Mar 13/25, Down 17.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with GSL has triggered its stop at $19.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 15%, when combined with our previous guidance.    

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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 Feb 08/24, Up 20%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with EPD has triggered its stop at $31.50.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 19%, when combined with our previous guidance.    

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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 Feb 06/25, Down 1.9%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with AZN has triggered its stop at $71.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 1%, when combined with our previous guidance.    

COMMENT

We're seeing emotional, knee-jerk reactions, "I need to get in. I need to get out." People should step back and look at their asset mix, what and why they're holding. If you're more than 5 years from retirement you're fine being all in stocks, can withstand volatility, which allows to take advantage of swings like this. If not, can't withstand it, you should hold some fixed income to give you safety. Being concentrated only in Canada, making up only 3% of global stocks, doesn't make sense. Diversify. We've seen 20% drops like now in 2018 and 2020 and 2022--the average intra-year drawdown over the last 75 years is 14%. Drawdowns are normal in markets, though this time it's self-inflicted (through tariffs). Before, dips allowed investors to get right away, but this time it depends on one person: Trump. Will this be V-shaped, or will it be prolonged, which will likely lead to a recession.

BUY

They sell ubiquitous goods, not luxury, but lower-priced. Pays under a 4% dividend and likely give you less volatility than the market. Is steady and  good to own.

BUY

They will spin off Ben & Jerry ice cream, less healthy good, and doubling down on soap, fragrances and personal care which offer bigger margins.

BUY ON WEAKNESS

Tariffs on cars have pushed LFUS down lately, because they supply fuses for cars. Still likes it. Small caps will be volatile, but now is a buying opportunity with a small tranche, if you believe the car industry will come back. There are claims that Canada and Mexico dump car parts in the US, but 75% of car workers are American, so this is industry won't disappear. At some point there will be resolution in tariffs.