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TOP PICK

We are the parent company of Mortgage Guaranty Insurance Corporation (MGIC). MGIC provides products and services that protect mortgage investors from credit losses. This critical component of the nation's residential mortgage finance system helps families achieve homeownership sooner by making affordable low-down-payment mortgages a reality. Social media mentions are up 400% in the past 24h.

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🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Premium members

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

TDS provides comprehensive telecommunications services and products to consumers and businesses across the United States through our portfolio of companies. Our mission is not just to put ink down on paper. We strive to establish long-term partnerships by providing comprehensive marketing solutions to help our clients grow. We're proud to have multi-million dollar relationships that have lasted for decades with some of the most prestigious companies in the nation. Social media mentions are up 220% in the past 24h.

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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 Brazil based water treatment utility as a TOP PICK.  It has avoided much of the tariff related mayhem thus far and provides some geographic diversification.  It trades at 15x earnings, 1.7x book and supports a 28% ROE.  We recommend scaling up the stop (from $14) to $16, looking to achieve $23 -- upside potential over 30%.  

(Analysts’ price target is $23.85)
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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 MCY, a provider of general insurance in California as a TOP PICK.  We like that cash reserves are growing, while debt is retired.  It trades at 7x earnings, 1.4x book and supports a 22% ROE.  We recommend trailing up the stop (from $40) to $44, looking to achieve $67 -- upside potential of 28%.  Yield 2.4%

(Analysts’ price target is $80.00)
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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

HSUV.U is a low-MER (0.2%) ETF that holds high interest savings accounts in US dollars with Canadian chartered banks.  The current gross yield is 4.1%.  It is highly tax efficient as it does not pay interest or make distributions -- you claim a capital gain when you sell it.  A safe harbour until markets stabilize.

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

HSUV.U is a low-MER (0.2%) ETF that holds high interest savings accounts in US dollars with Canadian chartered banks.  The current gross yield is 4.1%.  It is highly tax efficient as it does not pay interest or make distributions -- you claim a capital gain when you sell it.  A safe harbour until markets stabilize.

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 Feb 20/25, Up 36.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with HRTG has achieved its target at $16.  To remain disciplined, we recommend covering half the position at this time and scaling up the stop (from $8) to $10.  

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 29/24, Up 17.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with SLM has triggered its stop at $26.  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 22%.

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 Dec 17/24, Up 0%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with JNJ has triggered its stop at $146.  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 Jun 04/24, Up 20%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with DE has triggered its stop at $441.  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 27/24, Up 1.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with STCN has merged with another company and will no longer be covered.

COMMENT
We should put an asterisk beside any comments in light of the trade war.

What a year it's been last week ;)  Lots of volatility out there, but we've seen this before. Right now, we can't call it a bear market or a bull market. It's more like a "kangaroo" market with all the bouncing around. 

Uncertainty breeds volatility. But for long-term investors, volatility creates opportunity and we're seeing that at this stage. No one really knows where the bottom is. But if you're investing for the long term or for the next 12- 24 months, investors will probably be pretty pleased with the investment decisions they make today. We saw it in 2008 with the great financial crisis, and in 2018 with the US-China trade war. With the Covid crash, we ended the year at all-time highs.

It's all about patience, not panic. That's what will help in the long run.

COMMENT
Refuge in Canadian stocks?

His portfolios are more weighted towards the US. He also looks at international markets for the valuation discount. Without talking about tariffs, the US market has much more depth and choice than the Canadian one.