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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

OSPN provides digital encryption applications for authentication purposes.  It is actively added quantum-resistant encoding, protecting financial and government customers from the highest level of hacking.  It trades at 10x earnings, 2.5x book and supports a 28% ROE.  We recommend setting a stop-loss at $11, looking to achieve $19 -- upside potential of 24%.  Yield 1.6%

(Analysts’ price target is $19.33)
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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

PHI is the largest telecommunications company in the Philippines.  It has completed 97% of the capital intensive project converting legacy to fiber optic systems for the residential customer and has completed a US-Transpacific sub-sea fiber network.  All this while growing cash reserves, retiring debt, and supporting a robust dividend under 50% of cash flow.  We recommend setting a stop-loss at $18, looking to achieve $30 -- upside potential of 30%.  Yield 5.6% 

(Analysts’ price target is $29.82)
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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

TGS operates Argentina's most extensive natural gas gathering and processing network of pipelines and facilities.  Its revenues are stable and fee-based as it transports almost 2/3 of the country's natural gas.  It trades at 11x earnings, 1.6x book and supports a 20% ROE.  Cash reserves are growing, while debt is aggressively retired.  We recommend setting a stop-loss at $16, looking to achieve $34 -- upside potential of 32%.  Yield 0%   

(Analysts’ price target is $34.00)
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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 Apr 24/25, Up 22.3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with VIPS has achieved its target at $16.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $12.00) to $13.50.  

COMMENT

Among ETFs, equity ones remain the most popular with 1,800 in Canada. The newest ones are on the 0 day to expiry; we'll see how they do over time. The latter hold indices and sell puts to make short-term profits; are not for everybody, but this is the cutting edge in ETFs. Options volumes continue to grow. If you buy USD ETFs, make sure they are hedged. The market has been complacent. No matter the headline, the market rallies or dips have been very shallow. He expects a dip in the near future, but remains constructive long term.

WEAK BUY

Unfortunately, gold and silver are not in this ETF. They aren't base metals. XBM has done alright. Is positive the outlook in this space. Is happy to hold this, and a breakout from this current level is possible.

BUY

The performance of the Canadian banks surprises him and he is positive going forward. He's owned ZEB in the past.

BUY

He's bullish the Canadian banks. HMAX would complement the caller's covered call strategy.

BUY

Likes it for its diversification, geographically.

BUY

Looks good, holding materials stocks and many dividend payers.

BUY

Looks good, holding materials stocks and many dividend payers.

BUY

This holds a lot of GE, Raytheon and Boeing. Likes the defence space. It's timely.

BUY

Prefers this to ITA. Likes the defence space. This holds both US and European companies and includes newer defence technologies (i.e. drones).

DON'T BUY

This uses the SGOV and TLT, two popular ETFs, and write a covered call strategy on top. When volatility is high, you want to look at covered calls and option strategies. He's looking at this space, but won't add it now. The covered call isn't panning out for investors now.

BUY

Oil has been rangebound from $60-83 in recent years on geopolitical tensions. The volatility plays into the covered call strategy here.