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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

We reiterate this iShares ETF, which focuses on US equities that demonstrate lower volatility over time, as a TOP PICK.  What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago.  It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  We recommend trailing up the stop (from $75) to $83, looking to achieve $105 -- upside potential of 18%.  Yield 1.1%

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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

We reiterate this BMO ETF, which focuses on US equities that demonstrate lower volatility over time, as a TOP PICK.  What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago.  It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  As it trades in US dollars, it will see further gains if the US dollar continues to weaken.  We recommend trailing up the stop (from $34) to $41, looking to achieve $51 -- upside potential of 18%.  Yield 1.9%

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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

We again reiterate VGG, a low-MER ETF offering exposure to US high tech giants along with dividend growing companies, as a TOP PICK.  It manages well in good times and holds its value better during market declines.  We recommend trailing up the stop (from $90) to $99, looking to achieve $121 -- upside potential of 18%.  Yield 1.1%

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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 Sep 09/25, Up 33.3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PSLV is progressing well.  To remain disciplined, we recommend trailing up the stop (from $17) to $19 at this time.  

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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 Aug 21/25, Up 18.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with MNT is progressing well.  To remain disciplined, we recommend trailing up the stop (from $48) to $53 at this time.  

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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 Nov 07/24, Up 8.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CDZ is progressing well.  To remain disciplined, we recommend trailing up the stop (from $31) to $38 at this time.  

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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 Aug 19/25, Up 7.9%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with HLPR is progressing well.  To remain disciplined, we recommend trailing up the stop (from $28.50) to $31.50 at this time.  

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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 Jul 01/25, Up 18.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with UAL has triggered its stop at $95.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 24%, when combined with our previous guidance.  

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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 Nov 12/24, Up 40%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PET has triggered its stop at $35.50.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 31%, when combined with our previous guidance.  

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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 Aug 28/25, Down 18.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with IDT has triggered its stop at $53.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 18%, when combined with our previous guidance.  

COMMENT

The focus has shifted from tariffs to rate cuts. The Canadian and US central banks have delivered cuts that kicked off a new cycle. Initial reaction was mixed, but that's not unusual as investors recalibrate the path and pace of future cuts. We could see a bigger pullback from all-time highs, but not a break from this uptrend, led by the tech giants, consumer discretionary and utilities. On the TSX, materials and financials continue to lead. Bank stocks are climbing (she's bullish). Industrials lag, waiting for a clear outlook.

BUY

Owns ATD instead. They just announced a strategic loyalty rewards with Tim Horton's, a big step. They beat estimates last earnings. Have a growing loyalty ecosystem, but is concerned with big ticket items and the effect of tariffs. Sees 6% upside.

PARTIAL BUY

Sees more upside, very bullish. Owns many shares. Q2 reported record revenues. Is still dominant in AI chips. Boasts high margins. A high PE, yes. Don't buy all in now, but be tactical. She trims when the stock price runs up, so you need to actively manage this.

BUY

Still owns gold through ETFs. Rates 9/10 in her book. Shares enjoy a great upward trend. Continues to hold this.

DON'T BUY

Scores 6 in value and 7 for fundamentals. Still have dominant market share, but negative publicity over pricing can hurt brand trust as well as regulatory oversight. The market sees 16% upside. Doesn't know why there was a big drop-off this year, something to do with product pricing and customer loyalty.

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