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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

HFR is a defensive ETF invested in short term floating rate Canadian and US corporate bonds.  We favour this ETF due to its consistency and ability to preserve value during severe market downturns like 2018 and 2022.  Its largest 3 month drawdown is 4%.  Its a safe place to park cash with a good yield.  We recommend setting a stop at $9.50, looking to achieve $12.00 -- upside potential of 15%.  Yield 2.7%  

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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

PRM hold a portfolio of 10 of the world's largest pharmaceutical and biotechnology companies.  The fund managers use a balance of the underlying shares with dividends and options to create an enhanced yield.  We like that recent earnings show healthy and growing cash reserves.  The shares held their value during the severe market downturns in 2018 and 2022 -- actually increasing 11% in each -- providing good market volatility protection.  We recommend setting a stop-loss at $10.00, looking to achieve $15.00 -- upside potential of 18%.  Yield 7.2%  

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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

This ETF replicates the index of the 100 lowest volatility stocks on the S&P500.  It is broad based across the largest sectors with equal holdings in companies like Coca-Cola, Berkshire Hathaway, Colgate-Palmolive and Visa.  We like that the fund defends well during severe market retracements like 2018 and 2022, while still allowing for strong capital growth.  We recommend setting a stop-loss at $46, looking to achieve $59 -- upside potential of 18%.  Yield 1.3% 

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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 29/25, Up 28%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with SES has triggered its stop at $17.  To remain disciplined, we recommend covering the position 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 Apr 29/25, Up 28%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with SES has triggered its stop at $17.  To remain disciplined, we recommend covering the position 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 Mar 20/25, Up 10.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with RMD has triggered its stop at $244.  To remain disciplined, we recommend covering the position 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 Sep 23/25, Down 24.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with OSPN has triggered its stop at $12.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 21%, 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 May 28/24, Up 20.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PWF.PR.E has achieved its target at $25.  To remain disciplined we recommend covering half the position at this time and trailing up the stop (from $19) to $21.  

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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 24/24, Up 22.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PWF.PR.E has achieved its target at $25.  To remain disciplined we recommend covering half the position at this time and trailing up the stop (from $19) to $21.  

BUY
"The Big Short" investor, Michael Bury, has bet against Palantir and Nvidia

Bury is a great investor. Palantir is a more speculative business model with a strong retail investor following. In contrast, Nvidia is about the picks and shovels of the AI revolution. He isn't surprised Bury is betting against both, though. The demand Nvidia is seeing is supported by fundamentals. Companies are investing in AI and data centres, because they see strong demand for AI to be used in their businesses. Nvidia has done a great job of positioning themselves to take full advantage of what is happening today.

COMMENT
"The Big Short" investor, Michael Bury, has bet against Palantir and Nvidia

Bury is a great investor. Palantir is a more speculative business model with a strong retail investor following.

COMMENT

Last year, the market has healthilly rational about the amount of money companies were spending on AI. This year, the market is more enthusiastic about the AI trade, but that is supported by real demand. Microsoft, Apple, Meta and Alphabet are still growing revenues by 10-30%, and their valuations reflect that. The rest of the economy is struggling with high interest rates and weak consumer demand, including home-builders and autos. These companies are not growing at all. Next year as interest rates decline and uncertainty over tariffs fades, these sectors could hopefully catch up with big tech.

WEAK BUY

This freight deliverer enjoyed the Covid years when people were buying many packages, but shares have slumped after Covid. Is very well-run, and could do very well from here. It's too small for him to own.

BUY
Shares have been sideways the past year, never before

This year, there have been fears of stablecoins and cryptos displacing both Visa and Mastercard  However, both companies are too entrenched with merchants and customers to displace. There are few incentives for consumers to adopt stablecoin. He continues to buy it.

BUY
Shares have been sideways the past year

This year, there have been fears of stablecoins and cryptos displacing both Visa and Mastercard  However, both companies are too entrenched with merchants and customers to displace. There are few incentives for consumers to adopt stablecoin. He continues to like them.

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