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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 AC as a TOP PICK.  The airline has announced a direct flight to Rio in Brazil, highlighting how Canadians are looking abroad for travel.  We like that it trades at 8x earnings and 2.5x book value.  Cash reserves are prudently being used to aggressively retire debt and buy back shares.  We continue to recommend a stop at $16.00, looking to achieve $22.50 - upside potential of 18%.  Yield 0%

(Analysts’ price target is $24.69)
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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 casualty and insurance provider in the US Northeast as a TOP PICK.  Recently reported earnings showed a 52% increase in net income, along with a 14% increase in premiums collected.  Cash reserves are growing and the holding company is debt free.  It trades at 7x earnings, under 2x book and supports a 33% ROE.  We recommend trailing up the stop (from $13) to $14, looking to achieve $18 -- upside potential of 18%.  Yield 1.3%

(Analysts’ price target is $22.00)
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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 PHI, the Philippine's largest telecommunications company as a TOP PICK.  Although debt is growing, free cash flow exceeds 280 million (including payout of a robust dividend).  It trades at 8x earnings, 2.2x book, and supports a 28% ROE.  We recommend trailing up the stop (from $18) to $19, looking to achieve $26 -- upside potential of 18%.  Yield 5.5%

(Analysts’ price target is $31.10)
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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 17/25, Up 42.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with IMO has triggered its stop at $126.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment gain of 29%.  

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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 Jun 05/25, Up 10.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with TMHC has triggered its stop at $65.  To remain disciplined, we recommend covering the position at this time.  

COMMENT

Market sentiment is crappy, but you want that to invest. People are really fearful. Will tariffs be repealed? Now, we're in a pause before the rally resumes. Corporate earnings aren't too bad. Sentiment is negative. So, a good time to start investing. Technology, energy and small caps look good. Also, biotechs and financials. International markets are perking up, like Europe.

BUY

Is up 56% this year. It went sideways for the first quarter of 2025, then broke out. He likes energy. There will be volatility here, such as mid-October. Don't wait for a dip. Given the trend, buy now.

BUY

It's been basing since last September. Pays a decent dividend. As long as it holds $60, this won't revisit $49. Should be a core holding you hold for a long time.

COMMENT

The first thing he sees in the chart is a downtrend. Biotech is lagging the benchmarks. If it breaks $42, the downtrend will continue. Look for a higher low before stepping in.

WAIT

This bottomed with the market in April and has risen with the mark since then. He wants to see this break $26; if so, it will take off. Be patient. Most money is made by sitting on your hands.

BUY

You want to see it break the current $252; if so, it will attract new buyers. The chart the past 2 months is an inverted head and shoulders. The chart based in Q1, then broke out after early April's lows. Micron looks good.

RISKY

Not a bad chart, but is a volatile stock. If you're into Canadian tech, you have to own this. Is very global, but tied to consumption. The consumer has not been the most robust. Hold the right proportion in your portfolio.

DON'T BUY

Recent lows were around $250 and $300, and you want the chart to hold above those level. Watch if this breaks below $300; if so, be ready to exit. They had a rough spring and detached from the wider market. 

PAST TOP PICK
(A Top Pick May 29/24, Up 12%)

Based in France. They power AI. But is pretty volatile. He made profits, then exited.

PAST TOP PICK
(A Top Pick May 29/24, Up 11%)

It's back to April's lows. Is a quality company. They have a wide moat. Can hold long term, but the sector is not great now. Is up 135% over the past 5 years. But it would fall to $850--still wouldn't sell.

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