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Today, The Panic-Proof Portfolio (Stockchase Research) and Matt Kacur commented about whether AME, LULU, AVGO, RIO, T.TO, PG, ENB.TO, MOS, NPI.TO, FVI.TO, MSFT, CBOE, APH, SAN, ATH.TO, HON, ACN, BCE.TO, MSCI, SPGI, TRI.TO, RY.TO, CNQ.TO, VIPS, AAPL, HRTG, DXCM, OMC, MPWR are stocks to buy or sell.
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We reiterate OMC as a TOP PICK. The global advertising mogul is well positioned to create campaigns integrating traditional methods, with social and community reach, along with AI. It trades at 12x earnings and supports a ROE of 30%. They are prudently using some cash reserves to aggressively retire debt and buy back shares. The dividend is backed by a payout ratio under 40% of cash flow. We recommend trailing up the stop (from $69) to $76, looking to achieve $98 -- upside potential of 23%. Yield 3.6%
(Analysts’ price target is $97.91)Premium content
We reiterate DXCM as a TOP PICK. The manufacture of continuous glucose monitors sees plenty of growth opportunity ahead for diabetic patients using GLP-1 medicines to monitor blood sugar levels along with those pre-diabetic patients using an over-the-counter monitoring device trying to avoid the disease. Recently reported earnings showed a 22% growth in revenues and free cash flow has doubled over the last two years to exceed $1 billion. We recommend trailing up the stop (from $49) to $56, looking to achieve $86 -- upside potential of 22%. Yield 0%
(Analysts’ price target is $86.42)Premium content
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He doesn't expect the same returns in 2026 as in 2025 or for the last 3 years, which averaged 23% annually vs. the historic 8-9%. Tech will remain his largest sector as well as on the S&P; the fundamentals are strong and growth is tremendous. This isn't speculative. He's fully invested and slightly overweight tech. He also favours materials, especially gold, which is a hedge against inflation and the go-to when there's geopolitical risk. Gold stocks remain very cheap with good cash flow. There isn't over-mining and margins remain good.
Splitting doesn't make the company bigger, but more accessible and the current price of $238 is still accessible to most investors. Splitting tends to happen at $1,000. Long-term, RY could be the best bank in the world. It's super-consistent, very well-run and not expensive. This is a buy, hold and forget about it.
The market sees AI as a threat to ACN's business, but the sell-off has been overdone. ACN has an opportunity to do really well by helping companies deploy AI. He believes ACN will find a way. Fundamentals remain very good. This is an opportunity. Innovation happens all the time, and there's always a need for consulting, even with AI. Plus, ACN has a 30-year track record.
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We reiterate MPWR as a TOP PICK. As an analog semiconductor chip maker specializing in integrated power management systems, these chip are the backbone in many electronic applications. Recently reported earnings showed an 18% increase in revenues, and a five year annual average growth of 29% in EPS and 25% increase in dividends. The company is generating $700 million in free cash flow, while growing cash reserves, aggressively buying back shares, and generating a 64% ROE. We recommend trailing up the stop (from $600) to $750, looking to achieve $1200 - upside potential over 20%. Yield 0.6%
(Analysts’ price target is $1217.31)