Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 energy infrastructure company operating in Argentina as a TOP PICK.  We like the steady utility like business model, including pipelines and midstream operations.  Key new NGL and pipeline projects are advancing at a time when global energy supply is strained.  We note the dividend has been zeroed for 2026 to allow cash reserves to continue to grow, while debt is retired.  We continue to recommend a stop at $27, looking to achieve $43 -- upside potential of 22%.  Yield 0%  

(Analysts’ price target is $43.00)
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 ELF, Empire Life, as a TOP PICK.  The business is steady and boring and producing growing cash reserves on the back of 19% returns on its investments.  Equity value per share (reported recently as $25.45) is well above current share prices.  It trades at only 5x earnings and generates a ROE of 14%.  We continue to recommend a stop at $15.50, looking to achieve $19.50 -- upside potential of 18%.  Yield 0.9%

premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 AVGO as a TOP PICK.  The company announced major partnerships with GOOGLE and Anthropic as each seeks to dramatically grow AI.  AVGO produces CPU chips that offer 40% energy consumption reductions -- key for growing data centers.  Recently reported earnings showed record revenues (up 29%) and a boost to EPS of 28%.  Cash reserves are growing while they retire debt and buy back shares.  We recommend trailing up the stop (from $230) to $255, looking to achieve $430 -- over 28% of upside potential.  Yield 0.8%

(Analysts’ price target is $460.00)
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 Jan 06/26, Up 24%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with MPWR is progressing well.  To remain disciplined, we recommend trailing up the stop (from $885) to $975 at this time.  

premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 Feb 26/26, Up 2.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CM is stagnating.  To remain disciplined, we recommend trailing up the stop (from $117) to $127 at this time.

COMMENT

The next 24 hours are significant that will effect the direction of the market. Since the US-Israel-Iran war started, we've seen violent moves in the market, but also rangebound up and down, from hour to hour. Seeing a lot of big swings. Once we hit Trump's deadline to Iran, then what? In a few weeks, earnings season could also effect--we'll see what companies say about how the war is effecting the economy. Sectors he likes: energy, steel, chemicals, utilities. These are defensive. With more confidence, metals and industrials will bounce back. 

WEAK BUY

The chart's been swinging up and down, between $68-84 for the last couple years. Is slowly working its way up. Is a defensive retailer. Is holdings its own in the high $70s, so he's looking for resistance in the low-$80s, with support at $77. Can't tell how far up it will go.

BUY

The chart is an ascending triangle, well-supported, and forming a really nice base, with higher lows. $25 is resistance; if it reaches that, it would be a nice technical breakout. Given volatility in the market, these stocks look attractive.

BUY

The chart looks good, bouncing off a low in the low-$50s at the end of 2025 and has since broken above $60 to an all-time higher. There's strength across the board in energy, a strong sector.

WATCH

They had a huge run last year, but has dropped back after joining the S&P. Some consolidation is expected after a stock joins the index. Now, it's in a consolidation phase as ETFs buy the stock. In a hangover now of $325-425, but there's good support.

DON'T BUY

A top could be forming. We're seeing a series of lower highs over the past year. The stock is neutral with risk to the downside. If it falls below $450, it could be in trouble. There is weakness in insurance in recent months.

DON'T BUY

It's going sideways after a big pullback. $120 could be support. Stable, but it hasn't turned up yet. $150 would be encouraging.

BUY

Doing extremely well, a great chart, benefiting from the oil price rally.

COMMENT
silver

He uses relative strength (RSI) to analyze, primarily. SIlver broke out at $35 and peaked at $95. But we're seeing a retracement approaching 50%.

WATCH

He sold it when the relative strength came off, and has since crumbled a lot. It's trying to stabilize now. He's not convinced it will rise. Given the strong sell-off, it may need to go sideways for a while.

Most popular stocks on Stockchase