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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 pharma company as a TOP PICK.  It trades at 20x earnings, 12x if you include analyst EPS growth projections of 40% next year, and supports a 32% ROE.  We like that cash reserves are growing, while debt is aggressively retired and shares bought back.  We continue to recommend a stop at $33, looking to achieve $47 -- upside potential of 18%.  Yield 0%

(Analysts’ price target is $43.73)
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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 HVAC and industrial systems developer again as a TOP PICK.  We like that quarterly cash reserves are growing again as debt is retired and shares bought back.  It trades at a slightly pricey 30x earnings and it support a 22% ROE.  We recommend trailing up the stop (from $122) to $134, looking to achieve $164 -- upside potential of 18%.  Yield 1%

(Analysts’ price target is $163.23)
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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 ELF as a TOP PICK.  The owner of Empire Life continues to see good progress on its corporate ledger of investments.  This is creating a strong cash reserve position.  It trades at 4x earnings, under book value and supports a 20% ROE.  We recommend trailing up the stop (from $15.50) to $17.00, looking to achieve $19.50 -- upside potential of 18%.  Yield 0.9%

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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 18/26, Up 8.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PRM is progressing well.  To remain disciplined, we recommend trailing up the stop (from $13) to $14 at this time.  

COMMENT

A historically volatile month, September this time has been more choppy than volatile. There's been an orderly decline, moderate weakness, in the TSX, while the U.S. has gone sideways. Causing this is sector rotation, from weakness in mining, strength in energy while the banks go along in Canada; in the U.S. there's back and forth between AI semis and software battling it out. Looking ahead, he's focused on the US Midterms, the 4 weeks before then after those elections, which are usually volatile. On top of that, we have earnings season. Politics, such as tariffs have had such an impact on markets. Meanwhile, treasury yields and rates are impacting companies, including AI ones.

WATCH

The chart had good relative strength from May to August, then it pulled back. From mid-June to now, the trend is sideways, and is getting more rangebound. It's neutral, grinding sideways. 

HOLD

It jumped from $4 to $18, so it's inevitable they got a correction. BB has held well above $10-$12.50. If it surpasses $12.50, this is ready to rock and roll. See where it goes from here.

WATCH

It had a huge sell-off a year ago, common for software companies. But in the last 4-6 months, it's quietly coming back. There are stops and starts, but the trend is positive. It's establishing support above $2,700, which is encouraging. First resistance is at $32,50. There's room for an upswing. It looks the worst is behind them, but it hasn't taken off yet.

RISKY

Volatile and frustrating to trade the past year. He's been in and out of it. But there's been an uptrend since May. Relative strength is improving, but you have to live with the swings.

COMMENT

Pipeline stocks act like utilities and are more interest rate-sensitive (and to energy prices). It trended up this year until mid-July, then has pulled back due to climbing interest rates.

BUY

He's been very happy owning this. It trends up long-term, though the pace has slowed.

BUY

He likes CDRs a lot to give him exposure to international stocks instead of going through the U.S. MSFT has had a nice rally after lows in April and July, a double bottom when the stock didn't fall lower. This has totally broken out of a downtrend. Is a top stock, a go-to in tech. Relative strength is good. Great support--it rallied, but didn't dip.

WATCH

This has traded off the AI revolution, but has become more volatile than before like a tech stock. This pulled back from $180 to $120 but is seeing support. So far so good. Wait for a bounce before entering. 

PAST TOP PICK
(A Top Pick Apr 07/26, Down 4%)

Their product is used in fertilizers. MX has seen ups and downs with energy. It can't break $90 resistance but has been trending up since July. It's been sideways the last 6 months. Disappointing. He sold it.

PAST TOP PICK
(A Top Pick Apr 07/26, Up 6%)

They benefit from the AI build-out. It went gangbusters in the first half of 2026. Since then, it's made a double top and has been bouncing between $850 and $1,100. He sold it.