Stockchase Opinions

The Panic-Proof Portfolio (Stockchase Research) Duluth Holdings DLTH-Q TOP PICK Oct 28, 2021

Stockchase Research Editor: Michael O'Reilly We reiterate DLTH, a US based retailer of workwear through 62 outlets and a growing online platform, as a TOP PICK. EPS is up almost 9% over the past three years and margins are improving as well. It trades at 14x earnings, compared to peers at 21x and with good growth prospects, it has a PEG ratio under 1.0 -- good value. We continue to recommend a stop loss at $11, looking to achieve $21 -- upside potential over 44%. Yield 0% (Analysts’ price target is $24.65)
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TOP PICK

This is part catalogue company, part Internet, part stores. Work-related clothing, but casual clothing. This has been on fire. Relatively small. Has a huge addressable market, and currently sells about $350 million US in sales. Could potentially address over a $100 billion market. More and more people are dressing casually for work. Sales are going at a clip of north of 20% and are likely to continue for the next 4-5 years., It should top $1 billion in sales in a couple of years.

PAST TOP PICK

(A Top Pick June 13/16. Down 20%.) Sold his holdings in September. This started as an online catalogue company, essentially workwear and clothing for men and women. Thinks they have a long-term margin goal of 35%. They’ve doubled their stores in 18 months. Retail has been undergoing pressure. Feels it could easily be a $30 stock.

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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 DLTH is a US based retailer of workwear through 62 outlets and a growing online platform. Recently reported revenues were up 20% over the year and margins expanded. A new CEO is onboard bringing years of experience in retail operations. It trades at 18x earnings, compared to peers at 30x and with good growth prospects, it has a PEG ratio under 1.0 -- good value. We would buy this with a stop loss at $11, looking to achieve $21 -- upside potential over 31%. Yield 0% (Analysts’ price target is $21.00)
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This is a Panic-proof Portfolio opinion which is available only for Premium members

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 US based retailer of workwear through 62 outlets and a growing online platform, is again reiterated as a TOP PICK. Recently reported earnings beat analyst expectations by 47% and the company is seeing a ROE of 17%. This is the third analyst beat in the past four quarters. With earnings growth expected over 20% again next year, it trades with a PEG ratio under 1.0 -- showing good value here. We continue to recommend a stop loss at $11, looking to achieve $24 -- upside potential over 60%. Yield 0% (Analysts’ price target is $24.00)
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This is a Panic-proof Portfolio opinion which is available only for Premium members

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 $500 million market cap US based retailer of workwear through 66 outlets has a growing online platform making it well positioned for growing infrastructure spending and again a TOP PICK. Recently reported earnings beat analyst expectations by 47% and the company is seeing a ROE of 17%. We like how it is using growing cash flow to methodically pay down debt. We now recommend trailing up the stop (from $11.00) to $13.50, looking to achieve $24 -- upside potential over 58%. Yield 0% (Analysts’ price target is $24.00)
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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 15/21, Down 8.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DLTH has triggered its stop at $13.50. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 9%, when combined with the previous buy recommendation.