Stockchase Opinions

The Panic-Proof Portfolio (Stockchase Research) Cheniere Energy Inc LNG-A TOP PICK Mar 14, 2024

Stockchase Research Editor: Michael O’Reilly

After recently reported earnings beat analyst expectations, we select LNG as a TOP PICK. The developer of LNG infrastructure trades at 18x earnings and supports a monsterous 200% ROE.  We like that cash reserves are growing, while debt is retired and shares bought back. Its modest dividend is backed by a payout ratio under 10% of cash flow.  We recommend setting a stop-loss at $140, looking to achieve $200 — upside potential of 26%.  Yield 1.1%

(Analysts’ price target is $200.24)
$157.990

Stock price when the opinion was issued

oil gas
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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 builder and operator of liquified natural gas facilities as a TOP PICK.  We like that cash reserves continue to grow, while debt is reduced and shares bought back.  It trades at 18x earnings.  With low domestic natural gas prices in the US, this will make for good demand to export in the near term.  We continue to recommend a stop at $140, looking to achieve $201 -- upside potential of 25%.  Yield 

(Analysts’ price target is $200.89)
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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

We again reiterate LNG as a TOP PICK.  Cash reserves are growing, which is allowing the company to allocate another $4 billion towards capital expansions while receiving investment-grade credit status.  Its Corpus Christi Stage 3 project will see first LNG later this year.  It trades at 18x earnings and supports a robust 78% ROE.  We suggest trailing up the stop (from $140) to $153, looking to achieve $198 -- upside potential of 19%.  Yield 1.0%   

(Analysts’ price target is $98.69)
BUY

Is adding to it. They're increasing share buybacks and dividends.

BUY

Natural gas prices are low, but business is high.

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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).

PAST TOP PICK
(A Top Pick Jun 20/24, Up 16.3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LNG is progressing well.  To remain disciplined, we recommend trailing up the stop (from $153) to $177 at this time.

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 Jun 20/24, Up 20.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LNG has achieved its target at $188.  To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $177.

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 Jun 20/24, Up 37.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LNG is progressing well.  To remain disciplined, we recommend trailing up the stop (from $177) to $195 at this time.  

BUY

A terrific stock and Trump is pro-LNG. Is up 23% this year.

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 Jun 20/24, Up 55.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LNG is progressing well.  To remain disciplined, we recommend trailing up the stop (from $195) to $215 at this time.  

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 Jun 20/24, Up 31.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LNG has triggered its stop at $215.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 33%, when combined with our previous guidance.