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Opinions The Panic-Proof Portfolio (Stockchase Research)
NCR Corp.NCRTOP PICKOct 29, 2020
Stock price when the opinion was issued
As of Jun 11, 2026. Market Open.
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Premium contentPremium contentPremium contentPremium content(A Top Pick April 10/14. Down 16.62%.) This has had problem on execution as well as the US$ differential. They have been fighting currency headwinds for the better part of the last year.
Don Lato(A Top Pick April 10/14. Down 12.43%.) This got hit with a number of things. They were not a benefactor of the high US$, as a lot of their revenues come from offshore. Also, there have been a couple of major mergers in the retail industry with companies being preoccupied with getting the merger right, as opposed to buying new point-of-sale equipment.
Don Lato(A Top Pick Nov 27/13. Down 20.78%.) Problems are twofold. Had some execution problems in the last quarter in getting some product out and have made some management changes to address that. A soft retail environment that persists in the US as well as some mergers among some of the major customers. At this price, he is looking at 8.5-9 X next year's earnings. Still great value here.
Don LatoDoes not understand why this stock has lagged so much. They took on additional debt. More and more the business is moving to software and the recurring revenue model.
Don Lato
(A Top Pick Dec 6/12. Up 39.86%.) Trading at about 10X 2013 earnings and is now trading at about 11X 2014 earnings. Earnings are projected to grow long-term at about 15% a year. Not only a hardware company, but more importantly, software and services as well through a couple of acquisitions they made. A growing area, not only in the automated teller machines but also self checkout. They are slowly addressing the pension liability issues that they had.
Don Lato10 times earnings. ATM machines, which are lower or declining and the more important business is POS terminals and more importantly self-service POS terminals. The service revenues are the attraction.
Don Lato
Stockchase Research Editor: Michael O'Reilly NCR is a global leading point-of-sale and ATM software provider. Following recent earnings, it is trading at a PE of 6. With expectations of over 40% growth in EPS next year, this TOP PICK is good value. No doubt retail vendors have been impacted by the pandemic, however, the need for contact-less payment systems will only grow. Analysts at JP Morgan just upgraded the stock to overweight with a $27 target. We would trade this with a $18 stop-loss, looking to hit analyst targets -- over 30% upside. Yield 0% (Analysts’ price target is $27.00)