Stockchase Opinions

Peter HofstraVerisignVRSNTOP PICKJan 12, 2006

His three topics are based on companies that he would want to hold for the long-term. They are sort of the Registry for the internet. Excellent long-term, high visibility cash flow. They also have the Ring Tones which has softened and is the volatile part of this company.
$21.87

Stock price when the opinion was issued

$285.38

As of May 29, 2026. Market Open.

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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 Feb 16/21, Up 4.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with VRSN has triggered its stop at $208. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 13% when combined with the previous recommendation to cover half the position.
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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 Feb 16/21, Up 21.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with VRSN is progressing well and has achieved its $241 objective. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $165) to $208.
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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 VRSN recently released earnings were a hit -- EPS of $1.38 (vs $1.29 est.) was up over 54% and they added 10.5 million new domain name registrations. The company has added to its plans to buyback shares, now to the tune of $1 billion. EPS is expected to grow another 15% this year. We would buy this with a stop-loss at $165, looking to achieve $241 -- upside over 20%. Yield 0% (Analysts’ price target is $240.57)
BUY
A monopoly for the .com registration. Every .com in the world has to go through them. Not economically sensitive. Generates a lot of free cash flow. A lot of cash on the balance sheet. Still a lot of upside.
BUY
They host the RFID data, which needs to be correlated.
BUY
They own the registry for all the RFID tags.
TOP PICK
He is focused on technology and the consumer side of technology. Likes security software such as Symantec and Verisign.
DON'T BUY
Ranks neutral in their quantum database model. Earnings have been dropping.
DON'T BUY
Uncertain of its future business. Caution.
BUY
Likes the security market. Reasonable multiple and profitable.
WEAK BUY
Will eventually be the dominant player in security.
BUY
Very bullish on Security sector. Prefers Verisign over Networks Associates