John O'Connell, CFA
Member since: Aug '06
Chairman and CEO at
Davis Rea

Latest Top Picks

(A Top Pick Aug 20/19, Down 9%) Class act. Rock solid balance sheet, outstanding leadership. Great investment banking, large digital presence. Well capitalized. Good valuation. Being paid to wait while pandemic gets solved is a wise long-term decision. Yield is close to 4%.
(A Top Pick Aug 20/19, Up 56%) Great long-term grower. Serves many different industries. Tailwind with Covid and testing equipment. Fantastically well run. Have to close your eyes and just buy it. Could buy half now, more later. Don't have to worry about it fundamentally longer term.
(A Top Pick Aug 20/19, Down 6%) It's recovered of a good chunk of what it lost in the pandemic. Disney Plus doing well. ESPN is struggling. Big issue right now is theme parks and attendance. Powerful franchise. Has issues, but if you think they'll be solved, fantastic company to own.
Best in class. Rock solid balance sheet, outstanding leadership. Great investment banking, large digital presence. Well capitalized. Good valuation. Dividend sustainable. Election outcome won't have a negative impact. Yield is 3.82%. (Analysts’ price target is $114.86)
Huge chunk of US retail deposits. Fantastic investment banking francise. CEO has done well navigating problems. Well capitalized. Trading at 0.8% of book value. Compelling opportunity. Exceptionally well run. Default rates not that bad. Growth is happening. Dividend sustainable. Election outcome won't have a negative impact. Yield is 3.01%. (Analysts’ price target is $27.77)