By Michael O'Reilly at Stockchase Premium
Member since: Jul '20 · 3150 Opinions
Curated by Michael O'Reilly since 2020
1550+ opinions with
4.81 rating (one of the best performing expert)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
NVDA has had some setbacks with AI competition and trade war uncertainty, but recently reported earnings showed a 69% increase in revenues --including a 73% increase in data center revenues. It trades at 46x earnings and supports a ROE over 100%. We like that cash reserves are growing, while shares are aggressively bought back and debt is retired. We recommend setting a stop-loss at $106, looking to achieve $172 -- upside potential of 18%. Yield 0.03%
(Analysts’ price target is $172.22)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
CRM is building cash reserves, aggressively buying back shares and retiring debt. It trades at 4x book and supports a 10% ROE. It manages its platform efficiently and is well positioned for an improving economy. We recommend setting a stop-loss at $183, looking to achieve $352 -- upside potential of 32%. Yield 0.3%
(Analysts’ price target is $352.14)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with PET has achieved its target at $32. To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $26.
Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
IDT is a US based telecommunications company that focuses on fintech activity including POS and other electronic payment services. It trades at 17x earnings and supports a robust ROE of 38%. Latest financial results showed a 290% increase in EPS and record margins. Cash reserves are growing, while shares are bought back. We recommend setting a stop-loss at $53, looking to achieve $85 -- upside potential over 30%. Yield 0.3%
(Analysts’ price target is $85.60)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
This big pharma company has a host of weight loss GLP-1 medications that it will soon release progress reports on later this month, some of which have already received approvals to develop. It trades at 27x forward earnings and supports a 77% ROE. We recommend setting a stop-loss at $703, looking to achieve $987 -- upside potential over 20%. Yield 0.7%
(Analysts’ price target is $987.22)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
DLO is a Uruguay-based financial payment provider that links providers like Amazon, Netflix and Uber with customers in emerging markets. It trades at 23x earnings and supports a 31% ROE. We like that its quarterly cash reserves are growing as the company expands its network. We recommend setting a stop-loss at $7.50, looking to achieve $13.00 -- upside potential of 21%. Yield 0%
(Analysts’ price target is $12.91)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with WDO has achieved its target at $20. To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $16.
Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with FLR has achieved its target at $47. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $32) to $36.
Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
This Vanguard ETF focuses on US equities that demonstrate growing dividends over time -- a good inflation hedge along with growth potential. What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago. It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018. We recommend setting a stop-loss at $83, looking to achieve $111 -- upside potential of 18%. Yield 1.1%
Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
This iShares ETF focuses on equities outside of North America and also excludes China - providing excellent market diversification. It targets companies that demonstrate lower volatility over time along with growth potential. What makes it particularly interesting is its lower volatility despite a 9% average annual growth since inception over 10 years ago. It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018. We recommend setting a stop-loss at $41.00, looking to achieve $52.50 -- upside potential of 18%. Yield 1.8%
Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
This iShares ETF focuses on global equities (60% North American) - providing excellent market diversification. It targets companies that demonstrate lower volatility over time along with growth potential. What makes it particularly interesting is its lower volatility despite a 10% average annual growth since inception over 10 years ago. It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018. We recommend setting a stop-loss at $50, looking to achieve $68 -- upside potential of 18%. Yield 2.3%
Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with KNT has reached its target at $16. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $9.50) to $13.50.
Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
We reiterate Indonesia's largest telecom with over 160 million customers as a TOP PICK. Recently released earnings showed a 10% growth in personal account revenues along with a 14% increase in data consumption. This allowed cash reserves to continue to grow, despite aggressively retiring debt and buying back shares. It trades at 12x earnings, 2x book and supports a ROE of 16%. We recommend trailing up the stop (from $12.00) to $15.00, looking to achieve $20.50 -- upside potential of 17%. Yield 6.5%
(Analysts’ price target is $20.12)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
We reiterate this pharma producer as a TOP PICK. The company just announced a $9.5 billion acquisition that will help foster a pipeline of treatments for inflammation and other disorders that is already paying out growing cash flow. It trades at 21x earnings and 1.5x book. Dividend growth is expected over 40% this year, backed by a payout ratio under two-thirds of cash flow. Cash reserves are prudently being used to retire debt and buy back shares. We continue to recommend a stop at $47, looking to achieve $65 -- upside potential of 30%. Yield 4.5%
(Analysts’ price target is $65.16)Stock price when the opinion was issued
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Analysts see AAPL continuing to advance its AI integration driven with a new chipset that they believe will fuel more device upgrades going forward. It trades at 25x earnings and supports a robust 138% ROE. Cash reserves are prudently being used to aggressively buy back shares and retire debt. We recommend setting a stop-loss at $150, looking to achieve $236 -- upside potential of 18%. Yield 0.5%
(Analysts’ price target is $228.26)