By Michael O'Reilly at Stockchase Premium
Member since: Jul '20 · 2399 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).
We reiterate this reinsurance company as a TOP PICK. Earnings will be released by month's end, so we will see if the company will be able to continue its EPS growth rates that it has seen over the past five years. It trades at 6x earnings, 1.2x book and supports a ROE of 23%. Its dividend is backed by a payout ratio under 15% of cash flow. We continue to recommend a stop at $344, looking to achieve $430 -- upside potential of 17%. Yield 1.8%
(Analysts’ price target is $430.83)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
We reiterate PKI, one of the largest independent fuel retailers in North America, as a TOP PICK. We note the company is prudently using some cash reserves to retire debt, but it still maintains a dividend payout ratio under 55% of cashflow. We continue to recommend a stop at $41, looking to achieve $54 -- upside potential of 24%. Yield 3.1%
(Analysts’ price target is $54.25)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with LYV has triggered its stop at $89. To remain disciplined, we recommend covering the position at this time.
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with CNHI has triggered its stop at $11.50. To remain disciplined, we recommend covering the position at this time. When combined with our previous recommendations, this will result in a net investment loss of 5%.
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
After reporting earnings beating expectations, we reiterate this modular building rental and lease company as a TOP PICK. We like that quarterly cash reserves are growing, while debt is retired. It trades at 19x earnings and under 2x book value. Analysts like that earnings were 7% higher than expectations and that capital appears to be deployed in projects that are accretive to earnings. We continue to recommend a stop at $7.50, looking to achieve $12.00 -- upside potential of 29%. Yield 1.3%
(Analysts’ price target is $12.01)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
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)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
We reiterate this disruptive e-commerce platform as a TOP PICK. It trades at 21x earnings and supports a robust 39% ROE. We like that cash reserves are growing rapidly and the company continues to invest in technology enhancements. We recommend trailing up the stop (from $100) to $110, looking to achieve $179 -- upside potential of 38%. Yield 0%
(Analysts’ price target is $179.14)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with VTRS has triggered its stop at $11.50. To remain disciplined we recommend covering the position at this time. Along with previous recommendations, this will result in a net investment gain of 4%.
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with STLS has triggered its stop at $25. To remain disciplined we recommend covering the position at this time. Along with previous recommendations, this will result in a net investment gain of 43%.
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with PYPL is progressing well. To remain disciplined, we recommend trailing up the stop (from $53) to $58 at this time.
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with GCT is progressing well. To remain disciplined, we recommend trailing up the stop (from $15) to $24 at this time.
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
We reiterate this provider of insurance and reinsurance as a TOP PICK. It trades at 6x earnings, 1.3x book and supports a 28% ROE. We like that quarterly cash reserves continue to grow. It is a well placed niche operator, that avoids credit decay and the threat of rising deposit costs like banks. We recommend trailing up the stop (from $198) to $208, looking to achieve $268 -- upside potential of 20%. Yield 0.7%
(Analysts’ price target is $268.40)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
With cash reserves growing, debt being reduced and shares bought back, we again reiterate UTHR as a TOP PICK. The maker of pulmonary hypertension medications is well diversified among multiple products allowing margins to continue to grow. It trades at 12x earnings, under 2x book value and supports an 18% ROE. We recommend trailing up the stop (from $210) to $219, looking to achieve $292 -- upside potential of 21%. Yield 0%
(Analysts’ price target is $292.25)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
With an ROE of 24% and a solid dividend that is supported by cash reserves, we reiterate KEG.UN as a TOP PICK. A steady performing income fund that returns its cash as a dividend. We continue to recommend a stop at $13.50, looking to achieve $17.00 -- upside potential of 17%. Yield 7.8%
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We reiterate this company that is bringing AI integration to customers of Microsoft across multiple platforms including AWS and Google Cloud. We like that cash reserves are growing, whiles shares are aggressively bought back and debt is retired. It trades at 17x earnings and supports a ROE over 90%. Its modest dividend is backed by a payout ratio under 50% of cash flow. We recommend trailing up the stop (from $14.00) to $15.50, looking to achieve $22 — upside potential of 22%. Yield 2.8%
(Analysts’ price target is $21.75)