By Michael O'Reilly at Stockchase Premium
Member since: Jul '20 · 2325 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).
After recently reported earnings beat analyst expectations, we select LNG as a TOP PICK. The developer of LNG infrastructure trades at 18x earnings and supports a monsterous 200% ROE. We like that cash reserves are growing, while debt is retired and shares bought back. Its modest dividend is backed by a payout ratio under 10% of cash flow. We recommend setting a stop-loss at $140, looking to achieve $200 — upside potential of 26%. Yield 1.1%
(Analysts’ price target is $200.24)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
We again reiterate this low MER ETF as a great way to hold cash within your portfolio. It holds capital in deposits with Schedule 1 banks and offers a high interest yield - great for holding within registered accounts. This is not a holding to generate massive capital gains - just one to park your cash. Yield 5.0%
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with EG is progressing well. To remain disciplined, we recommend trailing up the stop (from $315) to $344 at this time.
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
As management reaffirms Q1 profit projections as international travel demand returns along with a stronger US dollar, we again reiterate DAL as a TOP PICK. It’s trading at 6x earnings, 2.5x book and supports a robust 52% ROE. Quarterly cash flow is growing, while debt is retired. We recommend trailing up the stop (from $30) to $39, looking to achieve $54 — upside potential of 27%. Yield 0.9%
(Analysts’ price target is $54.53)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
The iconic brand will be front and centre at this summer’s Olympic Games. It’s a bit expensive at 30x earnings, but we feel the 36% ROE demonstrates its market power to control margins. We like that cash reserves are growing, while shares are bought back. We recommend placing a stop loss at $81, looking to achieve $121 — upside potential of 20%. Yield 1.3%
(Analysts’ price target is $121.62)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
The cybersecurity company has taken the bold step to create a platform approach to its services offerings, providing a more complete offering to customers. We like that cash reserves are growing, while debt is retired and shares bought back. It is expensive, at 55x earnings, but its 89% ROE demonstrates its market dominance and ability to control margins. We recommend setting a stop at $225, looking to achieve $335, upside potential of 17%. Yield 0%
(Analysts’ price target is $334.92)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with RNR is progressing well. To remain disciplined, we recommend trailing up the stop (from $170) to $198 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 SRV.UN has triggered its stop at $14.50. 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 ARMK has achieved its target at $32. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $25.50) to $29.50.
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
With such a dominate position in the market, over 2.2 billion customers and a billion paid subscriptions (double from 4 years ago), we make AAPL a TOP PICK. It’s always expensive (at 35x book value), but its astounding ROE demonstrates its market position and now it trades at 26x earnings. We love that cash reserves are growing while shares are aggressively bought back. We recommend setting a stop-loss at $140, looking to achieve $201 — upside potential of 18%. Yield 0.5%
(Analysts’ price target is $201.41)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
With ADBE planning to roll out AI related product enhancements, we select it as a TOP PICK. Cash reserves are growing, while shares are aggressively bought back. It is expensive at 15x book, but it is supported by a 35% ROE. We recommend setting a stop-loss at $450, looking to achieve $654 — upside potential of 18%. Yield 0%
(Analysts’ price target is $653.38)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
PDD is a Dublin based company that owns two disruptive sizeable Chinese consumer platforms. Revenues grew over 90% last year, generating $9.4 billion. Cash reserves are growing aggressively. It trades at 24x earnings, 7x book, but can justify the valuation based on a 35% ROE. We recommend setting a stop-loss at $100, looking to achieve $170 — upside potential over 40%. Yield 0%
(Analysts’ price target is $170.29)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
UBS is the 9th largest bank in the world, based on capitalization. We like that quarterly cash reserves are growing, while debt is retired. It trades a 28x earnings and supports a robust 40% ROE. Its modest dividend is backed by a payout ratio under 10% of cash flow. We recommend setting a stop-loss at $24.50, looking to achieve $34 — upside potential of 17%. Yield 1.2%
(Analysts’ price target is $33.62)
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
The US based event ticket seller has been building cash reserves and retiring debt. Pent up demand for concert goers is expected to see double-digit growth in key parameters for the next few years. It is expensive at 70x earnings, but the 65% ROE demonstrates its market dominance in the sector. We recommend setting a stop-loss at $89, looking to achieve $117 — upside potential of 20%. Yield 0%
(Analysts’ price target is $116.88)Your Watchlist
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We select ZTS, the manufacturer of livestock and companion animal pharmaceuticals as a TOP PICK. Quarterly cash flow is growing, while shares are bought back. It has a strong market position, confirmed by its 49% ROE. Its modest dividend is supported by a payout ratio of 30% of cash flow. Animal care is a certain and growing sector. We recommend setting a stop-loss at $140, looking to achieve $226 — upside potential of 29%. Yield 0.9%
(Analysts’ price target is $225.85)