Stockchase Research Editor: Michael O'Reilly We are looking for an opportunity to purchase INTC a little cheaper than at current levels. Slow downs in government spending hurt their recent revenue report and analysts are downgrading the stock presently as a result. We look to buy this just under $40, looking for upside back towards $58 (45% upside), when expected sales return. Yield 2.83% (Analysts’ price target is $58.26)

Stockchase Research Editor: Michael O'Reilly As the first developer of COVID-19 treatment with its remdesivir (approved by the FDA). The product will be sold under the name of Veklury for patients that need hospitalization. This follows recent new treatments, one for breast cancer and another for HIV. Although the drugs are expensive, they have been proven to be effective in their treatment. We would buy this with a stop-loss at $50. Yield 4.53% (Analysts’ price target is $78.65)

(A Top Pick Oct 20/20, Up 24%)Stockchase Research Editor: Michael O'Reilly Our recent TOP PICK has already hit our object at $36 following release of earnings. The new CEO has made an impact, cutting expenses 26% over the quarter. There is still work to come, however. Be that as it may, we are recommending taking 1/2 the position off and moving the stop-loss up to the original purchase price of $29. (Analysts’ price target is $31.73)

Stockchase Research Editor: Michael O'Reilly NOK is emerging as a key 5G player, being #2 in holding 5G essential standard patents. As China-based Huawei continues to be embroiled with the US over national security issues, this is not an issue for this Finland based company. With next year's earnings growth exceeding 19% against its forward PE of only 13, this is good value here. We also like how the rally through October continues to hold its momentum. We would trade this with a stop-loss at $3.75 and look for a technical based objective back towards recent highs near $5.15 -- 20% upside. It pays a good dividend, backed by a 40% payout ratio. Yield 2.62% (Analysts’ price target is $5.03)

(A Top Pick Aug 20/20, Down 6.6%)Stockchase Research Editor: Michael O'Reilly We are being disciplined and recommending to cover holdings in IBM after breaching the $115 stop-loss level. Although the company continues to make strides in developing its cloud based business, we see other better opportunities to pursue.

Stockchase Research Editor: Michael O'Reilly There is a growing demand for packaging as ecommerce demand grows during the pandemic. Already shipping for the upcoming Black Friday through Christmas season is expected to be at capacity. Recent earnings showed revenue growth that was double expectations of 3.5%. It pays a reasonable dividend, backed by a 69% payout ratio. We would trade this with a $12.75 stop-loss, looking for a return to previous highs near $17 (over 20% upside) -- Yield 2.19% (Analysts’ price target is $17.08)

We are being rewarded with the recent pullback of this buy on weakness target following recent earnings. EPS hit $2.01, missing analyst expectations for $2.05; however, carloads jumped 19% over the quarter. The company operates the 2nd largest rail network in the US. Revenues have been impacted lately by pandemic related drops in shipping, but the company is essential to products moving again once the economy finds its footing. Already retailers and manufacturers are reporting sizable inventory declines, which is surely going to lead to an urgent need to ship more supplies. It pays a nice dividend and has a safe payout ratio of less than 50% cash flow, which means you get paid to wait for the recovery. We would trade this with a $160 stop-loss, looking to a technical target near $225 -- 20% upside. Yield 1.95% (Analysts’ price target is $212.44)

Stockchase Research Editor: Michael O'Reilly HOG is showing technical breakout signs, which we see testing $36 – over 27% upside. The new Chairman, Jochen Zeitz (who tripled Puma’s share price over a three year turnaround) has slimmed down the product line, and shaved $100 million from annual costs. The urge to return to open roads due to the pandemic is expected to boost sales when new models arrive in 2021. We would trade this with a stop-loss of $23. Yield 0.28%. (Analysts’ price target is $31.73)

Stockchase Research Editor: Michael O'Reilly JBHT recently released results, which resulted in a retracement in the rapid rise in the share price it had enjoyed in since end-September. The shipping company is benefitting from the e-commerce sales rebound, but the company has been temporarily impacted by a shortage of drivers and rising wage costs. Metrics on shipping were all supportive in the lasted earnings. We would trade this with a $110 stop-loss, looking to retract back up to recent highs of $142 – 15% upside. Yield 0.87%. (Analysts’ price target is $141.09)

Stockchase Research Editor: Michael O'Reilly As auto sales are beginning to recover from the effects of pandemic lockdowns, we see GM emerging as a TOP PICK. Signs are showing demand growth in China already -- up 12% during the past three months -- marking the first growth in the region since 2018. In the US, sales topped 665,000 units last quarter, a sharp beat of analyst expectations. Record low loan interest rates are expected to help as well. GM is the most aggressive in EV model plans, which should give them an added edge over the competition. Trading at only 7 times next years earnings, it is good value. We would buy this with a stop-loss at $28, looking to meet analyst expectations over $40. Yield 0%. (Analysts’ price target is $40.75)

Stockchase Research Editor: Michael O'Reilly JPM just reported earnings and the 3% drop in revenue from a year ago, but revenues were $1 billion higher than expected at $29 billion. Investment bank revenues were up 21% over the year thanks to a strong trading segment. EPS was reported at $2.92, beating consensus by $0.73. The company managed to post $611 million in credit-reserves, when the market expected $1.5 billion. It pays a good dividend (backed by a 47% payout ratio) and is likely poised to increase it again soon, when allowed. We would trade this with a stop-loss at $92. Yield 3.59% (Analysts’ price target is $115.90)

Stockchase Research Editor: Michael O'Reilly Earnings continue even during the pandemic and now this maker of PPE and sanitizing products is likely getting ready to increase its dividend once it goes ex-div on October 29. Recent earnings came in at expectations, so the 65% payout ratio on the dividend will be safe. The stock is trading off its recent highs following earnings. We would trade this with a stop-loss at $42. We expect when a resurgence in share price emerges that it will look to challenge new highs near $53 -- almost 20% upside. Yield 2.22% (Analysts’ price target is $46.25)

(A Top Pick Sep 10/20, Down 13.9%)Stockchase Research Editor: Michael O'Reilly HRTG has moved down through our stop-loss level. Although the stock has demonstrated a base is forming, we do not see any new fundamental developments to warrant continuing to wait it out. We are recommending to cover and look for newer opportunities.

(A Top Pick Sep 10/20, Down 6.1%)Stockchase Research Editor: Michael O'Reilly CSCO has broken down through our stop-loss at $40. We do not see sufficient new fundamental developments to warrant continuing to hold the position at this time. We are looking for better opportunities elsewhere.