Stockchase Research
Member since: Jul '20
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Stockchase

Latest Top Picks

Stockchase Research Editor: Michael O'Reilly CVS, the 2nd largest pharmacy in the US, recently came under pressure with the announcement of Amazon stepping into the pharmacy space. However, now trading at 11x earnings, CVS is good value here -- especially after announcing they are hiring 15,000 staff in Q4 to likely become a mass vaccine distributor. Recent earnings of $1.66 per share beat expectations of $1.34. Management raised guidance of annual 2020 earnings to $7.35-$7.42 per share, above analyst calls for $7.23. It pays a great dividend, backed by a 33% payout ratio. We would buy this with a stop-loss at $57, looking to achieve over $82 -- over 21% potential. Yield 2.96% (Analysts’ price target is $82.43)
Stockchase Research Editor: Michael O'Reilly The maker of anti-virus software and cybersecurity products has been beaten down this year, but is now at solid values. Their products for small business are ideal as working remotely is trending. Trading at only 13x earnings, it is that one-third of its peers in the sector. It pays a meaningful dividend, backed by a payout ratio of 10%. We would buy this with a stop-loss of $15, with an objective of $24 -- 30% potential. Yield 2.75% (Analysts’ price target is $24.05)
Stockchase Research Editor: Michael O'Reilly BIIB has been on a roller-coaster. When the FDA announced a priority review of a new Alzheimer's drug, it stock soared to $360. When the review failed to approve the drug in the first go-round, the stock plunged to under $250 -- so it goes with drug manufacturers. Its MS drugs continue to do well and it is working on treatments for Parkinson's disease as well. Trading at 8x earnings, it is cheap compared to peers at 30x. We would buy this with a $180 stop-loss looking to achieve $305 -- 26% upside. Yield 0%. (Analysts’ price target is $305.90)
(A Top Pick Oct 01/20, Up 57%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK has exceeded analyst expectations, trading to $37. We are being disciplined and are recommending taking 50% of the position off. We are keeping the trail stop at $23.50 -- near the original recommended buy price.
(A Top Pick Sep 10/20, Up 37.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK has exceeded analyst expectations, trading to $12.50. We are being disciplined and are recommending to cover 50% of the position. We are also recommending trailing the stop to $9.25 -- just above the original recommended buy price.