Stockchase Research
Member since: Jul '20
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Stockchase

Latest Top Picks

Stockchase Research Editor: Michael O'Reilly KMB is a consumer staple stock that offers good value, a solid dividend backed by a 60% payout ratio, a growth opportunity. Recently reported revenues were up over 5% over the year, handily beating analyst expectations. Quarterly EPS of $1.58 beat expectations by over 10%. The company generated over $3.7 billion in cash flow and management has plans to use it to improve efficiencies. We would buy this with a stop-loss at $115, looking to achieve $154 -- upside of over 14%. Yield 3.14% (Analysts’ price target is $153.30)
Stockchase Research Editor: Michael O'Reilly CVLG is the quintessential recovery stock. This freight and logistics company took it on the chin during the pandemic. It chose to re-think their strategy; cutting costs and looking for ways to better deploy capital. This impacted the bottom line in 2020, but the benefits are starting to show. Revenue was recently reported flat, despite an 18% smaller fleet. It trades below book value and EPS is expected to grow by over 60% this year. We would buy this with a stop-loss at $11, looking to achieve $24 -- upside of over 50%. Yield 0% (Analysts’ price target is $24.00)
Stockchase Research Editor: Michael O'Reilly Those looking for global diversification, invested in utilities, with an enhanced yield will like HUTL. We like that about one-third of the portfolio is in US equities, Canada is just over 10%, with Europe representing the rest. It uses a covered-call writing strategy to boost the dividend yield from a portfolio average of 4.0% up over 7.5%. The MER is only 0.5%. In a market that is priced efficiently, this is a good diversification strategy. Yield 7.73%
(A Top Pick Sep 24/20, Up 19.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PZZA has achieved its $100 objective. To remain disciplined, we recommend covering 50% of the position. We also recommend trailing up the stop to $84, near the original entry recommendation. This will all but ensure a minimum return of over 9%.
(A Top Pick Nov 10/20, Up 48.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CWH has achieved its $38 objective. To remain disciplined, we recommend covering 50% and trailing up the stop $26 (just above the original recommending acquisition level). This will all but ensure a minimum return over 24%.