Stockchase Research
Member since: Jul '20
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Stockchase Research Editor: Michael O'Reilly CTXS is a cloud based subscription company that links internal business operations. A recent $2.5 billion acquisition will aid in their reach expanding further. Recent earnings beat analyst expectations and subscriptions are up over 60% on the year. It pays a small dividend that is backed by a payout ratio of less than 30% of cash flow. We would buy this with a stop-loss at $118, looking to achieve $157 -- over 22% upside. Yield 1.06% (Analysts’ price target is $156.92)
Stockchase Research Editor: Michael O'Reilly FB has benefited from the upgrade by analysts at BMO, who are now calling for a $325 stock price target. They feel the company is poised to have eCommerce vertical integration within the platform become more seamless which will help with future revenues. As one of the big FANG companies, its PE of 31x earnings is cheap compared to the sector average of 84x. We would buy this with a stop-loss of $210, looking to achieve $325 -- potential upside of over 19%. Yield 0% (Analysts’ price target is $322.24)
Stockchase Research Editor: Michael O'Reilly UAL released earnings this week and as expected the results were not stellar. However, with vaccines on the roll out there is a lot of pent up traveler demand. No doubt this requires the economy to begin to recover. President Biden is expected to require passengers to wear masks at airports and on flights, so maybe this will bring some feeling of safety to travelers. We would buy this with a stop-loss at $36, looking to achieve $53 -- potential upside of over 24%. Yield 0% (Analysts’ price target is $52.90)
(A Top Pick Dec 01/20, Up 27.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TDOC has achieved its $247 objective. To be disciplined, we recommend covering 50% of the position. We also recommend trailing up the stop to $175 (previously at $140).
(A Top Pick Sep 17/20, Up 12.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with XRX has triggered our stop at $$21. We recommend covering the remaining position at this point. Combined with the recommendation to cover 50% back in December, this has achieved an overall return of 12.7%.