Stockchase Research
Member since: Jul '20
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Latest Top Picks

Stockchase Research Editor: Michael O'Reilly LOVE is a maker of foam filled furniture that is washable and modular. It uses Best Buy and Costco as their largest retailing arms. Recently reported sales were up 41%, revenue up 66%, which handily beat analyst expectations. Quarterly EPS at $1.33 beat expectation by $0.79. It is building cash reserves and has zero debt. We would buy this with a stop loss at $49, looking to achieve $76 -- upside potential over 20%. And besides, who doesn't want to have a little LOVE? Yield 0% (Analysts’ price target is $75.71)
Stockchase Research Editor: Michael O'Reilly LRN is a K-12 technology based education company. Its revenue growth has averaged over 11% for the past five years and it is expected schools will continue to have blended online teaching even after the pandemic. Trading at 27x earnings, it is cheap compared to peers at 45x. Over 85% of the shares are held by large institutions, giving it more staying power. We would buy this with a stop loss at $21, looking to achieve $44 -- upside potential over 39%. Yield 0% (Analysts’ price target is $43.75)
Stockchase Research Editor: Michael O'Reilly NEM is a good defensive holding -- a well funded, high level dividend; inflation protection; and market uncertainty protection. As a miner, primarily of gold, with reserves over 94 million ounces, it checks a lot of boxes. Trading at 20x earnings, it is cheaper than its peers at 26x. Over 75% of the shares are held by large institutions, giving it more staying power. Its dividend is backed by a payout ratio of 57%. We would buy this with a stop loss at $52, looking to achieve $80 -- upside exceeding 23%. Yield 3.56% (Analysts’ price target is $72.91)
(A Top Pick Mar 11/21, Up 21.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NVDA is progressing well and has achieved our initial $630 target. To remain disciplined, we recommend covering 50% of the position and trailing up the stop (from $425) to $520 -- the original recommended entry level. This will all but guarantee a minimum investment return of 10%.
(A Top Pick Mar 16/21, Down 30.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DM has triggered its stop at $13. To remain disciplined, we recommend covering the position at this time. We will look for better opportunities.