Stockchase Research
Member since: Jul '20
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Latest Top Picks

Stockchase Research Editor: Michael O'Reilly OGI is a cannabis producer serving the Canadian market. Recent earnings disappointed on the revenue side (down by 23%), but management is noting that adult recreational use is up 30% over the year. The company is now producing positive cash flows (in 2 of the last 3 quarters), building its cash position, and is successfully paying off debt. We would buy this with a stop-loss at $1.40, looking to achieve $3.50 -- upside potential of 55%. Yield 0% (Analysts’ price target is $3.43)
Stockchase Research Editor: Michael O'Reilly KBH is a US homebuilder. Recently reported revenues were disappointing -- down over 23% -- but sales prices were 5% higher backed by the expectation of continued low interest rates. Overall, EPS of $1.12 came in $0.18 higher than analyst expectations. The company reported orders volumes increased 50% putting order backlogs at 15 year highs. It trades at 10x earnings compared to sector averages over 34x -- making this good value here. It pays a small dividend, backed by a 13% payout ratio. We would buy this with a stop-loss at $27, looking to achieve $44 -- over 22% upside. Yield 1.71% (Analysts’ price target is $43.13)
Stockchase Research Editor: Michael O'Reilly TSN is the world's largest meat producer, selling to over 140 countries. The pandemic caused operational issues with outbreaks at its numerous facilities, but those have been virtually all resolved. It pays a great dividend, backed by a 29% payout ratio. It trades at 13x earnings, compared to a sector average of 43x, making it good value here. We would buy this with a $50 stop-loss, looking to achieve $80 -- potential upside of over 22%. Yield 2.78% (Analysts’ price target is $80.00)
(A Top Pick Nov 24/20, Up 23.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with INTC has achieved our $58 objective. To be disciplined, we recommend covering 50% of the position. We would also recommend trailing up the stop to $47 -- right around the initial suggested entry level.
(A Top Pick Dec 17/20, Up 24.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with APHA has achieved our $12.50 objective. To be disciplined, we recommend covering 50% of the position. We also recommend trailing up the stop to $8.00.