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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We are being rewarded for our patience and are making MMM a Top Pick following a recent pullback in the stock. As previously reported, the maker of the N95 masks has been in the spot light as they have directly been keeping front line workers safer during the pandemic. For 2020 they expect to have produced 2 billion of the masks and continue to partner with the US Department of Defense. The company is mulling over selling the food safety business for $3.5 billion -- 10 times annual revenues of the segment. The segment contributed 1% of total sales in 2019. Their health care segment is expected to pick up as well, after seeing a 12% yoy slowdown, as delays in elective procedures are removed. It has an attractive yield that is backed by a payout ratio of 65% of cash flow. We look for this to test $185 and would use $149 as a stop-loss. Yield 3.69% (Analysts’ price target is $166.47)
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PAST TOP PICK
(A Top Pick Aug 11/20, Down 9.3%)Stochchase Research Editor: Michael O'Reilly We have recommended to stop out of EPD as it has violated the $16.50 threshold we recommended. We see technical indications that the stock could retrace to $12. We will look for better opportunities elsewhere.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stochchase Research Editor: Michael O'Reilly PFE is a defensive Top Pick that pays a strong yield, with history of dividend growth and a strong balance sheet. It is one of the world's leading pharmaceutical companies with a robust pipeline of new products in development (targeting 25 new drugs to market by 2025). They are partnering to develop a COVID-19 vaccine that is now in stage 2/3 testing and has a contract with the US government for $1.95 billion for the first 100 million doses if successful. The company holds $1.8 billion in cash reserves. The yield is strong and is supported with a 58% payout ratio. We would buy this using a $31 stop-loss, looking for a return towards $42. Yield 4.22% (Analysts’ price target is $41.79)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stochchase Research Editor: Michael O'Reilly As the pandemic appears to be heading towards wave two, take-out vendors will continue to benefit. PZZA has done well thus far, with recently reported revenues rising by 15% over the year and sales up 28%. We recommend picking up this Top Pick with an eye to return return to $100 -- nearly a 20% return-- using $72 as stop-loss. Yield 1.05% (Analysts’ price target is $106.21)
COMMENT
Markets under pressure in September creating opportunities? There's always volatility in an election cycle, which will bring opportunity. Covid and low interest rates are two other dynamics also affecting markets. The market will trade down in a relatively tight range.
COMMENT
Your view of the tech sector going forward? Those stocks that haven't rallied with high yields but are sustainable, such as telcos, that's the place to go. The rally is not tech, but US tech. Why would you buy Amazon at 143x PE? The smarter trade is to buy Alibaba at 24x. Chasing expensive US tech will eventually result in investors getting their heads handed to them on a plate. The opportunities are the ones that have lagged, so go there.
WAIT
Premier bank in India. Going forward, we're going to see a fair amount of pain. With loan losses and low interest rates, bank profits will be under increasing pressure. Not a buyer of banks at this point. In a better environment, he thinks highly of this one.
DON'T BUY

Difference from Visa and Mastercard is that AXP carries its own debt load. Normally, a very good company. Credit profile of clients is good. Better to go with the other two from a risk containment point of view. The same train drives all 3 companies.

HOLD
Did cut its dividend, but these are unprecedented times. Big oil has to come to grips with the new renewable environment. Most oil is heavily discounted, so this is a long-term opportunity. It's a turnaround for the whole industry.
DON'T BUY
Great product. Challenge is the valuation is extremely stretched. Reticent to pay a high multiple for a company that's first to market as, ultimately, it will attract competition. It's a trade, not an own.
PAST TOP PICK
(A Top Pick Sep 06/19, Up 12%) Likes it and its 5G exposure. Sold because it didn't hold up well during the March 23 selloff, and likely wouldn't do so again. Fairly valued at these levels. If it got into the $15-20 range, he'd be a buyer again.
PAST TOP PICK
(A Top Pick Sep 06/19, Down 4%) Escalation of issues in Hong Kong, plus low interest rates, so it was time to move on.
PAST TOP PICK
(A Top Pick Sep 06/19, Up 7%) Likes the sector. Opportunity now, as it's heavily oversold. Take a look at the category and add a second name.
HOLD
You want to buy it when it's on sale. A bit rich here. The diagnostics is an area of growth, but we'll have to wait and see. Hold, if you have a good entry point. Good quality company longer term. Not a buyer at this point.
DON'T BUY
There are so many opportunities ahead of us for electric vehicles. The valuation is extremely high. Go ahead and trade it or use options, but there's too much risk for a 2-5 year timeframe.