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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 As auto sales are beginning to recover from the effects of pandemic lockdowns, we see GM emerging as a TOP PICK. Signs are showing demand growth in China already -- up 12% during the past three months -- marking the first growth in the region since 2018. In the US, sales topped 665,000 units last quarter, a sharp beat of analyst expectations. Record low loan interest rates are expected to help as well. GM is the most aggressive in EV model plans, which should give them an added edge over the competition. Trading at only 7 times next years earnings, it is good value. We would buy this with a stop-loss at $28, looking to meet analyst expectations over $40. Yield 0%. (Analysts’ price target is $40.75)
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Curated by Michael O'Reilly since 2020.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly JPM just reported earnings and the 3% drop in revenue from a year ago, but revenues were $1 billion higher than expected at $29 billion. Investment bank revenues were up 21% over the year thanks to a strong trading segment. EPS was reported at $2.92, beating consensus by $0.73. The company managed to post $611 million in credit-reserves, when the market expected $1.5 billion. It pays a good dividend (backed by a 47% payout ratio) and is likely poised to increase it again soon, when allowed. We would trade this with a stop-loss at $92. Yield 3.59% (Analysts’ price target is $115.90)
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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 Earnings continue even during the pandemic and now this maker of PPE and sanitizing products is likely getting ready to increase its dividend once it goes ex-div on October 29. Recent earnings came in at expectations, so the 65% payout ratio on the dividend will be safe. The stock is trading off its recent highs following earnings. We would trade this with a stop-loss at $42. We expect when a resurgence in share price emerges that it will look to challenge new highs near $53 -- almost 20% upside. Yield 2.22% (Analysts’ price target is $46.25)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 10/20, Down 13.9%)Stockchase Research Editor: Michael O'Reilly HRTG has moved down through our stop-loss level. Although the stock has demonstrated a base is forming, we do not see any new fundamental developments to warrant continuing to wait it out. We are recommending to cover and look for newer opportunities.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 10/20, Down 6.1%)Stockchase Research Editor: Michael O'Reilly CSCO has broken down through our stop-loss at $40. We do not see sufficient new fundamental developments to warrant continuing to hold the position at this time. We are looking for better opportunities elsewhere.
COMMENT
Third day of losses for S&P 500? Tough market right now if you're focused on the short term. October is volatile from the get go. Short-term bounce in the US dollar has brought a deflationary tilt to the current market, with its negative correlation to equities and commodities. Overall, sit back and try to look beyond the next few weeks, and you'll be rewarded by maintaining a solid weight in equities.
COMMENT
How are you positioning in this environment? Traditional retail is definitely an area he doesn't want to focus on. Companies with a broader online channel, like Nike, will hold up very well. Broadly, he's not shying away from tech that's focused on the consumer or collaborative communication. You want a bit of a balance of growth and value.
BUY
Very interesting name in the current environment of doing things from home and consumers not going out to stores. Probably will be here to stay. 100s of billions of retail revenue potential. Growth stock. Interesting even with its runup.
HOLD
Medical devices. Monitor diabetes. Recurring revenue from disposable sensors. M&A potential. Really likes the sector. Stick with it.
STRONG BUY
Pounding the table on utilities, which will benefit big time from low interest rates. Earnings and dividend growth potential is high compared to telecoms, banks, and insurance companies. Highly recommends adding it to your portfolio.
BUY ON WEAKNESS

Top of his watchlist for a long time. He owns CGI instead. The sort of high quality stock you want to buy on the big dips. High quality and free cash flow. Don't trade around, just hold it.

HOLD
Stands out as one of the best run of the Canadian quick serves. Great growth strategy. Execute well. Hit by pandemic, but the dividend will come back. Short-term blip in a great long-term story. Hold it if you own it. Has potential to continue to surprise.
SELL
Telcos have been frustrating. Big capex cycle, and then the pandemic. He hates buying a stock just because it has a yield. Suggests switching to the utilities sector with similar yield but more consistent dividend and earnings growth.
HOLD

Great company, great stock. Has a big piece of consumer products through Apple. Continue to hold. Likes the story a lot.

COMMENT
CAD vs. US dollar. Caught a lot of people off guard that the CAD has rallied as much as it has. The USD has been on an elevator down until recently. A lot will depend whether there's a continued rally in the USD, which will continue to depress the CAD. Sectors in Canada are struggling, so it's hard to be super bullish on the CAD. He's been buying US positions which will be a tailwind to portfolios in the years ahead.