Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 15, 2020
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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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)
TOP PICK
TOP PICK
October 15, 2020
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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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)
TOP PICK
TOP PICK
October 15, 2020
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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Fastenal Company (FAST-Q)
October 15, 2020
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)
PAST TOP PICK
PAST TOP PICK
October 15, 2020
(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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(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.
PAST TOP PICK
PAST TOP PICK
October 15, 2020
(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.
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Cisco (CSCO-Q)
October 15, 2020
(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.
BUY
BUY
October 15, 2020
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.
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Etsy Inc. (ETSY-Q)
October 15, 2020
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
HOLD
October 15, 2020
Medical devices. Monitor diabetes. Recurring revenue from disposable sensors. M&A potential. Really likes the sector. Stick with it.
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Dexcom (DXCM-Q)
October 15, 2020
Medical devices. Monitor diabetes. Recurring revenue from disposable sensors. M&A potential. Really likes the sector. Stick with it.