Latest Expert Opinions

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TOP PICK
TOP PICK
November 10, 2020

Stockchase Research Editor: Michael O'Reilly This outdoor RV retailer was an early pandemic favorite, but its shares have slumped in the past three months, making this a good entry level. Recently released Q3 earnings were up 21% over the year and gross margins rose over 9%. EPS of $1.58 beat expectations by $0.41. Management raised its guidance for Q4 above the high end of the previous range. It trades at only 12 times PE, and only 7 times next year's expected earnings. The CEO themselves invested over $2 million at $29-$33 back in Aug and Sep. JP Morgan upgraded them in Sep to Overweight with a $40 target. It pays a great dividend backed by a 16% payout ratio. We would trade this with an $18 stop-loss, and upside target of $38. Yield 3.8% (Analysts’ price target is $38.00)

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Stockchase Research Editor: Michael O'Reilly This outdoor RV retailer was an early pandemic favorite, but its shares have slumped in the past three months, making this a good entry level. Recently released Q3 earnings were up 21% over the year and gross margins rose over 9%. EPS of $1.58 beat expectations by $0.41. Management raised its guidance for Q4 above the high end of the previous range. It trades at only 12 times PE, and only 7 times next year's expected earnings. The CEO themselves invested over $2 million at $29-$33 back in Aug and Sep. JP Morgan upgraded them in Sep to Overweight with a $40 target. It pays a great dividend backed by a 16% payout ratio. We would trade this with an $18 stop-loss, and upside target of $38. Yield 3.8% (Analysts’ price target is $38.00)

TOP PICK
TOP PICK
November 10, 2020

Stockchase Research Editor: Michael O'Reilly This well diversified US home builder will continue to benefit from 30 year mortgage rates near historic lows -- especially as pandemic driven demand continues. It is trading at 8.5 times earnings, and projected to be only 7 times next years earnings. It pays a small dividend that is backed by an 11% payout ratio. Analysts at Raymond James and RBC upgraded their outlooks to $60 and $53, respectively. We would trade this with a $35 stop-loss, looking to achieve $52 -- over 23% upside. Yield 1.18% (Analysts’ price target is $52.21)

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Pulte Homes Inc (PHM-N)
November 10, 2020

Stockchase Research Editor: Michael O'Reilly This well diversified US home builder will continue to benefit from 30 year mortgage rates near historic lows -- especially as pandemic driven demand continues. It is trading at 8.5 times earnings, and projected to be only 7 times next years earnings. It pays a small dividend that is backed by an 11% payout ratio. Analysts at Raymond James and RBC upgraded their outlooks to $60 and $53, respectively. We would trade this with a $35 stop-loss, looking to achieve $52 -- over 23% upside. Yield 1.18% (Analysts’ price target is $52.21)

TOP PICK
TOP PICK
November 10, 2020
Stockchase Research Editor: Michael O'Reilly The hope of energy demand moving back towards normal is revitalized as hope for COVID-19 vaccine improves. COP is our TOP PICK in energy due to its holdings in the most prolific basins in the US -- Eagle Ford shale, Bakken shale, and Deleware Basin. Long term debt is only 23% of the capital structure and the company holds $2.5 billion in cash. BofA analysts just upgraded the company from neutral to buy. We would trade this with a $25 stop-loss, looking to achieve $46 -- 30% upside. Yield 5.15% (Analysts’ price target is $46.32)
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ConocoPhillips (COP-N)
November 10, 2020
Stockchase Research Editor: Michael O'Reilly The hope of energy demand moving back towards normal is revitalized as hope for COVID-19 vaccine improves. COP is our TOP PICK in energy due to its holdings in the most prolific basins in the US -- Eagle Ford shale, Bakken shale, and Deleware Basin. Long term debt is only 23% of the capital structure and the company holds $2.5 billion in cash. BofA analysts just upgraded the company from neutral to buy. We would trade this with a $25 stop-loss, looking to achieve $46 -- 30% upside. Yield 5.15% (Analysts’ price target is $46.32)
PAST TOP PICK
PAST TOP PICK
November 10, 2020
(A Top Pick Aug 20/20, Up 15.8%)Stockchase Research Editor: Michael O'Reilly ADI has achieved our first objective, we want to remain disciplined, so we are recommending taking 50% of the position off. We also recommend raising the trailing stop closer to the original recommended buy level at $116 (previously was $110).
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Analog Devices (ADI-Q)
November 10, 2020
(A Top Pick Aug 20/20, Up 15.8%)Stockchase Research Editor: Michael O'Reilly ADI has achieved our first objective, we want to remain disciplined, so we are recommending taking 50% of the position off. We also recommend raising the trailing stop closer to the original recommended buy level at $116 (previously was $110).
PAST TOP PICK
PAST TOP PICK
November 10, 2020
(A Top Pick Oct 01/20, Up 23.9%)Stockchase Research Editor: Michael O'Reilly We are wanting to remain disciplined and are recommending to take 50% as we achieved the price objective. We also recommend raising the trailing stop to $54.50 (previously $46).
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Applied Materials (AMAT-Q)
November 10, 2020
(A Top Pick Oct 01/20, Up 23.9%)Stockchase Research Editor: Michael O'Reilly We are wanting to remain disciplined and are recommending to take 50% as we achieved the price objective. We also recommend raising the trailing stop to $54.50 (previously $46).
PAST TOP PICK
PAST TOP PICK
November 10, 2020
(A Top Pick Oct 15/20, Up 14.5%)Stockchase Research Editor: Michael O'Reilly Wanting to remain disciplined, we are recommending covering 50%, as we have achieved our target of $116. We also recommend moving the stop-loss to $97 (previously $92).
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(A Top Pick Oct 15/20, Up 14.5%)Stockchase Research Editor: Michael O'Reilly Wanting to remain disciplined, we are recommending covering 50%, as we have achieved our target of $116. We also recommend moving the stop-loss to $97 (previously $92).
PAST TOP PICK
PAST TOP PICK
November 10, 2020
(A Top Pick Oct 15/20, Up 26.6%)Stockchase Research Editor: Michael O'Reilly Wanting to remain disciplined, we are recommending to cover 50% of the position as it has achieved our initial objective. We also recommend moving up the trailing stop to just above the initial recommended buy price at $32.50 (previously $28.00).
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(A Top Pick Oct 15/20, Up 26.6%)Stockchase Research Editor: Michael O'Reilly Wanting to remain disciplined, we are recommending to cover 50% of the position as it has achieved our initial objective. We also recommend moving up the trailing stop to just above the initial recommended buy price at $32.50 (previously $28.00).