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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 CF is a global leading producer of fertilizer, whose stock price has retreated 40% this year. Demand for their product has been hampered during the pandemic as low commodity prices globally caused by pandemic has made farmers reluctant to commit to their normal spending. Their latest earnings reported a loss, when analysts expected a profit. However analysts next year expect earnings growth now of 16% reflected in a 6% increase in sales. A recent acquisition of Terra Industries is expected to help solidify their position in the market while demand in key market regions like India and Brazil already show signs of improvement. It pays a healthy dividend, backed by a 83% payout ratio. We would buy this with a stop-loss at $24, looking to achieve $39 -- 28% upside. Yield 3.93% (Analysts’ price target is $39.00)
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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 again recommending ABX, a world leader in gold production, as a TOP PICK. Recently released earnings confirmed our expectation of improving financial circumstance. Earnings came in at more than double that of a year ago, beating analyst expectations by 28%. Management also announced a 12.5% increase in last quarters dividend -- the third increase this year -- and is backed by a 16% payout ratio. We would buy this with a stop-loss at $30 -- looking for an initial target of $46 (35% upside). Yield 1.40% (Analysts’ price target is $46.34)
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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 When CPB last reported earnings in Sep, EPS of $0.63 exceeded expectations by 18%. The pandemic increased soup demand by 30% and gained them over 6 million new household buyers. As we head into the the next seasonal demand upswing we are recommending them as a TOP PICK, targeting $54. It pays a good dividend, backed by a 26% payout ratio. We would recommend a stop-loss at $38. Yield 2.90% (Analysts’ price target is $53.33)
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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 Nov 05/20, Up 19%)Stockchase Research Editor: Michael O'Reilly This PAST TOP PICK rapidly achieved our $18 objective following the release of earnings. We recommend removing 50% of the position and trailing up the stop to $14.
COMMENT
For now, markets and economies depend on cheap money and fiscal spending? Yes, US election and Covid vaccine were overhangs on the market, and now we have more clarity. But even with Pfizer's announcement, it's going to take a long time to manufacture and distribute. Virus will continue well into next year. We need, and have, global central banks being accommodative. In the face of a virus resurgence, a fiscal package is very important, especially to get small businesses, travel, and leisure through the next few months.
COMMENT
With the vaccine progress, do we now have a visible path to normality? You're right. Historically, vaccines take years. So the current fast track is unprecedented. Hopefully, by mid to late next year, the vaccine will be out in the general population. So the economy can start opening up and return to a sense of normalcy mid to late next year.
BUY
She doesn't own any gold. This is a good, low cost producer. Global. Where it will be a year from now is predicated on price of gold. Trading at a more attractive valuation than some of the others. If you want exposure to gold, it's a good candidate.
HOLD
Always had difficulty with the valuation, over 70x forward earnings. She's a growth at a reasonable price manager. It's done well, cloud business growing rapidly. Hold it if you own it. She wouldn't buy at current price levels.
HOLD
Results today were in line, and they posted an investment gain. Likes the positioning in Asia, a faster growing region. Valuation of PE and price to book value very attractive. Dividend safe at these levels. Next 2-3 years, good capital upside potential. Keep holding.
WAIT
She's waiting for a 5-10% pullback. You can start nibbling at the $106 level. Replacement cycle of the 5G phone will benefit them.
HOLD
Good long-term hold. 3/4 of its operations are regulated. The rest is renewable power, which is gaining a lot of traction as a long-term secular trend. Stable cashflow stream, most comes from the US. Dividend growth visibility. Yield is 3.2%.
DON'T BUY
Will continue to do well, as e-commerce is an ongoing secular trend. Too expensive. Would have to pull back another 10-20% before she'd seriously consider it.
BUY
ENB has Line 3, which should start coming online next year. Likes it. Attractive dividend, over 8%. Reaffirmed guidance on Friday, encouraging in face of Covid. Long-term contracts, so cashflows are defensible. Would buy it here. Dividend safe, and company confirms its growth.
BUY
Good candidate as an income stock. Defensible cashflow, long-term contracts, investment-grade clients. In same negative bucket as the producers. Would have no problem owning. Even if Keystone doesn't come through, shouldn't impact them much.
DON'T BUY
High valuation. Regulatory scrutiny in China a huge overhang and will continue. Can't divine the final outcome. She'd stay away.