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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 Fresh buying by a key investment fund and a re-iterated buy with a $60 price target by another is bringing INTC back into favour. With a PE of only 9x, compared to the sector average of 71x, it is good value now. Another catalyst is the announcement that Dish Network will use their products for their 5G roll out. It pays a good dividend, backed by a 25% payout ratio. We would buy this with a $40 stop-loss, looking to achieve $58 – 24% upside. Yield 2.91% (Analysts’ price target is $57.83)

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Curated by Michael O'Reilly since 2020.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly MATW provides end of life and mortuary services. Recent earnings resulted in a record cash generating flow for the company, which allowed a $100 million reduction in debt. It trades at 9x earnings as earnings are expected to grow over 5% next year. It pays a good dividend that has increased for 22 consecutive years. We would buy this with a stop-loss at $22.00, looking to achieve $45 – 54% upside. Yield 3.04% (Analysts’ price target is $45.00)
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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 REGN’s COV2 antibody treatment used by the US President during his treatment has been granted Emergency Use Authorization by the FDA. Even though vaccine alternatives are coming, this will provide treatment options for those infected and will help reduce hospitalizations. We would buy this with a $425 stop-loss looking to achieve $630 – 21% upside. Yield 0% (Analysts’ price target is $628.52)
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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 08/20, Up 27.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK in CNR has achieved its $9.50 objective. To be disciplined, we are recommending covering 50% of the position and trailing up the stop to $7.50 – just above our initial buy recommendation.
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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 Aug 11/20, Up 34%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK in MU has achieved its $64 objective. To be disciplined, we are recommending covering 50% of the position and trailing up the stop to $50 – just above our initial buy recommendation.
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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 Oct 29/20, Up 31.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK in NCR has achieved its $27 objective. To be disciplined, we are recommending covering 50% of the position and trailing up the stop to $20.50 – near to our initial buy recommendation.
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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 Aug 13/20, Up 29.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK in SPG has achieved its $86 objective. To be disciplined, we are recommending covering 50% of the position and trailing up the stop to $59.00 – near to our initial buy recommendation.
COMMENT
What's the hottest trend in tech right now? Even while this rotation is going on into cyclicals, value, and industrials, seems to be quite a bit of enthusiasm for memory, smart mobility, and automative chips. Micron, for example, is the poster child, up 20%.
COMMENT
Is there a move from the high flyers into value? Absolutely. It's not as though people are cashing out. They're just taking profits from tech and putting them into those cyclical names.
COMMENT
Will 5G have revolutionized the world 5 years from now? Yes. 5G will make things quicker, cheaper, and with less latency. There are new tech business models coming up. For example, edge computing. 5G will allow a lot of internet of things devices to do the actual computing on the edge, rather than having to go back to the central database and the cloud. Plus, there's all kinds of software as a service that's imposed on that structure.
RISKY
Volatile. He trades it, but doesn't treat it as an investment. Business strategy is all about acquiring software startups and keeping them. Fantastic company. They've done extremely well. ROC of 32%. Into agriculture, financial services, construction, and more. He has a price target of around $1700 CAD.
WATCH
Cloud-based solutions and tech software for the legal industry, mainly larger law firms. Global. Digitalize paperwork. Done very well. Not cheap. Only concern is ongoing losses, and Covid disruption. He follows it, but doesn't own.
COMMENT
Small cap. Acquire and develop augmented reality shopping platform. Also sell vacuums, animal health supplements. Price target of $9.05. Long list of retail clients.
COMMENT
Please explain buying 1/3 of a position. He and his analysts are looking for entry levels (to buy) and price targets (to sell). Normally enter into a position of 1/4 to 1/3, and then scale it. Sometimes you don't get your full position. You may only get 1/3 or 2/3. This discipline has always served them well.
WAIT
Great Canadian name. Cloud based platforms for companies. Management and security of devices, apps, and data. Work from home has fueled its growth. Rare blend of growth and income. Price target of $13.49, and it's getting close. Modest dividend of 2.75%.