Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 5, 2021
Stockchase Research Editor: Michael O'Reilly This is a bit of a contrarian play. After hitting highs over $550 per share in mid-October, ZM is now trading just above $355 -- over 35% cheaper. Although vaccines are rolling out, it could be that remote meetings may still be necessary until late summer. Other competitors have emerged in the space, but the platform of ZM remains the preference. Current operations have allowed them to accumulate over $700 million in cash over the year. We would buy this with a stop-loss at $250, looking for a return to $435 -- over 20% upside. Yield 0% (Analysts’ price target is $435.00)
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Stockchase Research Editor: Michael O'Reilly This is a bit of a contrarian play. After hitting highs over $550 per share in mid-October, ZM is now trading just above $355 -- over 35% cheaper. Although vaccines are rolling out, it could be that remote meetings may still be necessary until late summer. Other competitors have emerged in the space, but the platform of ZM remains the preference. Current operations have allowed them to accumulate over $700 million in cash over the year. We would buy this with a stop-loss at $250, looking for a return to $435 -- over 20% upside. Yield 0% (Analysts’ price target is $435.00)
TOP PICK
TOP PICK
January 5, 2021

Stockchase Research Editor: Michael O'Reilly LI is a manufacturer of smart electric SUVs in China, where EV sales there are expected to grow by 40% next year. December deliveries of EVs in general set new records. Sales by LI were up 530% over the year, which is now generating some significant cash flows. The company is heard to be a potential partner with Apple in their EV project. We would buy this with a stop-loss at $20, looking to target $44 -- over 40% upside. Yield 0% (Analysts’ price target is $44.20)

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Li Auto (LI-Q)
January 5, 2021

Stockchase Research Editor: Michael O'Reilly LI is a manufacturer of smart electric SUVs in China, where EV sales there are expected to grow by 40% next year. December deliveries of EVs in general set new records. Sales by LI were up 530% over the year, which is now generating some significant cash flows. The company is heard to be a potential partner with Apple in their EV project. We would buy this with a stop-loss at $20, looking to target $44 -- over 40% upside. Yield 0% (Analysts’ price target is $44.20)

TOP PICK
TOP PICK
January 5, 2021
Stockchase Research Editor: Michael O'Reilly With branded outlets like Fatburger and Johnny Rockets, this restaurant franchiser is well known. As vaccines roll out, demand should continue returning for the franchise owners. System wide sales grew over 50% over the quarter with 12 new locations opening, bringing the total to 678 outlets. Another 26 outlets are fully committed for first-half 2021. This is expected to begin adding significantly to cash flows. We would buy this with a stop-loss at $4.00, looking to target $8.00 -- upside of 30%. Yield 0% (Analysts’ price target is $8.00)
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FAT Brands Inc. (FAT-Q)
January 5, 2021
Stockchase Research Editor: Michael O'Reilly With branded outlets like Fatburger and Johnny Rockets, this restaurant franchiser is well known. As vaccines roll out, demand should continue returning for the franchise owners. System wide sales grew over 50% over the quarter with 12 new locations opening, bringing the total to 678 outlets. Another 26 outlets are fully committed for first-half 2021. This is expected to begin adding significantly to cash flows. We would buy this with a stop-loss at $4.00, looking to target $8.00 -- upside of 30%. Yield 0% (Analysts’ price target is $8.00)
DON'T BUY
DON'T BUY
January 5, 2021
Airlines continue to struggle and will take much longer than some expect to recover. There are better opportunities in other sectors, like metals. Yes, people want to travel again, but he thinks it will be a long while before people can actually travel, especially for business.
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Airlines continue to struggle and will take much longer than some expect to recover. There are better opportunities in other sectors, like metals. Yes, people want to travel again, but he thinks it will be a long while before people can actually travel, especially for business.
BUY
BUY
January 5, 2021

In the context of carbon tax announcements and the green push in US government Generally, yes, he'd buy this. There is a green push which will benefit NFI in the next couple of years. As for the Covid effect: People riding transit are extremely cautious and practice safety measures like distancing. Secondly, a company called Gatekeeper will take a passenger's body temperature as they board the bus, as applied to kids boarding school buses.

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In the context of carbon tax announcements and the green push in US government Generally, yes, he'd buy this. There is a green push which will benefit NFI in the next couple of years. As for the Covid effect: People riding transit are extremely cautious and practice safety measures like distancing. Secondly, a company called Gatekeeper will take a passenger's body temperature as they board the bus, as applied to kids boarding school buses.

BUY
BUY
January 5, 2021
New Flyer Industries The Covid effect: People riding transit are extremely cautious and practice safety measures like distancing. Secondly, a company called Gatekeeper will take a passenger's body temperature as they board the bus, as applied to kids boarding school buses.
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New Flyer Industries The Covid effect: People riding transit are extremely cautious and practice safety measures like distancing. Secondly, a company called Gatekeeper will take a passenger's body temperature as they board the bus, as applied to kids boarding school buses.
STRONG BUY
STRONG BUY
January 5, 2021
China buys a huge amount of steel and iron ore, so this will benefit Stelco and those commodity prices. The current CEO is very good. This has huge upside with strong real estate value. Will produce strong cash flow to the point that he predicts the dividend to return.
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China buys a huge amount of steel and iron ore, so this will benefit Stelco and those commodity prices. The current CEO is very good. This has huge upside with strong real estate value. Will produce strong cash flow to the point that he predicts the dividend to return.