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TOP PICK
TOP PICK
February 23, 2021
Stockchase Research Editor: Michael O'Reilly BIGC was a 2020 technology IPO that peaked over $160 last August. The company offers a technology platform that allows merchants to connect directly with customers and business-to-business. It serves over 60,000 online stores in 150 countries. Recent earnings showed revenues up 39%, despite a small net loss (which was beat market expectations). Management's 2021 outlook calls for a 25% revenue boost -- again above analyst expectations. Gross margins of 78% helped propel earnings up 40%. There is large upside potential we think, beyond our target of $81.50 -- 35% upside initially. We would buy this with a stop-loss at $40. Yield 0%. (Analysts’ price target is $81.21)
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Stockchase Research Editor: Michael O'Reilly BIGC was a 2020 technology IPO that peaked over $160 last August. The company offers a technology platform that allows merchants to connect directly with customers and business-to-business. It serves over 60,000 online stores in 150 countries. Recent earnings showed revenues up 39%, despite a small net loss (which was beat market expectations). Management's 2021 outlook calls for a 25% revenue boost -- again above analyst expectations. Gross margins of 78% helped propel earnings up 40%. There is large upside potential we think, beyond our target of $81.50 -- 35% upside initially. We would buy this with a stop-loss at $40. Yield 0%. (Analysts’ price target is $81.21)
TOP PICK
TOP PICK
February 23, 2021
Stockchase Research Editor: Michael O'Reilly DISH has a relatively high 17% of its stock held short. However, recent earnings may begin to cause short holders to re-think that. Namely revenues were up over 30% and subscriber decline is slowing, suggesting the worst may have passed. Trading at only 12x earnings, it is well below its peer average of 47x. The company is estimated to have added $420 million to its cash holdings. We would buy this with a stop-loss at $22, looking to target $40.50 -- potential upside over 32%. Yield 0% (Analysts’ price target is $40.42)
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Stockchase Research Editor: Michael O'Reilly DISH has a relatively high 17% of its stock held short. However, recent earnings may begin to cause short holders to re-think that. Namely revenues were up over 30% and subscriber decline is slowing, suggesting the worst may have passed. Trading at only 12x earnings, it is well below its peer average of 47x. The company is estimated to have added $420 million to its cash holdings. We would buy this with a stop-loss at $22, looking to target $40.50 -- potential upside over 32%. Yield 0% (Analysts’ price target is $40.42)
TOP PICK
TOP PICK
February 23, 2021
Stockchase Research Editor: Michael O'Reilly ETR is a dividend workhorse with upside potential. The company operates and distributes electricity generation throughout the southern US. It trades at 13x earnings, compared to its peers at 34x. Almost 85% of the shares are held by large institutions. It pays an excellent dividend, backed by a 70% payout ratio -- manageable for a utility based business. We would trade this with a stop-loss at $79, looking to achieve $115 -- upside potential over 25%. Yield 4.08% (Analysts’ price target is $114.15)
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Entergy Corp. (ETR-N)
February 23, 2021
Stockchase Research Editor: Michael O'Reilly ETR is a dividend workhorse with upside potential. The company operates and distributes electricity generation throughout the southern US. It trades at 13x earnings, compared to its peers at 34x. Almost 85% of the shares are held by large institutions. It pays an excellent dividend, backed by a 70% payout ratio -- manageable for a utility based business. We would trade this with a stop-loss at $79, looking to achieve $115 -- upside potential over 25%. Yield 4.08% (Analysts’ price target is $114.15)
PAST TOP PICK
PAST TOP PICK
February 23, 2021
(A Top Pick Nov 17/20, Up 28.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NYCB has achieved its $11.50 target. To remain disciplined, we are recommending covering 50% of the position and trailing up the stop (from $7.50) to $10.50. This will all but guarantee a minimum return exceeding 22%.
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(A Top Pick Nov 17/20, Up 28.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NYCB has achieved its $11.50 target. To remain disciplined, we are recommending covering 50% of the position and trailing up the stop (from $7.50) to $10.50. This will all but guarantee a minimum return exceeding 22%.
PAST TOP PICK
PAST TOP PICK
February 23, 2021
(A Top Pick Dec 15/20, Up 34%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with HVT has achieved its $36 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop to $29. This would all but guarantee a minimum investment return of 20%.
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(A Top Pick Dec 15/20, Up 34%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with HVT has achieved its $36 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop to $29. This would all but guarantee a minimum investment return of 20%.
PAST TOP PICK
PAST TOP PICK
February 23, 2021
(A Top Pick Dec 03/20, Up 21.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with SKYW has achieved its $56 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop to $36.
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Skywest Inc (SKYW-Q)
February 23, 2021
(A Top Pick Dec 03/20, Up 21.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with SKYW has achieved its $56 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop to $36.
PAST TOP PICK
PAST TOP PICK
February 23, 2021
(A Top Pick Sep 15/20, Up 50.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BANF has achieved its $66 target. To be disciplined, we recommend covering 50% of the position and trailing up the stop to $60. This will all but guarantee a minimum investment return of 43%.
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BancFirst Corp. (BANF-Q)
February 23, 2021
(A Top Pick Sep 15/20, Up 50.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BANF has achieved its $66 target. To be disciplined, we recommend covering 50% of the position and trailing up the stop to $60. This will all but guarantee a minimum investment return of 43%.