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Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 23, 2021
(A Top Pick Dec 24/20, Up 19.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with URBN has achieved its $32 target. To remain disciplined, we recommend covering 50% and trailing up the stop (from $21) to $25.
Show full opinionHide full opinion
(A Top Pick Dec 24/20, Up 19.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with URBN has achieved its $32 target. To remain disciplined, we recommend covering 50% and trailing up the stop (from $21) to $25.
PAST TOP PICK
PAST TOP PICK
February 23, 2021
(A Top Pick Jan 19/21, Up 0%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with OPEN has triggered our $27 stop (our original entry recommendation level). To be disciplined, we recommend covering the entire position at this time.
Show full opinionHide full opinion(A Top Pick Jan 19/21, Up 0%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with OPEN has triggered our $27 stop (our original entry recommendation level). To be disciplined, we recommend covering the entire position at this time.
PAST TOP PICK
PAST TOP PICK
February 23, 2021
(A Top Pick Sep 22/20, Down 1.58%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with WMT has triggered its $136 stop. To remain disciplined, we recommend covering the entire position at this time.
Show full opinionHide full opinion(A Top Pick Sep 22/20, Down 1.58%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with WMT has triggered its $136 stop. To remain disciplined, we recommend covering the entire position at this time.
DON'T BUY
DON'T BUY
February 23, 2021
He used to own this for its dividend, but became unhappy with how they executed on growth plans. He doesn't see much forward growth in the next two years. They're moving some production to Taiwan Semiconductor. They lag the leaders in semis now. The stock fell to $45, but has rebounded nicely, due to activists who saw value in INTC. He prefers AMD and Nvidia, both momentum growth stocks that have pulled back in the last 3 weeks.
He used to own this for its dividend, but became unhappy with how they executed on growth plans. He doesn't see much forward growth in the next two years. They're moving some production to Taiwan Semiconductor. They lag the leaders in semis now. The stock fell to $45, but has rebounded nicely, due to activists who saw value in INTC. He prefers AMD and Nvidia, both momentum growth stocks that have pulled back in the last 3 weeks.
BUY
BUY
February 23, 2021
A favourite medical device stock; their products are established in hospitals and medical labs. A big holding of his. Though it's been lagging in the last 4 months. He likes the current stock price and sees 20% upside this year in this stock. They do M&A well but they also grow organically. Maybe the market is waiting for them to do a big purchase. TMO does well year after year, and you can buy and hold this for a long time.
Show full opinionHide full opinionA favourite medical device stock; their products are established in hospitals and medical labs. A big holding of his. Though it's been lagging in the last 4 months. He likes the current stock price and sees 20% upside this year in this stock. They do M&A well but they also grow organically. Maybe the market is waiting for them to do a big purchase. TMO does well year after year, and you can buy and hold this for a long time.
BUY WEAKNESS
BUY WEAKNESS
February 23, 2021
A core tech/consumer product holding of his. It's taking a breather with all momentum stocks that led in 2020. The rise in bond yields, driving the current rotation, is hitting these tech names hard, though Apple not too badly. He likes Apple for its ecosystem based on a solid consumer base that continues to upgrade their phones, buy their products and use their services. Apple is no longer cheap and has been pricing in its obvious growth. Don't sell, but average down with any 5-10% pullback, and have a long-term view.
Show full opinionHide full opinionA core tech/consumer product holding of his. It's taking a breather with all momentum stocks that led in 2020. The rise in bond yields, driving the current rotation, is hitting these tech names hard, though Apple not too badly. He likes Apple for its ecosystem based on a solid consumer base that continues to upgrade their phones, buy their products and use their services. Apple is no longer cheap and has been pricing in its obvious growth. Don't sell, but average down with any 5-10% pullback, and have a long-term view.
BUY WEAKNESS
BUY WEAKNESS
February 23, 2021
Buy for dividend, growth or both? He's owned this for years as one of his first income trusts. This can be lumpy becomes it's commodity based. They always pay a dividend, but it varies. Commodity prices move and spike. He likes it. Buy it in the low-$30s. All metal stocks have had a great run. If bond yields peter out, there'll probably be some money move back into tech and out of cyclicals and this could push the price down. But watch the price of iron ore closely. LIF usually trades between in $20-40.
Show full opinionHide full opinionBuy for dividend, growth or both? He's owned this for years as one of his first income trusts. This can be lumpy becomes it's commodity based. They always pay a dividend, but it varies. Commodity prices move and spike. He likes it. Buy it in the low-$30s. All metal stocks have had a great run. If bond yields peter out, there'll probably be some money move back into tech and out of cyclicals and this could push the price down. But watch the price of iron ore closely. LIF usually trades between in $20-40.
