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Lordstown Motors Corp. (RIDE-Q)
March 2, 2021
Stockchase Research Editor: Michael O'Reilly RIDE has the early lead in bringing the world's first all electric commercial pickup truck to market -- targeting September 2021 for the rollout. With only four moving parts and 95% more efficient than traditional engines, it can be a real disruptor in the space. The stock was recently hurt when the US Post Office decided to purchase from another EV manufacturer. However, the Biden Administration executive order to replace all federal vehicles with net zero emissions with parts made in the US will be an opportunity as over 600,000 federal vehicles will need to convert to EV, hybrid, or electrified. The company is not yet profitable, but with over 100,000 pre-orders it is well positioned. We would buy this with a stop-loss at $13, looking to achieve $32.50. Yield 0% (Analysts’ price target is $32.20)
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Lordstown Motors Corp. (RIDE-Q)
March 2, 2021
Stockchase Research Editor: Michael O'Reilly RIDE has the early lead in bringing the world's first all electric commercial pickup truck to market -- targeting September 2021 for the rollout. With only four moving parts and 95% more efficient than traditional engines, it can be a real disruptor in the space. The stock was recently hurt when the US Post Office decided to purchase from another EV manufacturer. However, the Biden Administration executive order to replace all federal vehicles with net zero emissions with parts made in the US will be an opportunity as over 600,000 federal vehicles will need to convert to EV, hybrid, or electrified. The company is not yet profitable, but with over 100,000 pre-orders it is well positioned. We would buy this with a stop-loss at $13, looking to achieve $32.50. Yield 0% (Analysts’ price target is $32.20)
Automotive
Stockchase Research
Price
$20.730
Owned
_N/A
TOP PICK
TOP PICK
Domino's Pizza, Inc. (DPZ-N)
March 2, 2021
Stockchase Research Editor: Michael O'Reilly Last October we identified DPZ as a BUY ON WEAKNESS candidate if it traded back down towards $345. It has achieved our target and so we are recommending to buy with a stop-loss at $300, looking to target $424 -- upside potential over 23%. It pays a small dividend, backed by a payout ratio of 33%. EPS grew by 30% last year and is expected to grow 12% annually over the next five years. It trades at 30x earnings, just under peers at 35x in the same space. Almost 90% of the stock is held by institutions, who are likely to show good holding power. Yield 0.9% (Analysts’ price target is $423.85)
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Domino's Pizza, Inc. (DPZ-N)
March 2, 2021
Stockchase Research Editor: Michael O'Reilly Last October we identified DPZ as a BUY ON WEAKNESS candidate if it traded back down towards $345. It has achieved our target and so we are recommending to buy with a stop-loss at $300, looking to target $424 -- upside potential over 23%. It pays a small dividend, backed by a payout ratio of 33%. EPS grew by 30% last year and is expected to grow 12% annually over the next five years. It trades at 30x earnings, just under peers at 35x in the same space. Almost 90% of the stock is held by institutions, who are likely to show good holding power. Yield 0.9% (Analysts’ price target is $423.85)
food services
Stockchase Research
Price
$346.955
Owned
_N/A
TOP PICK
TOP PICK
Nike Inc (NKE-N)
March 2, 2021

Stockchase Research Editor: Michael O'Reilly NKE has clearly benefited from the pandemic, trading up to 78x earnings. However with EPS expected to be up over 25% next year and to average over 34% annually over the next five, its forward PE looks like a more reasonable 35x earnings. It pays a smallish dividend, backed by a sustainable 55% payout ratio. HSBC just upgraded the company to a buy last week, citing the company is now realizing its strategy of achieving both higher margins and growing market share. We would buy this with a stop-loss at $110, looking to achieve $164 -- upside potential of 20%. Yield 0.74% (Analysts’ price target is $163.68)

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Nike Inc (NKE-N)
March 2, 2021

Stockchase Research Editor: Michael O'Reilly NKE has clearly benefited from the pandemic, trading up to 78x earnings. However with EPS expected to be up over 25% next year and to average over 34% annually over the next five, its forward PE looks like a more reasonable 35x earnings. It pays a smallish dividend, backed by a sustainable 55% payout ratio. HSBC just upgraded the company to a buy last week, citing the company is now realizing its strategy of achieving both higher margins and growing market share. We would buy this with a stop-loss at $110, looking to achieve $164 -- upside potential of 20%. Yield 0.74% (Analysts’ price target is $163.68)

misc consumer products
Stockchase Research
Price
$137.280
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
Immunovant, Inc. (IMVT-Q)
March 2, 2021
(A Top Pick Feb 16/21, Down 18.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with IMVT has triggered our recommended stop at $15. To be disciplined, we recommend covering the position. We will look for better opportunities.
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Immunovant, Inc. (IMVT-Q)
March 2, 2021
(A Top Pick Feb 16/21, Down 18.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with IMVT has triggered our recommended stop at $15. To be disciplined, we recommend covering the position. We will look for better opportunities.
Pharma & Healthcare
Stockchase Research
Price
$14.440
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
Strategic Education, Inc. (STRA-Q)
March 2, 2021
(A Top Pick Dec 10/20, Down 15.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with STRA has triggered our recommended stop at $81. To be disciplined, we recommend covering the position at this time. We will look for better opportunities.
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Strategic Education, Inc. (STRA-Q)
March 2, 2021
(A Top Pick Dec 10/20, Down 15.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with STRA has triggered our recommended stop at $81. To be disciplined, we recommend covering the position at this time. We will look for better opportunities.
Business Services
Stockchase Research
Price
$81.930
Owned
_N/A
HOLD
HOLD
Enbridge (ENB-T)
March 2, 2021
Earning support the 7% dividend? This was a core holding 5-10 years in most Canadian portfolios given strong growth prospects in pipelines. Since then, pipelines have become unfashionable; ENB has been delayed in their pipeline expansions in Minnesota and Michigan. But Minnesota has since cleared up and there's a pipeline shortage, so ENB can demand maximum pricing from oil companies to use them. ENB's profitabilility may not catch up to the dividend, but won't hurt the div for likely 20 years. You can hold this. Expect some upside in the coming year.
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Enbridge (ENB-T)
March 2, 2021
Earning support the 7% dividend? This was a core holding 5-10 years in most Canadian portfolios given strong growth prospects in pipelines. Since then, pipelines have become unfashionable; ENB has been delayed in their pipeline expansions in Minnesota and Michigan. But Minnesota has since cleared up and there's a pipeline shortage, so ENB can demand maximum pricing from oil companies to use them. ENB's profitabilility may not catch up to the dividend, but won't hurt the div for likely 20 years. You can hold this. Expect some upside in the coming year.
oil/gas pipelines
Bruce Murray
Price
$44.240
Owned
Yes
BUY
BUY
Canadian Pacific Rail (CP-T)
March 2, 2021

CP vs CN The CP stock split isn't an issue. He prefers CP in the short term. Late CEO Hunter Harrison turned CN around and his legacy remains as CN continues to reduce costs and do very well. Harrison didn't helm CP until later, around 2012, so CP is a bit behind. CP has good exposure shipping crude, and this business should pick up in summer as more people drive and burn gas during the reopening. He prefers CP which will deliver 10-15% returns vs. CN's 5-10% in the coming year.

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Canadian Pacific Rail (CP-T)
March 2, 2021

CP vs CN The CP stock split isn't an issue. He prefers CP in the short term. Late CEO Hunter Harrison turned CN around and his legacy remains as CN continues to reduce costs and do very well. Harrison didn't helm CP until later, around 2012, so CP is a bit behind. CP has good exposure shipping crude, and this business should pick up in summer as more people drive and burn gas during the reopening. He prefers CP which will deliver 10-15% returns vs. CN's 5-10% in the coming year.

Transportation
Bruce Murray
Price
$466.500
Owned
Unknown
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