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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 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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TOP PICK
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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Curated by Michael O'Reilly since 2020.
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TOP PICK

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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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 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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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 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.
COMMENT
Depending on the company, those with multiples are fine as long they're growing rapidly with strong outlooks. The easy money in the recovery is probably behind us. Higher interest rates normally accompany a stronger economy, which is what is happening, and he sees continuing as we recover. He's not a commodity investor, though there is a serious recovery here; the easy money has been made. Once people can drive in the summer for vacations, he expects this demand to keep oil prices strong. Renewables require a lot of copper and steel to build that infrastructure. In recovery stocks, he owned a few cruiselines, buying low, but sold some.
HOLD
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.
BUY

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.

HOLD

Yesterday's sell-off He owns Amazon instead, CJT's customer. Air delivery is growing as retail grows online. This business is solid, though there may be more competition as the airlines resume flying. The Canadian economy will grow as will e-commerce, so this is good to hold long-term.

BUY

He read Warren Buffett's letter; he loves this stock and last year bought a lot of it. Apple is well-positioned with a strong customer following and the company can gradually expand market share. He traded out of this a few years ago--a mistake. You can re-enter it here. He owns Facebook, Google and Amazon in this space, instead.

BUY

Brilliantly run for the last 30 years. They've made many successful investments, but the Westjet buy was untimely and slowed down Onex. But post-pandemic, airline travel will really pick up. So, it's now cheap in PE, though the dividend is only 0.5%. Onex hands so much stuff, so you don't know what business will work or bite them. Overall, this is fine.

BUY
The U.S. housing boom has fuelled lumber prices and WEF, a strong tailwind. These prices will remain strong for a few years as Asian economies also pick up. Doesn't know WEF that well.
PARTIAL BUY
A core holding. The stock has done extremely well and is a past pick. Opportunities to expand in the U.S. is huge. Nothing is stopping this stock. It's at all-time highs now, so buy gradually. He has a $35-50 price target.
BUY
Well-managed over the years. They recently sold their stock-information business to Refinitiv, so now have a lot of cash to buy a company if they wish. TRI also supplies legal case histories to lawyers, and this is a growing business.
PAST TOP PICK

(A Top Pick Jan 02/20, Up 22%) He sold it at $267 in mid-December to buy Uber and Comcast instead for the economic reopening. He still likes HD, but sold because the housing boom was well underway. You can buy HD now and make 5-10%. A great company.