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TOP PICK
TOP PICK
April 1, 2021
Stockchase Research Editor: Michael O'Reilly SNAP represents the social media platform of Snapchat for Gen Z and millennials. Recently reported EPS of $0.07 beat analyst expectations of $0.02 as revenues surged over 60%. Daily users increased 22% with over 5 billion daily snaps. Management revised revenue forecasts to $720-$740 million versus analyst expectations of $703 million. We would buy this with a stop loss at $30, looking to achieve $75 -- upside potential over 38%. Yield 0% (Analysts’ price target is $75.44)
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Stockchase Research Editor: Michael O'Reilly SNAP represents the social media platform of Snapchat for Gen Z and millennials. Recently reported EPS of $0.07 beat analyst expectations of $0.02 as revenues surged over 60%. Daily users increased 22% with over 5 billion daily snaps. Management revised revenue forecasts to $720-$740 million versus analyst expectations of $703 million. We would buy this with a stop loss at $30, looking to achieve $75 -- upside potential over 38%. Yield 0% (Analysts’ price target is $75.44)
TOP PICK
TOP PICK
April 1, 2021
Stockchase Research Editor: Michael O'Reilly CALM is the largest producer of regular shell and specialty eggs in the US. It carries no debt and has been growing its cash flow. They maintain a strong balance sheet by reducing the dividend following a quarterly financial loss. Recently reported EPS of $0.28 beat expectations of $0.07. The company announced a $0.034 dividend (implied payout ratio of 12%). We would buy this with a stop loss at $33, looking to achieve $47 -- upside potential over 20%. Yield 0.3% (Analysts’ price target is $47.00)
Show full opinionHide full opinionStockchase Research Editor: Michael O'Reilly CALM is the largest producer of regular shell and specialty eggs in the US. It carries no debt and has been growing its cash flow. They maintain a strong balance sheet by reducing the dividend following a quarterly financial loss. Recently reported EPS of $0.28 beat expectations of $0.07. The company announced a $0.034 dividend (implied payout ratio of 12%). We would buy this with a stop loss at $33, looking to achieve $47 -- upside potential over 20%. Yield 0.3% (Analysts’ price target is $47.00)
TOP PICK
TOP PICK
April 1, 2021
Stockchase Research Editor: Michael O'Reilly The digital online learning space has clearly benefitted from the pandemic. CHGG provides unique online tutoring for students and offers a digital textbook rental service. Recently reported earnings were up over 40% and this year are expected up another 23%. The company has been profitable since 2016 and has added nicely to cash reserves. We would buy this with a stop loss at $61, looking to achieve $114 -- upside potential over 28%. Yield 0% (Analysts’ price target is $114.00)
Show full opinionHide full opinionStockchase Research Editor: Michael O'Reilly The digital online learning space has clearly benefitted from the pandemic. CHGG provides unique online tutoring for students and offers a digital textbook rental service. Recently reported earnings were up over 40% and this year are expected up another 23%. The company has been profitable since 2016 and has added nicely to cash reserves. We would buy this with a stop loss at $61, looking to achieve $114 -- upside potential over 28%. Yield 0% (Analysts’ price target is $114.00)
PAST TOP PICK
PAST TOP PICK
April 1, 2021
(A Top Pick Aug 11/20, Up 92.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MU is continuing to progress well. We now recommend trailing up the stop (from $55) to $80. Along with the recommendation to cover 50% previously, this would all but guarantee a minimum return on investment of 50%.
Show full opinionHide full opinion(A Top Pick Aug 11/20, Up 92.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MU is continuing to progress well. We now recommend trailing up the stop (from $55) to $80. Along with the recommendation to cover 50% previously, this would all but guarantee a minimum return on investment of 50%.
PAST TOP PICK
PAST TOP PICK
April 1, 2021
(A Top Pick Dec 17/20, Up 132%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with APHA has progressed well. We are recommending to trail up the stop (from $8) to $19. Along with our previous recommendation to cover 50%, this would all but guarantee an minimum return on investment of 60%.
Show full opinionHide full opinion(A Top Pick Dec 17/20, Up 132%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with APHA has progressed well. We are recommending to trail up the stop (from $8) to $19. Along with our previous recommendation to cover 50%, this would all but guarantee an minimum return on investment of 60%.
PAST TOP PICK
PAST TOP PICK
April 1, 2021
(A Top Pick Aug 25/20, Up 125%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FLXS has progressed well. We are recommending to trail up the stop (from $24) to $31. Along with our previous recommendation to cover 50%, this would all but guarantee an minimum return on investment of 84%.
Show full opinionHide full opinion(A Top Pick Aug 25/20, Up 125%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FLXS has progressed well. We are recommending to trail up the stop (from $24) to $31. Along with our previous recommendation to cover 50%, this would all but guarantee an minimum return on investment of 84%.
HOLD
HOLD
April 1, 2021
CP rail still moves a fair bit of thermal coal, which is decreasing. CNR gets more of its revenue from metallurgical coal, which is increasing. Both provide only a small portion of revenues. They also move chemicals, lumber, autos. If you're betting on worldwide economic recovery for many years, as he is, you have to own the railroads. He's a bit nervous about the acquisition of KCS, but if that goes through, could be terrific. Incredible performers over the long term, and no reason this will stop. He owns CNR, but would have no problem holding CP. Keep holding.
CP rail still moves a fair bit of thermal coal, which is decreasing. CNR gets more of its revenue from metallurgical coal, which is increasing. Both provide only a small portion of revenues. They also move chemicals, lumber, autos. If you're betting on worldwide economic recovery for many years, as he is, you have to own the railroads. He's a bit nervous about the acquisition of KCS, but if that goes through, could be terrific. Incredible performers over the long term, and no reason this will stop. He owns CNR, but would have no problem holding CP. Keep holding.
