Latest Expert Opinions

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TOP PICK
TOP PICK
April 27, 2021
Stockchase Research Editor: Michael O'Reilly ABBV is one of the highest quality pharma stocks you can own with a $194 billion market cap and is a good defensive holding paying an excellent dividend (backed by a payout ratio of 50% of cash flow). Best known for its Crohn's disease treatment Humira, which provided over $19 billion in revenue last year. We would buy this with a stop loss at $90, looking to achieve $125 -- upside potential over 11%. Not a growth stock, but a good dividend payer. Yield 4.45% (Analysts’ price target is $122.17)
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AbbVie Inc. (ABBV-N)
April 27, 2021
Stockchase Research Editor: Michael O'Reilly ABBV is one of the highest quality pharma stocks you can own with a $194 billion market cap and is a good defensive holding paying an excellent dividend (backed by a payout ratio of 50% of cash flow). Best known for its Crohn's disease treatment Humira, which provided over $19 billion in revenue last year. We would buy this with a stop loss at $90, looking to achieve $125 -- upside potential over 11%. Not a growth stock, but a good dividend payer. Yield 4.45% (Analysts’ price target is $122.17)
Stockchase Research
Price
$111.605
Owned
_N/A
TOP PICK
TOP PICK
April 27, 2021
Stockchase Research Editor: Michael O'Reilly The producer of personal care products has clearly benefited from the pandemic -- after all who doesn't recall store shelves emptied of tp. Recently reported earnings shows a slow down in sales growth, which should not be totally unexpected. Management is engaging in a cost saving restructuring plan to help boost margins. It pays a good dividend, backed by a payout ratio of under 65%. A defensive holding, not a high-flyer. We would buy this with a stop loss at $115, looking to achieve $155 -- upside potential of 15%. Yield 3.49% (Analysts’ price target is $146.34)
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Kimberly Clark (KMB-N)
April 27, 2021
Stockchase Research Editor: Michael O'Reilly The producer of personal care products has clearly benefited from the pandemic -- after all who doesn't recall store shelves emptied of tp. Recently reported earnings shows a slow down in sales growth, which should not be totally unexpected. Management is engaging in a cost saving restructuring plan to help boost margins. It pays a good dividend, backed by a payout ratio of under 65%. A defensive holding, not a high-flyer. We would buy this with a stop loss at $115, looking to achieve $155 -- upside potential of 15%. Yield 3.49% (Analysts’ price target is $146.34)
Stockchase Research
Price
$129.850
Owned
Unknown
TOP PICK
TOP PICK
April 27, 2021
Stockchase Research Editor: Michael O'Reilly The trucking industry in North America sees demand at unprecedented levels. With fewer trucks on the road, due to the pandemic, recently reported revenue still grew. Operating income was up over 50%. Management has increased EPS guidance for the full year to $3.45-$3.60, compared to analyst estimates of $3.40. It trades at 14x earnings, compared to peers at over 30x. Its dividend is growing by 5% annually and is backed by a payout ratio of less than 20% of cash flow. We would buy this with a stop loss at $36, looking to achieve $56 -- upside potential over 20%. Yield 0.7% (Analysts’ price target is $55.24)
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Stockchase Research Editor: Michael O'Reilly The trucking industry in North America sees demand at unprecedented levels. With fewer trucks on the road, due to the pandemic, recently reported revenue still grew. Operating income was up over 50%. Management has increased EPS guidance for the full year to $3.45-$3.60, compared to analyst estimates of $3.40. It trades at 14x earnings, compared to peers at over 30x. Its dividend is growing by 5% annually and is backed by a payout ratio of less than 20% of cash flow. We would buy this with a stop loss at $36, looking to achieve $56 -- upside potential over 20%. Yield 0.7% (Analysts’ price target is $55.24)
PAST TOP PICK
PAST TOP PICK
April 27, 2021
(A Top Pick Apr 08/21, Up 31.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MRNA has achieved our $175 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop to $134, just above the original recommended entry level. This would all but guarantee a minimum investment return exceeding 15%.
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Moderna (MRNA-Q)
April 27, 2021
(A Top Pick Apr 08/21, Up 31.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MRNA has achieved our $175 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop to $134, just above the original recommended entry level. This would all but guarantee a minimum investment return exceeding 15%.
Stockchase Research
Price
$183.350
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
April 27, 2021
(A Top Pick Apr 15/21, Up 28.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LOVE has quickly achieved its $76 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop to $59.50, just above the original recommended entry level. This would all but guarantee a minimum investment return of 14%.
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(A Top Pick Apr 15/21, Up 28.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LOVE has quickly achieved its $76 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop to $59.50, just above the original recommended entry level. This would all but guarantee a minimum investment return of 14%.
BUY
BUY
April 27, 2021
As a 5G play A great growth opportunity in 5G, especially in millimetre-wave 5G, a frequency that allows very high internet speeds, which is hard to build out because of interference issues. For this, you need towers to host the equipment and small cells (many towers in dense urban areas). CCI is in a great spot, because they have the tower as well as small-cell business. Recently, CCI reported a strong quarter and raised their guidance. CCI is at the start of a long capex cycle for 5G and will benefit deeply.
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As a 5G play A great growth opportunity in 5G, especially in millimetre-wave 5G, a frequency that allows very high internet speeds, which is hard to build out because of interference issues. For this, you need towers to host the equipment and small cells (many towers in dense urban areas). CCI is in a great spot, because they have the tower as well as small-cell business. Recently, CCI reported a strong quarter and raised their guidance. CCI is at the start of a long capex cycle for 5G and will benefit deeply.
Varun Anand
Price
$184.810
Owned
Unknown
WEAK BUY
WEAK BUY
April 27, 2021

A small cap, too small for him, but it's one of the leaders in renewable natural gas. They have three technologies to process nat gas, which puts them in an ideal, unique position to serve customers. RNG is in the early stages so there could be a lot of momentum if governments adopt RNG. This isn't a cheap stock, because it prices in many years of growth, which is partly justified. He likes GRN, but expects some volatility. But the independent Canadian power producers offer more stability and a lower valuation.

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A small cap, too small for him, but it's one of the leaders in renewable natural gas. They have three technologies to process nat gas, which puts them in an ideal, unique position to serve customers. RNG is in the early stages so there could be a lot of momentum if governments adopt RNG. This isn't a cheap stock, because it prices in many years of growth, which is partly justified. He likes GRN, but expects some volatility. But the independent Canadian power producers offer more stability and a lower valuation.

Varun Anand
Price
$0.000
Owned
Unknown