Stockchase Research Editor: Michael O'Reilly ROKU is North America's largest streaming service, with over 51 million customers. It releases earnings May 6. Analysts expect EPS of ($0.18), an improvement of over 70% from last year. Sales growth has averaged over 40% over the past five years. The company has been adding to cash reserves, now estimated at over $1 billion. The company has seen a series of analyst upgrades over the past month, with one projecting a stock price of $475. We would buy this with a stop loss at $275, looking to achieve over $471 -- upside potential over 30%. Yield 0% (Analysts’ price target is $471.44)

Stockchase Research Editor: Michael O'Reilly BIDU is the largest search engine in China. If you believe China-US relations will stabilize with the new US Administration, this is a great value opportunity. Following in GOOG's footsteps, the company is also engaged in self-driving cars and is looking to add 1 million such vehicles over the next 3-5 years. It trades at 22x earnings, compared to US peers at 70x. It is estimated to hold over $36 billion in cash reserves. We would buy this with a stop loss at $145, looking to achieve $348 -- upside potential exceeding 60%. Yield 0% (Analysts’ price target is $348.13)

Stockchase Research Editor: Michael O'Reilly SBSW is a $14 billion market cap miner of gold, platinum (world's largest producer), and palladium (world's 2nd largest producer). The company is based in South Africa with operations extending into the US and Finland. It trades at 7x earnings (compared to peers at 26x), has a return on equity over 68%, and a five year annual sales growth over 40%. It's dividend is based on an earnings formula that triggered a payment this year amounting to $0.98 per share -- an excellent yield with an estimated payout ratio under 40% of cash flow -- if commodity prices hold. We would buy this with a stop loss at $13.50, looking to achieve $25.00 -- upside potential exceeding 28%. Yield 5.02% (Analysts’ price target is $25.00)

(A Top Pick Feb 11/21, Up 23.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with EVRI has achieved its $17.50 target. To be disciplined, we are recommending covering 50% of the position and trailing up the stop (from $8.50) to $14.25 -- just above the original recommended buy level. This would all but guarantee a minimum investment return of 12%.

(A Top Pick Jan 21/21, Up 19.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FB has achieved its $325 target. To be disciplined, we are recommending covering 50% of the position and trailing up the stop (from $210) to $275 -- just above the original recommended buy level. This would all but guarantee a minimum investment return of 10%.

An explorer. Likes it, but there's risk. Once there's a big discovery in the States, a lot of US money will come into the sector and that could be bullish. Lots of optimism on this. No problem acquiring at this level. Once more results come in, he will have to decide whether to pull money out or add.

Speculative buy with a $31 target. Has never been too impressed. Big deposit, but needs a lot of money to get it going. He'd rather put his money into producers that are offering cashflow and dividends.