Latest Expert Opinions

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TOP PICK
TOP PICK
May 4, 2021
Stockchase Research Editor: Michael O'Reilly A way to play the global recovery in oil and gas, while avoiding the pipeline drama in North America. The company is working to become carbon neutral by 2050, is one of the largest producers in the world, and is investing in renewable energy. It trades below book value and at 8.5x forward earnings. It pays a good dividend, backed by a payout ratio under 30% of next year's cash flow. We would buy this with a stop loss at $30, looking to achieve $51 -- upside potential over 30%. Yield 3.37% (Analysts’ price target is $50.86)
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Stockchase Research Editor: Michael O'Reilly A way to play the global recovery in oil and gas, while avoiding the pipeline drama in North America. The company is working to become carbon neutral by 2050, is one of the largest producers in the world, and is investing in renewable energy. It trades below book value and at 8.5x forward earnings. It pays a good dividend, backed by a payout ratio under 30% of next year's cash flow. We would buy this with a stop loss at $30, looking to achieve $51 -- upside potential over 30%. Yield 3.37% (Analysts’ price target is $50.86)
TOP PICK
TOP PICK
May 4, 2021
Stockchase Research Editor: Michael O'Reilly CIEN is an internet network solutions company that is well poised for the growth in 5G. Recently reported earnings of $0.52 per share beat analyst expectations by 15%. Less than 2/3 of revenue is derived in North America, providing global diversification. The company holds $1.3 billion in cash. Announcements by the Biden Administration to strengthen internet infrastructure will keep demand for their 5G applications growing. We would buy this with a stop loss at $39, looking to achieve $60 -- upside potential over 19%. Yield 0% (Analysts’ price target is $59.56)
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Ciena (CIEN-N)
May 4, 2021
Stockchase Research Editor: Michael O'Reilly CIEN is an internet network solutions company that is well poised for the growth in 5G. Recently reported earnings of $0.52 per share beat analyst expectations by 15%. Less than 2/3 of revenue is derived in North America, providing global diversification. The company holds $1.3 billion in cash. Announcements by the Biden Administration to strengthen internet infrastructure will keep demand for their 5G applications growing. We would buy this with a stop loss at $39, looking to achieve $60 -- upside potential over 19%. Yield 0% (Analysts’ price target is $59.56)
TOP PICK
TOP PICK
May 4, 2021
Stockchase Research Editor: Michael O'Reilly PYPL has seen its digital payment business grow with the pandemic e-commerce and contactless transactions. Earnings growth has been over 10% for 7 of the past 8 quarters. The company is sitting on over $18 billion in cash reserves. Earnings are being released tomorrow, so this has a little bit more short term volatility. We would buy this with a stop loss at $180, looking to achieve $311 -- upside potential exceeding 25%. Yield 0% (Analysts’ price target is $310.53)
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Stockchase Research Editor: Michael O'Reilly PYPL has seen its digital payment business grow with the pandemic e-commerce and contactless transactions. Earnings growth has been over 10% for 7 of the past 8 quarters. The company is sitting on over $18 billion in cash reserves. Earnings are being released tomorrow, so this has a little bit more short term volatility. We would buy this with a stop loss at $180, looking to achieve $311 -- upside potential exceeding 25%. Yield 0% (Analysts’ price target is $310.53)
Stockchase Research
Price
$249.330
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
May 4, 2021
(A Top Pick Mar 02/21, Up 22.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DPZ has achieved its $424 target. To remain disciplined, we recommend covering 50% of the position and trailing up the stop to $350 -- just above our recommended entry level. This would all but guarantee a minimum investment return of 11%.
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(A Top Pick Mar 02/21, Up 22.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DPZ has achieved its $424 target. To remain disciplined, we recommend covering 50% of the position and trailing up the stop to $350 -- just above our recommended entry level. This would all but guarantee a minimum investment return of 11%.
Stockchase Research
Price
$435.200
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
May 4, 2021
(A Top Pick Oct 15/20, Up 18.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FAST has achieved its $53 target. To remain disciplined, we recommend covering 50% of the position and trailing up the stop to $46.50 -- just above our recommended entry level. This would all but guarantee a minimum investment return of 11%.
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(A Top Pick Oct 15/20, Up 18.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FAST has achieved its $53 target. To remain disciplined, we recommend covering 50% of the position and trailing up the stop to $46.50 -- just above our recommended entry level. This would all but guarantee a minimum investment return of 11%.
DON'T BUY
DON'T BUY
May 4, 2021
They've been pulling back since winter 2017, though shares have recovered well off the $30 low, now hitting resistance. This used to be a steady grower through acquisitions, but are now struggling to find new companies to buy. A bigger problem is that the acquisitions of the past 10 years are diluting company value. This isn't a stalwart grower anymore, nor is it a trading stock or income play (the dividend is below 2%). This likely won't go down much, but look elsewhere.
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They've been pulling back since winter 2017, though shares have recovered well off the $30 low, now hitting resistance. This used to be a steady grower through acquisitions, but are now struggling to find new companies to buy. A bigger problem is that the acquisitions of the past 10 years are diluting company value. This isn't a stalwart grower anymore, nor is it a trading stock or income play (the dividend is below 2%). This likely won't go down much, but look elsewhere.
Brian Madden
Price
$39.150
Owned
No
SELL
SELL
May 4, 2021
It's junk. The CEO just stepped down without a successor. His big beef is that OGI has roots in medical cannabis, but they're early days expanding into recreational weed, which offers more profits. Also, OGI is not expanding into the far-bigger American market. There's no shortage of ways to invest in cannabis. He has a better pick in this industry.
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It's junk. The CEO just stepped down without a successor. His big beef is that OGI has roots in medical cannabis, but they're early days expanding into recreational weed, which offers more profits. Also, OGI is not expanding into the far-bigger American market. There's no shortage of ways to invest in cannabis. He has a better pick in this industry.
Brian Madden
Price
$3.040
Owned
No