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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 We reiterate our TOP PICK with INTC looking to achieve $65 -- potential upside over 20%. Supply side issues aside, it is good value at 12x earnings and a PEG ratio of 1.5. The dividend is good and is backed by a payout ratio of 26% of cash flow. We would recommend keeping the stop loss at $47. Yield 2.57% (Analysts’ price target is $64.58)
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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 STLD is one of the largest steel producers and metal recyclers in the US. A move by the current Administration to bolster infrastructure spending will add further upside opportunity. It trades at 9x earnings compared to peers at 20x and has a PEG ratio under 0.5, showing good value here. It pays a decent dividend, backed by a payout ratio of under 20% of cashflow. We would buy it with a stop loss at $50, looking to achieve $75 -- upside potential over 19%. Yield 1.65% (Analysts’ price target is $74.22)
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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 TOL is one the largest luxury home builders in the US, focusing on "move up" and "empty nesters" looking to upgrade to higher level housing. As the economy returns post-pandemic demand will surge once again. It trades at 14x earnings, compared to peers at 22x. With analyst views on growth, it trades at PEG ratio of less than 1 and is at under 1.5x book value. It pays a small dividend, backed by a payout ratio of about 20% of cashflow. Cash reserves are estimated over $1.3 billion and holding steady. We would buy this with a stop loss at $41, looking to achieve $71 -- upside potential over 22%. Yield 1.18% (Analysts’ price target is $70.91)
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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 Sep 08/20, Up 101.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CNR has triggered its stop at $15. We recommend covering the remainder of the position at this time. Combined with the previous recommendation to cover 50%, this results in a net investment return of 64%. We will watch for a future re-entry position.
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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 Oct 29/20, Up 94.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NCR has triggered its stop at $40. We recommend covering the remaining position at this time. Combined with the previous recommendation to cover half of the holding, this will result in a net investment return of 62%. We will watch of re-entry level.
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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 Jun 10/21, Down 19.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CVGW has triggered its stop at $55. To remain disciplined, we recommend covering the position at this time. 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 Apr 08/21, Up 213.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MRNA is progressing well. We recommend trailing up the stop (from $175) to $300. Along with the previous recommendation to cover half the position, this would all but guarantee a net investment return of 78% if triggered.
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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 Oct 13/20, Up 77.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LEVI is progressing well. We recommend trailing up the stop (from $22.50) to $25.00. Along with the previous recommendation to cover half the position, this would all but guarantee a net investment return of 50% if triggered.
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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 Nov 10/20, Up 70.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CWH is progressing well. We recommend trailing up the stop (from $31.50) to $50.00. Along with the previous recommendation to cover half the position, this would all but guarantee a net investment return of 42% if triggered.
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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 Sep 15/20, Up 69.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with HRB is progressing well. We recommend trailing up the stop (from $20) to $23. Along with the previous recommendation to cover half the position, this would all but guarantee a net investment return of 45% if triggered.
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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 11/21, Up 56.5%) Our PAST TOP PICK with EVRI is progressing well. We recommend trailing up the stop (from $14.25) to $20.00. Along with the previous recommendation to cover half the position, this would all but guarantee a net investment return of 32% if triggered.
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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 Mar 02/21, Up 54.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DPZ is progressing well. We recommend trailing up the stop (from $350) to $465. Along with the previous recommendation to cover half the position, this would all but guarantee a net investment return of 28% if triggered.
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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 Jan 14/21, Up 49%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with OGI is progressing well. We recommend trailing the stop to $3. Along with the previous recommendation to cover half the position, this would all but guarantee a net investment return of 46% if triggered.
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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 Aug 20/20, Up 45%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ADI is progressing well. We recommend trailing up the stop (from $145) to $156. Along with the previous recommendation to cover half the position, this would all but guarantee a net investment return of 24% if triggered.
COMMENT
Market headwinds. After 6 consecutive monthly gains, concerns will be more inflated. We'll have to watch the Delta variant, and some of the aggressive Chinese regulatory actions can certainly keep the market in check. August and September are seasonally weak. Seeing volatility. Vaccination rates continuing to climb. The race between the Delta variant and vaccination rates will determine how equity markets will do over the next several months. Macro economic outlook is quite favourable because of massive fiscal stimulus, tremendous amount of global household savings, and continued low interest rates. These provide a positive backdrop for the global economy and for equity markets.