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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate WOOF, operator of over 1400 pet care centers and 137 veterinary hospitals in the US, as a TOP PICK. With analysts expecting EPS growth over 40% annual for the next five years and a forward PE of under 25x, it is good value here. We also like seeing the CEO and Chairman purchasing over $1 million in stock at $21.72. We would buy this with a stop loss at $18.50, looking to achieve $28 -- upside potential over 30%. Yield 0% (Analysts’ price target is $27.33)
specialty stores

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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate WBA as a TOP PICK. The $42 billion market-cap global pharmacy company continues to innovate their business model, including tech-enabled healthcare. With forward earnings projected at $5 per share, it trades at under 10x earnings, compared to peers at 19x. It pays a strong dividend, backed by a payout ratio around 70% of cash flow. We would buy this with a stop loss at $40, looking to achieve $56 -- upside potential over 16%. Yield 3.97% (Analysts’ price target is $52.25)
specialty stores

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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate AD.UN as a TOP PICK. It generates about 85% of its cashflow from US operations (the rest in Canada), in a well diversified portfolio of assets. It trades at 6x earnings compared to peers at 10x and trades at just over 1.1x book value. It increased its dividend in July, creating a $1.32 annualized pay out, which the company estimates will between 60-65% of cash flow. We would buy this with a stop loss at $15.50, looking to achieve $22 -- upside potential over 22%. Yield 7.01% (Analysts’ price target is $22.00)
Trust, Savings and Loan

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PAST TOP PICK
(A Top Pick Aug 09/21, Down 15.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK has triggered its stop at $47.50. We recommend covering the position at this time. We will look for better opportunities elsewhere.
clothing stores

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PAST TOP PICK
(A Top Pick Dec 23/20, Up 12.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with URBN has triggered its stop at $30. To remain disciplined, we recommend covering the balance of the position at this time. Combined with the previous recommendation to cover half the position, this results in a net investment return over 15%.
clothing stores
COMMENT
Markets and the economy. Not seeing synchronized global growth. Fed will taper bond buying, but rates will remain low in US and Canada. We'll see global bond tapering. We're also seeing inflation, but hard to determine if it's temporary. He thinks it is. At the beginning of the year, analysts were predicting roaring 20s type growth, but this has vanished. We'll have lower growth, lower inflation, and higher savings rates, so best to focus on technology, healthcare, and consumer discretionary like COST and AMZN. These companies depend less on economic growth. Commodities and related areas grow when there's strong economic growth. The economy is still very fragile. As rates go up at the long end of the curve, that will benefit financial services in the long run, so that's a good place to be whether US or Canadian banks.
Unknown
BUY
PANW vs. CRWD He owns CHKP instead. It's a bit cheaper and has a suite of new products that will accelerate their revenue growth. Cybersecurity is a very strong growth area that you have to be in. People working outside the office creates a lot of issues. Owning any of them will benefit you.
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