premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 WMT - a conservative holding offering upside and a defendable dividend - as a TOP PICK. Recently reported earnings beat analyst expectations. We also like how it is aggressively paying down debt and buying back shares, while still increasing cash reserves. The dividend grows by about 5% each year and has been increased for 47 consecutive years. Although a little expensive on current PE ranges, it trades at 21x forward earnings, compared to peers at 27x. We recommend trailing up the stop to $124 (from $115), with upside potential towards $171 -- over 19%. Yield 1.56% (Analysts’ price target is $170.39)
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 SNY is a French biotech that produces a wide range of vaccines and pharmaceuticals by prescription and is reiterated as a TOP PICK. Its new management team has improved its internal drug pipeline and expanded margins and EPS since joining in 2018. It beat recent analyst earnings expectations by 16% and is managing a 25% ROE. It pays an annual dividend that should be announced in the next couple of months with a yield backed by a payout ratio under 50% of cash flow. We recommend trailing up the stop (from $45) to $47, looking towards an initial target of $64.50 -- 27% upside. Yield 3.85% (Analysts’ price target is $64.12)
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 As oil prices continue to stabilize and the economy edges forward, this is a good value entry point to again reitereate BP as a TOP PICK. Recently reported earnings beat analyst expectations and it trades near book value. It pays a good dividend, backed by a payout ratio under 67% of cash flow. It has paid down significant amounts of debt and is buying back shares, while keeping cash reserves relatively steady. We recommend keeping the stop $20, looking to achieve $35 -- upside potential over 28%. Yield 4.75% (Analysts’ price target is $35.05)
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 07/21, Up 1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BCS is progressing well. We now recommend trailing up the stop (from $8.25) to $9.50.
COMMENT
Year of the chip. Yes, and the other side of the coin saw SaaS really getting hurt. Quite the roller coaster. SaaS includes TWLO or MNDY, "smaller" cap, but their valuations got very stretched at the beginning of the year, and then pulled back as interest rates started to go up. Rising interest rates will contract the valuations for the smaller- to mid-cap companies. On the growth side, they're extremely strong. There's just a rationalization in the market, and it's not letting up.
COMMENT
Global payments sector. Global payments segment got caught up in supply chain issues as government fiscal stimulus started to roll off. PYPL is a gem, as is SQ, that has come off but is very profitable.
COMMENT
Outlook for 2022. There are some opportunities going into 2022. S&P is up 26-27% on the year. Epitome of growth, ARKK Innovation, is down 22%. Going into 2022, market volatility won't let up. 5-week streak of +/- 2% moves. That's amazing. The last time this happened was October 2011 and March 2009. It's nothing like those times, or even the dot.com bubble. But it's certainly volatile, and we're bound to have more going into 2022.
BUY ON WEAKNESS
It's now around $272, but you can probably get it a bit cheaper. Try closer to $250. Massive company. Accounting and financial processes, human resources. 12-month price target of $347.
DON'T BUY
CTS vs. ASAN Go with ASAN, it's the cutting edge company out there for collaboration and work management. These days, go with the larger companies. ASAN's market cap is only 13B, but it has heavy hitters at the top. His 12-month price target is $103.40.
BUY
ASAN vs. CTS Go with ASAN, it's the cutting edge company out there for collaboration and work management. ASAN's market cap is only 13B, but it has heavy hitters at the top. 12-month price target of $103.40.
COMMENT
Project management software names. Go with ASAN, it's the cutting edge company out there for collaboration and work management. You could also look at SMAR or TEAM. These days, go with the larger companies. ASAN's market cap is only 13B, but it has heavy hitters at the top, and he has a 12-month price target of $103.40.
PARTIAL SELL
Great company. Not in his fund, but clients have it in separately managed accounts. Take a bit of profit, but maintain a core holding. 12-month price target of $183. Virtual reality headsets will be what it's all about, and the software that feeds into them.
WATCH
Sort of Star Trek, beaming images. Perfected the technology. He follows it. It comes in fits and starts. Potential acquisition. Stock price is stuck. Still loves the company. Was invested, but not now.
WATCH
Follows it, but it's a bit small for his concentrated portfolio.
WATCH
Really interesting company. Follows it. Pure play in the metaverse. Lets developers come in and build virtual reality platforms. Also helps monetize apps. Monetization will happen sooner elsewhere. His choice in the metaverse space is MSFT.