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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, NWSA (a $13 billion market cap paper and digital publishing company, operating such brands as Dow Jones, MarketWatch, and the New York Post) as a TOP PICK. Recently reported earnings beat analyst expectations by 75%. The company just announced a $295 million all cash acquisition of a chemicals data analysis company to go along with its purchase of OPIS - a major energy market pricing service. It trades at under 1.5x book and pays a small dividend, backed by a payout ratio of under 25% of cash flow. We continue to recommend a stop loss at $18, looking to achieve $32 -- upside potential over 40%. Yield 0.88% (Analysts’ price target is $31.91)
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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 This $195 billion marketcap global drug manufacturer has just received FDA emergency approval for an oral COVID-19 treatment and is reiterated as a TOP PICK. Japan just committed to 200,000 doses of the new pill. Trading at 11x forward earnings, compared with its peers at 19x, it is good value here. It pays an excellent dividend, backed by payout ratio under 50% of forward cash flow. We recommend trailing up the stop (from $65) to $70, looking to achieve $92.50 -- upside potential of 19%. Yield 3.59% (Analysts’ price target is $92.31)
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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 again reiterate LZB as our TOP PICK. Recently reported earnings beat analyst expectations by 16% and it is managing a respectable ROE of 17%. It trades at 13x earnings compared to peers at 17x and is valued at just over 2x book. It pays a nice dividend, backed by a payout ratio at under 25% of cash flow. We continue to recommend a stop loss at $30, looking to achieve $52.50 -- upside potential over 40%. Yield 1.83% (Analysts’ price target is $52.50)
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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 Dec 08/20, Up 14.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BIG is progressing well. We recommend setting a trailing stop at $45. If triggered, this would result in a net investment gain of 13%, when combined with our previous recommendation to cover half the position.
COMMENT
Prediction for 2022. Continued volatility. Underlying economy has been fairly strong but we'll be comparing it to past strong performances, supply chain issues, Covid variants. All make it difficult for investors to figure out what's working and what's not.
COMMENT
Tempted to reduce equity weighting? Not yet. But we have seen rotation in terms of quality. Some of the smaller caps that he invests in haven't done very well this year. He has been looking at more defensive companies. Right now, he has a barbell approach in his portfolios.
COMMENT
Cannabis. Rough year in both Canada and the US. Not a lot of catalysts or uptrends. Canada supply/demand issue, with too much supply and not enough demand. In US, delay in legalization, so there was a selloff. Tax-loss selling has taken the sector down.
COMMENT
Lessons learned in 2021. Searching for quality and understanding your investment process. Easy for investors to get whipsawed out of positions, but at the same time markets were hitting new highs.
BUY
One of the leaders. Revenue and EBITDA numbers in the sector have been significant; valuations are attractive, and they're growing. Strategy of both building and buying. After tax loss selling, and into next year, more investors should be looking at it. Catalyst from US legislators would be icing on the cake.
BUY
Still really likes it. As a small cap, didn't do well this year. Tax-loss selling in December, now stabilized. Business plans got delayed, but now on track for 2022. Should be able to secure front-of-store shelf space. Working on AMZN relationship.
BUY
Looks quite strong. Valuation attractive. Should be able to capitalize on their acquisitions. On his radar. He owns BIR and AAV.
WATCH
Likes the business. Over time, they should be able to execute. Expensive valuation. Sold off on a short report and unfavourable news. Watching it and looking to enter shortly. As the economy opens up, more restaurants should adopt the software.
BUY
Stock's pulled back due to tax-loss selling. Business itself is interesting with the move to health and wellness. AI acquisition should let them work with big drug companies to study effects on mental health. This year should be strong as they roll out products and gain market share.
WATCH
Management is awesome. Excellent accretive acquisitions. Valuation got high this year, and so it pulled back. He's been looking at it quite closely.
BUY
Real-time, remote medical reporting from patient to care providers. Fits and starts over the years. Should be rolling up to cashflow positive. Nice runway with great growth rate. Adding new partners. Monthly subscription. Could have a bright future in next couple of years.