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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 FSLR is a solar panel manufacturer and supplier. It has worked to increase the life cycle and efficiency of its product. New production facilities are expected to reduce unit cost. As supply side issues continue to be resolved the company will be able to work its way through the order backlog. It trades at a discount to peers and is currently valued at 1.2x book value. We recommend placing a stop loss at $50, looking to achieve $87 -- upside potential over 27%. Yield 0%. (Analysts’ price target is $86.97)
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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 The semiconductor chip space has been under pressure this year due to supply chain issues and global economic concerns. However, as the market readjusts, the demand for chips will soon resume. INTC trades at only 6x earnings and 1.6x book. It pays a good dividend, backed by a payout ratio of 25% of cash flow. Its recently reported earnings support a ROE of 21%. We recommend a stop loss at $28, looking to achieve $52 -- upside over 40%. Yield 3.9% (Analysts’ price target is $51.40)
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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 The semiconductor chip space has been under pressure this year due to supply chain issues and global economic concerns. However, as the market readjusts, the demand for chips will soon resume. SWKS provides wireless chips for mobile, automotive, home and industrial uses. It is a major supplier to Apple, but has been working to diversify into Android and wearable technology. It pays a good dividend, backed by a payout ratio under 30% of cash flow. Its recently reported earnings support a ROE of 30%. We recommend a stop loss at $80, looking to achieve $167 -- upside over 73%. Yield 2.3% (Analysts’ price target is $166.95)
COMMENT
Markets and volatility. Expects volatility to continue. After-effects of the pandemic like supply-demand imbalances, labour shortages, supply chain disruptions that have been exacerbated by Russia's attack on Ukraine and lockdowns in China. This lethal mix has caused inflation to spike and last longer, making central banks raise rates more aggressively. Resulting volatility in both stocks and bonds. Rising rates and high inflation will slow down the economy, some parts more than others, such as real estate and consumer discretionary spending. He's in the camp of a soft landing. Both Canada and the US have low unemployment, high personal savings, historically low interest rates, and strong currencies. Core inflation numbers are starting to roll over. Don't get too spooked by the headline numbers, but stay diversified in recession-resistant businesses in case things get ugly.
COMMENT
US 9.1% CPI number was a negative jolt? If you take it apart, the main factors were a spike in energy costs and other random items. Oil prices are coming down, already reflected in the price at the pump. We're probably going through the worst of it as we speak. Remain fairly defensive in recession-resistant companies. Take advantage of the volatility to add high-quality companies in your favourite sectors. He likes clean energy, infrastructure, aging demographics, some industrials.
WAIT
Very correlated to markets. High beta. Depends on IPOs and secondary offerings. If you're willing to ride out the volatility, stock should be higher a few years from now when things calm down. Not for you if you can't stand volatility.
BUY
His firm is the third-largest shareholder. Shareholder Lassonde Industries is adding value by increasing distribution chains, especially in Ontario. Expects good results at next reporting. Reopening trade and acquisitions will help. Expects a premium takeover offer over the next few years.
BUY
His firm is second-largest shareholder. Leader in embedded devices, wireless antennae, infrastructure. A few speed bumps from pandemic. Contracts delayed. New CEO. Record backlog, margins improving. Undervalued.
BUY
Core position. Sales and profits have gone up a lot. Second biggest in the world. E-lotteries are growing. Enormous barriers to entry. Higher input costs, which will get passed on when contracts are renewed. Amazing business, great valuation. Very well managed.
BUY
Stock's doing well. Trading at a discount to IFC. Reasonable valuation. P&C is a great business. Can see them growing and acquiring. Buy while it's not yet on people's radar.
PAST TOP PICK
(A Top Pick Sep 20/21, Down 28%) Canada's largest pharmacy to LTC facilities. Two transformative acquisitions. Over 20% market share. Expects organic and acquisition sales growth and margin improvement. Telehealth. Distributing supplies. Stable, recession-proof, demographic tailwinds, easy valuation.
PAST TOP PICK
(A Top Pick Sep 20/21, Down 76%) Whole sector decimated. One of the fastest-growing healthcare technology solutions providers. Still integrating acquisitions. Positive EBITDA has been pushed out. Management turnover. Well managed, but a show-me story.
PAST TOP PICK
(A Top Pick Sep 20/21, Down 11%) Owns 63 manufactured housing communities in the US midwest. Low capex, stable, no rent control, fragmented. Increasing AFFO and occupancy rate. Inflation- and recession-proof.
DON'T BUY
Trying to turn things around, but late to the party. Lunch has been eaten by WSP and STN. He recently added WSP, the gold standard in engineering consulting, a global leader.
BUY
He recently added WSP, the gold standard in engineering consulting, a global leader.