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TOP PICK
Stockchase Research Editor: Michael O'Reilly We again reiterate this relatively recession proof diversified supplier in the healthcare and insurance space as a TOP PICK. The company recently announced an $8 billion acquisition that launches it into providing data and tech aid and health systems -- undoubtedly to assist their 1100 walk-in clinic locations. It trades at 16x earnings, compared to peers at 33x and it trades at less than 2x book value. The dividend is supported by a payout ratio under 40% of cash flow. We especially like how cash reserves have grown while debt has been retired. We continue to recommend a stop at $90, looking to achieve $121 -- upside over 19%. Yield 2.16% (Analysts’ price target is $120.57)
specialty stores

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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate this leading US E&P company. The company just signed a deal with a midstream company that will develop their LNG reach by up to 2 million tons annually -- a nice cash flow generator. It trades at only 8x earnings, well below its peer group and recent earnings support a 48% ROE. The dividend has a fixed and floating component, so the yield may not remain this high, so it is a bit of a call on forward energy prices -- a good inflation hedge. We continue to recommend a stop loss at $54, looking to achieve $79.50 -- upside potential over 23%. Yield 7% (Analysts’ price target is $79.39)
oil / gas

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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate PSK, a oil and gas royalty, generating strong cash flow, as a TOP PICK. The company avoids the capital investment treadmill of a traditional oil and gas producer, yet it has tripled its acreage exposure over the past eight years and has used its free cash flow to rapidly pay down debt. Even at $50 WTI prices, the company will produce sufficient free cash flow to allow it to expand its portfolio further. We recommend trailing up the stop loss (from $14.50) to $15.75, looking to achieve $22.50 -- upside potential over 19%. Yield 2.54% (Analysts’ price target is $22.21)
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PAST TOP PICK
(A Top Pick Apr 28/22, Down 2.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PIF has triggered its stop at $18.50. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 5%, when combined with the previous buy recommendations.
INDUSTRIAL PRODUCTS

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PAST TOP PICK
(A Top Pick Mar 08/22, Down 4.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TSEM has triggered its stop at $45. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 25%, when combined with the previous buy recommendations.
Technology
BUY
Utilities are defensive and good to hold in a downtown. All these stocks have pulled back with the market because rates are going up. This makes it a good time to buy.
electrical utilities
WATCH
The price was too high before, but the price has pulled back quite a bit after an acquisition. Adobe paid a high multiple for that, so she is assessing that.
computer software / processing