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 This Pittsburgh based bank has over 2500 branches. We like that is has built cash reserves while aggressively reducing debt. It trades at only 1.1x book and offers a good dividend, backed by a payout ratio under 50% of cash flow. The dividend has grown for 10 consecutive years. We recommend a stop loss at $125, looking to achieve $198 -- upside potential over 32%. Yield 3.95% (Analysts’ price target is $197.78)
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 This payment processor has seen EPS growth over 130% this year. The company is bidding on a Spanish payment services company, which accounts for 16% of the countries financial payment space. It trades at 2x book and has managed to grow its cash reserves while aggressively buying back stock. We recommend placing a stop loss at $84.50, looking to achieve $125 -- upside potential over 28%. Yield 0% (Analysts’ price target is $125.73)
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 This world leader in insurance and benefits is a TOP PICK. The company just announced a deal along with PRU to assume the $16 billion pension obligation of IBM -- right up its alley. We like the value here as the company is trading under book value, just beat analyst earnings expectations, and is projected to trade 7x earnings. It has managed to increase cash reserves, while aggressively retiring debt and buying back shares. Its dividend is backed by a payout ratio under 50% of cash flow. We recommend placing a stop loss at $52.50, looking to achieve $77 -- upside potential of 25%. Yield 3.2% (Analysts’ price target is $77.25)
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 Jul 28/22, Down 10.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with HMC has triggered its stop $23. To remain disciplined, we recommend covering the position at this time. When combined with the previous buy recommendation, this will result in net investment loss of 8%.
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 May 12/22, Down 15.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BUD has triggered its stop $46. To remain disciplined, we recommend covering the position at this time.
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 Aug 09/22, Down 12.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with RL has triggered its stop $85. To remain disciplined, we recommend covering the position at this time.
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 Jul 19/22, Down 20.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AMD has triggered its stop $68. To remain disciplined, we recommend covering the position at this time.
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 May 17/22, Down 2.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with HMUTL has triggered its stop $17.75. To remain disciplined, we recommend covering the position at this time. When combined with the previous buy recommendation, this will result in net investment loss of 6%.
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 Jul 07/22, Up 4.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GS has triggered its stop $310. To remain disciplined, we recommend covering the position at this time.
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 Jul 14/22, Down 25.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with INTC has triggered its stop $28. To remain disciplined, we recommend covering the position at this time.
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 May 24/22, Down 20.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with HMC has triggered its stop $36. To remain disciplined, we recommend covering the position at this time.
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 May 31/22, Down 12.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MSFT has triggered its stop $240. To remain disciplined, we recommend covering the position at this time. When combined with the previous buy recommendation, this will result in net investment loss of 14%.
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 May 10/22, Down 20.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with IGT has triggered its stop $16. To remain disciplined, we recommend covering the position at this time.
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 Jun 30/22, Down 18.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FDX has triggered its stop $195. To remain disciplined, we recommend covering the position at this time.
COMMENT
We started 2022 with inflation fears. Inflation hasn't moderated the way we like. Now, the Fed is raising interest rates at a record rate and will continue. We need inflation to come down. September's performance has added to a difficult year. However, corrections and bear markets happen and are normal. Into 2023, we could see an improvement, rising stocks and some normalization.