TOP PICK

Going through significant transformation. Starting to realize benefits from new manufacturing capacity, can generate as much as $700M of incremental revenue. What excites him is that margin profile of this extra capacity is ~30%. This tells him that margins for the company as a whole will expand significantly over next 12-18 months. 

Going to reduce leverage. Trading at a multiple that doesn't reflect any of these positive developments. Significant insider buying. Yield is 4.3%.

(Analysts’ price target is $102.67)
TOP PICK

Stands to benefit from clarity about where to allocate spending after the US election. Will benefit from US spending on infrastructure and energy. Biggest hydrovac excavation company in NA. Big pickup right after US election, expects a new high on revenue this cycle, as well as on margin profile. Also buying back stock. 

Very attractive valuation multiple. Prime takeout candidate if it stays at these levels. Yield is 1.9%.

(Analysts’ price target is $48.22)
TOP PICK

Great job. Sold non-core operations, now focused on high-quality business. High margins. Investing in organic initiatives with high rates of return, should see benefits early next year. Very diligent acquirers, promising not to overpay. Latest exposure significantly increases exposure to the US; will probably see topline benefits in 2H of next year.

Exposed to the right verticals such as infrastructure and electrification. Management is aiming for 20+% ROC after tax. He believes them; other investors are waiting to see. No dividend.

(Analysts’ price target is $19.59)
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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 VC, a manufacturer of digital instrument clusters for cars, as a TOP PICK.  Recently reported earnings showed sales growing to just under $1 billion, with expanding margins, as the company introduced 30 new products.  We like that cash reserves are growing as the company buys back shares and retired debt.  It trades at 10x earnings, 2.2x book and supports a robust 51% ROE.  We recommend trailing up the stop (from $74) to $82, looking to achieve $119 -- upside potential of 25%.  Yield 0%  

(Analysts’ price target is $119.15)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate PARR, owner and operator of refining assets in Hawaii, the Pacific North West and Montana, as a TOP PICK.  Recently reported quarterly earnings showed growing cash reserves, as debt is retired and shares bought back.  Management is working on $30-$40 million in annual cost savings to stabilize quarterly earnings going forward.  It trades at 11x earnings, under book value and supports a 26% ROE.  We recommend trailing up the stop (from $13.00) to $14.50, looking to achieve $23.00 -- upside potential of 31%.  Yield 0%

(Analysts’ price target is $23.29)
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Curated by Michael O'Reilly since 2020.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate this owner/operator of 20 container ships as a TOP PICK.  The company announced construction of 2 LNG-ready ships and that 70% of the fleet is booked for 2025 -- ensuring steady revenues into the next year.  We like that cash reserves are growing, while debt is retired.  It trades at 3x earnings, under book value, and supports a 43% ROE.  The good dividend is backed by a payout ratio under 15% of cash flow.  We recommend keeping a tight stop at $36, looking to achieve $51 -- upside potential of 28%.  Yield 5.6%

(Analysts’ price target is $61.67)
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Curated by Michael O'Reilly since 2020.
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PAST TOP PICK
(A Top Pick Nov 14/24, Up 32.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with RGS has achieved its target at $24.  To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $15.  

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1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 31/24, Up 0.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with HBM is progressing well.  To remain disciplined, we recommend trailing up the stop (from $10) to $11 at this time.

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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 Aug 27/24, Up 3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with STCN is progressing well.  To remain disciplined, we recommend trailing up the stop (from $8.75) to $10.00 at this time.

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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 Sep 12/24, Up 6.3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with EQX is progressing well.  To remain disciplined, we recommend trailing up the stop (from $6.60) to $7.25 at this time.

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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 Oct 15/24, Up 7.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ATKR is progressing well.  To remain disciplined, we recommend trailing up the stop (from $60) to $66 at this time.