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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

RPRX partners with pharma companies like Bristol-Myers to help fund development in exchange for collecting royalties.  It pays a good dividend, backed by a payout ratio under 33% of cash flow.  It trades at 10x earnings, under 2x book and supports a 17% ROE.  Its portfolio grew by 15% this year. We recommend setting a stop-loss at $22, looking to achieve $33 -- upside potential of 28%.  Yield 3.2%

(Analysts’ price target is $41.53)
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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

CMCSA released some worrisome news that they expect to continue to lose customers to growing competition.  However, they are managing a strategy to off load some of its services and has also announced a partnership with Warner Bros that could open some new revenue streams.  We like that cash reserves are growing as debt is retired and shares bought back.  It trades at 12x earnings, under 2x book and supports a 17% ROE.  We recommend setting a stop-loss at $35, looking to achieve $48 -- upside potential of 20%.  Yield 3.1%

(Analysts’ price target is $48.14)
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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

ONIT provides direct lending for traditional and reverse mortgages to customers in the US, Philippines and India.  We like that cash reserves are staying steady as the company retired higher rate notes in exchange for longer term debt.  It trades at 22x earnings, under book value and supports a 21% ROE.  We recommend setting a stop-loss at $29, looking to achieve $45 -- upside potential of 34%.  Yield 0%

(Analysts’ price target is $45.00)
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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 Nov 14/24, Down 5.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with GSY has triggered its stop at $165.  To remain disciplined, we recommend covering the position at this time.  Combined with our previous guidance, this will result in a net investment loss of 7%.   

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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 Nov 14/24, Up 28.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with TRDA has achieved its target at $21.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $13) to $16.  

COMMENT

There's value outside North America as the valuation gap between US stocks and ex-US wider than ever. Add to that the strong USD, so those foreign companies are cheap. He likes Japan, UK, and Europe, though many do business in the US. 2025 Canadian outlook: bullish because of further interest rate cuts, and Canada is dividend-driven.

WATCH

It's cheap at 11x forward PE and pays a 3% dividend. Their vaccine business in China has been hurt, but should recover next year. He's looking at it. Likes their drug pipeline.

DON'T BUY

It's gone from a market darling to loser, trading at a 10-year low now. It's a show-me stock, though cheap at 15x PE. If the company can grow 5%, maybe it's worth buying. They need to work out some issues first.

DON'T BUY

Too expensive at a high valuation and doesn't offer enough value. Their Uber Eats succeeded, though, and the company will continue to grow. Management keeps on delivering.

HOLD

90% of their products are disposable medical supplies. Problem was that during Covid, there were fewer operations, so sales fell and are slowing catching up--8-10% growth annually in the next few years, he thinks. Stock is cheap now, but the stock has done nothing for him. Has excellent prospects.

COMMENT
Hold and watch it continue to climb without risk?

No, you can never do that. Remember that MFC plunged during 2008 because it got into all kinds of trouble. Today, management has learned a lot from that. He sees big upside in their insurance, US and Asian operations. Still offers decent value and dividend growth. However, insurance companies are prone to serious slides if they make a bad misjudgement.

DON'T BUY

They carry one mega-drug, so other competitors are already putting out their own weight-loss drug. He prefers Merck for its lower PE and better pipeline--not better, but safer.

BUY

Prefers this to BAM, which BN owns as well as many private assets. The CEO holds a lot of stock, too. 

HOLD

He won't add now. The dividend is over 10%; the company says it's safe, but the market disagrees, as shares decline. It may make sense for BCE to cut the dividend to pay down debt, but he's comfortable owning this. It's likely bottoming now, but don't buy it now to collect the dividend for the next 5 years (because it could get cut). No, he doesn't like the US acquisition and hopes management sees value in it.

COMMENT
natural gas

He doesn't like the sector and he expects natural gas prices to trade off a little. Wait and see with energy as a whole. Nat gas stocks are too high given the nat gas price, and he expects a pullback and opportunities.