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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 ONEX as a TOP PICK.  Recently reported earnings showed growth again in cash reserves as the company bought back shares.  Its structured credit business closed on 23 transactions, raising over $5 billion in new fee generating business.  It trades at 9x earnings and under book value.  We recommend trailing up the stop (from $89) to $108, looking to achieve $145 -- upside potential of 27%.  Yield 0.2%

(Analysts’ price target is $1450.00)
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Curated by Michael O'Reilly since 2020.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

NVDA is everything to do about AI, which helps one overlook how expensive it is -- 54x earnings and 51x book value.  However, as the company has been aggressively buying back shares, its ROE is now 123% -- all while growing cash reserves.  We recommend maintaining the stop at $116, looking to achieve $173 -- upside potential of 27%.  Yield 0%

(Analysts’ price target is $172.80)
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Curated by Michael O'Reilly since 2020.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

As the market looks to retrace some value in the near term, TLT is a TOP PICK to hedge portfolio value.  This low-MER ETF tracks long term US treasuries and offers an attractive yield.  We suggest setting a stop-loss at $82, looking to achieve $104 -- upside potential of 18%.  Yield 3.9%

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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 Jul 02/24, Up 55.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with TVK has triggered its stop at $112.  To remain disciplined, we recommend covering the position at this time.  This will result in a combined net return of 41%, when combined with our previous guidance.  

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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 Jun 04/24, Up 15.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with DE is progressing well.  To remain disciplined, we recommend trailing up the stop (from $380) to $401 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 15.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with URB is progressing well.  To remain disciplined, we recommend trailing up the stop (from $4.50) to $5.25 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 Aug 27/24, Up 15.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with URB is progressing well.  To remain disciplined, we recommend trailing up the stop (from $4.50) to $5.25 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 Nov 07/23, Up 13.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with EMA is progressing well.  To remain disciplined, we recommend trailing up the stop (from $46) to $51 at this time.  

COMMENT

The Mag 7's multiples are high, but it gives an opportunity to trim some shares. They are the Kings of the market, not just in tech. They deserve these higher multiples going forward, not over-valued. In his AI ecosystem, companies like Nvidia, AMD, MSFT and Amazon lie at the foundational centre, providing the hardware and infrastructure to make necessary machine-learning. The next layer includes IBM Watson and Azure Machine, which provide the training and managing of the ML models. The next layer includes Adobe, Netflix and Palantir, which are the application service providers, which use the ML technology to deliver this across industries and to customers. Overall, this is where people make money in ML while they wait for the large language models to come.

BUY ON WEAKNESS

He did own it, but not recently. It could turn around in 2025. Could be a hold or buy on pullback. Be cautious on entry, though. It's fairly priced now. Buy around $20.50, then $19.

PARTIAL SELL

It's fairly priced now. They're Cisco's main competitor. Have done very well. Take profits now, then re-enter around $245, then $225 (note: these values don't reflect the recent stock split). January will be a volatile month; Jan. 20 will be inauguration day in Washington.

PARTIAL SELL

People started paying attention to this, because of the hyperscalers use ALAB to make them more efficient in the cloud. He's sold two-thirds of his holding by now. He has a stop loss at $118-120. Don't buy here, but maybe at $100.

RISKY

Quantum computing now is in a classic hype cycle. Don't take any options. Take some profits. There's a lot of volatility in this space; these companies are not profitable. But in a few years, you will wish you had got in on the ground floor.

RISKY

Quantum computing now is in a classic hype cycle. Don't take any options. Take some profits. There's a lot of volatility in this space; these companies are not profitable. But in a few years, you will wish you had got in on the ground floor.

RISKY

Quantum computing now is in a classic hype cycle. Don't take any options. Take some profits. There's a lot of volatility in this space; these companies are not profitable. But in a few years, you will wish you had got in on the ground floor.