SELL

Used to own. Sold on valuation, which is higher than CSU or TOI. Higher risk but higher reward because its deal sizes are so big. At the high valuation, wasn't worth the risk to own anymore. See his Top Picks.

BUY

Pretty much wholesale company restructuring. Met with new management within last 6 months, made an investment this past December. Rates management quite highly -- investing in product and sales. Educational and non-profit space. Quite likes the business at this valuation.

TOP PICK

Successful, stable. Company structure now brings operating and royalty businesses together. Owns national rights to Pret a Manger. Topline growth of 5%, and bottom line growth of 10%. Big transition in shareholder base from royalty stream holders; now more risk, but more upside. Private equity plus former management still owns 60%, so incentivized to create value. Yield is 4.5%.

(Analysts’ price target is $38.00)
TOP PICK

IT and strategy consulting firm. Think of it as a Japanese Accenture, but with higher margins and growing faster. Founder still runs the business. Japan is probably 15-20 years behind in modernizing its IT infrastructure, so long runway ahead to grow revenue close to 20%. Reasonable valuation given the growth. (Price target in Japanese yen.) Yield is 0.7%.

(Analysts’ price target is $6290.00)
TOP PICK

His preference to LMN. Reported this morning, margins are slightly below 40%. Low-ticket items sold to the construction industry to automate workflow. Really strong margins, almost no debt. Longer term, should grow mid-teens organically and through M&A. (Price target in Swedish krona.) No dividend.

(Analysts’ price target is $34.57)
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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 EQNR, a North Sea energy producer based in Norway, as a TOP PICK.  Management sees 250-350 incremental LNG cargoes being required this year to make up for depletion of commercial and strategic reserves in Europe.  The stock trades at 7x earnings, 1.4x book and supports a ROE 0f 19%.  The robust dividend is backed by a payout ratio under 30% of cash flow.  We recommend trailing up the stop (from $18) to $22, looking to achieve $29 -- upside potential of 23%.  Yield 5.6%  

(Analysts’ price target is $29.49)
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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 this outdoor sports retailer as a TOP PICK.  Recently reported earnings, showed a 68% increase in free cash flow.  It trades at 9x earnings, under 2x book and supports a 24% ROE.  We like that cash reserves continue to grow as the company aggressively buys back shares and retires debt.  We recommend trailing up the stop (from $45) to $47, looking to achieve $63 -- upside potential of 17%.  Yield 0.7%

(Analysts’ price target is $62.79)
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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 NVDA as a TOP PICK.  News of a new Chinese AI competitor shook the value of the stock off its highs, but analysts feel US tech giants will continue to invest in American AI -- especially based on recent US Administration pledges to keep the US the king of AI.  The drop in share price has brought value to under 30x earnings -- compared to highs near 50x.  We like that recent reported earnings showed cash reserves building as shares are aggressively bought back and debt is retired.  We continue to recommend a stop at $116, looking to achieve $175 -- upside potential of 29%.  Yield 0.1% 

(Analysts’ price target is $175.12)
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This is a Panic-proof Portfolio opinion which is available only for Premium members

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 03/24, Up 17.9%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LUCK (formerly BOWL as of Dec. 2024) is progressing well.  We recommend trailing up the stop (from $9.50) to $11.00 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 Jun 20/24, Up 31.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LNG has triggered its stop at $215.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 33%, when combined with our previous guidance.  

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This is a Panic-proof Portfolio opinion which is available only for Premium members

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 Jan 02/25, Down 13.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ROIV has triggered its stop at $10.50.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 9%, when combined with our previous guidance.  

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This is a Panic-proof Portfolio opinion which is available only for Premium members

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 1.6%)Stockchase Research Editor: Michael O'Reilly

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