TOP PICK

Capitalizing on shift to digital payments. Increasing cross-border travel helps names like this, as cross-border transactions are high margin. Fintech and AI are unlocking areas of revenue. Interesting partnerships and acquisitions. Cashflow remains high. Yield is 1.0%.

Exceeding expectations on quarterly results. Seeing ~13% annual earnings growth going forward. Shares are down 10-11%, attractive entry point.

(Analysts’ price target is $627.33)
TOP PICK

Clearly winning the streaming wars, being pulled upward by increasing number of global subscribers. That's driving pricing power. New ad-supported tier, password-sharing crackdown. Investing in original content. Live sports are generating revenue. No dividend.

Increasing cashflow. Sees 23% earnings growth. Shares are down ~15%.

(Analysts’ price target is $1084.24)
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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 Greek shipping company as a TOP PICK.  Global shipping will need to step in to assist global trade supply chain adjustments and this company is well suited to participate.  We like that cash reserves are growing, while shares are bought back.  It trades at 3x earnings, under book value and supports a 26% ROE.  Management says that over three-quarters of their capacity is already booked for 2025.  The yield is attractive and is supported by a payout ratio under 20% of cash flow.  We recommend trailing up the stop (from $17) to $19, looking to achieve $28 — upside potential over 20%.  Yield 7.3%

(Analysts’ price target is $27.75)
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TOP PICK
Stockchase Research Editor: Michael O’Reilly

We reiterate this Norwegian based North Sea energy producer as a TOP PICK.  The importance of energy security in Europe has never been greater and EQNR is well positioned.  It trades at 7x earnings, under 2x book and supports a 20% ROE.  Management is prudently using cash reserves to aggressively buy back shares and retire debt.  We recommend maintaining a tight stop at $22, looking to achieve $29 — upside potential over 20%.  Yield 4.8%

(Analysts’ price target is $28.72)
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TOP PICK
Stockchase Research Editor: Michael O’Reilly

We reiterate this Panama based airline for Latin America as a TOP PICK.  Recent data shows the airline utilization rates along with revenue per passenger mile continued to grow last mont.  We like that cash reserves are growing, shares trade at 5x earnings, under 2x book and supports a ROE of 27%.  The robust yield is backed by a payout ratio under 50% of cash flow.  We continue to recommend a stop at $86, looking to achieve $118 — upside potential of 28%.  Yield 7.0%

(Analysts’ price target is $149.60)
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Curated by Michael O'Reilly since 2020.
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PAST TOP PICK
(A Top Pick Jan 23/25, Down 1.1%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with RCI.B is stagnating.  To remain disciplined, we recommend trailing up the stop (from $35) to $38 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 Jan 23/25, Down 3.7%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with PET is stagnating.  To remain disciplined, we recommend trailing up the stop (from $18) to $20 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 Feb 06/25, Up 9.6%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with AZN is progressing well.  To remain disciplined, we recommend trailing up the stop (from $64) to $71 at this time.

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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 12.4%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with ET has triggered its stop at $11.  To remain disciplined we recommend covering the position at this time.  When combined with our previous guidance, this will result in a net investment loss of 9%.

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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 Apr 09/24, Up 25.1%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with AAPL has triggered its stop at $212.  To remain disciplined we recommend covering the position at this time.  When combined with our previous guidance, this will result in a net investment gain of 25%.

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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 05/24, Down 7.1%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with BIPC has triggered its stop at $51.  To remain disciplined we recommend covering the position at this time.  When combined with our previous guidance, this will result in a net investment loss of 1%.

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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 Dec 12/24, Down 11.2%)

Our PAST TOP PICK with OMC has triggered its stop at $80.  To remain disciplined we recommend covering the position at this time.