Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
We again reiterate TLK, Indonesia's largest telecom with over 160 million customers, as a TOP PICK. We like that cash reserves continue to grow as debt is retired and shares are bought back. It trades at 12x earnings, 1.9x book and supports a ROE of 16%. The robust dividend is backed by a manageable payout ratio of 2/3 of cash flow. We recommend maintaining a stop at $15, looking to achieve $20 -- upside potential of 15%. Yield 6.8%
(Analysts’ price target is $19.75)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
We reiterate UAL as a TOP PICK. Earnings will be released around mid-month and the market has already factored in a 7% decline in EPS. As customer air miles travelled is set to hit an all time high, we think this is a good time to add to our previous guidance. It trades at 7x earnings, 2x book and supports a robust 33% ROE. We recommend trailing up the stop (from $54) to $63, looking to achieve $99 -- upside potential of 23%. Yield 0%
(Analysts’ price target is $98.95)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with DFH has achieved its target at $27. To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $12.50.
Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
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Despite concerns from the US Administration's new budget limiting healthcare funding, we reiterate ARDT as a TOP PICK. Although the bill puts limitations on new funding options for hospital operators like ARDT, analysts cite existing agreements are grandfathered and they expect critics to continue to chip away at the restrictions. It trades at 9x earnings, under 2x book, and supports a ROE of 24%. Cash reserves are growing, while debt is repaid. We continue to recommend a tight stop at $12.50, looking to achieve $18.00 -- upside potential of 28%. Yield 0%
(Analysts’ price target is $20.32)