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Today, The Panic-Proof Portfolio (Stockchase Research) commented about whether LDOS-N, LDOS-N, RGS-N, DFH-N, UAL-Q, TLK-N, ARDT-N are stocks to buy or sell.

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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

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)
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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 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)
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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 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)
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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 May 27/25, Up 25%)Stockchase Research Editor: Michael O'Reilly

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.  

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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 21/25, Up 3.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with RGS is stagnating.  To remain disciplined, we recommend trailing up the stop (from $17) to $19 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 Dec 12/24, Up 5.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LDOS is stagnating.  To remain disciplined, we recommend trailing up the stop to $139 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 Dec 12/24, Up 5.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LDOS is stagnating.  To remain disciplined, we recommend trailing up the stop to $139 at this time.