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March 5, 2021
A dominant manufacturers for transit buses for cities, states and local governments in North America. They are growing their presence in the UK and Europe with recent acquisition. There is also a smaller coach, after-market parts/services business with fledgling infrastructure business. Earnings are cyclically depressed but they could grow as much as 5 fold. There is a huge refresh cycle for EV buses from legacy fleet. Undervalued here. (Analysts’ price target is $36.53)
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A dominant manufacturers for transit buses for cities, states and local governments in North America. They are growing their presence in the UK and Europe with recent acquisition. There is also a smaller coach, after-market parts/services business with fledgling infrastructure business. Earnings are cyclically depressed but they could grow as much as 5 fold. There is a huge refresh cycle for EV buses from legacy fleet. Undervalued here. (Analysts’ price target is $36.53)
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March 5, 2021
A royalty and resource investment company. They do not mine. Pioneers of the royalty business model. Prefers this model since it gives exposure to the company but insulates investors from the commodity and cost over-runs that is endemic in the industry. Well-diversified by operator, geography and commodity. The pullback is the third biggest in the business history and it is a great buying opportunity. (Analysts’ price target is $198.78)
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A royalty and resource investment company. They do not mine. Pioneers of the royalty business model. Prefers this model since it gives exposure to the company but insulates investors from the commodity and cost over-runs that is endemic in the industry. Well-diversified by operator, geography and commodity. The pullback is the third biggest in the business history and it is a great buying opportunity. (Analysts’ price target is $198.78)
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March 5, 2021
Dominant property and casualty insurer with 17% market share in home, auto, commercial and specialty lines. They are going through a $12B acquisition that will give them a presence in the UK. Longer-term forces like climate change and rising property values give them higher premiums and higher insured values. There is a hardening market in their insurance space. (Analysts’ price target is $181.78)
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Dominant property and casualty insurer with 17% market share in home, auto, commercial and specialty lines. They are going through a $12B acquisition that will give them a presence in the UK. Longer-term forces like climate change and rising property values give them higher premiums and higher insured values. There is a hardening market in their insurance space. (Analysts’ price target is $181.78)
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March 4, 2021
Stockchase Research Editor: Michael O'Reilly TWOU offers online education technology worldwide. They have benefitted as universities and schools have moved to online classes. Although return to work is progressing with vaccine distribution, there is an underlying change in the way many organizations view online learning going forward, including new client, The London School of Economics. Recent reported earnings still showed a slight loss, but revenues were up over 30% over the year. Cash flow is estimated to be up over $325 million, leaving the company well positioned. We would buy this with a $20 stop-loss, looking to achieve $59 -- upside potential over 60%. Yield 0% (Analysts’ price target is $58.54)
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2U, Inc. (TWOU-Q)
March 4, 2021
Stockchase Research Editor: Michael O'Reilly TWOU offers online education technology worldwide. They have benefitted as universities and schools have moved to online classes. Although return to work is progressing with vaccine distribution, there is an underlying change in the way many organizations view online learning going forward, including new client, The London School of Economics. Recent reported earnings still showed a slight loss, but revenues were up over 30% over the year. Cash flow is estimated to be up over $325 million, leaving the company well positioned. We would buy this with a $20 stop-loss, looking to achieve $59 -- upside potential over 60%. Yield 0% (Analysts’ price target is $58.54)
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March 4, 2021
Stockchase Research Editor: Michael O'Reilly HLF is a nutritional supplement and weight management product company. Management revised upward its 2021 guidance in light of pandemic related demand growth. At 13x earnings, it trades at a good discount to its peers and earnings growth has been 11% annually over the past 5 years allowing its cash flow position to grow. We would buy this with a stop-loss at $35, looking to achieve $70 -- upside potential over 50%. Yield 0% (Analysts’ price target is $69.67)
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Stockchase Research Editor: Michael O'Reilly HLF is a nutritional supplement and weight management product company. Management revised upward its 2021 guidance in light of pandemic related demand growth. At 13x earnings, it trades at a good discount to its peers and earnings growth has been 11% annually over the past 5 years allowing its cash flow position to grow. We would buy this with a stop-loss at $35, looking to achieve $70 -- upside potential over 50%. Yield 0% (Analysts’ price target is $69.67)
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March 4, 2021
Stockchase Research Editor: Michael O'Reilly HOLX manufactures medical equipment and diagnostic devices including COVID-19 test kits. Sales were recently reported up almost 90% and management guidance calls for revenue to double over the year to over $1.5 billion. Trading at 11x earnings, it is good value here. We would buy this with a stop-loss at $56, looking to achieve $89 -- upside potential of 25%. Yield 0% (Analysts’ price target is $89.08)
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Hologic (HOLX-Q)
March 4, 2021
Stockchase Research Editor: Michael O'Reilly HOLX manufactures medical equipment and diagnostic devices including COVID-19 test kits. Sales were recently reported up almost 90% and management guidance calls for revenue to double over the year to over $1.5 billion. Trading at 11x earnings, it is good value here. We would buy this with a stop-loss at $56, looking to achieve $89 -- upside potential of 25%. Yield 0% (Analysts’ price target is $89.08)
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March 4, 2021
Animal care plus livestock. Livestock is not growing as quickly as last year, but will as protein consumption grows in developing countries. Pet business really strong this year. Drugs come to market sooner, and not many generics. Great demographic and growth story. Yield is 0.67%. (Analysts’ price target is $186.31)
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Zoetis Inc (ZTS-N)
March 4, 2021
Animal care plus livestock. Livestock is not growing as quickly as last year, but will as protein consumption grows in developing countries. Pet business really strong this year. Drugs come to market sooner, and not many generics. Great demographic and growth story. Yield is 0.67%. (Analysts’ price target is $186.31)
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March 4, 2021
Benefited from pandemic. Membership fees growth. Signature product continues to grow. Not just a pandemic story. Yield is 0.87%. (Analysts’ price target is $394.13)
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Benefited from pandemic. Membership fees growth. Signature product continues to grow. Not just a pandemic story. Yield is 0.87%. (Analysts’ price target is $394.13)
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March 4, 2021
Trades at 26x earnings. Strong user base. Under levered. Instagram can still be monetized. Lots of free cash. Sees great growth in revenue produced per user in Europe and underdeveloped areas of the world, which will benefit free cashflow. No dividend. (Analysts’ price target is $335.11)
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Facebook (FB-Q)
March 4, 2021
Trades at 26x earnings. Strong user base. Under levered. Instagram can still be monetized. Lots of free cash. Sees great growth in revenue produced per user in Europe and underdeveloped areas of the world, which will benefit free cashflow. No dividend. (Analysts’ price target is $335.11)
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March 3, 2021
Best of breed. Work from home will continue even after vaccines, and this will create opportunities for ACN. Organic growth plus tuck-in acquisitions. Spread across government and healthcare. Great story, dividend growth. Yield is 1.37%. (Analysts’ price target is $278.52)
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Best of breed. Work from home will continue even after vaccines, and this will create opportunities for ACN. Organic growth plus tuck-in acquisitions. Spread across government and healthcare. Great story, dividend growth. Yield is 1.37%. (Analysts’ price target is $278.52)
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March 3, 2021
Dividend growth of 57 consecutive years. 3 divisions, plus vaccine rollout. Operates like a tax on the consumer. Continues to tick along. Possible acquisitions, especially on the device side. Yield is 2.56%. (Analysts’ price target is $183.68)
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Dividend growth of 57 consecutive years. 3 divisions, plus vaccine rollout. Operates like a tax on the consumer. Continues to tick along. Possible acquisitions, especially on the device side. Yield is 2.56%. (Analysts’ price target is $183.68)
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March 3, 2021
A number of strategic moves have gone largely unnoticed. Selling non-core assets. Interest rates will benefit it. An inexpensive entry point. Not a lot of downside from here. Yield is 5.67%. (Analysts’ price target is $34.80)
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Power Corp (POW-T)
March 3, 2021
A number of strategic moves have gone largely unnoticed. Selling non-core assets. Interest rates will benefit it. An inexpensive entry point. Not a lot of downside from here. Yield is 5.67%. (Analysts’ price target is $34.80)
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March 2, 2021
Stockchase Research Editor: Michael O'Reilly RIDE has the early lead in bringing the world's first all electric commercial pickup truck to market -- targeting September 2021 for the rollout. With only four moving parts and 95% more efficient than traditional engines, it can be a real disruptor in the space. The stock was recently hurt when the US Post Office decided to purchase from another EV manufacturer. However, the Biden Administration executive order to replace all federal vehicles with net zero emissions with parts made in the US will be an opportunity as over 600,000 federal vehicles will need to convert to EV, hybrid, or electrified. The company is not yet profitable, but with over 100,000 pre-orders it is well positioned. We would buy this with a stop-loss at $13, looking to achieve $32.50. Yield 0% (Analysts’ price target is $32.20)
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Stockchase Research Editor: Michael O'Reilly RIDE has the early lead in bringing the world's first all electric commercial pickup truck to market -- targeting September 2021 for the rollout. With only four moving parts and 95% more efficient than traditional engines, it can be a real disruptor in the space. The stock was recently hurt when the US Post Office decided to purchase from another EV manufacturer. However, the Biden Administration executive order to replace all federal vehicles with net zero emissions with parts made in the US will be an opportunity as over 600,000 federal vehicles will need to convert to EV, hybrid, or electrified. The company is not yet profitable, but with over 100,000 pre-orders it is well positioned. We would buy this with a stop-loss at $13, looking to achieve $32.50. Yield 0% (Analysts’ price target is $32.20)
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March 2, 2021
Stockchase Research Editor: Michael O'Reilly Last October we identified DPZ as a BUY ON WEAKNESS candidate if it traded back down towards $345. It has achieved our target and so we are recommending to buy with a stop-loss at $300, looking to target $424 -- upside potential over 23%. It pays a small dividend, backed by a payout ratio of 33%. EPS grew by 30% last year and is expected to grow 12% annually over the next five years. It trades at 30x earnings, just under peers at 35x in the same space. Almost 90% of the stock is held by institutions, who are likely to show good holding power. Yield 0.9% (Analysts’ price target is $423.85)
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Stockchase Research Editor: Michael O'Reilly Last October we identified DPZ as a BUY ON WEAKNESS candidate if it traded back down towards $345. It has achieved our target and so we are recommending to buy with a stop-loss at $300, looking to target $424 -- upside potential over 23%. It pays a small dividend, backed by a payout ratio of 33%. EPS grew by 30% last year and is expected to grow 12% annually over the next five years. It trades at 30x earnings, just under peers at 35x in the same space. Almost 90% of the stock is held by institutions, who are likely to show good holding power. Yield 0.9% (Analysts’ price target is $423.85)
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March 2, 2021

Stockchase Research Editor: Michael O'Reilly NKE has clearly benefited from the pandemic, trading up to 78x earnings. However with EPS expected to be up over 25% next year and to average over 34% annually over the next five, its forward PE looks like a more reasonable 35x earnings. It pays a smallish dividend, backed by a sustainable 55% payout ratio. HSBC just upgraded the company to a buy last week, citing the company is now realizing its strategy of achieving both higher margins and growing market share. We would buy this with a stop-loss at $110, looking to achieve $164 -- upside potential of 20%. Yield 0.74% (Analysts’ price target is $163.68)

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Nike Inc (NKE-N)
March 2, 2021

Stockchase Research Editor: Michael O'Reilly NKE has clearly benefited from the pandemic, trading up to 78x earnings. However with EPS expected to be up over 25% next year and to average over 34% annually over the next five, its forward PE looks like a more reasonable 35x earnings. It pays a smallish dividend, backed by a sustainable 55% payout ratio. HSBC just upgraded the company to a buy last week, citing the company is now realizing its strategy of achieving both higher margins and growing market share. We would buy this with a stop-loss at $110, looking to achieve $164 -- upside potential of 20%. Yield 0.74% (Analysts’ price target is $163.68)

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