They operate a multi-state U.S. health network. They're building out brick and mortrar with telehealth and speciality services there. Customers typically go in for services, but insurance companies are looking at a membership model so customers pay a fee and get access to a full suite of products. SHG is growing by acquisition and organically. Strong balance sheet and they trades at a big discount to peers. Based on their guidance for next year and their peers trading at 12-15x revenues, SHG shares should be worth $3.25 or twice current prices. He really likes management which owns a lot of shares. They're planning a Nasdaq listing. (Analysts’ price target is $1.88)

They're in cybersecurity and data management. Since 2017, they've been growing by 19 acquisitions which are accretive. It trades at a huge discount to peers like CGI, at 7.5x EBITDA and should be at 12-15x. So, the stock should be 50% higher. They report after today's close. If they miss, get in. If they beat, the stock will likely run. (Analysts’ price target is $9.67)

No price target A copper producer that flies under the radar operating, operating in Chile. They get the tailings from the world's largest copper mine and then they produce copper from it. Thet spent $300 million to build this project. They're hugely leveraged to copper. They continue to process more. They guide 62 millions pounds for 2022. Anytime the copper price rises, their cash levels greatly rise. There's little research on this name, but he sees huge upside.

It is his second largest position. They are one of the few global players and they have these off-shore wind sites, which is the big frontier in this. He thinks this is a good entry point into this company. It could be a goo take-over candidate and there should be good growth as well. (Analysts’ price target is $53.12)

They are geared toward the re-opening of the economy. Quietly they are becoming an electric vehicle infrastructure company. Electric buses have a longer life than fossil fuel buses. (Analysts’ price target is $34.00)

They have massive free cash flow. They have a long history of dividend increases. It is still cheap relative to where commodity prices could go. You want to average into it. (Analysts’ price target is $47.63)

Merger of the largest lense maker Essilor with the almost monopolistic maker of eyeware frames Luxotica. Together it is a behemoth. They dominate the market and is also the biggest retailer of eyecare with Pearlvision, LenseCrafters, SunglassHut. Huge in sunglasses too. A return to normal stock. (Analysts’ price target is $179.18)

One of the biggest companies in makeup, haircare and skincare. Department stores and specialty retails got shut down so there was a hit. As these markets come back, they will start to do better. There is still more in it. Fragrances and makeup is expected to come back. Very well run. (Analysts’ price target is $330.43)

A spanish company that is the IT backbone for the travel industry. Reservations for hotel, cruises, air etc relies on them. Volume shrunk to almost nothing due to restrictions. As travel comes back through air, cruise, hotels, etc they will be one of the biggest winners. Safer than the other leveraged plays. (Analysts’ price target is $68.26)

Stockchase Research Editor: Michael O'Reilly During the pandemic, orthodontic services have been restricted. ALGN allows patients a safe, lower cost way, to achieve their goal for a better dental appearance. Patients work with orthodontists, but wear an aligner for their teeth that is not visible to others. Management just amped up their sales expectations to $3.7-$3.9 billion for the year, compared to analyst expectations of $3.49 billion. The company is expanding to include Europe, Japan and China. The company continues to build cash reserves, now estimated over $1.2 billion. We would buy this with a stop loss at $400, looking to achieve $707 -- upside potential over 25%. Yield 0% (Analysts’ price target is $707.00)

Stockchase Research Editor: Michael O'Reilly This manufacturer of hardwood flooring material will benefit from homeowner renovations going forward. As new house builds average $36,000 US higher, due to soaring plywood and lumber costs, home renovation demand will continue to grow. Recently reported EPS of $1.06 beat expectations of $0.50. Comparable store sales were up over 10%. It trades at under 15x earnings, compared to peers at 36x. We would buy this with a stop loss at $19. We believe a technical breakout will propel this towards a higher objective of $30 -- potential upside of 25%. Yield 0% (Analysts’ price target is $26.67)

Stockchase Research Editor: Michael O'Reilly The company operates as a pet pharmacy. The industry has done well during the pandemic. The company trades at 20x earnings, compared to peers at 36x. Over 90% of the shares are held by institutions, making it have good staying power. It pays a good dividend, backed by a payout ratio of 75% of cash flow -- sustainable. We would buy this with a stop loss at $22.50, looking to achieve $41 -- upside potential over 32%. Yield 3.69% (Analysts’ price target is $41.00)

Cloud and network solutions, and visualizations. Mostly owned by Dell, but will be spun off this year. Consistent earnings growth. Driven by reopening of data centres and inclusion in various indices. By in thirds here at $160-161, 145, and, if you're lucky, down at 130. No dividend. (Analysts’ price target is $172.43)

Cloud and edge computing. Price target of $276 in 12 months. Buy in thirds at $220, 210, and 200. No dividend. (Analysts’ price target is $273.54)

Poster child for network security providers. They change as the market changes. 12-month price target of $447. Buy half a position now around $340, and another half at 320. No dividend. (Analysts’ price target is $448.34)