Likes the e-commerce idea. However, the US based companies are very expensive. BABA has 46% 5 year average annual growth. China continues to become more wealthy. In many ways, the disconnect between US and Chinese valuation may be catching up. (Analysts’ price target is $328.36)

The company is effectively a global tax on industrial production. They provide CO2 for sodas, oxygen to hospitals, hydrogen for steel, etc. The dividend continues to grow at 10%+ per annum. A slow and steady company that is very defensive. (Analysts’ price target is $284.19)

The global leader in med-tech space by revenue. It has increased dividends for 42 consecutive years. 9.4% total return for the last 5 years. Benefits from the aging demographics. Does a lot of tuck in acquisitions. The top line is growing at 9% in the last 10 years. (Analysts’ price target is $128.84)

Stockchase Research Editor: Michael O'Reilly OGI is a cannabis producer serving the Canadian market. Recent earnings disappointed on the revenue side (down by 23%), but management is noting that adult recreational use is up 30% over the year. The company is now producing positive cash flows (in 2 of the last 3 quarters), building its cash position, and is successfully paying off debt. We would buy this with a stop-loss at $1.40, looking to achieve $3.50 -- upside potential of 55%. Yield 0% (Analysts’ price target is $3.43)

Stockchase Research Editor: Michael O'Reilly KBH is a US homebuilder. Recently reported revenues were disappointing -- down over 23% -- but sales prices were 5% higher backed by the expectation of continued low interest rates. Overall, EPS of $1.12 came in $0.18 higher than analyst expectations. The company reported orders volumes increased 50% putting order backlogs at 15 year highs. It trades at 10x earnings compared to sector averages over 34x -- making this good value here. It pays a small dividend, backed by a 13% payout ratio. We would buy this with a stop-loss at $27, looking to achieve $44 -- over 22% upside. Yield 1.71% (Analysts’ price target is $43.13)

Stockchase Research Editor: Michael O'Reilly TSN is the world's largest meat producer, selling to over 140 countries. The pandemic caused operational issues with outbreaks at its numerous facilities, but those have been virtually all resolved. It pays a great dividend, backed by a 29% payout ratio. It trades at 13x earnings, compared to a sector average of 43x, making it good value here. We would buy this with a $50 stop-loss, looking to achieve $80 -- potential upside of over 22%. Yield 2.78% (Analysts’ price target is $80.00)

A buy and hold. Produce construction chemicals that help make buildings greener. Innovative. Well positioned for greener infrastructure. Yield is 0.91%. (Analysts’ price target is $270.34)

Fabulous semiconductor company. Produces systems that are used for vision in machines. Sensors to improve manufacturing. Innovative, lots of new products a year. Strong record of execution. Yield is 0.35%. (Analysts’ price target is $53318.89)

Its 50% market share is cemented and expanding. Favoured supplier to the free world of leading edge semiconductors. Spending aggressively for manufacturing in US. Quality and performance are best in class. Yield is 1.69%. (Analysts’ price target is $642.87)

Down about 30%. Buying opportunity. Long-term secular e-commerce growth. Middle class growth provides a runway of increased earnings. Trading at 20x earnings for 20% growth. No dividend. (Analysts’ price target is $331.03)

Premier shopping mall in the US. Unique shopping experiences. Post-Covid, the outlook is impressive. Yield is 5.99%. (Analysts’ price target is $96.47)

Outlook on banks has become quite bullish. Vaccine rollout, fiscal stimulus, steepening yield curve. Loan demand should climb, and loan defaults should shrink. Should see more share buybacks and higher dividends. Trades below tangible book value. New management is focusing on moving past legal troubles. Yield is 1.18%. (Analysts’ price target is $35.27)

Stockchase Research Editor: Michael O'Reilly RBC recently upgraded home builder DHI based on current trends in the housing market and its affordable regional focus (largely in Texas) is well positioned. It trades at only 10.5x earnings, compared to 32x for the construction space. With a PEG ratio of 0.72, it is good value based on EPS growth expected to be over 13% next year, following a 49% increase this year. It pays a small dividend backed by a payout ratio of only 10%. We would buy this with a stop-loss at $59, looking to achieve $89 -- over 30% upside potential. Yield 1.18% (Analysts’ price target is $89.21)

Stockchase Research Editor: Michael O'Reilly This well known household product continues to put up solid results. Latest reported revenue was up over 26%, aggressively beating expectations, and gross margin continues to expand with increased cost efficiencies. Management just raised 2021 earnings guidance, above market expectations. The dividend is modest, but has increased in each of the past 11 years (backed by a payout ratio of 51%) and is due for another increase shortly. We would buy this with a stop-loss of $240, looking to target $353 -- over 20% upside. Yield 0.89% (Analysts’ price target is $353.00)