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September 24, 2020
Stochchase Research Editor: Michael O'Reilly As the pandemic appears to be heading towards wave two, take-out vendors will continue to benefit. PZZA has done well thus far, with recently reported revenues rising by 15% over the year and sales up 28%. We recommend picking up this Top Pick with an eye to return return to $100 -- nearly a 20% return-- using $72 as stop-loss. Yield 1.05% (Analysts’ price target is $106.21)
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Papa John's Intl. (PZZA-Q)
September 24, 2020
Stochchase Research Editor: Michael O'Reilly As the pandemic appears to be heading towards wave two, take-out vendors will continue to benefit. PZZA has done well thus far, with recently reported revenues rising by 15% over the year and sales up 28%. We recommend picking up this Top Pick with an eye to return return to $100 -- nearly a 20% return-- using $72 as stop-loss. Yield 1.05% (Analysts’ price target is $106.21)
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TOP PICK
September 24, 2020
Raised dividend for 57 years. Nice balance between drug business, consumer products, and diagnostics. Likely to see acquisitions in consumer and diagnostics. A beneficiary of the post-Covid environment. Long-term exposure to a global healthcare leader. Good valuation. Continued performance. Yield is 2.08%. (Analysts’ price target is $163.63)
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Johnson & Johnson (JNJ-N)
September 24, 2020
Raised dividend for 57 years. Nice balance between drug business, consumer products, and diagnostics. Likely to see acquisitions in consumer and diagnostics. A beneficiary of the post-Covid environment. Long-term exposure to a global healthcare leader. Good valuation. Continued performance. Yield is 2.08%. (Analysts’ price target is $163.63)
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September 24, 2020
Structural growth story for 3-5 years. Great exposure in US, with growing international presence. Really likes management. Healthy dividend that has grown at 9%. Yield is 2.09%. (Analysts’ price target is $39.11)
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Saputo Inc. (SAP-T)
September 24, 2020
Structural growth story for 3-5 years. Great exposure in US, with growing international presence. Really likes management. Healthy dividend that has grown at 9%. Yield is 2.09%. (Analysts’ price target is $39.11)
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September 24, 2020
Attractive entry point. Likes exposure to semis and consumer electronics. A world class business at a discounted price. Dividend has grown at 27% for the last 10 years. Asia is oversold, and so is best positioned for a post-Covid recovery. Yield is 2.41%. (Analysts’ price target is $1571.10)
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Attractive entry point. Likes exposure to semis and consumer electronics. A world class business at a discounted price. Dividend has grown at 27% for the last 10 years. Asia is oversold, and so is best positioned for a post-Covid recovery. Yield is 2.41%. (Analysts’ price target is $1571.10)
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September 23, 2020
Best in class. Rock solid balance sheet, outstanding leadership. Great investment banking, large digital presence. Well capitalized. Good valuation. Dividend sustainable. Election outcome won't have a negative impact. Yield is 3.82%. (Analysts’ price target is $114.86)
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JP Morgan Chase & Co (JPM-N)
September 23, 2020
Best in class. Rock solid balance sheet, outstanding leadership. Great investment banking, large digital presence. Well capitalized. Good valuation. Dividend sustainable. Election outcome won't have a negative impact. Yield is 3.82%. (Analysts’ price target is $114.86)
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September 23, 2020
Huge chunk of US retail deposits. Fantastic investment banking francise. CEO has done well navigating problems. Well capitalized. Trading at 0.8% of book value. Compelling opportunity. Exceptionally well run. Default rates not that bad. Growth is happening. Dividend sustainable. Election outcome won't have a negative impact. Yield is 3.01%. (Analysts’ price target is $27.77)
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Bank of America (BAC-N)
September 23, 2020
Huge chunk of US retail deposits. Fantastic investment banking francise. CEO has done well navigating problems. Well capitalized. Trading at 0.8% of book value. Compelling opportunity. Exceptionally well run. Default rates not that bad. Growth is happening. Dividend sustainable. Election outcome won't have a negative impact. Yield is 3.01%. (Analysts’ price target is $27.77)
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September 23, 2020
Likes the deal with Reliance, the cell phone operator in India. Will drive further revenue growth. Moving full-on with e-commerce in India. Will provide attractive mediums for businesses to attract consumers. Great long-term hold. No dividend. (Analysts’ price target is $288.00)
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Facebook (FB-Q)
September 23, 2020
Likes the deal with Reliance, the cell phone operator in India. Will drive further revenue growth. Moving full-on with e-commerce in India. Will provide attractive mediums for businesses to attract consumers. Great long-term hold. No dividend. (Analysts’ price target is $288.00)
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September 23, 2020

Billy Kawasaki’s Insights - Picks from 5i Research. Management has proven themselves with a solid historical performance. They are long term holders and builders of businesses. Cash flow is good and they have turned a profit every year for the last 20 years. Unlock Premium - Try 5i Free

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Thomson Reuters Corp (TRI-T)
September 23, 2020

Billy Kawasaki’s Insights - Picks from 5i Research. Management has proven themselves with a solid historical performance. They are long term holders and builders of businesses. Cash flow is good and they have turned a profit every year for the last 20 years. Unlock Premium - Try 5i Free

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September 22, 2020
Stockchase Research Editor: Michael O'Reilly eCommerce trade has benefitted during the pandemic and this is one of the major companies that delivers the goods. UPS just received an upgrade by analysts at Credit Suisse,. It is a defensive holding that continues to see revenues growing by double-digits. It pays a good dividend backed by a decent payout ratio. The technical chart is setting up for another push higher. We would trade this with a stop-loss at $145. Yield 2.51%
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Stockchase Research Editor: Michael O'Reilly eCommerce trade has benefitted during the pandemic and this is one of the major companies that delivers the goods. UPS just received an upgrade by analysts at Credit Suisse,. It is a defensive holding that continues to see revenues growing by double-digits. It pays a good dividend backed by a decent payout ratio. The technical chart is setting up for another push higher. We would trade this with a stop-loss at $145. Yield 2.51%
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September 22, 2020
Stockchase Research Editor: Michael O'Reilly NOC is a security company providing products like autonomous systems and cybersecurity and it operates in the US, Asia-Pacific and internationally. It has over $70 billion in backlog orders, which are principally with government agencies like the US Defense department. Recent earnings were up 19% with a 53% increase in free cash flow and the company increased its earnings guidance. We would trade this with a stop-loss at $295. Yield 1.78% (Analysts’ price target is $393.18)
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Northrop Grumman (NOC-N)
September 22, 2020
Stockchase Research Editor: Michael O'Reilly NOC is a security company providing products like autonomous systems and cybersecurity and it operates in the US, Asia-Pacific and internationally. It has over $70 billion in backlog orders, which are principally with government agencies like the US Defense department. Recent earnings were up 19% with a 53% increase in free cash flow and the company increased its earnings guidance. We would trade this with a stop-loss at $295. Yield 1.78% (Analysts’ price target is $393.18)
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TOP PICK
September 22, 2020
Stockchase Research Editor: Michael O'Reilly With the recent pullback from $150 highs, this is a good opportunity to enter. Rising revenues, profit margins and EPS are propelling this company, which has been an essential service provider during the pandemic. As retail bankruptcies rise in the US, there is a growing gap for WMT to fill. Dividends have grown for 47 consecutive years and are backed by a 34% payout ratio. We would buy this with a stop-loss at $120. Yield 1.58% (Analysts’ price target is $145.88)
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Walmart Inc (WMT-N)
September 22, 2020
Stockchase Research Editor: Michael O'Reilly With the recent pullback from $150 highs, this is a good opportunity to enter. Rising revenues, profit margins and EPS are propelling this company, which has been an essential service provider during the pandemic. As retail bankruptcies rise in the US, there is a growing gap for WMT to fill. Dividends have grown for 47 consecutive years and are backed by a 34% payout ratio. We would buy this with a stop-loss at $120. Yield 1.58% (Analysts’ price target is $145.88)
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September 22, 2020

The AGM is tomorrow. They provide e-commerce software to big companies like Sobey's, just like Shopify does for smaller ones. Also, they enable suppliers to bid on government contracts; MDF just won a big contract in this business in the UK. 80% of their sales are recurring, but it trades at only 1.5x recurring revenues vs. 30-40x among peers. A no-brainer. You will do extremely well with this. Investors associate MDF with its hodge-podge of accumulated internet platforms over years, but new managers are focusing on their winning core platforms. He expects new contract coming, helped by the online trend. (Analysts’ price target is $8.85)

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The AGM is tomorrow. They provide e-commerce software to big companies like Sobey's, just like Shopify does for smaller ones. Also, they enable suppliers to bid on government contracts; MDF just won a big contract in this business in the UK. 80% of their sales are recurring, but it trades at only 1.5x recurring revenues vs. 30-40x among peers. A no-brainer. You will do extremely well with this. Investors associate MDF with its hodge-podge of accumulated internet platforms over years, but new managers are focusing on their winning core platforms. He expects new contract coming, helped by the online trend. (Analysts’ price target is $8.85)

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September 22, 2020

They just struck a deal with the US Air Force. BB is highly undervalued and the most unloved Canadian tech company, purely specializing in security. They have several recurring revenue streams, including enterprise security, their core business, and car security that serves 175 million autos. They don't get investor love because they missed guidance a few times and a few shareholder have filed complaints about the board. He expects changes to the board. This explains the current stock hit. A great acquisition candidiate for a big tech company like MSFT. (Analysts’ price target is $5.49)

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BlackBerry (BB-T)
September 22, 2020

They just struck a deal with the US Air Force. BB is highly undervalued and the most unloved Canadian tech company, purely specializing in security. They have several recurring revenue streams, including enterprise security, their core business, and car security that serves 175 million autos. They don't get investor love because they missed guidance a few times and a few shareholder have filed complaints about the board. He expects changes to the board. This explains the current stock hit. A great acquisition candidiate for a big tech company like MSFT. (Analysts’ price target is $5.49)

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TOP PICK
September 22, 2020
They took a credibility hit after the Canadian army named them for several infractions at some retirement homes during the spring lockdown (some seniors died of Covid in Sienna home). They since made major management changes to beef up staff. The dividend is sustainable. The cost of operating these seniors' facililities has risen, though the government is covering a part of this cost and is thinking of helping to further fund home upgrades. (Analysts’ price target is $14.02)
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They took a credibility hit after the Canadian army named them for several infractions at some retirement homes during the spring lockdown (some seniors died of Covid in Sienna home). They since made major management changes to beef up staff. The dividend is sustainable. The cost of operating these seniors' facililities has risen, though the government is covering a part of this cost and is thinking of helping to further fund home upgrades. (Analysts’ price target is $14.02)
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TOP PICK
September 21, 2020
Warning about all his top picks: Markets are volatile and demand active management. This current pullback is a buying opportunity for ATVI. Buy a quarter and add at every $7 it falls down. He likes the videogame space, because people are staying at home during the pandemic and are driving subscriptions. New games like Call of Duty will increase earnings, even surprise. (Analysts’ price target is $95.16)
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Activision Blizzard (ATVI-Q)
September 21, 2020
Warning about all his top picks: Markets are volatile and demand active management. This current pullback is a buying opportunity for ATVI. Buy a quarter and add at every $7 it falls down. He likes the videogame space, because people are staying at home during the pandemic and are driving subscriptions. New games like Call of Duty will increase earnings, even surprise. (Analysts’ price target is $95.16)
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