Top Picks

Show
15
Signal
Opinion
Expert
TOP PICK
TOP PICK
April 8, 2021
Inflation indexed bonds. Inflation will run hot for at least another 12-18 months. Fees are incredibly low, high liquidity. Benefits from inflation increases. Can't know what's going to happen long term, but you will benefit in the short term from this type of investment. Yield is 1.6%.
Show full opinionHide full opinion
Inflation indexed bonds. Inflation will run hot for at least another 12-18 months. Fees are incredibly low, high liquidity. Benefits from inflation increases. Can't know what's going to happen long term, but you will benefit in the short term from this type of investment. Yield is 1.6%.
TOP PICK
TOP PICK
April 8, 2021
A recovery story. Best in class, best assets. Theme of stay at home will wane. There's a more hybrid solution, and its stable of smaller tech and healthcare tenants will benefit. Trades at a 15% discount to NAV. Yield is 4.04%. (Analysts’ price target is $45.23)
Show full opinionHide full opinion
A recovery story. Best in class, best assets. Theme of stay at home will wane. There's a more hybrid solution, and its stable of smaller tech and healthcare tenants will benefit. Trades at a 15% discount to NAV. Yield is 4.04%. (Analysts’ price target is $45.23)
TOP PICK
TOP PICK
April 8, 2021
Digital and e-commerce transition. Cheap relative to its space and on an absolute basis. Having Shoppers as an asset is so powerful. Yield is 1.9%. (Analysts’ price target is $75.33)
Show full opinionHide full opinion
Digital and e-commerce transition. Cheap relative to its space and on an absolute basis. Having Shoppers as an asset is so powerful. Yield is 1.9%. (Analysts’ price target is $75.33)
TOP PICK
TOP PICK
April 7, 2021
Second largest global payments system after Visa. Taps into a more normal economic backdrop and especially lucrative travel transactions. Long growth runway of moving from cash to digital. Annualized revenue growth should grow to 17%. Yield is 0.47%. (Analysts’ price target is $392.65)
Show full opinionHide full opinion
Second largest global payments system after Visa. Taps into a more normal economic backdrop and especially lucrative travel transactions. Long growth runway of moving from cash to digital. Annualized revenue growth should grow to 17%. Yield is 0.47%. (Analysts’ price target is $392.65)
Stan Wong
Price
$371.120
Owned
Yes
TOP PICK
TOP PICK
April 7, 2021
Based in Switzerland. World's largest wealth and asset manager. Universal Bank in Switzerland, and a global and investment bank. Solid balance sheet. Strong capital and liquidity metrics. Broad economic recovery will help European banks. Trading at just below book value. Shares look healthy technically speaking. Yield is 1.15%. (Analysts’ price target is $17.13)
Show full opinionHide full opinion
UBS AG (UBS-N)
April 7, 2021
Based in Switzerland. World's largest wealth and asset manager. Universal Bank in Switzerland, and a global and investment bank. Solid balance sheet. Strong capital and liquidity metrics. Broad economic recovery will help European banks. Trading at just below book value. Shares look healthy technically speaking. Yield is 1.15%. (Analysts’ price target is $17.13)
Stan Wong
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
April 7, 2021
Second largest in US by market cap, most international-focused by operating revenue. As pace of vaccine rollout accelerates, strong pent-up demand will cause airline traffic to surge. No dividend. (Analysts’ price target is $54.20)
Show full opinionHide full opinion
UAL Corp (UAUA-Q)
April 7, 2021
Second largest in US by market cap, most international-focused by operating revenue. As pace of vaccine rollout accelerates, strong pent-up demand will cause airline traffic to surge. No dividend. (Analysts’ price target is $54.20)
Stan Wong
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
April 6, 2021
Stockchase Research Editor: Michael O'Reilly Recently reported revenues were up 24%, including a 94% increase in direct to consumer sales. LULU holds $1.2 billion in cash and the stock is still trading 20% below its all-time highs. Clearly the pandemic has not hurt this Vancouver based stretchy pant manufacturer. We would buy this with a stop loss at $250, looking to achieve $385 -- upside potential over 26%. Yield 0% (Analysts’ price target is $385.35)
Show full opinionHide full opinion
Stockchase Research Editor: Michael O'Reilly Recently reported revenues were up 24%, including a 94% increase in direct to consumer sales. LULU holds $1.2 billion in cash and the stock is still trading 20% below its all-time highs. Clearly the pandemic has not hurt this Vancouver based stretchy pant manufacturer. We would buy this with a stop loss at $250, looking to achieve $385 -- upside potential over 26%. Yield 0% (Analysts’ price target is $385.35)
Stockchase Research
Price
$308.730
Owned
_N/A
TOP PICK
TOP PICK
April 6, 2021
Stockchase Research Editor: Michael O'Reilly MP is a miner of rare earth metals and is the largest US producer of oxides used in magnets. These are used in consumer electronics, electric vehicles, robotics, wind turbines and more. It is a goal of the Biden Administration to ensure the US does not become dependent on China (who supplies 80% of US demand). Recently released EPS of $0.18 beat expectations of $0.04. Revenues were up 100% on the year as production increased 40%. We would buy this with a stop loss at $20, looking to achieve $46 -- upside potential of 33%. Yield 0% (Analysts’ price target is $45.60)
Show full opinionHide full opinion
Stockchase Research Editor: Michael O'Reilly MP is a miner of rare earth metals and is the largest US producer of oxides used in magnets. These are used in consumer electronics, electric vehicles, robotics, wind turbines and more. It is a goal of the Biden Administration to ensure the US does not become dependent on China (who supplies 80% of US demand). Recently released EPS of $0.18 beat expectations of $0.04. Revenues were up 100% on the year as production increased 40%. We would buy this with a stop loss at $20, looking to achieve $46 -- upside potential of 33%. Yield 0% (Analysts’ price target is $45.60)
TOP PICK
TOP PICK
April 6, 2021
Stockchase Research Editor: Michael O'Reilly AZN is the COVID-19 vaccine producer that has been granted emergency use authorization in over 50 countries. It also has one of the best pipelines for new biotech drugs. They just acquired a strategic company that will further "boost" their immunology presence. The company pays a good dividend that is projected to have a payout ratio under 75% of cash flow next year. The company is estimated to have added over $2.3 billion to its cash reserves, which are now over $7.5 billion. We would buy this with a stop loss at $42, looking to achieve $64 -- upside potential of 28%. Yield 2.83% (Analysts’ price target is $63.73)
Show full opinionHide full opinion
Stockchase Research Editor: Michael O'Reilly AZN is the COVID-19 vaccine producer that has been granted emergency use authorization in over 50 countries. It also has one of the best pipelines for new biotech drugs. They just acquired a strategic company that will further "boost" their immunology presence. The company pays a good dividend that is projected to have a payout ratio under 75% of cash flow next year. The company is estimated to have added over $2.3 billion to its cash reserves, which are now over $7.5 billion. We would buy this with a stop loss at $42, looking to achieve $64 -- upside potential of 28%. Yield 2.83% (Analysts’ price target is $63.73)
TOP PICK
TOP PICK
April 6, 2021
The yield curve is steepening which will help revenues. They have held reserves very well, and these are coming off and going to the bottom line now. The Fed after June will allow banks for buyback shares and increase their dividends, too. Also, BAC has lowered their costs and using technology more efficiently. The U.S. banks are seeing growth. Wealth management business is also increasing. It pays a reasonable dividend that's rising and it trades at only 13x PE. (Analysts’ price target is $38.63)
Show full opinionHide full opinion
The yield curve is steepening which will help revenues. They have held reserves very well, and these are coming off and going to the bottom line now. The Fed after June will allow banks for buyback shares and increase their dividends, too. Also, BAC has lowered their costs and using technology more efficiently. The U.S. banks are seeing growth. Wealth management business is also increasing. It pays a reasonable dividend that's rising and it trades at only 13x PE. (Analysts’ price target is $38.63)
Paul Harris, CFA
Price
$39.675
Owned
Yes
TOP PICK
TOP PICK
April 6, 2021
It trades at 17x PE. Cybersecurity will be an big issue as companies around the world (the recent MSFT breach is an example). We've digitized so quickly during Covid, so that's led to more security problems, and this won't go away. Federal governments around the world are looking into these bad actors. CHKP has many new products coming to serve the cloud business. They beat their quarter, but offered poor guidance, because they're moving to a subscription-based operation. That said, he expects growth in several more quarters. (Analysts’ price target is $133.10)
Show full opinionHide full opinion
It trades at 17x PE. Cybersecurity will be an big issue as companies around the world (the recent MSFT breach is an example). We've digitized so quickly during Covid, so that's led to more security problems, and this won't go away. Federal governments around the world are looking into these bad actors. CHKP has many new products coming to serve the cloud business. They beat their quarter, but offered poor guidance, because they're moving to a subscription-based operation. That said, he expects growth in several more quarters. (Analysts’ price target is $133.10)
Paul Harris, CFA
Price
$115.150
Owned
Unknown
TOP PICK
TOP PICK
April 6, 2021
They produce medical devices for hips, knees, hands and ankles. Elective surgeries are coming back after pandemic lockdowns. SYK's medical products reduce medical stays and drug use, which benefits American hospitals and patients. Again demographics are another tailwind. He expects good growth. SYK holds a lot of fresh cash to pay debt and the dividend. (Analysts’ price target is $251.00)
Show full opinionHide full opinion
Stryker Corp. (SYK-N)
April 6, 2021
They produce medical devices for hips, knees, hands and ankles. Elective surgeries are coming back after pandemic lockdowns. SYK's medical products reduce medical stays and drug use, which benefits American hospitals and patients. Again demographics are another tailwind. He expects good growth. SYK holds a lot of fresh cash to pay debt and the dividend. (Analysts’ price target is $251.00)
Paul Harris, CFA
Price
$248.480
Owned
Yes
TOP PICK
TOP PICK
April 5, 2021

It is a recent addition to his portfolios. It is Canada's largest commercial printing operation and unnoticed by the majority of investors. They are going to be a big player in the flexible packaging industry. It will be more like CCL industries. They are best known for their fliers. They have been shrinking that footprint. The shares are inexpensive. They have a long history of growing the dividend. The stock should turn up dramatically this year as it was depressed last year. (Analysts’ price target is $25.25)

Show full opinionHide full opinion

It is a recent addition to his portfolios. It is Canada's largest commercial printing operation and unnoticed by the majority of investors. They are going to be a big player in the flexible packaging industry. It will be more like CCL industries. They are best known for their fliers. They have been shrinking that footprint. The shares are inexpensive. They have a long history of growing the dividend. The stock should turn up dramatically this year as it was depressed last year. (Analysts’ price target is $25.25)

Brian Madden
Price
$23.080
Owned
Yes
TOP PICK
TOP PICK
April 5, 2021
This is a secular growth stock. They have been expanding rapidly in Asia. They are working on their e-commerce channels as it gives them a margin uplift vs. selling coats through third party retailers. They are also increasing their in-sourcing manufacturing so as to have better control over product quality. They are making key hires in the marketing and branding groups. It has pulled back after blockbuster numbers came out. (Analysts’ price target is $61.67)
Show full opinionHide full opinion
This is a secular growth stock. They have been expanding rapidly in Asia. They are working on their e-commerce channels as it gives them a margin uplift vs. selling coats through third party retailers. They are also increasing their in-sourcing manufacturing so as to have better control over product quality. They are making key hires in the marketing and branding groups. It has pulled back after blockbuster numbers came out. (Analysts’ price target is $61.67)
Brian Madden
Price
$49.810
Owned
Yes
TOP PICK
TOP PICK
April 5, 2021
Emerging markets are more volatile than developed markets. This is the most globally ambitious of the Canadian banks. The return on equity is lower than their peers and should be boosted this year. Their credit provisions last years were quite large compared to others but should face easy comparisons this year. He thinks the regulators will free them up later this year to increase dividends and possibly buy back shares. (Analysts’ price target is $80.41)
Show full opinionHide full opinion
Emerging markets are more volatile than developed markets. This is the most globally ambitious of the Canadian banks. The return on equity is lower than their peers and should be boosted this year. Their credit provisions last years were quite large compared to others but should face easy comparisons this year. He thinks the regulators will free them up later this year to increase dividends and possibly buy back shares. (Analysts’ price target is $80.41)
Brian Madden
Price
$78.450
Owned
Yes
Showing 16 to 30 of 28,652 entries