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January 8, 2021
Has had some short term weakness due to their banner integration with Family Dollar. Insulated from online competition. Has a good growth profile. He would set the buy price around 18.5x forward earnings. (Analysts’ price target is $121.92)
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Has had some short term weakness due to their banner integration with Family Dollar. Insulated from online competition. Has a good growth profile. He would set the buy price around 18.5x forward earnings. (Analysts’ price target is $121.92)
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January 8, 2021
Favourite within the space. Very inexpensive with a good dividend of almost 8%. Has a reasonable growth profile. Construction for line 3 replacement has started. There is negative sentiment that causes headwinds but the dividend focus is very positive. A defensive play. (Analysts’ price target is $51.91)
Show full opinionHide full opinionFavourite within the space. Very inexpensive with a good dividend of almost 8%. Has a reasonable growth profile. Construction for line 3 replacement has started. There is negative sentiment that causes headwinds but the dividend focus is very positive. A defensive play. (Analysts’ price target is $51.91)
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January 8, 2021
Their proposal to acquire BPY saw the stock sell off by 5%. However, this sell-off has seen the price go down to his buy price of 13.5x adjusted funds from operations, around $50. A phenomenal compounder for longterm investors. Creates value efficiently for shareholders. There is a lot of demand for the types of assets they own in this environment. (Analysts’ price target is $61.69)
Their proposal to acquire BPY saw the stock sell off by 5%. However, this sell-off has seen the price go down to his buy price of 13.5x adjusted funds from operations, around $50. A phenomenal compounder for longterm investors. Creates value efficiently for shareholders. There is a lot of demand for the types of assets they own in this environment. (Analysts’ price target is $61.69)
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January 7, 2021
Operates entirely in the US. Largest marijuana producer in the world by sales. Vertically integrated. Growing quickly organically and by acquisition. Regulatory tailwind. Democrats taking Senate increase likelihood of legislative reform. Great company, lots of growth runway. No dividend. (Analysts’ price target is $19.98)
Show full opinionHide full opinionOperates entirely in the US. Largest marijuana producer in the world by sales. Vertically integrated. Growing quickly organically and by acquisition. Regulatory tailwind. Democrats taking Senate increase likelihood of legislative reform. Great company, lots of growth runway. No dividend. (Analysts’ price target is $19.98)
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January 7, 2021
Very strong brand. Sales growing quickly, 33% compound rate over last 3 years, by expanding geographically and improving e-commerce channel. Margins have been improving. Lots of room to grow over a multi-year timeframe. No dividend. (Analysts’ price target is $35.31)
Show full opinionHide full opinionVery strong brand. Sales growing quickly, 33% compound rate over last 3 years, by expanding geographically and improving e-commerce channel. Margins have been improving. Lots of room to grow over a multi-year timeframe. No dividend. (Analysts’ price target is $35.31)
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January 7, 2021
Some of the highest operating margins, low break even price, no debt, share buybacks, cash on balance sheet. Dialled up capex spending in December. Lean, efficient, growthy producer that's financially very sound. No dividend. (Analysts’ price target is $25.60)
Show full opinionHide full opinionSome of the highest operating margins, low break even price, no debt, share buybacks, cash on balance sheet. Dialled up capex spending in December. Lean, efficient, growthy producer that's financially very sound. No dividend. (Analysts’ price target is $25.60)
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January 7, 2021
Stockchase Research Editor: Michael O'Reilly CALM produces and distributes eggs for sale to national grocery and food service companies. With more people cooking at home, sales have been strong -- up over 11% over the year and beating analyst expectations by 4%. EPS of $0.25, also beat expecations of a $0.08 loss. As restaurants re-open sales should grow further. Analysts expect the dividend to be re-instated soon. We would buy this with a stop-loss at $34, looking to achieve $47 -- just over 20% upside. Yield 0% (Analysts’ price target is $47.00)
Show full opinionHide full opinionStockchase Research Editor: Michael O'Reilly CALM produces and distributes eggs for sale to national grocery and food service companies. With more people cooking at home, sales have been strong -- up over 11% over the year and beating analyst expectations by 4%. EPS of $0.25, also beat expecations of a $0.08 loss. As restaurants re-open sales should grow further. Analysts expect the dividend to be re-instated soon. We would buy this with a stop-loss at $34, looking to achieve $47 -- just over 20% upside. Yield 0% (Analysts’ price target is $47.00)
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January 7, 2021
Stockchase Research Editor: Michael O'Reilly With the economy looking to get back on its feet, this is a good entry for a high-quality energy producer. Trading at 85% of book value and with a PEG of 0.34, it is strong value now. We would buy with a stop-loss at $4.50, looking to achieve $8.75 -- upside potential of over 34%. Yield 4.64% (Analysts’ price target is $8.63)
Show full opinionHide full opinionStockchase Research Editor: Michael O'Reilly With the economy looking to get back on its feet, this is a good entry for a high-quality energy producer. Trading at 85% of book value and with a PEG of 0.34, it is strong value now. We would buy with a stop-loss at $4.50, looking to achieve $8.75 -- upside potential of over 34%. Yield 4.64% (Analysts’ price target is $8.63)
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January 7, 2021
Stockchase Research Editor: Michael O'Reilly As the roll out of vaccines is falling behind projections in North America, the prospect of continued growth in electronic document signings could likely continue, contrary to several analyst opinions. Pipe Sandler has taken this view and has upgraded their outlook on the stock to $300. We would buy this with a stop-loss at $190, looking to achieve $285 -- about 20% upside. (Analysts’ price target is $275.39)
Show full opinionHide full opinionStockchase Research Editor: Michael O'Reilly As the roll out of vaccines is falling behind projections in North America, the prospect of continued growth in electronic document signings could likely continue, contrary to several analyst opinions. Pipe Sandler has taken this view and has upgraded their outlook on the stock to $300. We would buy this with a stop-loss at $190, looking to achieve $285 -- about 20% upside. (Analysts’ price target is $275.39)
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January 6, 2021
Catalysts right now include Line 3. Not a new line, just refurbishing to be safer. Once finished, stock should retrace higher. Increased dividend, so that's at least 20 years in a row. Dividend is covered plus share appreciation along the way is a good story. Yield is 7.92%. (Analysts’ price target is $51.88)
Show full opinionHide full opinionCatalysts right now include Line 3. Not a new line, just refurbishing to be safer. Once finished, stock should retrace higher. Increased dividend, so that's at least 20 years in a row. Dividend is covered plus share appreciation along the way is a good story. Yield is 7.92%. (Analysts’ price target is $51.88)
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January 6, 2021
Capital preservation and safety first. Wireless build is going well, gaining subscribers. Patriarch passed away last year, paving the way for a new direction. Collect the yield while you wait for something good to happen. Yield is 5.21%. (Analysts’ price target is $27.33)
Show full opinionHide full opinionCapital preservation and safety first. Wireless build is going well, gaining subscribers. Patriarch passed away last year, paving the way for a new direction. Collect the yield while you wait for something good to happen. Yield is 5.21%. (Analysts’ price target is $27.33)
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January 6, 2021
One of the only ones left at a decent price. Has both regulated utility and renewable power development. The renewable side will be rerated faster than the utility part. Well managed for a long time. Government spending plus investor interest is a very good recipe for the space. Yield is 3.80%. (Analysts’ price target is $21.87)
Show full opinionHide full opinionOne of the only ones left at a decent price. Has both regulated utility and renewable power development. The renewable side will be rerated faster than the utility part. Well managed for a long time. Government spending plus investor interest is a very good recipe for the space. Yield is 3.80%. (Analysts’ price target is $21.87)
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January 5, 2021
Stockchase Research Editor: Michael O'Reilly This is a bit of a contrarian play. After hitting highs over $550 per share in mid-October, ZM is now trading just above $355 -- over 35% cheaper. Although vaccines are rolling out, it could be that remote meetings may still be necessary until late summer. Other competitors have emerged in the space, but the platform of ZM remains the preference. Current operations have allowed them to accumulate over $700 million in cash over the year. We would buy this with a stop-loss at $250, looking for a return to $435 -- over 20% upside. Yield 0% (Analysts’ price target is $435.00)
Show full opinionHide full opinionStockchase Research Editor: Michael O'Reilly This is a bit of a contrarian play. After hitting highs over $550 per share in mid-October, ZM is now trading just above $355 -- over 35% cheaper. Although vaccines are rolling out, it could be that remote meetings may still be necessary until late summer. Other competitors have emerged in the space, but the platform of ZM remains the preference. Current operations have allowed them to accumulate over $700 million in cash over the year. We would buy this with a stop-loss at $250, looking for a return to $435 -- over 20% upside. Yield 0% (Analysts’ price target is $435.00)
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January 5, 2021
Stockchase Research Editor: Michael O'Reilly LI is a manufacturer of smart electric SUVs in China, where EV sales there are expected to grow by 40% next year. December deliveries of EVs in general set new records. Sales by LI were up 530% over the year, which is now generating some significant cash flows. The company is heard to be a potential partner with Apple in their EV project. We would buy this with a stop-loss at $20, looking to target $44 -- over 40% upside. Yield 0% (Analysts’ price target is $44.20)
Stockchase Research Editor: Michael O'Reilly LI is a manufacturer of smart electric SUVs in China, where EV sales there are expected to grow by 40% next year. December deliveries of EVs in general set new records. Sales by LI were up 530% over the year, which is now generating some significant cash flows. The company is heard to be a potential partner with Apple in their EV project. We would buy this with a stop-loss at $20, looking to target $44 -- over 40% upside. Yield 0% (Analysts’ price target is $44.20)
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January 5, 2021
Stockchase Research Editor: Michael O'Reilly With branded outlets like Fatburger and Johnny Rockets, this restaurant franchiser is well known. As vaccines roll out, demand should continue returning for the franchise owners. System wide sales grew over 50% over the quarter with 12 new locations opening, bringing the total to 678 outlets. Another 26 outlets are fully committed for first-half 2021. This is expected to begin adding significantly to cash flows. We would buy this with a stop-loss at $4.00, looking to target $8.00 -- upside of 30%. Yield 0% (Analysts’ price target is $8.00)
Show full opinionHide full opinionStockchase Research Editor: Michael O'Reilly With branded outlets like Fatburger and Johnny Rockets, this restaurant franchiser is well known. As vaccines roll out, demand should continue returning for the franchise owners. System wide sales grew over 50% over the quarter with 12 new locations opening, bringing the total to 678 outlets. Another 26 outlets are fully committed for first-half 2021. This is expected to begin adding significantly to cash flows. We would buy this with a stop-loss at $4.00, looking to target $8.00 -- upside of 30%. Yield 0% (Analysts’ price target is $8.00)
