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December 29, 2020
Stockchase Research Editor: Michael O'Reilly DISH is positioning itself to be the fourth largest US wireless carrier and is keenly involved in 5G rollout. The stock was hit this month when it issued $2 billion in convertible notes. Recent earnings of $0.86 EPS, exceeded analysts calls for $0.53, backed by revenues that were up over 40% on the year. This has allowed cash holdings to rise to $2.8 billion. The company also continues to rank #1 in J.D. Power customer satisfaction surveys. We would buy this with a stop-loss at $22, looking to achieve $40 -- upside of 25%. Yield 0% (Analysts’ price target is $40.32)
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Stockchase Research Editor: Michael O'Reilly DISH is positioning itself to be the fourth largest US wireless carrier and is keenly involved in 5G rollout. The stock was hit this month when it issued $2 billion in convertible notes. Recent earnings of $0.86 EPS, exceeded analysts calls for $0.53, backed by revenues that were up over 40% on the year. This has allowed cash holdings to rise to $2.8 billion. The company also continues to rank #1 in J.D. Power customer satisfaction surveys. We would buy this with a stop-loss at $22, looking to achieve $40 -- upside of 25%. Yield 0% (Analysts’ price target is $40.32)
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December 29, 2020

Stockchase Research Editor: Michael O'Reilly BABA is China's equivalent to AMZN. Its value came under pressure with President Trump took direct aim at such non-US based company after the signing of the Holding Foreign Companies Accountable Act. However, if you believe a change in US Administration may leave room for a softening of tension, then this is a very good entry point. EPS was recently reported up 67%, exceeding the 5 year average EPS growth of 42%. Sales are growing over 30% annually. We would buy this with a stop-loss at $190, looking to achieve $340 -- over 44% upside potential. Yield 0% (Analysts’ price target is $338.82)

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Stockchase Research Editor: Michael O'Reilly BABA is China's equivalent to AMZN. Its value came under pressure with President Trump took direct aim at such non-US based company after the signing of the Holding Foreign Companies Accountable Act. However, if you believe a change in US Administration may leave room for a softening of tension, then this is a very good entry point. EPS was recently reported up 67%, exceeding the 5 year average EPS growth of 42%. Sales are growing over 30% annually. We would buy this with a stop-loss at $190, looking to achieve $340 -- over 44% upside potential. Yield 0% (Analysts’ price target is $338.82)

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December 29, 2020
Stockchase Research Editor: Michael O'Reilly SWI is a contrarian TOP PICK and is a bit more speculative in nature. Its Orion security platform was the victim of a much publicized cyber attack out of Russia, causing share value to understandably plummet over 40% from earlier in the month. However, only 25 customers out of 19,000 have actually had a breach and the company has since rolled out patches for the malware. Prior to all this, sales were growing by 180% and gross margins were over 70%. Their one-stop service offering makes it very inconvenient for subscribers to quickly move to competitors and its online subscriptions have been solid. We would buy this with a stop-loss at $12.50, looking to target analyst calls for $20 -- 33% upside potential. Yield 0% (Analysts’ price target is $19.91)
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Stockchase Research Editor: Michael O'Reilly SWI is a contrarian TOP PICK and is a bit more speculative in nature. Its Orion security platform was the victim of a much publicized cyber attack out of Russia, causing share value to understandably plummet over 40% from earlier in the month. However, only 25 customers out of 19,000 have actually had a breach and the company has since rolled out patches for the malware. Prior to all this, sales were growing by 180% and gross margins were over 70%. Their one-stop service offering makes it very inconvenient for subscribers to quickly move to competitors and its online subscriptions have been solid. We would buy this with a stop-loss at $12.50, looking to target analyst calls for $20 -- 33% upside potential. Yield 0% (Analysts’ price target is $19.91)
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December 29, 2020
He likes all the telecoms: stable earnings, good dividends with growth, free cash flow growth and well-positioned for 5G. He owns all the telcos, but Shaw's PE is the cheapest. This sector is a screaming buy. Shaw has paid down debt so the balance sheet is much better. (Analysts’ price target is $27.33)
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He likes all the telecoms: stable earnings, good dividends with growth, free cash flow growth and well-positioned for 5G. He owns all the telcos, but Shaw's PE is the cheapest. This sector is a screaming buy. Shaw has paid down debt so the balance sheet is much better. (Analysts’ price target is $27.33)
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December 29, 2020
The banks lagged this past year, but their earnings delivered as capital markets delivered. Interest rates have hurt this year, but should tick higher in the future. The banks hold excess capital. They've more than covered loan-loss provisions. They will buy back shares again and do acquisitions. He now likes Canadian banks for the first time in a while. (Analysts’ price target is $120.16)
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The banks lagged this past year, but their earnings delivered as capital markets delivered. Interest rates have hurt this year, but should tick higher in the future. The banks hold excess capital. They've more than covered loan-loss provisions. They will buy back shares again and do acquisitions. He now likes Canadian banks for the first time in a while. (Analysts’ price target is $120.16)
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December 29, 2020
TOU is the cream of the crop. They focus on natural gas, which has lagged, but will catch up. The balance sheet outshines its peers. Their cash can pick up more companies. Managers have been buying shares. Lots of upside. (Analysts’ price target is $26.97)
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Tourmaline Oil Corp (TOU-T)
December 29, 2020
TOU is the cream of the crop. They focus on natural gas, which has lagged, but will catch up. The balance sheet outshines its peers. Their cash can pick up more companies. Managers have been buying shares. Lots of upside. (Analysts’ price target is $26.97)
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December 24, 2020
Stockchase Research Editor: Michael O'Reilly URBN has established a strong online presence. New digital customers rose 45% last quarter. The company has had to hire extra workers to fulfill the demand. This is resulting in a sizable increase in cash holdings -- estimated at over $450 million on the year. With vaccines on the way, there is a lot of pent up consumer demand in general. We would trade this with a stop-loss at $21, looking to target $32 -- 18% upside. Yield 0% (Analysts’ price target is $31.41)
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Urban Outfitters (URBN-Q)
December 24, 2020
Stockchase Research Editor: Michael O'Reilly URBN has established a strong online presence. New digital customers rose 45% last quarter. The company has had to hire extra workers to fulfill the demand. This is resulting in a sizable increase in cash holdings -- estimated at over $450 million on the year. With vaccines on the way, there is a lot of pent up consumer demand in general. We would trade this with a stop-loss at $21, looking to target $32 -- 18% upside. Yield 0% (Analysts’ price target is $31.41)
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December 24, 2020
Stockchase Research Editor: Michael O'Reilly BDT operates as a contractor in the Canadian construction market. As new vaccines roll out, we bet work on infrastructure projects will ramp up quickly in the new year. It pays a good dividend that is backed by a 71% payout ratio. We would buy this with a $6.50 stop-loss, looking to target $10 -- over 25% upside. Yield 4.96% (Analysts’ price target is $9.58)
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Stockchase Research Editor: Michael O'Reilly BDT operates as a contractor in the Canadian construction market. As new vaccines roll out, we bet work on infrastructure projects will ramp up quickly in the new year. It pays a good dividend that is backed by a 71% payout ratio. We would buy this with a $6.50 stop-loss, looking to target $10 -- over 25% upside. Yield 4.96% (Analysts’ price target is $9.58)
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December 24, 2020
Stockchase Research Editor: Michael O'Reilly AP.UN is a REIT that manages office space primarily in Toronto and Montreal. As vaccines are rolling out, we expect the worst is now over for this space, signaling a time to re-enter. It trades at less than 7x earnings and pays a good dividend backed by a 29% payout ratio. We would buy this with a stop-loss at $33, looking to achieve $48 -- over 26% upside. Yield 4.38% (Analysts’ price target is $47.53)
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Stockchase Research Editor: Michael O'Reilly AP.UN is a REIT that manages office space primarily in Toronto and Montreal. As vaccines are rolling out, we expect the worst is now over for this space, signaling a time to re-enter. It trades at less than 7x earnings and pays a good dividend backed by a 29% payout ratio. We would buy this with a stop-loss at $33, looking to achieve $48 -- over 26% upside. Yield 4.38% (Analysts’ price target is $47.53)
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December 24, 2020
Not cheap, at 11x earnings. CEO is undervalued. He's brought costs in line and improved retail side by spending on tech. In that sweet spot to take advantage of virtual banking. Great wealth management, credit card, and retail franchise businesses. Will continue to grow. Yield is 2.41%. (Analysts’ price target is $30.00)
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Bank of America (BAC-N)
December 24, 2020
Not cheap, at 11x earnings. CEO is undervalued. He's brought costs in line and improved retail side by spending on tech. In that sweet spot to take advantage of virtual banking. Great wealth management, credit card, and retail franchise businesses. Will continue to grow. Yield is 2.41%. (Analysts’ price target is $30.00)
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December 24, 2020
Global defense spending will increase, and this will not change with Biden's win. Trades at 14x earnings. Lots of growth prospects. In the sweet spot. Western countries need to upgrade their militaries. Will continue to increase dividends and buy back shares. Free cashflow will be high over next several years. Yield is 2.95%. (Analysts’ price target is $430.10)
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Lockheed Martin (LMT-N)
December 24, 2020
Global defense spending will increase, and this will not change with Biden's win. Trades at 14x earnings. Lots of growth prospects. In the sweet spot. Western countries need to upgrade their militaries. Will continue to increase dividends and buy back shares. Free cashflow will be high over next several years. Yield is 2.95%. (Analysts’ price target is $430.10)
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December 24, 2020
Down 30% on the year. Learned a lot through Covid. A demographic play. There will be more regulations, but their very strong management can handle it. Pandemic costs will create some near-term volatility. Yield is 6.82%. (Analysts’ price target is $14.38)
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Down 30% on the year. Learned a lot through Covid. A demographic play. There will be more regulations, but their very strong management can handle it. Pandemic costs will create some near-term volatility. Yield is 6.82%. (Analysts’ price target is $14.38)
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December 23, 2020
One of the highest spend areas around the world is the cloud. Still has significant upside. King of 5G deployment. Getting traction around the world. Buy some here around $11.70, and then add to at $11, and at 10.25. Yield is 0.72%. (Analysts’ price target is $13.88)
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One of the highest spend areas around the world is the cloud. Still has significant upside. King of 5G deployment. Getting traction around the world. Buy some here around $11.70, and then add to at $11, and at 10.25. Yield is 0.72%. (Analysts’ price target is $13.88)
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December 23, 2020
His price target is $340. King of e-commerce in China. Also biggest cloud computing company in China. Digital media, entertainment, and a lot of initiatives. Transformed from online distribution to a tech enabler. Buy here at $256, add to it 225, and if possible around 200. No dividend. (Analysts’ price target is $343.88)
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His price target is $340. King of e-commerce in China. Also biggest cloud computing company in China. Digital media, entertainment, and a lot of initiatives. Transformed from online distribution to a tech enabler. Buy here at $256, add to it 225, and if possible around 200. No dividend. (Analysts’ price target is $343.88)
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December 23, 2020
Has fallen out of favour, as everyone wants the fastest growing cloud stocks. Pretty cheap valuation at only 27x. Leader in the cloud, lots of hardware and software. Buy 1/3 here around $223, add at 210, and the final third at 200. His price target is $240. Yield is 1.01%. (Analysts’ price target is $244.55)
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Microsoft (MSFT-Q)
December 23, 2020
Has fallen out of favour, as everyone wants the fastest growing cloud stocks. Pretty cheap valuation at only 27x. Leader in the cloud, lots of hardware and software. Buy 1/3 here around $223, add at 210, and the final third at 200. His price target is $240. Yield is 1.01%. (Analysts’ price target is $244.55)
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