[TOP PICK] Apple Inc (AAPL-Q)
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3h ago
Apple Inc. is an American multinational technology company headquartered in Cupertino, California. Apple is the worlds largest technology company by revenue, with US$394.3 billion in 2022 revenue. As of March 2023, Apple is the worlds biggest company by market capitalization. Social media mentions are up 200% in the past 24h ..read more
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[TOP PICK] Main Street Capital Corp. (MAIN-N)
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3h ago
Main street capital corporation (nyse: main) is a principal investment firm that provides long-term debt and equity capital to lower middle market companies and debt capital to middle market companies. main street’s portfolio investments are typically made to support management buyouts, recapitalizations, growth financings, refinancings and acquisitions of companies that operate in diverse industry sectors. main street seeks to partner with entrepreneurs, business owners and management teams and generally provides "one-stop" financing alternatives within its lower middle market portfolio. main ..read more
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[TOP PICK] Electronic Arts Inc (EA-Q)
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3h ago
Electronic arts inc. is a leading global interactive entertainment software company. ea delivers games, content and online services for internet-connected consoles, personal computers, mobile phones and tablets. Social media mentions are up 450% in the past 24h ..read more
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[TOP PICK] Chartwell Retirement Residences (CSH.UN-T)
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15h ago
Demand/supply is what stands out, and recovery in demand. Over-supply of retirement homes going into pandemic, almost non-existent today. Finally seeing baby boomers as prime renters for its homes. Next decade will see big demand growth. Occupancy finally at 85% on road to 95%, compared to peak of 93%. Big 18% discount to NAV. Operates quite well. Yield is 5%. (Analysts’ price target is $14.50 ..read more
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[TOP PICK] First Industrial Realty Trust (FR-N)
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15h ago
Exclusively in the US, a strong industrial market. Zeroes in on 15 of the best industrial markets. Heavy concentration in southern California, home to the largest port in NA. Big development pipeline, waiting to be leased. Positive is that money's all been spent, only upside from here. 15-16% discount to NAV, 8-9% internal growth. Yield is 2.9%. (Analysts’ price target is $56.93 ..read more
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[TOP PICK] Dream Industrial REIT (DIR.UN-T)
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15h ago
Cheapest play on industrial anywhere. 2/3 portfolio in Canada, 1/3 in Europe. Investment in the US. Likes it because spaces are really close to the population. Big gap of 46% between in-place rents and market rents. Robust internal  growth of 9-10% annually, with 20% discount to NAV. Yield is 5.4%. (Analysts’ price target is $16.48 ..read more
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[TOP PICK] Las Vegas Sands Corp. (LVS-N)
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15h ago
Stockchase Research Editor: Michael O’Reilly LVS sold its Las Vegas assets and is a pure Asian play.  As post-COVID travel increases thru China and Singapore, this should see a positive outcome.  It trades at 39x earnings and supports a 36% ROE.  Its modest dividend is backed by a payout ratio of 25% of cash flow.  We recommend setting a stop-loss at $44, looking to achieve $64 — upside potential of 25%.  Yield 1.1% (Analysts’ price target is $64.14 ..read more
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[TOP PICK] LuLulemon Athletica (US) (LULU-Q)
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15h ago
Stockchase Research Editor: Michael O’Reilly Recently reported quarterly EPS grew 20%.  Cash reserves are growing while shares are bought back.  It trades at 32x earnings and supports a robust 42% ROE.  They plan to open 30 stores outside North America in 2024.  We recommend setting a stop-loss at $300, looking to achieve $485 — upside potential of 25%.  Yield 0%  (Analysts’ price target is $485.27 ..read more
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[TOP PICK] MercadoLibre (MELI-Q)
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15h ago
Stockchase Research Editor: Michael O’Reilly This e-commerce company, based in Buenos Aires, provides online retail services in Latin America.  We like that cash reserves are growing, while debt is aggressively retired and shares are bought back.  Recently reported revenues were up 40% and operating income increased over 130%.  We recommend setting a stop-loss at $1300, looking to achieve $1820 — upside potential of 18%.  Yield 0% (Analysts’ price target is $1818.97 ..read more
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[TOP PICK] Palo Alto Networks (PANW-N)
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15h ago
Cyber threats won't go away. They charge cloud-based subscription services globally to businesses and governments which will pull back spending. But this will be temporary given constant cyber threats. Shares trend above the 200-day moving average. 20% EPS growth rate. Also owns Fortinet. (Analysts’ price target is $334.53 ..read more
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