YieldPilot

YieldPilot

There has been a lot of pressure on NYSE:ALB recently. We think it is a solid company, and that this provides an opportunity for a move up to the mid-200's.

YieldPilot Updated 

We think China is moving slowly towards reopening, and like NTES at these prices for a move into the low 90's

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We like Albemarle here for a move up to the mid-200's based on valuation and cash flow.

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For those who would like to find opportunity in the recent setback in energy stocks, take a look at CTRA here. We likek it for a move into the high-20's.

YieldPilot Updated 

We like Google here, solid balance sheet, decent and stable ROE. Should move back above 100 some time in the next 6 months.

YieldPilot Updated 

CTSH has consistently produced ROE of 18-20%, and now trades at a P/E of around 12. The selloff seems overdone. Target Price 67.

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We think the current setback provides a nice opportunity to buy some PFE with a nice dividend and decent ROE, for a move back into the low-to-mid fifties.

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We like low beta stocks, and ResMed is one of them. Solid balance sheet and high profit margin. Not cheap based on P/E, but justified by high RoE and high margins.

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We like this here for a move into the mid-50's. P/E at around 14, 3,3% dividend and nice stable ROE.

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Procter & Gamble with a dividend of 2,70%, ROE above 30%, solid balance sheet and P/E of a little over 20 is probably worth looking at here.

YieldPilot Updated 

Both $FCAU and Schaeffler (SHA) are still good value plays in Europe. In the US $AN stands out with a PT of 48.95 and a SL of 38

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Traditional retail has not gone away, nor is it about to die. Online shopping is of course a very powerful trend, but for personal products, such as jewellery, fashion and furniture, people still want personal service. $BBBY and $SIG are trading at P/E ratios below 10, price to book below 2.0x and have historically had very decent cash flow and return on...

YieldPilot

Quite scary chart from the 2nd-3rd of June.