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Opinions The Panic-Proof Portfolio (Stockchase Research)
Fiserv IncFISVTOP PICKNov 10, 2022
Stockchase Research Editor: Michael O'Reilly We reiterate FISV, an international e-payment processor, as a TOP PICK. It trades at 2.1x book and has managed to grow its cash reserves while aggressively buying back stock. Recently reported earnings were up 11% over the year and revenues of $4.2 billion beat analyst expectations. We recommend trailing up the stop loss (from $84.50) to $87.00, looking to achieve $123 -- upside potential over 22%. Yield 0% (Analysts’ price target is $122.76)
$100.97
Stock price when the opinion was issued
$48.20
As of Jun 18, 2026. Market Open.
Financial Services
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Stockchase Research Editor: Michael O'Reilly We again reiterate this Milwaukee based financial services company, with 10,000 merchant company customers as a TOP PICK. Although recently reported earnings missed expectations by 5%, earnings growth over the quarter was 11% along with sales growth. Cash reserves are growing, despite an aggressive share buy back program. We recommend trailing up the stop-loss (from $87) to $93, looking to achieve $121 -- upside potential over 18%. Yield 0% (Analysts’ price target is $21.06)
Financial Services
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Stockchase Research Editor: Michael O'Reilly This payment processor has seen EPS growth over 130% this year. The company is bidding on a Spanish payment services company, which accounts for 16% of the countries financial payment space. It trades at 2x book and has managed to grow its cash reserves while aggressively buying back stock. We recommend placing a stop loss at $84.50, looking to achieve $125 -- upside potential over 28%. Yield 0% (Analysts’ price target is $125.73)
Financial Services
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(A Top Pick Sep 03/20, Up 9.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FISV has triggered its stop at $110. To remain disciplined, we recommend covering the balance of the position at this time. Combined with the previous recommendation to cover half the position, this results in a net investment return of 17%.
Financial Services
PAST TOP PICK
(A Top Pick Jul 03/20, Up 11%) Digital infrastructure provider. Collect a fee for connecting a consumer to a business. Navigated Covid crisis well, and 2020 showed how this type of business is essential. Risks are overblown. Continued strong growth. Undervalued. They are buyers at these levels.
Varun AnandOwned
Financial Services
PAST TOP PICK
(A Top Pick Jul 03/20, Up 25%) A payment processor for banks and merchants. They reported healthy earnings today and raised guidance and announced growth initiatives. IT's positioned very well during the reopening/recovery, and will benefit from investments they've made in the fintech space. He's a long-term holder and would buy on dips
Varun AnandOwned
Financial Services
Premium contentPAST TOP PICK
(A Top Pick Sep 03/20, Up 24.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FISV has achieved its $125 analyst expectation. To be disciplined, we are recommending to cover 50% of the position and trail up the stop to $110 (from $100). If triggered this would all but guarantee a return on investment exceeding 17%.
Financial Services
BUY ON WEAKNESS
A company worth taking a look at. It is active in the payment processing space and outsourcing IT for banking. Very good company that does many acquisitions. Revenue growth has been meaningful. The only problem is that the valuation is very stretched. It does not pay a dividend either. It will continue to work but will reset if there is a decline due to the high valuation. A dividend introduction or pull back would make it attractive.
Financial Services
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