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Compiling comments that experts make about stocks while on public TV.

2017-05-19

Opinion for Amdocs (DOX-Q)

Signal Price Bias Subject Owned
PAST TOP PICK $63.970 BULLISH US EQUITIES Yes

(A Top Pick Feb 9/17. Up 8%.) Provides the back office and billing support for many global wireless carriers. AT&T (T-N) is a 30% customer, so when you get a bill from AT&T, this company is providing that and doing all the support behind the scenes. Has a recurring revenue and generates a lot of cash flow. Has no debt on the balance sheet. For the last 10 years, they’ve been buying back stock at 4% annually. Trading at about 14X earnings. Have grown the dividend about 30% annually for the last couple of years.

John Petrides
Managing Dir. & Portfolio Manager, Point View Wealth Management

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