Jim Cramer - Mad Money Box, Inc. BOX-N BUY Sep 16, 2020

A cloud-based mobile collaboration platform with a cybersecurity overlay. It trades at only 25x 2021 earnings. Activist investors were agitating for change until they reached an agreement with Box's managers. Since March, both sides have bolstered margins and growth. Thes tock is up 70% since April. Tomorrow, it unveils new products and services. Overlooked by the mega-cap tech names, but not overvalued.

Jim Cramer - Mad Money

Unknown

Unlock Rating

$18.050

Stock price when the opinion was issued

Technology

It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

Get Signals Create your Watchlist

You might be interested:

TOP PICK

They manage Cloud content for Fortune 500 companies, like helping you look for specific data using AI. Big companies aren't hiring big armies of developers to perform this service, but hiring companies like BOX on a subscription basis--it's cheaper. (0% dividend yield, Analysts' price target: $28.27)

TOP PICK

A US company that specializes in cloud data management technology. They have a clean balance sheet and are growing revenue at 20% per year. They specialize in helping Fortune500 companies manage their cloud. National Bank become a client last year. A unique platform company, like Shopify. Yield 0% (Analysts’ price target is $25.83)

TOP PICK

Could be one that interrupt as opposed to be interrupted. Cloud content management. Legacy business with servers and such are their clients. They have been growing at 20% for a few years. They announced $100 million growth inn 2019. (Analysts’ price target is $23.82)

PAST TOP PICK

(A Top Pick Oct 17/18, Down 2%) Cloud content management. Manages Fortune 500 companies data. Stock dropped on lower growth. He thinks longer term, it's going higher.

TOP PICK

A cloud management company. They manage a company's cloud storage and inputs. They are able to manage costs well and add value to the operations. They have a great balance sheet. They have 20% plus growth for a number of years. (Analysts’ price target is $24.10)

PAST TOP PICK

(A Top Pick May 06/19, Down 23%) Still likes it. A cloud stock. He'd be buying it now. Great balance sheet. Demand is solid and still there. New economy stocks will survive and thrive, benefitting from people staying home on their computers. Internet meetings could become the New Normal. People are using their computers more than ever in ways they didn't expect it, and some companies will benefit long term.

COMMENT

Last year they fended off a challenge from an activist investor. Its platform enables remote work, so share soared during Covid. But then earlier this year, the activist threatened to take it over. Instead, in April, Box struck a deal with another investor, KKR, for a $500 million investment to mostly use to buyback shares. The activist, Starboard, saw this as far to launch a proxy fight to control the board.

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : hello@stockchase.com.

Jim Cramer - Mad Money Box, Inc. BOX-N BUY Sep 16, 2020

You might be interested:

Box, Inc.(BOX-N)

Box, Inc.(BOX-N)

Box, Inc.(BOX-N)

Box, Inc.(BOX-N)

Box, Inc.(BOX-N)

Box, Inc.(BOX-N)

Box, Inc.(BOX-N)

Latest Buy Signals

Today's Top Picks

Popular Articles

Latest Sell Signals

Most Recent Experts

Bruce Murray

The Panic-Proof Portfolio (Stockchase Research)

The Weekly Buzzing Stocks by Billy Kawasaki

Chris Blumas

Stockchase Insights