Opinions
David Driscoll
Dassault Systemes
DSY-FP
PAST TOP PICK
Dec 15, 2016
N/A
Stock price when the opinion was issued
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PAST TOP PICK
PAST TOP PICK
(A Top Pick Jun 01/18, Up 12%) The company focuses on producing avatar digital twins. They just bought another data company in Europe. He thinks it will create a huge footprint in the space. He has taken some profit on his position, but still holds a small piece. His price target is $163.
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TOP PICK
Target price in euros. A large cap software provider. Their tech allows companies to model and simulate products without physically building them. This was a spinout from the aviation business that used this modelling tech. The sofware is sticky due to the complexity and there are high switching costs. (Analysts’ price target is $44.22)
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TOP PICK
About a 20% runway. Price target of $59.50. Integrated generative AI to make better products and services, optimizing the design process, and thereby increasing profits. Simulation and testing. Personalizing customer data. Good liquidity as an ADR. Buy here around $50, closer to $48, and around $45. Yield is 0.4%.
(Analysts’ price target is $47.44)
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(A Top Pick Jan 15/16. Up 10.02%.) These are the CAD/CAM software people. They are not just into automotive or aero space, but are also into consumer products, etc. This company can protect itself against any disruptive or destructive technology. The stock has done okay, but can do better. It has been growing at a much faster rate in the 15%-20% range, but hasn’t been reflected in the stock because nobody wants to touch Europe right now. A very opportune moment to get in, and he is buying more at these levels.