Opinions
David Driscoll
Dassault Systemes
DSY-FP
TOP PICK
May 19, 2017
N/A
Stock price when the opinion was issued
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(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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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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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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This is artificial intelligence. It is 3-D CAMCAD technology for both the Procter & Gambles as well as carmakers. It’s all designs. So if you have an idea, you run the design simulation 3000-4000 times, and it will spit out the right way to do it, create the supply chain, make any changes, and then off they go. The company has been growing at 15%-20% profitability. They are #1 in their segment and are growing nicely quickly. The dividend increased 14%, which is double the historic average for the global market.