Stockchase Opinions

David Driscoll Dassault Systemes DSY-FP PAST TOP PICK Jan 29, 2018

(A Top Pick March 13/17. Up 21.59%.) A company that is all about design. They get an idea, run the software, all the logistics, and iterations to find out the best way to build at the least amount of cost. Consumer product companies, automotive companies. Dividend’s been growing at roughly 15%. €10 lower would probably be better entry price.

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PAST TOP PICK

(A Top Pick May 19/17, Up 25%) They make softwware technology found in a wide range of industries from autos to new buildings. They're building revenues on new customers and selling subscriptions of new technology to existing clients. They're getting into A.I. which has great potential.

TOP PICK

He picked this up last November and is up 35%. They provide the new generation for CAD. They make virtual models that can simulate large scale projects. Yield 0.5%. (Analysts’ price target is Euro 109.60)

PAST TOP PICK

(Past Top Pick, June 1, 2018, Up 0.4%) It's up 35% YTD. It's in the digital twin space--avatars. They did a whole digital twin of Singapore. Fascinating. He still loves it.

PAST TOP PICK
(A Top Pick Jun 01/18, Down 12%) Took profits in Q4. They're the leaders of making avatars of real-time objects and environments, with applications in factories to increase production efficiency.
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.
BUY
An up and coming tech stock. Willing to take some risk. A French company that builds simulation machines using 3D experience technology (ie. airplanes) which has cut R&D costs a lot for companies. Look beyond Canada in the tech space. Tech takes up only 4% of the TSX.
TOP PICK
A 3D design software company that's growing rapidly. Trades at a high 30x earnings, but are starting to add life sciences as an initiative which is a long-term trend. Start with a half-position. (Analysts’ price target is $45.57)
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)
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)
BUY ON WEAKNESS

A large company whose growth has slowed to a decent 8-9% revenue. Also, all French stocks are selling off because of the election. Definitely buy on the current dip. They can convert their net profits 100% into free cash flow, which is rare.