Stockchase Opinions

Mike S. Newton, CIM FCSI InterXion Holding N.V. INXN-N PAST TOP PICK Sep 24, 2013

(A Top Pick October 16/12. Up 3.38%.) A Netherlands-based carrier neutral cloud hosting site. Have 1200 customers. His thesis behind this was the very popular Cloud theme combined with a European turnaround. Didn’t work out the way he had hoped and he was stopped out about 6 months ago.

$23.520

Stock price when the opinion was issued

0
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

You might be interested:

TOP PICK

Cloud play. Too much opportunity in N.A. has been looked at. This is European, the biggest there. A carrier-neutral, plug and play cloud provider. Thinks it has a lot of room to run.

PAST TOP PICK

(A Top Pick Oct 16/12. Up 0.26%.) A Netherlands-based cloud computing company. Sold his holdings recently.

TOP PICK
A data center company more geared to investors that want more growth. European data centers. Europe is about 5 years behind the US in data center build out. They have a big runway of growth. Your growth will come from earnings growth. (Analysts’ price target is $81.00)
PAST TOP PICK
(A Top Pick Jul 08/19, Up 11%) 50 data centers serving 1600+ customers across Europe. He looks to invest for multiple years but they had added to their backlog and added to their planned spending on data center capacity. Then they announced they were up for sale.
WATCH
There was an announcement of a bid to acquire it. Both equity shares dropped on the announcement. He has not met one person that will vote for this deal. He thinks they will try again at a higher price and then it will go through. He would hold and buy more if it goes down.
PAST TOP PICK
(A Top Pick Jul 08/19, Up 1%) It was acquired on March 13. Accounting for share value and cash, the acquisition was a 30% upside investor opportunity.