Opinions
The Panic-Proof Portfolio (Stockchase Research)
SolarWinds Corporation
SWI-N
PAST TOP PICK
Jul 20, 2021
(A Top Pick Dec 29/20, Down 29.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with SWI has gapped below our recommended stop at $12.50. We are recommending covering the position at this time. We will look for better opportunities elsewhere.
$10.140
Stock price when the opinion was issued
computer software
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
Stockchase Research Editor: Michael O'Reilly SWI is a contrarian TOP PICK and is a bit more speculative in nature. Its Orion security platform was the victim of a much publicized cyber attack out of Russia, causing share value to understandably plummet over 40% from earlier in the month. However, only 25 customers out of 19,000 have actually had a breach and the company has since rolled out patches for the malware. Prior to all this, sales were growing by 180% and gross margins were over 70%. Their one-stop service offering makes it very inconvenient for subscribers to quickly move to competitors and its online subscriptions have been solid. We would buy this with a stop-loss at $12.50, looking to target analyst calls for $20 -- 33% upside potential. Yield 0% (Analysts’ price target is $19.91)
computer software