Dassault Systemes (DSY-FP)

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.

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%.

(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.

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)

(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.

(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.

(A Top Pick March 13/17. Up 20%.) Provides software where you can design and test how you are going to do certain projects at the lowest cost and how you are going to accomplish it. They have been growing at 20% a year, and the dividend has been growing roughly at that rate.

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.

A 3-D CAD/CAM company, that makes software for companies, but take an idea, run the iterations of the 3-D experience, and come up with the best business model, find out if it is implementable, and at what cost. Artificial intelligence is coming. Internet of things. This company is right in the middle of everything. They are in huge demand. Free cash flow is growing in the mid-teens. The dividend has been rising by 10%. Dividend yield of 0.6%. (Analysts’ price target is 78.22 €.)

(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.