AcuityAds Inc (AT-T)

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Management is decent. Growth has been solid. Fundamentals support a higher valuation than at what it is trading at right now. The markets are shunning tech companies right now. The stock is regaining some ground recently. Could start a position here. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. With a 90% decline from last year, it is reaching deep-value territory. Trading forward price to sales is 1.6x, forward PE is 13.1x. Price to book is at 2x. The company is profitable and has generated positive free cash flow. Debt is low and sales should increase by 21%. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There are no guarantees, 5i would be quite surprised if there is no decent bounce back in January. Excluding cash, the company is trading at 1x sales, which is far cheaper than any stock in the same industry. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The sell off is probably excessive but some may be throwing in the towel after buying at higher prices. They reported an okay quarter but growth overall was disappointing. A hold for now. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes the growth prospects and relative valuation. A possible takeover target. Strong balance sheet with good growth expected over the next several years. Ad spending should increase with reopening. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Insiders have been net sellers but still have more dollars at risk than last year. The stock has run up 1000% in a year. Expected growth is high. Ads are driven by the economy but advertising budgets seem to be growing. Clean balance sheet and good prospects. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The decline in price is typical when there is a stock sale. Still has potential though it might take some time. Growing nicely with lots of cash. 6x sales versus peers that are trading at 27x. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has seen some downgrades recently. It still has growth potential which has not changed and it is trading at a large discount to peers. Good for aggressive investors. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Sales met expectations at $104M. EPS was around 14% lower than estimates. EBITDA was 12% better than the street at $15.6M. Outlook remains positive with sales expected to grow at least 25% this year. EPS should double. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It surged, pulled back and then bounced back to new highs. The growth prospect is positive with the ad industry expected to rebound big in 2021. It is a comparative value play with AT being significantly cheaper than US peers. EPS is expected to double. A good buy for a growth oriented portfolio. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Some insider selling is normal since the stock is up more than 900% this year. The recent insider selling is not a great sign, but not so worrying in this case. At last report, insiders owned 23%. Unlock Premium - Try 5i Free

This has done well. Originally, he had thought it was a concept stock, but they’ve proved their concept is working. He is not ready to invest yet.

They have been a great performer and he is a customer of theirs also. They do what they do very well. They have an edge and are doing very well organically and also making some shrewd acquisitions. He likes it. [The Caller clearly asked for Acuity Ads but the control room put up the chart for Acuity Brands (AYI-N) instead].