Paul Harris, CFA
Member since: Feb '04
Partner and Portfolio Manager at
Harris Douglas Asset Management

Latest Top Picks

(A Top Pick May 11/20, Up 104%) Beat consensus by 10%. Guidance of 20% sales growth. Benefitting from structural change in e-commerce. Can continue to grow market share. Continues to like the story.
(A Top Pick May 11/20, Up 31%) The cloud will continue to grow, and they will continue to gain share. In a really strong position. Data collection through the cloud can be used to help clients. Gaming business is doing incredibly well. Strong pipeline. Free to do acquisitions without same regulatory scrutiny as FB and GOOG.
(A Top Pick May 11/20, Up 16%) Great dividend yield, and keeps increasing. Trades at 18x earnings. Likes its 3 divisions of pharma, medical devices, and personal care. This smooths out the volatility and revenue. Cashflow machine.
Trades at 20x free cashflow. Growing user base. Underlevered, as they haven't monetized all that they can. Great balance sheet. Data they collect is incredibly valuable, especially for strategic advertising. No dividend. (Analysts’ price target is $384.57)
Trades at 22x free cashflow. Incredible growth in YouTube. Significant growth in advertising coming on. Leaders in search. Significant competitive advantage. New CFO has an eye on costs. Coming out of Covid will benefit. No dividend. (Analysts’ price target is $2811.06)