Robert Lauzon
Member since: Dec '04
Deputy Chief Investment Officer at
Middlefield Capital Corporation

Latest Top Picks

A growth stock with 30% growth rates in the short term, especially internationally. The second half of this year will see great new content, like the new Scorsese film, The Irishman. This will drive viewership. Netflix changes the way we watch TV. Also, they haven't pulled the lever on adding ads (say, at a lower-tier subscription fee). There's room for both Disney+ and Netflix, based on consumer research he's seen. (Analysts’ price target is $395.65)
A cloud software company that helps manage problems between businesses and customers, like say BestBuy and a customer having trouble with a TV they bought. They are growing at 40% a year and continue to surpass earnings estimates. Up 5% today alone after positive coverage by an analyst. This'll reach $100 soon and could be a takeover target. (Analysts’ price target is $101.20)
A cybersecurity company that protects email. He likes their international growth opportunities. They seem to be latching onto Microsoft Office's 365; the more MSFT goes into the cloud, the more customers will need email protection, which is where PFPT comes in. He sees 25% upside in the next 12 months. He's been adding to his position. (Analysts’ price target is $138.92)
(A Top Pick May 03/18, Up 30%) They did a good job of highlighting value in their hydro assets. They are buying back stock but he would prefer they increased the dividend more. This is a good entry point again.
(A Top Pick May 03/18, Up 67%) It beat estimates and then they raised guidance. It is volatile but it could still grow 30-40%.