Stock Opinions by Jordan McNamee

Signal	Opinion	Expert	Chart
TOP PICK	Palo Alto Networks(PANW-N) October 30, 2017 They have grown 50% a year. Last year they had an execution issue and dropped their guidance. He found they were growing too aggressively and it was irritating customers. People didn’t understand this was the problem. Over the last two quarters they have been beating expectations. They are at 20% free cash flow growth now. (Analysts’ target: $165.00). 0 0 0	They have grown 50% a year. Last year they had an execution issue and dropped their guidance. He found they were growing too aggressively and it was irritating customers. People didn’t understand this was the problem. Over the last two quarters they have been beating expectations. They are at 20% free cash flow growth now. (Analysts’ target: $165.00). 0 0 0 0 Jordan McNamee Portfolio , Cambridge Global Ass... Price $147.570 Owned Yes	Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS	Sylogist Ltd.(SYZ-X) October 30, 2017 An enterprise software company that made a bunch of acquisitions over the last few years. You are investing in management and their ability to deploy capital. He likes it. He cautions that you have to pay the right price for the stock. Business Services 0 0 0	An enterprise software company that made a bunch of acquisitions over the last few years. You are investing in management and their ability to deploy capital. He likes it. He cautions that you have to pay the right price for the stock. Business Services 0 0 0 Jordan McNamee Portfolio , Cambridge Global Ass... Price $9.300 Owned Unknown	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Apple(AAPL-Q) October 30, 2017 It is quite mature in the smart phone industry. But over the long term they would not be a good compounder. Their big growth is behind them. electrical/electronic 0 0 0	It is quite mature in the smart phone industry. But over the long term they would not be a good compounder. Their big growth is behind them. electrical/electronic 0 0 0 Jordan McNamee Portfolio , Cambridge Global Ass... Price $166.720 Owned Unknown	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Alibaba Group Holding(BABA-N) October 30, 2017 It is an incredible company, an absolutely dominant business. However they manage in a way that does not look shareholder first. No one cares about the risks if the stock is going up. The government could suddenly exercise controls. 0 0 0	It is an incredible company, an absolutely dominant business. However they manage in a way that does not look shareholder first. No one cares about the risks if the stock is going up. The government could suddenly exercise controls. 0 0 0 0 Jordan McNamee Portfolio , Cambridge Global Ass... Price $181.580 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Nvidia Corp(NVDA-Q) October 30, 2017 They had significant amount of success. He does not feel it will grow faster than people think it will so he stays on the sidelines. Expectations are very high and it is reflected in the market. computer software/processing 0 0 0	They had significant amount of success. He does not feel it will grow faster than people think it will so he stays on the sidelines. Expectations are very high and it is reflected in the market. computer software/processing 0 0 0 Jordan McNamee Portfolio , Cambridge Global Ass... Price $203.840 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Kinaxis Inc(KXS-T) October 30, 2017 He likes it a lot. They are disrupting the supply chain industry. They are well managed and there is a lot of insider ownership. He does not think the current issue with a customer will impact the company. 0 0 0	He likes it a lot. They are disrupting the supply chain industry. They are well managed and there is a lot of insider ownership. He does not think the current issue with a customer will impact the company. 0 0 0 0 Jordan McNamee Portfolio , Cambridge Global Ass... Price $66.220 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	CGI Group (A)(GIB.A-T) October 30, 2017 They can acquire businesses at attractive valuations then run them well. He likes it a lot and thinks the management team is top notch. consulting 1 0 0	They can acquire businesses at attractive valuations then run them well. He likes it a lot and thinks the management team is top notch. consulting 1 0 0 Jordan McNamee Portfolio , Cambridge Global Ass... Price $69.000 Owned Yes	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Shopify Inc.(SHOP-T) October 30, 2017 They report tomorrow. It is a great company but every morning he has to wake up and decided if it has the best risk/reward and he does not think that right now. The allegations against them are not that valid but a lot of people probably sold on the announcement because they didn’t know much about the company. 0 0 0	They report tomorrow. It is a great company but every morning he has to wake up and decided if it has the best risk/reward and he does not think that right now. The allegations against them are not that valid but a lot of people probably sold on the announcement because they didn’t know much about the company. 0 0 0 0 Jordan McNamee Portfolio , Cambridge Global Ass... Price $140.220 Owned Unknown	Sign up or Log in to enjoy full view of charts.

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