Opinions by Jordan McNamee | StockChase
8
Jordan McNamee

Portfolio Manager

ON STOCKCHASE SINCE Oct 2017

Cambridge Global Asset Management


Opinions by Jordan McNamee


Signal Opinion Expert Chart
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

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
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$166.720
Owned Owned
Unknown

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DON'T BUY

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.

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
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$181.580
Owned Owned
No

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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

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
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$69.000
Owned Owned
Yes

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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.

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
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$66.220
Owned Owned
Unknown

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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

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
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$203.840
Owned Owned
No

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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).

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
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$147.570
Owned Owned
Yes

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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.

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
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$140.220
Owned Owned
Unknown

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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

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
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$9.300
Owned Owned
Unknown

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