Ian Fung
Member since: Jun '19
Vice-president and portfolio manager at
Davis Rea

Latest Top Picks

He loves it for it touching all industries, consumer to manufacturing, government and technology. He likes the way the management works and the recurring revenue. They switched their business model to cloud security and digital innovations. They have lots of opportunities for cross selling. (Analysts’ price target is $183.00)
They make tools and code for companies to develop computer chips. Eventually we will reach a limit where we can't miniaturize any further and then that is where this company comes in. Complexity is increasing. Recurring revue of 90% is strong. (Analysts’ price target is $135.13)
They provide software for financial services companies – everything the large ones need. They have 97% retention of clients. It is almost not worth these companies leaving their services. (Analysts’ price target is $73.62)