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Rob Sechan, Managing Partner, New Edge Capital

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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

All	Rating	Big Win	Win	Neutral	Loss	Big Loss
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Stock Opinions by Rob Sechan, Managing Partner, New Edge Capital

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WAIT

Down 10% today. It still hasn't been price-discovered yet. It's still engineered around the IPO and there are lock-ups coming. No company can replicate their fundamentals. Won't but now, maybe later.

BUY

Energy was upgraded today based on healthy earnings growth, reasonable valuations, geopolitical insulation and low correlation to AI infrastructure. There's risk to the price of oil.

BUY

Power will continue to be a bottle-neck in the AI build, and VST is best-positioned.

BUY

Has momentum, riding the memory chip demand.

BUY

Was upgraded today. They have a superb business, but there are valid concerns about one of their brands. Is sticking with it, given the valuation re-set. Risk/reward looks more attractive. Will benefit from the pricing power in software.

BUY ON WEAKNESS

Underwriters, scarcity and index inclusion will hold up this stock for the first month, then the fundamentals will apply after the lock-up comes off. He owned this privately and now publicly. When their costs go down and the share prices goes up, SPACX is the winner. Margins are good and will improve. There are many parts to this business, and the most important is enterprise AI. Don't chase it here, though. Would buy if the price returns to the IPO, which may not happen. No stock has more momentum than this.

COMMENT

Prefers Microsoft to Meta, which are both off their highs by the same percentage. MSFT will monetize their AI faster.

BUY

The cybersecurities have re-rated down a lot from AI fears, but FTNT is still growing. Cybersecurity will remain important while this AI disruption still needs to be proven.

BUY

Is already overweight this name, which is -20% this year. Their business set has gone from cap-lite to cap-heavy. The market is digesting this and waiting to see what will be monetized, which they are starting to. If you don't own, this is a great time to look at it.

BUY

They're pricing power has been confirmed many times. He likes it a lot.

BUY

Power/energy remains the biggest bottleneck in the AI buildout, and this trades at 17x PE.

PARTIAL BUY

Is up 69% since he bought it in January. Is the second-best performer after Palantir. Natural gas will be key to solving the bottleneck in data centre power consumption. The valuation is no longer cheap at 18x. It's a multi-year story, backed by increased loan growth and data centre power consumption.

BUY

It's up over 8% this year, beating the market. The PE is 15x. Has consistent topline growth due to Skyrizi as well as Botox and arthritis. High-quality. Pays a 3.5% dividend.

BUY

Is up 71% since he added it a year ago. Has become more fully valued at 25x PE. Still a great business with modest revenue growth and margin expansion. They benefit from the transition from a consulting business to an software, AI-led. They are emerging as a leading quantum computing play.

PARTIAL SELL

He trimmed. Is trading at 33x PE, down from 55x. Is the front runner in the GLP-1 business with 60% market share.

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Rob Sechan, Managing Partner, New Edge Capital

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Stock Opinions by Rob Sechan, Managing Partner, New Edge Capital

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