Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 6, 2016

Supply chain management. The stock went public at $13 not that long ago, and it is now $48-$49. Growth is in the 30% range. What he really likes is that they have $108 million in cash. Growth is improving and margins are very, very high. Their average deal size is increasing, meaning their customers are confident and are buying more and are buying bigger software packages.

Show full opinionHide full opinion

Supply chain management. The stock went public at $13 not that long ago, and it is now $48-$49. Growth is in the 30% range. What he really likes is that they have $108 million in cash. Growth is improving and margins are very, very high. Their average deal size is increasing, meaning their customers are confident and are buying more and are buying bigger software packages.

TOP PICK
TOP PICK
May 6, 2016

Convenience stores and retail gas operations. They have been moving into Europe and buying lots of European operations. This is really a valuation play. They are trying to change the non-voting super share structure, so that when the youngest founder turns 65, it collapses and goes into regular shares. It is $10 cheaper because of the controversy on this. Dividend yield of .50%.

Show full opinionHide full opinion

Convenience stores and retail gas operations. They have been moving into Europe and buying lots of European operations. This is really a valuation play. They are trying to change the non-voting super share structure, so that when the youngest founder turns 65, it collapses and goes into regular shares. It is $10 cheaper because of the controversy on this. Dividend yield of .50%.

TOP PICK
TOP PICK
May 6, 2016

Manufactures mobility assist devices. Just reported great numbers in the 30% range in terms of growth. Great balance sheet. Insiders own about 45%. Nice margins and nice demographics. 10,000 people turn 65 every day, and they are playing right into that market, so the outlook is pretty good. Dividend yield of 2.5%.

Show full opinionHide full opinion

Manufactures mobility assist devices. Just reported great numbers in the 30% range in terms of growth. Great balance sheet. Insiders own about 45%. Nice margins and nice demographics. 10,000 people turn 65 every day, and they are playing right into that market, so the outlook is pretty good. Dividend yield of 2.5%.