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Signal
Opinion
Expert
WATCH
WATCH
November 7, 2019
They just had a pretty solid quarter. They are doing some cost-cutting and achieved greater than targeted results. They are on the higher risk end of the spectrum but with these results it is looking interesting.
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They just had a pretty solid quarter. They are doing some cost-cutting and achieved greater than targeted results. They are on the higher risk end of the spectrum but with these results it is looking interesting.
WATCH
WATCH
November 7, 2019
Training software. Should be a high margin type of name. It is about 8 times forward sales. 35% revenue growth expected for the next few years. He does not know how big the market is. He is not there yet. Give it a couple more quarters since their IPO.
Show full opinionHide full opinionTraining software. Should be a high margin type of name. It is about 8 times forward sales. 35% revenue growth expected for the next few years. He does not know how big the market is. He is not there yet. Give it a couple more quarters since their IPO.
WATCH
WATCH
November 7, 2019
He thinks it is braking out right about now. They had a couple of months of strong share price. The due date of the expansion of their plant being opened up is nearing. This catalyst event is getting closer. The stock price has increased because coffee prices have come down and customers are stockpiling.
Show full opinionHide full opinionHe thinks it is braking out right about now. They had a couple of months of strong share price. The due date of the expansion of their plant being opened up is nearing. This catalyst event is getting closer. The stock price has increased because coffee prices have come down and customers are stockpiling.
TOP PICK
TOP PICK
November 7, 2019
They finally did that large acquisition that people have been expecting. They will still have some cash after the deal. Markets will take some time to come to terms with how this company will look. He does not think this company is done with acquisitions.
Show full opinionHide full opinionThey finally did that large acquisition that people have been expecting. They will still have some cash after the deal. Markets will take some time to come to terms with how this company will look. He does not think this company is done with acquisitions.
TOP PICK
TOP PICK
November 7, 2019
It is more of a defensive position with a bit more yield on it. It is like a monopoly. Their company, Trayport, which does energy trading and has some growth. There has been some consolidation in their space and they are trading at a material discount to their peers. They report earnings tonight. (Analysts’ price target is $126.86)
It is more of a defensive position with a bit more yield on it. It is like a monopoly. Their company, Trayport, which does energy trading and has some growth. There has been some consolidation in their space and they are trading at a material discount to their peers. They report earnings tonight. (Analysts’ price target is $126.86)
TOP PICK
TOP PICK
November 7, 2019
They are high growth – 55-60% growth, but negative earnings. They are acquiring customers as well as companies. It is higher volatility, however. (Analysts’ price target is $48.33)
Show full opinionHide full opinionThey are high growth – 55-60% growth, but negative earnings. They are acquiring customers as well as companies. It is higher volatility, however. (Analysts’ price target is $48.33)
HOLD
HOLD
November 7, 2019
Stay with it. Everything looks good. Capital expenditures look lower. Yield combined with growth looks good.
Show full opinionHide full opinionStay with it. Everything looks good. Capital expenditures look lower. Yield combined with growth looks good.
