Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 16, 2020

The food group (that includes Campbell's Soups) has come down too far too hard. The dividend is safe and can even grow. Business has been better than expected.

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B&G Foods Inc. (BGS-N)
September 16, 2020

The food group (that includes Campbell's Soups) has come down too far too hard. The dividend is safe and can even grow. Business has been better than expected.

BUY WEAKNESS
BUY WEAKNESS
September 16, 2020

IPO'd today. Likes it. It was priced at $44, opened at $71, pulled back to $51 and closed at $64.79. FROG is a cloud platform for development operations (dev ops) which means it allows engineers to collaborate between departments within a company. They bridge between the development and operation teams. FROG customers include Facebook, Spotify, Google, Netflix, Cisco, Oracle and Dell. It boasted 65% revenue growth in 2019 and 50% the first half of this year, based on recurring subscription revenue for its services. First half this year came within $500K to break even, so debt is lowering. He expects them to be profitable in 2021. Has a lot going for it, but its valuation is already at nosebleed levels. A great stock, but too high already.

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JFrog Ltd. (FROG-Q)
September 16, 2020

IPO'd today. Likes it. It was priced at $44, opened at $71, pulled back to $51 and closed at $64.79. FROG is a cloud platform for development operations (dev ops) which means it allows engineers to collaborate between departments within a company. They bridge between the development and operation teams. FROG customers include Facebook, Spotify, Google, Netflix, Cisco, Oracle and Dell. It boasted 65% revenue growth in 2019 and 50% the first half of this year, based on recurring subscription revenue for its services. First half this year came within $500K to break even, so debt is lowering. He expects them to be profitable in 2021. Has a lot going for it, but its valuation is already at nosebleed levels. A great stock, but too high already.

DON'T BUY
DON'T BUY
September 16, 2020

He liked ACI when they IPO'd but last week, Kroger (a rival supermarket chain) reported an amazing quarter that didn't help lift ACI in this sector. ACI is cheap but needs a catalyst to rise. He needs to study this stock more.

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Albertsons Companies (ACI-N)
September 16, 2020

He liked ACI when they IPO'd but last week, Kroger (a rival supermarket chain) reported an amazing quarter that didn't help lift ACI in this sector. ACI is cheap but needs a catalyst to rise. He needs to study this stock more.

BUY
BUY
September 16, 2020
A cloud-based mobile collaboration platform with a cybersecurity overlay. It trades at only 25x 2021 earnings. Activist investors were agitating for change until they reached an agreement with Box's managers. Since March, both sides have bolstered margins and growth. Thes tock is up 70% since April. Tomorrow, it unveils new products and services. Overlooked by the mega-cap tech names, but not overvalued.
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Box, Inc. (BOX-N)
September 16, 2020
A cloud-based mobile collaboration platform with a cybersecurity overlay. It trades at only 25x 2021 earnings. Activist investors were agitating for change until they reached an agreement with Box's managers. Since March, both sides have bolstered margins and growth. Thes tock is up 70% since April. Tomorrow, it unveils new products and services. Overlooked by the mega-cap tech names, but not overvalued.
PARTIAL SELL
PARTIAL SELL
September 16, 2020
Take profits. It's done well. But he's circumspect about future growth.
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Take profits. It's done well. But he's circumspect about future growth.
WAIT
WAIT
September 16, 2020

Has an excellent business model. Snowflake's huge IPO today came at the expense of selling off so many other tech stocks. Wait for things to cool down in this sector, because further IPOs may spark more tech selling.

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CrowdStrike Holdings (CRWD-Q)
September 16, 2020

Has an excellent business model. Snowflake's huge IPO today came at the expense of selling off so many other tech stocks. Wait for things to cool down in this sector, because further IPOs may spark more tech selling.

PARTIAL BUY
PARTIAL BUY
September 16, 2020
It's doing okay, neither overbought nor oversold. Uber Eats will remain strong as people order take-out and will continue to until the cows come home. Also, restaurants are opening a little which helps more. Industry consolidation is another tailwind.
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Uber (UBER-N)
September 16, 2020
It's doing okay, neither overbought nor oversold. Uber Eats will remain strong as people order take-out and will continue to until the cows come home. Also, restaurants are opening a little which helps more. Industry consolidation is another tailwind.