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Signal
Opinion
Expert
COMMENT
COMMENT
November 13, 2020
A cloud stock that automates the back office. It's tough to figure out because its software that automates human resources and finance is too complex for most American investors. But it's a well-run company. It reports Thursday.
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A cloud stock that automates the back office. It's tough to figure out because its software that automates human resources and finance is too complex for most American investors. But it's a well-run company. It reports Thursday.
COMMENT
COMMENT
November 13, 2020
It reports Friday. Peers Nike and Under Armour are moving a lot of product, after all. Maybe. However, he prefers Nike for its direct-to-consumer.
It reports Friday. Peers Nike and Under Armour are moving a lot of product, after all. Maybe. However, he prefers Nike for its direct-to-consumer.
SELL STRENGTH
SELL STRENGTH
November 13, 2020
It's bottoming because of interest rates. Sell it at $65. You can also swap this for Bristol-Myers.
It's bottoming because of interest rates. Sell it at $65. You can also swap this for Bristol-Myers.
PARTIAL SELL
PARTIAL SELL
November 13, 2020
Buy after JPM has increased its interest in a Chinese joint venture? His problem is that interest rates are so low that they can't make money. It's a partial sell, and instead buy MS or Goldman.
BUY WEAKNESS
BUY WEAKNESS
November 13, 2020
Considering another lockdown The new CEO is doing a good job, the consumer appeal is good, and the merchandise is fresh. It's a rare brick and mortar name that he's really warming up to.
Show full opinionHide full opinionConsidering another lockdown The new CEO is doing a good job, the consumer appeal is good, and the merchandise is fresh. It's a rare brick and mortar name that he's really warming up to.
COMMENT
COMMENT
November 13, 2020
A cloud company that helps small-medium companies automate their back office. It went public in late 2019. He recommended it then. He likes it because it helps its clients save money. It has soared, but is now up to a pricey 40x sales. They reported a strong quarter last week but the stock has fallen back some. Perhaps a buying opportunity.
Show full opinionHide full opinionA cloud company that helps small-medium companies automate their back office. It went public in late 2019. He recommended it then. He likes it because it helps its clients save money. It has soared, but is now up to a pricey 40x sales. They reported a strong quarter last week but the stock has fallen back some. Perhaps a buying opportunity.
BUY
BUY
November 13, 2020
Gold outlook He thinks gold will go down, so it's a buying opportunity now. You can buy gold itself or Barrick.
Show full opinionHide full opinionGold outlook He thinks gold will go down, so it's a buying opportunity now. You can buy gold itself or Barrick.
