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Signal
Opinion
Expert
SPECULATIVE BUY
SPECULATIVE BUY
February 26, 2021
An internet protocol telephone system company. A big market is Korea. Their acquisition in process is transformative. The stock has potential 2-3x upside.
Show full opinionHide full opinion
An internet protocol telephone system company. A big market is Korea. Their acquisition in process is transformative. The stock has potential 2-3x upside.
BUY
BUY
February 26, 2021
Makes puffy cement that has insulating potential that can be used for road beds, bridges, etc. Joe Biden's infrastructure plan is a tailwind. The challenge is that the company has great numbers but they do not frame them properly. Their backlog is approximately $100M. Their sales relative to backlog is $12M. Backlog is 5x. Book of business is twice their backlog. It's also a covid play since once it recedes, the concerns in construction will go away. A great opportunity for them to do well.
Show full opinionHide full opinionMakes puffy cement that has insulating potential that can be used for road beds, bridges, etc. Joe Biden's infrastructure plan is a tailwind. The challenge is that the company has great numbers but they do not frame them properly. Their backlog is approximately $100M. Their sales relative to backlog is $12M. Backlog is 5x. Book of business is twice their backlog. It's also a covid play since once it recedes, the concerns in construction will go away. A great opportunity for them to do well.
BUY
BUY
February 26, 2021
They are working with a very large Italian bank that is about the same size as BMO. Working on a program, MarketWall, that will allow trading on mobile. They are adding AI for fundamentals and appropriateness for dividend coverage and risk level. They announced they have all the IPs needed. The company wants to sell this product to other banks through white-label. There is huge volume growth opportunities. In 3 months, hopefully we will get a decision from the Italians. A great opportunity going forward.
They are working with a very large Italian bank that is about the same size as BMO. Working on a program, MarketWall, that will allow trading on mobile. They are adding AI for fundamentals and appropriateness for dividend coverage and risk level. They announced they have all the IPs needed. The company wants to sell this product to other banks through white-label. There is huge volume growth opportunities. In 3 months, hopefully we will get a decision from the Italians. A great opportunity going forward.
BUY
BUY
February 26, 2021
A company that has a software to bring efficiency to the pharmaceutical industry. It helps with work flows. Their strategy is land and expand. Results were better than expected. The sales cycle is long. There is significant upside as they convert to sales and visible recurring revenue. Higher profitability is on the horizon.
Show full opinionHide full opinionA company that has a software to bring efficiency to the pharmaceutical industry. It helps with work flows. Their strategy is land and expand. Results were better than expected. The sales cycle is long. There is significant upside as they convert to sales and visible recurring revenue. Higher profitability is on the horizon.
PAST TOP PICK
PAST TOP PICK
February 26, 2021
(A Top Pick Feb 07/20, Down 15%) People are travelling less and buying less gas. The additional items purchased in-store after filling up is a major component of their business. Covid turnaround play and you should see higher revenues once the virus fades away. Maybe in a year or two, the government may be more receptive to the bid for Carrefour if the chain is struggling. He thinks the move is soundly based on their previous acquisition and operation strategies.
Show full opinionHide full opinion(A Top Pick Feb 07/20, Down 15%) People are travelling less and buying less gas. The additional items purchased in-store after filling up is a major component of their business. Covid turnaround play and you should see higher revenues once the virus fades away. Maybe in a year or two, the government may be more receptive to the bid for Carrefour if the chain is struggling. He thinks the move is soundly based on their previous acquisition and operation strategies.
PAST TOP PICK
PAST TOP PICK
February 26, 2021
(A Top Pick Feb 07/20, Up 28%) Still on track for production. They will probably continue to do well. Still good upside for the company. The company trades at a discount due to its geographic location. Well-ranked by model.
Show full opinionHide full opinion(A Top Pick Feb 07/20, Up 28%) Still on track for production. They will probably continue to do well. Still good upside for the company. The company trades at a discount due to its geographic location. Well-ranked by model.
PAST TOP PICK
PAST TOP PICK
February 26, 2021
(A Top Pick Feb 07/20, Up 7%) The acquisition of Clearwater was well received by investors. It adds to their distribution of sandwich meats and prepackaged foods. Everybody is trying to eat more healthfully, which should be a tailwind. Still holds it and the outlook is reasonable.
Show full opinionHide full opinion(A Top Pick Feb 07/20, Up 7%) The acquisition of Clearwater was well received by investors. It adds to their distribution of sandwich meats and prepackaged foods. Everybody is trying to eat more healthfully, which should be a tailwind. Still holds it and the outlook is reasonable.
