Likes it. Competitive advantage allows creators with little tech knowledge to program games and simulations. Made 3 acquisitions in 2020. Their meat and potatoes comes from partnerships with the larger players. Has some upside. Price target of $140 in 12 months.

Hiccup in March, when they missed on top and bottom lines. Drug discovery predictive modelling. Top 20 pharma companies use them. Contracts in 2020 up from 2019. Price target of $92.75.

Leadership in AI. Has attracted top talent. Price target is $33.

Develops cloud computing platforms to manage data flow. Got expensive, but beat top and bottom lines in January and increased guidance. Good execution by management. He took profits, but then added last week around $475. Price target of $593.

Pulled back on its recent reporting. Price target of $75.40. Price action has been difficult. Latest acquisition was a great asset during the work from home period.

(A Top Pick Mar 31/20, Up 109%) A manufacturer in the semiconductor field. More demand than supply, so right place at right time. Beat top and bottom lines in January. Price target of $108.90.