TOP PICK
A great opportunity. Don't often get a chance to buy on the cheap. Such a long runway to price target. Phenomenal moat. Extremely profitable. Still a high bar on innovation. High margins on services, about 67%. Yield is 0.69%. (Analysts’ price target is $184.42)
electrical / electronic
TOP PICK
Another great opportunity. 6.3B monthly active users. 45% penetration. Swinging away from software to hardware. No dividend. (Analysts’ price target is $280.14)
0
TOP PICK
Likes this because of the off-chance of a recession. Did reasonably well during the last couple of recessions. Client base is really sticky. His 12-month price target is $415. Yield is 1.38%. (Analysts’ price target is $388.42)
other services
COMMENT
Ideas in tech security. Interesting opportunities in cybersecurity. Look at ZS for web gateways, SPLK for security information management, or PANW for network security.
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