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Unspecified
TOP PICK
A specialty, alternative lender with a solid first quarter. It recently made a 40 million investment in Canada Drives which will really help their auto lending business. Also they have received a huge increase in their credit line - from 900 million to 1.5 billion. It is now fully funded trough 2025. Growing at 20% or more and is at 6X next year's earnings. Buy 8, Hold 1, Sell 1 (Analysts’ price target is $203.00)
Financial Services
TOP PICK
It is in the IT services industry focused on mid market customers in North America and Europe. It is growing very quickly so he is puzzled why the stock is so low. It has delivered on its acquisition plans and has provided solid organic growth. We should see more acquisitions and an increase in credit facilities and maybe even a dividend or buyback of shares with its free cash flow. It is growing 2 times as fast as its peers but trading at half the valuation. Buy 10, Hold 2, Sell 0 (Analysts’ price target is $11.73)
Technology
TOP PICK
This is another alternative lender which has been transformed over the past two years with a new CEO who has done well diversifying its product offering as well as its funding sources. It is growing very quickly and has bought an auto lending as well as an investment manager business. It is trading at 5X earnings with a 4% dividend. It is small and not well known but will be more noticed over the next few quarters and years. Buy 2, Hold 1, Sell 0 (Analysts’ price target is $19.00)
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