The company emerged from the doldrums and this year alone, the shares have quadrupled with revenue growth, profitability and cash generation all up significantly. They have pretty unique databases which are now starting to interest bigger clients and more complex queries. They are continuously improving on these databases and this could very well bolster their […]
Entries from November 2018
November 27th, 2018 · Comments Off on Intrusion: The Big Data Security Company You’ve Never Heard Off
November 27th, 2018 · Comments Off on Bring On The Powell Put
From the President down, with markets bleeding, market observers are clamoring for the Fed to lower rates – or at least not raise them further. There are some economists, like Martin Feldstein, who argue that the Fed should simply ignore this noise and keep on raising rates. The thought is that rates should be considerably […]
Tags: Economic Policy
November 27th, 2018 · Comments Off on When Will The Rot Stop?
Cramer has come up with 10 criteria that have to be fulfilled before the markets can find a bottom. While useful, we think these criteria focus too much on the markets, and too little on what’s driving them, most notably fears about world economic growth. World economic growth will decide whether this is a correction […]
Tags: The Markets
November 27th, 2018 · Comments Off on DexCom Is Priced For Perfection
There is no doubt that the company has a terrific market opportunity in front of it and so far it has done a stellar job of taking advantage of that. However, an awful lot is already priced in the share price, and there are significant competition and headwinds from a channel shift that affect average […]
November 24th, 2018 · Comments Off on The Trade Desk: The Emerging Standard In Programmatic Advertising
The company keeps on delivering 50% revenue growth and with programmatic advertising and CTV in the first innings, growth is set to continue for quite a while. The company is executing very well and is profiting from several positive feedback mechanisms. The shares are far from cheap, but this looks every bit an emerging market […]
November 24th, 2018 · Comments Off on Zebra Technologies Is Still A Buy
The shares are at an all-time high but we think there is some more gas in the tank if the world economy doesn’t slow down too much. We see further revenue upside, some operational leverage and large free cash flow as attractive features with a gradual shift to software as a longer-term lure. An escalation […]
November 24th, 2018 · Comments Off on Hidden In Plain Sight, YY Is Still Cheap
There are some concerns with regard to China, declining growth, rising competition, and escalating content and marketing cost pressuring margins. But these worries almost pale in insignificance when compared with YY’s valuation. Quite frankly, we’re still at a loss to explain why the shares are so cheap. Source: Hidden In Plain Sight, YY Is Still […]
November 24th, 2018 · Comments Off on Get stock tips early!
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November 21st, 2018 · Comments Off on SHU Portfolio – BioLife: The Story Is Even Better Than We Thought
BioLife is a recent addition to the SHU portfolio and one of its highest conviction buys. We were already very positive, but after the Q3CC, we have become more bullish. The rapid growth is still in the very early stages, and with SAVSU, the company could have a first major expansion of its already impressive […]
November 21st, 2018 · Comments Off on Peak Economy, Peak Earnings
The tax cuts produced a boom in economic growth, but the effects look set to peter out. The tax cuts also unleashed some headwinds that could gather force, like rising rates and yields and a rising dollar, a pretty dangerous cocktail for the world economy. Earnings are set to peak and even if we avoid […]