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Entries from April 2019

Cloudera Is Dirt Cheap

April 14th, 2019 · Comments Off on Cloudera Is Dirt Cheap

The shares of Cloudera have been stuck in a rut for quite some time, and the initial negative effects of the merger with Hortonworks have compounded this. This is because, in the short-run, negative effects outweigh the positive ones, but as these effects are one-offs, this will change. We think the shares are really too […]

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Tags: CLDR

Senseonics Will Still Need To Go Back To The Markets

April 14th, 2019 · Comments Off on Senseonics Will Still Need To Go Back To The Markets

Senseonics’ Eversence continuous glucose monitoring product provides the company with a tremendous opportunity, but developing this market doesn’t come cheap. In order to accelerate acceptance, Senseonics is investing in a new program, but in the short term this is adding to costs. In our view, the company will still have substantial cash needs next year, […]

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Tags: SENS

Fulgent Genetics Has Further Upside 

April 14th, 2019 · Comments Off on Fulgent Genetics Has Further Upside 

We think that after some consolidation of recent strong gains, shares of Fulgent Genetics have further upside. The market for genetic testing is still in the early innings, and the company has established itself as a genuine supplier. The company is on the verge of becoming profitable, and the shares are still not that expensive, […]

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Tags: FLGT

Boxlight Is Like Apple For The Classroom

April 9th, 2019 · Comments Off on Boxlight Is Like Apple For The Classroom

The company is well established in a growing market with a sensible three-pronged growth strategy that delivers substantial revenue growth. While the company is not yet profitable, it’s not far off either. The company is a little short on cash, so some further dilution seems inevitable, but with a modest valuation, we don’t see this […]

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Tags: BOXL

Iconix Turnaround?

April 9th, 2019 · Comments Off on Iconix Turnaround?

Buying shares of a company plagued by large debts experiencing revenue growth mishaps is always going to be an act of faith at least in part. However, if the revenue stabilizes, the $30M of cost-cutting alone can go a long way to keep the company solvable, given the company produces considerable cash flow. But the […]

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Tags: ICON

Progress Software Shares Jump, What’s Next?

April 9th, 2019 · Comments Off on Progress Software Shares Jump, What’s Next?

Despite a lack of organic growth as it operates a mature business, the company has come up with a growth strategy. Growth for shareholders occurs mainly through accretive acquisitions and share buybacks, and this strategy is working. Q1 results and guidance surprised on the upside but the shares are likely to have to digest last […]

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Tags: PRGS

RingCentral Continues To Exceed Expectations

April 9th, 2019 · Comments Off on RingCentral Continues To Exceed Expectations

The unified cloud communications platform is well-established and has ample room left to expand. We’re at a point where operational leverage has kicked in and shifted the company into free cash flow positive territory. We don’t see much room for valuation multiple expansion, and while there is still considerable upside in the shares, it’s best […]

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Tags: RNG

8×8 Inc. Has Good Long-Term Potential

April 9th, 2019 · Comments Off on 8×8 Inc. Has Good Long-Term Potential

The company is shifting its customers to its new X Series platform, which has good potential. However, it had to invest a lot in the platform and botched the mid-market introduction, which is causing delays and bad headline numbers. The potential is there, but it will only materialize gradually. This stock is for investors with […]

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Tags: EGHT

Pareteum Is Firing On All Cylinders

April 7th, 2019 · Comments Off on Pareteum Is Firing On All Cylinders

The company experienced an epic rally since December on very high volume, finally rewarding a company transformation. Despite that rally, the shares are still very reasonably priced at 4x sales, we think the recent correction offers a great opportunity to get in. The company offers great revenue visibility and operational leverage. Source: Pareteum Is Firing […]

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Tags: TEUM

Pivotal Offers A Bargain Entry

April 7th, 2019 · Comments Off on Pivotal Offers A Bargain Entry

It’s rare to see a fast-growing PaaS company, especially one that is a market leader selling at under 6x sales. The company is enjoying fast growth, expanding margins and it is on its way to becoming profitable. Its customers are happy and keep buying more, given a net dollar expansion rate of 149%. Source: Pivotal […]

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Tags: PVTL