ShareholdersUnite Forums - SHU Portfolio

Semler Scientific (SMLR)

Tue, 23 Jun 2020 16:05:55 +0000

Quote:Semler Scientific initiated with a Buy at B. Riley FBR B. Riley FBR analyst Josh Nichols initiated coverage of Semler Scientific with a Buy rating and $61 price target. The company's patented QuantaFlo product, which acts as an early detection test for peripheral arterial disease, has seen a significant increase in usage and a growing installed base since gaining FDA approval in March 2015, Nichols tells investors in a research note. While Semler is "significantly profitable" with 35%-plus EBITDA margins and 89% sales growth in 2019, the company has "flown under the radar," in part due to its smaller size and over-the-counter listing, adds the analyst. Nichols views the shares as "materially undervalued."

Semler Scientific initiated with a Buy at B. Riley FBR SMLR - The Fly

This came out on June 23 but we beat them to it, our June 12:

Quote:The company has simplified the testing of PAD, which is a marker for increased risk of stroke and cardiovascular disease. It runs on a capital light, license fee business model that generates high margins and substantial cash flows. The pandemic has interrupted the progress, but the company seems well placed to weather the storm.

Semler Scientific: A Little Gem Of A Company (OTCMKTS:SMLR) | Seeking Alpha

Fulgent Genetics (FLGT)

Fri, 05 Jun 2020 14:09:04 +0000

We're keeping an eye on this one, technically interesting:

And here is the dynamic, self-updating chart so one can watch how it unfolds:

EverQuote (EVER)

Tue, 02 Jun 2020 13:17:55 +0000

Quote:Oppenheimer walks away from a meeting with EverQuote (NASDAQ:EVER) management with a constructive stance on the online insurance marketplace. "We see current business trends serving as a strong gauge that expanding carrier integrations and higher agent utilization are better positioning EVER to gain larger share in the $146B insurance distribution market. Management constructed a positive tone toward longer-term revenue trends, and we remain comfortable with our '19–'22E revenue CAGR of 28%, and see low share of TAM and ~150% revenue retention as solid indicators of potential increases to Street estimates." The firm lifts its price target on EVER to $65 from $50, which works out to 4.5X the 2021 revenue estimate. The average sell-side PT on EVER is $54.53.

EverQuote earns higher price target from Oppenheimer (NASDAQ:EVER) | Seeking Alpha

BioLife Solutions (BLFS)

Thu, 06 Feb 2020 14:55:20 +0000

Quote:B. Riley FBR resumes BioLife Solutions at Buy with $27 price target B. Riley FBR analyst Marc Wiesenberger resumed coverage of BioLife Solutions with a Buy rating and $27 price target, stating that as cell and gene therapies gain approval he sees BioLife's revenues as likely to scale "commensurately" given that its unique preservation technology is being used extensively in the associated clinical trials. The FDA expects to be approving 10-20 cell and gene therapy drugs every year by 2025, noted Wiesenberger, who sees BioLife taking increased wallet share from its "sticky" customer base.

B. Riley FBR resumes BioLife Solutions at Buy with $27 price target BLFS - The Fly

PaySign (PAYS)

Tue, 19 Nov 2019 19:45:40 +0000

Quote:Paysign initiated with a Buy at DA Davidson. DA Davidson analyst Peter Heckmann initiated coverage of Paysign with a Buy rating and $16 price target. The analyst says the company has generated an "impressive" growth over the past 5 years and expects its top-line trends to remain strong. Heckmann further notes that Paysign should see margin expansion from 2019 to 2021 and believes that the recent pullback in the stock price presents a buying opportunity.

Breaking News: PAYS latest news. - The Fly

From yesterday

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Tue, 22 Oct 2019 16:40:49 +0000

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Inseego (INSG)

Mon, 21 Oct 2019 15:11:17 +0000

One of our earliest purchases, two years ago for $1.52 so it's also a big winner. The shares are running on very high volume, up nearly 6% today, 5G has arrived and the company is likely to benefit big time:

Mobile 5G hotspots and routers
Demand for these a multiple of the 4G situation due to 5G competing head-on with cable, bringing internet to the home.
Profiting from the trade war that has disabled Chinese competition.

We flagged it again as a buy opportunity at $4.19 mid-August this year:

Quote:5G is arriving even faster than expected and presents a unique opportunity for the company, and even 4G is booming. Inseego's SaaS telematics business is turning around, although the revenue ramp from its DMS and airline business is ramping slowly. Investors seem to be scared by the higher cost necessary for developing new 5G products and an international sales presence.

Inseego's Sell-Off Opens An Opportunity - Inseego Corp. (NASDAQ:INSG) | Seeking Alpha

Alteryx (AYX)

Mon, 21 Oct 2019 14:20:19 +0000

We're keeping a watch on this one as we missed our own designated buy opportunity last year (at $30!), the problem is that these SaaS stocks have gotten very expensive and a valuation correction was always possible, even if there is no fundamental deterioration of their businesses. We just published an article about that.

Technically the stock doesn't look promising though, unless we get an epic recovery in the afternoon..

Tufin Software (TUFN)

Thu, 17 Oct 2019 21:08:39 +0000

Our latest buy on September 26 400 shares at $17.63 looks like bottoming out:

https://www.finviz.com/publish/101719/TUFNc1dl1706.png

What's more, it's really rather cheap with an EV/S under 4 whilst growing 30%+ with gross margins at 80%+

RumbleOn (RMBL)

Wed, 25 Sep 2019 16:50:55 +0000

Not doing very well in the portfolio, but this is a high-risk/high-reward kind of stock, not for the faint-hearted..

Quote:RumbleON initiated at JMP Securities RumbleON initiated with an Outperform at JMP Securities. JMP Securities analyst Ronald Josey initiated RumbleON with an Outperform rating and a price target of $10, saying its initial "differentiated approach" of buying and selling motorcycles online has now been expanded to cars and services such as financing. The analyst believes that the company can further expand to "most types of vehicles" - including cars, bikes, RVs, boats, ATVs - with annual collective sales of about $1T across a "highly fragmented industry. Josey believes RumbleON's growth is in its "early days" and expects its profitability to "ramp materially" as it grows its consumer awareness and shifts its sales mix to "50/50% dealer/consumer."

Breaking News: RMBL latest news. - The Fly

Quote:RumbleON initiated at DA Davidson RumbleON initiated with a Buy at DA Davidson. DA Davidson analyst Tom White initiated RumbleON with a Buy rating and a price target of $4. The analyst is positive on the company's use of technology to simplify the process of how used vehicles are bought, sold, traded, and financed. White further cites RumbleOn's potential with the launch of the business just over two years ago but with an experienced senior leadership and quick execution against a $1T used vehicle supply chain opportunity that he sees as "ripe for disruption."

Breaking News: RMBL latest news. - The Fly

Par Technology (PAR)

Thu, 12 Sep 2019 13:53:36 +0000

Quote:ParTech, Inc. (PAR), a leading global provider of point-of-sale (POS) solutions to the restaurant and retail industries, announced Gyroville, a Mediterranean inspired fast casual and full service restaurant, has selected PAR’s cloud-based Brink POS® software and EverServ® 600 terminals in all 10 current locations. ParTech, Inc. is a wholly owned subsidiary of PAR Technology Corporation (NYSE: PAR). With rapid expansion plans for the next 3-5 years, Gyroville needed a NextGen solution that would support them as they grew. With the assistance of PAR’s value-added reseller, Retail Data Systems, Inc. (RDS), Gyroville selected the complete solution, including Brink software and EverServ 600 terminals.

Gyroville Selects PAR Technology’s Cloud-Based Brink POS® Software | Business Wire

Smith Micro (SMSI)

Sat, 27 Jul 2019 01:12:32 +0000

We already had a position from last year and that is now going through the roof, as we told you last week:

Quote:The company basks in 35% organic revenue growth and nearly 90% gross margins, even without expected catalysts. The sunsetting of Sprint's legacy app will come some day, but SafePath's growth is explosive even without that, and even without getting another carrier on board. SafePath is morphing into a sophisticated IoT/Smart Home platform with a host of features, the market for this could be huge.

Smith Micro's Stock Can Blast Higher At Any Moment - Smith Micro Software, Inc. (NASDAQ:SMSI) | Seeking Alpha

Boxlight Corp

Wed, 26 Jun 2019 17:42:29 +0000

Haven't heard any news about BOXL lately. ShareholdersUnite, Any new thoughts on this company?
I follow the SHU Portfolio closely and bought BOXL the day after you did.
Been very happy with Par technology as well but that’s for a different thread.
Thanks for the work you put into the SHU portfolio and sharing it.

Roku (ROKU)

Fri, 01 Jun 2018 17:42:33 +0000

However, the participating channels do have something to gain, if not exposure – advertising revenue. Roku says its own in-house ad sales team is in charge of selling ads against the content on “The Roku Channel;” and while the company declined to detail what the rev share is with its publisher partners, it’s clear that one exists.

Roku launches its own channel featuring free, ad-supported movies | TechCrunch

And eMarketer says Roku is now the most popular streaming platform in the U.S. However, until today, most of what users stream on Roku comes from channels that don’t impact Roku’s bottom line. Roku has over 5,000 channels, but in its S-1 filing, it said Netflix accounts for a third of its streaming hours. Netflix doesn’t add to Roku’s revenue; nor does Roku’s most popular ad-supported service, YouTube.

Roku launches its own channel featuring free, ad-supported movies | TechCrunch

The Trade Desk (TTD)

Thu, 03 May 2018 15:34:58 +0000

Well, the upward trend we were wondering about

Seems to be breaking, here is the self-updating chart:

SHU portfolio holdings

Tue, 24 Apr 2018 16:48:14 +0000

Below is our old portfolio, we have started afresh here.

Real-time buys and sells you can follow here

So what did we buy the last couple of months:

SHU portfolio on SA December 2017

Wed, 13 Dec 2017 21:30:39 +0000

On December 11 we bought 50 shares Alibaba (BABA) at $178.50 (see here for the real-time alert)

And here is the Alibaba article:

The 63% growth rate of Alibaba's core commerce business is almost unfathomable, even given the strong tailwinds of China's rising consumer market and online penetration. One element that is behind this is a clever strategy that blends online and offline retail to create a virtuous cycle. In the process, Alibaba is embarking on a wholesale remake of the Chinese retail landscape.

Alibaba's Killer O2O Strategy - Alibaba Group Holding Limited (NYSE:BABA) | Seeking Alpha

This morning we bought 200 Lumentum (LITE) at $45.70 (see here for the real-time notification)

Nutanix (NTNX)

Thu, 16 Nov 2017 04:08:45 +0000

Rakers is basing his Nutanix bull thesis on four factors, he said:

The deepening of the company's leadership position in HCI.

Large-deal momentum.

The company's strategic vision and execution.

Attractive relative valuation.

software-only delivery model, with ASC 606 revenue recognition, Rakers said. " data-reactid="28" type="text"> The valuation will become even more compelling as Nutanix executes on an expanding software-only delivery model, with ASC 606 revenue recognition, Rakers said. Wells Fargo is positive on Nutanix' addressable market opportunity. The firm IDC estimates the HCI market will grow from $2.32 billion in 2016 to $7.64 billion by 2021. "This reflects an increase from 3 percent of on-premise spend on x86 servers and external storage in 2016 to approximately 10 percent [at the end of] 2021," Rakers said.

Who's Impressed With Nutanix Following NEXT Conference? " data-reactid="30" type="text"> See also: Who's Impressed With Nutanix Following NEXT Conference?

Nutanix's top-25 customer repeat purchase multiple versus initial purchases has consistently expanded from 14.1x a year ago to 19.4x in July 2017, according to Wells Fargo. The firm views Nutanix' increasing software-only contributions as a positive, averaging 17 percent of total bookings for the rolling four-month quarters ending with the fourth quarter of fiscal 2017. Wells Fargo projects a revenue contribution from software in the mid-to-high 20 percent range in the third quarter of 2017 after the ASC 606 accounting standard is initiated. Microsoft Corporation (NASDAQ: MSFT)'s Azure stack and VMware, Inc. (NYSE: VMW)'s Cloud for AWS should be viewed as Nutanix' "important long-term competitors," Rakers said. .

Wells Fargo: Nutanix Valuation Could Become 'Even More Compelling'

Shares of Nutanix Inc. NTNX, +2.86% ran up 5.2% in morning trade Monday, putting it on track to close at an eight-month high, after Raymond James analyst Simon Leopold turned bullish on the enterprise-computing company for the first time, citing favorable checks that suggest continued sales momentum and competitive position. Leopold raised his rating to outperform, after being at market perform since he started covering the company in October 2016, about a month after the IPO. He initiated a stock price target of $32, which is 11% above current levels. Leopold said recent checks into its current business were "favorable," and said the company appears to benefit from a "conflicting pitch" by competitors. "Dell, EMC and VMware do not present a unified pitch, and customers are gravitating to Nutanix (iroincally, often promoted by Dell)," Leopold wrote in a note to clients. He expects Nutanix to beat revenue expectations when it reports fiscal first-quarter results on Nov. 28.

Nutanix's stock jumps after Raymond James turns bullish, citing competitive positioning - MarketWatch

SHU portfolio on SA November 2017

Tue, 07 Nov 2017 19:09:18 +0000

We're buying 200 additional shares in Skechers (SKX) at $30.70

JD.com (JD)

Tue, 24 Oct 2017 21:44:31 +0000

Alibaba (NYSE: BABA) will face the combined might of its rivals in this shopping season. Alibaba’s main e-commerce rival, JD.com (NASDAQ:JD), is joining hands with Tencent and Wal-Mart (NYSE:WMT) to gain an upper hand over Alibaba. JD.com and Tencent recently announced JD-Tencent Marketing Solution which will integrate the consumer behavior on Tencent’s social platform with the online and offline shopping data from JD. This partnership provides brands with a strong alternative to Alibaba due to higher engagement of Tencent and the last-mile logistic capability of JD.

Alibaba: Closer Partnerships Among Rivals Pose Long-Term Risk - Alibaba Group Holding Limited (NYSE:BABA) | Seeking Alpha

Alibaba’s clout in different segments has been growing at a rapid pace in the last few quarters. This has brought Alibaba’s rivals closer and they are now putting forward a united front. Tencent has 21.25% stake in JD.com which is bigger than the 16.2% stake of CEO Liu Qiangdong. Wal-Mart has also increased its stake in JD in the last year. Wal-Mart had 5.9% stake in JD in Jun 2016, which increased to 10.8% in October 2016 and 12.1% in February 2017.

Alibaba: Closer Partnerships Among Rivals Pose Long-Term Risk - Alibaba Group Holding Limited (NYSE:BABA) | Seeking Alpha

JD.com (NASDAQ:JD), China's second largest business-to-consumer e-commerce marketplace after Alibaba's (NYSE:BABA) Tmall, recently enlisted the help of Tencent (NASDAQOTH:TCEHY) and Wal-Mart (NYSE:WMT) as Singles Day (Nov. 11) -- China's equivalent of Black Friday -- rapidly approaches. JD will merge its customers' shopping history with data on Tencent's WeChat messaging platform, which has 963 million MAUs (monthly active users) worldwide. JD will use that data to make suggestions for customer purchases, while helping vendors promote their goods. JD will also grant customers online discounts at brick-and-mortar stores when they use Tencent's mobile payment app, WeChat Pay. Tencent is JD.com's largest shareholder with a 20% stake in the company.

JD.com, Tencent, and Wal-Mart Join Forces Against Alibaba

JD competes against Alibaba's Tmall, its B2C equivalent of Amazon, and not Taobao, its customer-to-customer (C2C) equivalent of eBay. JD controls about 33% of China's B2C industry, according to eMarketer, compared to Tmall's 51%. Much of JD's growth comes at the expense of smaller competitors like Vipshop and Suning. But JD also benefited from ongoing problems with counterfeit goods at Alibaba's marketplaces, as government studies found that JD sold a much lower percentage of knockoff products than Tmall and Taobao.

JD.com, Tencent, and Wal-Mart Join Forces Against Alibaba

JD also isn't shy about experimenting with new technologies, like autonomous trucks and drones, facial recognition technology for payments, and artificial intelligence. It's sharing some data with Baidu, the largest search engine provider in China, to refine its shopping recommendations, and it partnered with Toutiao -- one of the fastest growing news aggregator apps in China -- to add links to JD.com. JD has its own logistics subsidiary, JD Logistics, which directly competes against other leading logistics players like Alibaba-backed Best. It's expanding that business with other partnerships, including a refrigerated logistics chain partnership with Japan's Yamato Holdings and a plant manufacturing partnership with Mitsubishi Chemical Holdings.

JD.com, Tencent, and Wal-Mart Join Forces Against Alibaba