Reddit Buzzing Stocks!
- Thread starter KingPluto
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KingPluto
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- Nov 2, 2020
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SocialManager
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- Nov 26, 2018
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You are putting in some very high-quality work. Fun to read and follow!
JackSparrow
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- Mar 24, 2007
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Some interesting information you are providing here will certainly help members make better investment decisions.
KingPluto
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Teradyne Inc, Ticker: TER (+38% mentions)
Market cap: $19.5Bn
Teradyne Inc supplies automation test equipment for semiconductors, wireless products, data storage and complex electronic systems in the consumer electronic, automotive, industrial, communications and aerospace sector.
Essentially, the chip powering the phone or laptop you are reading this from has most likely been tested by Teradyne.
Teradynes biggest customers include Samsung, Qualcomm, Nvidia, Intel, Boeing, Texas Instruments, 3M, and IBM.
Don’t have time to read the whole thing? I’ll summarise below
3 main reasons why I like this stock (leave your GME puns at the door):
Future
Almost everything requires a semiconductor now, and that will only grow further in the future, some of the biggest examples are:
Long-term, it’s very safe to assume that irrespective of economic or technological shifts, semiconductor demand will not only sustain, but surge. A few things on the horizon that will likely affect this:
Furthermore, to me they are also proofed from the whole “economy opening up means a move away from tech“ as it’s not like people will stop using electronic devices, unlike companies like Zoom which will see a big drop in usership as normality returns.
Finances
Even during a COVID year, Teradyne grew revenues from $2.29bn to $3.12bn, an increase of 36%.
They grew their net income even further, going from $467m to $784m, an increase of 67%.
Earnings per share (profit by number of shares) also grew, from $2.6 to $4.28 (+64%) last year which is astounding. (general consensus is anything above 25% growth is good).
When taking the price of the stock into account, and looking at Price-to-Earnings ratio (Price of the stock vs the earnings per share of a stock, the lower the better) Teradyne has a PE ratio of 24.9x, which is way better than the industry average of 38x.
From a debt position, Teradyne is very healthy with an equity-to-debt ratio (the lower the better, below 1 means more equity than debt) of 0.18.
Cathie Wood Investment
Cathie Wood, the very aggressive bullish investor whos ETF https://email.mg2.substack.com/c/eJwlkE2OhCAQhU_TLI0FqLBg0Zve9G4uYEoou4kKDuJMnNMPtkmlXqifPOqzmOkV02HWuGV2pj4fK5lAv9tMOVNi-0ap985wpVtec82ckQ5Uo5jf-jERLehnk9NObN2H2VvMPobPhuYAgr2NwMFhh4MA3XayttSgHME1iktuxxEuY9ydp2DJ0A-lIwZis3nnvG43cb_xR4nRBywD1YHvGCsbl1L73mOmovev57PISmmMaTnHyot5U74MtYAORA1CV1A1UjkQjlqtpBOyltC6xgrgtnXEiW6yXl682vZhy2in04YlMyYMU46DD2efPtVybl902YPPR08Bh5ncRSJfQD9s-hcFSgW06zEbaKHRqqRWcnEdXlAJ0WkJQrFi62LZCgZnP8UJ__4B-RaLNw saw returns of 152% last year, https://email.mg2.substack.com/c/eJwlkcuOwyAMRb-m7FLxagoLFrOZ34gIdlqUFCIgrTJfP04joWsZ_Lg6BN_wkcvu1lwbO2Ro-4ou4acu2BoWtlUsQwQnje0ll5aB0yDMzbBYh6kgvnxcXCsbsnUblxh8izl9O6wUQrGn40HwAIDWcGumIMMUxJ1PPQjFFSCei_0GEVNAh28se07IFvdsba0X9XORv3Skvn_8stR2DflFeUxvrC2mx_HGpaDAFYmQJOTjGbH75Ay182Xuzupu3HbKE3QVaVSnum81i-6YwJW4kymh7FVcb9qQQ8DeGg1Kcy16uAUlZOgBJeJF89dDXus21ubDfJhixU3Fp7nlMabjHb-3BGag-NpSbPuAyY8Lwsmsnei_FIcHJiz0JTD45kQvbtaQ9FqqExFBVeputVCG0VrI1JWcX-KcZ__3D-Pvl7k to add to the current position.
Extra purchasing here shows long-term confidence, as this was added after ARK had to rebalance and sell some Teradyne shares last year.
Possible Downsides
Some analysts are predicting modest future revenue growth at 5.8%, compared to the industry average of 16.2%.
Furthermore, the price this year has seen some large volatility, suffering from the sell-off that affected technology and growth stocks earlier this year. If more sell-offs ensue, this could cause the price to drop further in the short term.
Market cap: $19.5Bn
Teradyne Inc supplies automation test equipment for semiconductors, wireless products, data storage and complex electronic systems in the consumer electronic, automotive, industrial, communications and aerospace sector.
Essentially, the chip powering the phone or laptop you are reading this from has most likely been tested by Teradyne.
Teradynes biggest customers include Samsung, Qualcomm, Nvidia, Intel, Boeing, Texas Instruments, 3M, and IBM.
Don’t have time to read the whole thing? I’ll summarise below
3 main reasons why I like this stock (leave your GME puns at the door):
- Overall semiconductor market future
- Finances and balance sheet
- Cathie Wood investment
- Low future earnings forecasts
- Recent price volatility
Future
Almost everything requires a semiconductor now, and that will only grow further in the future, some of the biggest examples are:
- The majority of mobile phones sold nowadays are smartphones, and while that growth has slowed down over the last few years, 1.5 billion a year are still sold.
- The ecosystem surrounding mobile phones is growing rapidly, think tablets, smart watches, headphones, laptops, speakers.
- Internet-of-things devices are booming, think Alexa, smart lighting, ovens, fridges,heating, mirrors etc.
- Car technology (especially in electric cars) is mostly driven by semiconductor technology, shifting further and further away from analog technology
- Gaming, from Playstations to VR headsets, again all require semiconductor technology
- Automated manufacturing
- https://email.mg2.substack.com/c/eJwlkU1uwyAQhU8Tdljmxw4sWHTTa1gYxg4KBguGpunpSxIJPdCg4b35cBZhz-VpzlyRvGTB5wkmwaNGQIRCWoWyBG-40jMfuSbeSM_UpEioy1YADhuiwdKAnG2NwVkMOb07NGdMkJvxo9wcd24DrkbhtlUoK2aQQik9zpP8GNvmAyQHBn6gPHMCEs0N8awX8XXh3309Ho8BfrHAAQjuNrh89GrXs2FIez8LpjWfabVHbWmnW4hQqc-uHZCwUsx0bSF62uej7ErXEGMPSze70pAo3oC2FBA8rdjJVBJMH5mNgl2ZGJnQAxsmqTwTHmatpBdylGz2kxOMu9kDB7jI8dj5UNva33D3V0hSzFZsumNeQ3rdw7vacS19P16WzwWSXSP4D0n8fMib7bJDgtLj-MWiYTObtOoySy4-4DpqIa5aMqFIt_W5dyVjY7jnu_37By5sov8
- https://email.mg2.substack.com/c/eJwlkc2u4yAMhZ-m7BLxn7BgcTfzGhEBp0UlEIFzM52nH9pK6BgbGR999g7hXurLHqUhecuCrwNshqslQIRKzgZ1icHy2WhOuSHBysBmNZPYlq0C7C4mi_UEcpxrit5hLPnTYThjgjys0s5vytB1kpJOagWmZ83MRLewGSfm72B3hgjZg4VfqK-SgST7QDzaTfzc-J9-rusat1LS6Mve05h_oWHM937vzmgPVHVhb0EXL5eHBnv0JYfTY6kDlmE9YwqDGxgf1phStzr4RzyGI42uHX9JtP0rRgWbmKBMmJGNSs6BiQDazDIISSXTQXnBuNcBOMBN0v3Ox3auDZ1_vt2Rarfq8hPLGvP7HT7VDmjpcT9zxNcC2a0JwpcdflfwobncIUPtqwmLQ8s0U6bzUlpy8UXV4QoxGck6uz42lN6VrUvxWZ7u338fIJtE
- https://email.mg2.substack.com/c/eJwlkUuu4yAQRVcTZlgufrEHDN7kbcPCUHZQbLBw0Wn36pskErq3ANWHg3eEay6XPfJJ7C0TXQfahK9zQyIsrJ5YphisGEYjejGyYFWAQQ8sntNSEHcXN0ulIjvqvEXvKOb0yRgFgGQPezezEsa7sEivNWi9GN02ZhYewffwbexqiJg8WvyD5coJ2WYfRMd5kz838dvWA__Ws0tILSb0j2bvQZv5ozYFpcex5zERbnxxM1eCp_ziBV24-FH3g28tjGnlGFbkR8mhenoXYNG2x0Ev4Q6yBzl20Gk1BJABzTioIFWvwATtJQhvAgrEm-r3VXRnnU9y_tn5vLNil-LSk_Ic0_seP6cNzNR8rynSNWFy84bhy4y-6D8UpxUTlvYlYXJkwYAehyZGCflF1KBKeR8VyIG1tiG3rGTdFp_56f79BxYCmS0
- https://email.mg2.substack.com/c/eJw1kM1uwyAMx5-mHKPw2XDgsMtOewcE2GlREoiArMqefrTdJMuWbdl_-xdcw1sup9lzbeTpbDt3NAkfdcXWsJCjYrERDJu0YiPTBIwAOsmJxGrngri5uJpWDiT74dcYXIs5vSY0o5STu5lBBa_ASSlHwb2fdTc58dkHKYPjb2F3QMQU0OA3ljMnJKu5t7bXC_-4sM9umIZHXOKOEN2Qy62XnnkPX7EvyLOtuMWQExyh5WJn58v_PfvqUqskmv4DHTm9Uj5Srgc6SDEB5YBKTwK4GAVVIAOnLChAhngR43ZjQz18bS4sQ8gbKWYuLi0t-5iefXxV-_-2x-1IsZ0Wk_MrwhtNexN-wbI3TFg6ebCuGaqo1FN3SrA_Ep0d51ctKJ9Il4Xcp5Jxa1zy4n5-AaIWlFg
Long-term, it’s very safe to assume that irrespective of economic or technological shifts, semiconductor demand will not only sustain, but surge. A few things on the horizon that will likely affect this:
- 5G technology being rolled out worldwide
- Space technology & tourism growth
- AI & data technology
Furthermore, to me they are also proofed from the whole “economy opening up means a move away from tech“ as it’s not like people will stop using electronic devices, unlike companies like Zoom which will see a big drop in usership as normality returns.
Finances
Even during a COVID year, Teradyne grew revenues from $2.29bn to $3.12bn, an increase of 36%.
They grew their net income even further, going from $467m to $784m, an increase of 67%.
Earnings per share (profit by number of shares) also grew, from $2.6 to $4.28 (+64%) last year which is astounding. (general consensus is anything above 25% growth is good).
When taking the price of the stock into account, and looking at Price-to-Earnings ratio (Price of the stock vs the earnings per share of a stock, the lower the better) Teradyne has a PE ratio of 24.9x, which is way better than the industry average of 38x.
From a debt position, Teradyne is very healthy with an equity-to-debt ratio (the lower the better, below 1 means more equity than debt) of 0.18.
Cathie Wood Investment
Cathie Wood, the very aggressive bullish investor whos ETF https://email.mg2.substack.com/c/eJwlkE2OhCAQhU_TLI0FqLBg0Zve9G4uYEoou4kKDuJMnNMPtkmlXqifPOqzmOkV02HWuGV2pj4fK5lAv9tMOVNi-0ap985wpVtec82ckQ5Uo5jf-jERLehnk9NObN2H2VvMPobPhuYAgr2NwMFhh4MA3XayttSgHME1iktuxxEuY9ydp2DJ0A-lIwZis3nnvG43cb_xR4nRBywD1YHvGCsbl1L73mOmovev57PISmmMaTnHyot5U74MtYAORA1CV1A1UjkQjlqtpBOyltC6xgrgtnXEiW6yXl682vZhy2in04YlMyYMU46DD2efPtVybl902YPPR08Bh5ncRSJfQD9s-hcFSgW06zEbaKHRqqRWcnEdXlAJ0WkJQrFi62LZCgZnP8UJ__4B-RaLNw saw returns of 152% last year, https://email.mg2.substack.com/c/eJwlkcuOwyAMRb-m7FLxagoLFrOZ34gIdlqUFCIgrTJfP04joWsZ_Lg6BN_wkcvu1lwbO2Ro-4ou4acu2BoWtlUsQwQnje0ll5aB0yDMzbBYh6kgvnxcXCsbsnUblxh8izl9O6wUQrGn40HwAIDWcGumIMMUxJ1PPQjFFSCei_0GEVNAh28se07IFvdsba0X9XORv3Skvn_8stR2DflFeUxvrC2mx_HGpaDAFYmQJOTjGbH75Ay182Xuzupu3HbKE3QVaVSnum81i-6YwJW4kymh7FVcb9qQQ8DeGg1Kcy16uAUlZOgBJeJF89dDXus21ubDfJhixU3Fp7nlMabjHb-3BGag-NpSbPuAyY8Lwsmsnei_FIcHJiz0JTD45kQvbtaQ9FqqExFBVeputVCG0VrI1JWcX-KcZ__3D-Pvl7k to add to the current position.
Extra purchasing here shows long-term confidence, as this was added after ARK had to rebalance and sell some Teradyne shares last year.
Possible Downsides
Some analysts are predicting modest future revenue growth at 5.8%, compared to the industry average of 16.2%.
Furthermore, the price this year has seen some large volatility, suffering from the sell-off that affected technology and growth stocks earlier this year. If more sell-offs ensue, this could cause the price to drop further in the short term.
KingPluto
BANNED
- Nov 2, 2020
- 389
- 402
Hope everyone had a great weekend, here are my buzzing stocks for the week from Reddit.
Voyager Digital Ltd. (OTCQB:VYGVF)
TL;DR:
Positives:
Voyager Digital is a Canada-based crypto-asset broker that provides retail and institutional investors with a turnkey solution to trade crypto assets. The Company’s platform uses a router and customized algorithms to allow users, either retail or institutional, to place and route trade orders to one or several trading exchanges to buy or sell cryptocurrency assets.
This is a similar offering to Coinbase, a crypto-currency trading provider in the process of offering an https://email.mg2.substack.com/c/eJwtkUuOwyAMhk9TdlS8miYLFrOZa0QGnBaVQgROR5nTD2kHISz8kH9_9kB4K3W3a2nEjmemfUWb8aclJMLKtoZ1jsGqcRqUUBML1gQ5XkYW27xUxCfEZKluyNbNpeiBYsnviklJqdndTleNAFeBbhBuXAZjzGVZvELtB2mE-zSGLUTMHi2-sO4lI0v2TrS2k_46qe9-fYmZMOGtwno_-_LsvkPpf8hBQ15xLZUwpJ3fIzW-VuRxLfwFaXsr42XhUgjuYkrHN-aeE18dBIfNHxks2j6oFFopadRormd5dig8LkEIcQluNAZGqachwCQmNVwNnox43tS5ba4R-MchjlW7VMgPKi7mI45vb4c0d_vccqR9xgwuYfjwo88a3kTnG2asXVWYgawc5GCU7mcU-oOrA9ZGdoUXwXrbUHpVtpDiozzg9w_-JqCp, but with one major difference, Voyager charges no fees.
To give you a comparison, Coinbase can charge up to $80 on every trade worth $5000, with commissions ranging between 1.5-4.%
While Robinhood has started offering a similar service for crypto, and has a more established customer base, https://email.mg2.substack.com/c/eJwlkcGOrCAQRb-m2WkAUWHBYjbvN0xhVStpBQP4jPP1Q3cTQpFbqdzLYYZCS0y3PWIu7H1M5T7IBrryRqVQYmemNHm0UptBcmkYWoVC95r5PD0T0Q5-syWdxI7TbX6G4mP4TBgpRMdWi50CN-M4a_ckN47GGI0j1wPnfW-o_xrDiZ7CTJb-U7pjILbZtZQjP7qfh_xX93Vd7Rx9QMqvetnf0gqlSQTbdjcrHAcFwuZaKTQpOh_WGLHJZ6461sYCO-USj6YkQB8W5m19kuCdlEJJrcZWtI74TE_kNRs6rRRo0ZkBwXAjh1HRQ_F9kW0-XS4wf3KwZJ8Jwqu8Ld99-qgVx1TrfgZf7okCuI3wS6p8gX_YTUsNnepH4ATFikEMSnZ1ad59wVSUnRI1Yc9ZtcVYp4KFzb_iC37_AHGImVg has seen Robinhood trust and user rating plummet, with many jumping ship to Voyager.
Growth
Over the last year Voyager has seen tremendous growth both in client numbers and Assets Under Management (AUM), this has been down to three main reasons:
While it is unlikely this explosive growth will continue for the remainder of the year, an ever-increasing interest in Crypto means that there is still a tremendous market to tap into. Furthermore, Voyager is currently only available to US customers, however, Europe expansion is on the way, https://email.mg2.substack.com/c/eJwlUcuOhCAQ_JrhpuGlAwcOe9nfMCitQwbB8Bjjfv3CSAikuym6qnrRGbYQL3WElFE7pnwdoDycyUHOEFFJECdrFBVypJhKZBQ3RAwC2TStEWDX1qkcC6CjzM4uOtvgvwhJCWHopWb2HKkeF_5kUhCy6tGwQa58WPDMuRB3Y12MBb-Agg_EK3hATr1yPtKD_Tzob93nefZHbNxOG6Ffwl6TLewiONAJUo0_4dIbxK5WjyoBUrdDbInT5lfnttDVbrZxtH77vtL-uotrce6qf23FVV9MByWGA7TvjhqvIe4dw4RILKnsX3l3yKrqCMGMUsKp4M-e9DPgBVaDMR7MLDjXgjA5Gt1Q45PDg-N9o30qc8p6eTcRKKo1av_OYba-1b_SmptTvffibb4m8Hp2YG6j8z2vr_XTBh5i4zvprMhIRk5ZXQKz29c6CcZJZThgVNuaUFFeaWff4a3__gESBq9_.
Profitability wise, Customer acquisition costs have averaged from $20 to low $30s per new account. This is while monthly revenue per account has accelerated from $40 per month in 2020 to $80 per month in 2021. (https://email.mg2.substack.com/c/eJxNkU1uwyAQhU9jdrX4tWHBolWVVVe5AMJm7KI4YAF265y-ONkUIUZ6o9F7fDPaAnNMh15jLuh8TDlW0AF-8gKlQEJbhmS801SqjmKqkNPcESkk8tlMCeBu_aJL2gCt27D40RYfw3NCUUIY-tZ8FAMTwvUM3NQzJyWbJoF5zzkDCePL2G7OQxhBww7piAHQor9LWXPD3ht6qdfmDCW3PuyQyx4PO0Nqx3ivra_Hatz0AVfvd_l7jQ27mNk27JO2lApK-k6qlmKJu-qJW9KRjlVZ8DepMFZEEfJPRF7XrxLMKCWcSt63pB0AjzA5jLFwg-TcSsJU56zCinY9h4bj-0zbvA252PF25kJJT8mGW4mDD2cfnmrFZGq9b8GXw0CwwwLuRbC8FvFkamYIkOqCnLFFn-E4ZfVIzF7AKmLGSU0oMKq2LtapoO3ib_FmH3-kmZeF)
Improved Offering
Voyager has some key offerings that make it stand out from competitors, namely:
There are two ways Voyager currently makes revenue:
Voyager has been achieving tremendous growth lately, as people start becoming more aware of the brand and cryptocurrency trading in general. The company has some unique offerings which put it in a unique place in terms of customer proposition and revenue generation.
A naturally volatile stock given its crypto ties and its OTC listing, Voyager allows you a unique way to be exposed to the crypto boom.
Accsys Technologies Plc (AXS:LSE)
TL;DR:
Positives:
Accsys technologies PLC is a British based chemical technology company, specialising in production of high strength, long durability sustainable wood, for use as construction material.
The company produces two types of treated wood:
Accsys sources all of its wood in a sustainable way, planting a tree for every one it chops down. The overall product and production process has a much lower emissions footprint than other building methods, with 1 cubic metre of Accsys wood locking away 1198kg of CO2 across its lifetime.
Sustainable treated wood has seen a surge in popularity recently, as construction and materials companies become more guided by environmental and sustainable drivers.
Future
The company is expanding to deal with growing demand for its product, and to extend its global reach, with 2 plants currently in development:
Earnings per share forecast for Accsys. courtesy of http://simplywall.st/
Possible downsides
An exciting blend of technology, traditional material and sustainability makes this a strong company to watch. Likely a long-term hold, with a small amount invested given its low market-cap.
Voyager Digital Ltd. (OTCQB:VYGVF)
TL;DR:
Positives:
- Rapid growth
- No commission crypto trading
- growing market
- Crypto security
- OTC traded stock
Voyager Digital is a Canada-based crypto-asset broker that provides retail and institutional investors with a turnkey solution to trade crypto assets. The Company’s platform uses a router and customized algorithms to allow users, either retail or institutional, to place and route trade orders to one or several trading exchanges to buy or sell cryptocurrency assets.
This is a similar offering to Coinbase, a crypto-currency trading provider in the process of offering an https://email.mg2.substack.com/c/eJwtkUuOwyAMhk9TdlS8miYLFrOZa0QGnBaVQgROR5nTD2kHISz8kH9_9kB4K3W3a2nEjmemfUWb8aclJMLKtoZ1jsGqcRqUUBML1gQ5XkYW27xUxCfEZKluyNbNpeiBYsnviklJqdndTleNAFeBbhBuXAZjzGVZvELtB2mE-zSGLUTMHi2-sO4lI0v2TrS2k_46qe9-fYmZMOGtwno_-_LsvkPpf8hBQ15xLZUwpJ3fIzW-VuRxLfwFaXsr42XhUgjuYkrHN-aeE18dBIfNHxks2j6oFFopadRormd5dig8LkEIcQluNAZGqachwCQmNVwNnox43tS5ba4R-MchjlW7VMgPKi7mI45vb4c0d_vccqR9xgwuYfjwo88a3kTnG2asXVWYgawc5GCU7mcU-oOrA9ZGdoUXwXrbUHpVtpDiozzg9w_-JqCp, but with one major difference, Voyager charges no fees.
To give you a comparison, Coinbase can charge up to $80 on every trade worth $5000, with commissions ranging between 1.5-4.%
While Robinhood has started offering a similar service for crypto, and has a more established customer base, https://email.mg2.substack.com/c/eJwlkcGOrCAQRb-m2WkAUWHBYjbvN0xhVStpBQP4jPP1Q3cTQpFbqdzLYYZCS0y3PWIu7H1M5T7IBrryRqVQYmemNHm0UptBcmkYWoVC95r5PD0T0Q5-syWdxI7TbX6G4mP4TBgpRMdWi50CN-M4a_ckN47GGI0j1wPnfW-o_xrDiZ7CTJb-U7pjILbZtZQjP7qfh_xX93Vd7Rx9QMqvetnf0gqlSQTbdjcrHAcFwuZaKTQpOh_WGLHJZ6461sYCO-USj6YkQB8W5m19kuCdlEJJrcZWtI74TE_kNRs6rRRo0ZkBwXAjh1HRQ_F9kW0-XS4wf3KwZJ8Jwqu8Ld99-qgVx1TrfgZf7okCuI3wS6p8gX_YTUsNnepH4ATFikEMSnZ1ad59wVSUnRI1Yc9ZtcVYp4KFzb_iC37_AHGImVg has seen Robinhood trust and user rating plummet, with many jumping ship to Voyager.
Growth
Over the last year Voyager has seen tremendous growth both in client numbers and Assets Under Management (AUM), this has been down to three main reasons:
- Brand Awareness and increased visibility
- Surge in crypto prices and hype
- Competitor PR mishaps
https://email.mg2.substack.com/c/eJxVUsuO5CAM_JrOLRHPBA4cRivtb0QGnAzqBLJAZrbn65dOTouQbWzZVXLhoOKa8sscqdTubeb6OtBE_C4b1oq5OwvmOXjDlB4ZYbrzRniqpOpCmZeMuEPYTM0ndsdpt-CghhSvDs0o5d2nkRyJp95pRqQAwiXXZLQLMOedk0LcwHD6gNGhwS_MrxSx28xnrUd58I8H-92u83Eopy0V3HNwaW-psMOKzS9Y3efbtzE1PdivP3fAP9aUfHsv23zktGYsJXxhy5eKeLSOG4LJN4h8wzRjT_fEVs89EmmtU6K3ALwXfMJeS6p68JYzi9OklRgKH2CHnxThu9y82ox7GVd4kSxXOCGdPHHYCyZtL2CEHsCSflqIVVIQxInMmo5_pR6HI65dMG3plHDGqGBKTAMdLLYBiyeESG-VEKAo16MHTTQbJ4EPQfaV_bepLpslQ3zWZEN81_HKNo5z8_sZQ33NGMFu6G8t6_0lLnXnFSPm9lX8DNXQkY6C8XYU4bd0TWwuaGMoSddgfWpd0cAWnukJP_8At07GIQ |
While it is unlikely this explosive growth will continue for the remainder of the year, an ever-increasing interest in Crypto means that there is still a tremendous market to tap into. Furthermore, Voyager is currently only available to US customers, however, Europe expansion is on the way, https://email.mg2.substack.com/c/eJwlUcuOhCAQ_JrhpuGlAwcOe9nfMCitQwbB8Bjjfv3CSAikuym6qnrRGbYQL3WElFE7pnwdoDycyUHOEFFJECdrFBVypJhKZBQ3RAwC2TStEWDX1qkcC6CjzM4uOtvgvwhJCWHopWb2HKkeF_5kUhCy6tGwQa58WPDMuRB3Y12MBb-Agg_EK3hATr1yPtKD_Tzob93nefZHbNxOG6Ffwl6TLewiONAJUo0_4dIbxK5WjyoBUrdDbInT5lfnttDVbrZxtH77vtL-uotrce6qf23FVV9MByWGA7TvjhqvIe4dw4RILKnsX3l3yKrqCMGMUsKp4M-e9DPgBVaDMR7MLDjXgjA5Gt1Q45PDg-N9o30qc8p6eTcRKKo1av_OYba-1b_SmptTvffibb4m8Hp2YG6j8z2vr_XTBh5i4zvprMhIRk5ZXQKz29c6CcZJZThgVNuaUFFeaWff4a3__gESBq9_.
Profitability wise, Customer acquisition costs have averaged from $20 to low $30s per new account. This is while monthly revenue per account has accelerated from $40 per month in 2020 to $80 per month in 2021. (https://email.mg2.substack.com/c/eJxNkU1uwyAQhU9jdrX4tWHBolWVVVe5AMJm7KI4YAF265y-ONkUIUZ6o9F7fDPaAnNMh15jLuh8TDlW0AF-8gKlQEJbhmS801SqjmKqkNPcESkk8tlMCeBu_aJL2gCt27D40RYfw3NCUUIY-tZ8FAMTwvUM3NQzJyWbJoF5zzkDCePL2G7OQxhBww7piAHQor9LWXPD3ht6qdfmDCW3PuyQyx4PO0Nqx3ivra_Hatz0AVfvd_l7jQ27mNk27JO2lApK-k6qlmKJu-qJW9KRjlVZ8DepMFZEEfJPRF7XrxLMKCWcSt63pB0AjzA5jLFwg-TcSsJU56zCinY9h4bj-0zbvA252PF25kJJT8mGW4mDD2cfnmrFZGq9b8GXw0CwwwLuRbC8FvFkamYIkOqCnLFFn-E4ZfVIzF7AKmLGSU0oMKq2LtapoO3ib_FmH3-kmZeF)
Improved Offering
Voyager has some key offerings that make it stand out from competitors, namely:
- Zero Commision trading
- A wider selection of tokens to trade, compared to rivals such as Coinbase or Kraken.
- Ability to earn fixed interest on stablecoins (this is a big section that I will not be covering here, https://email.mg2.substack.com/c/eJwlkNuOhCAMhp9muNNw0oULLvZmX8NwqEp0wADuxH367YykaZuSv4fP2wZLLpc5cm3k7aZ2HWASvOoOrUEhZ4UyxWC40iOnXJNgZGBqUCTWaS4ATxt308oJ5DjdHr1tMaePQnPGBFnNoMFxppxSCgbq6QCjpkKxWQ6j13q8B9szREgeDPxCuXICspu1taM-xPeD_6CtrvS5LJjhIgwD5eheq23dao8DUu1eK6TOl-to2Z-lYL8ItQNbUhcTngN4ZjRvORWcM8mV_OpZ74B6mAOldAhOSWkVE3oMVlPNxy8JD0mfC-_r6Wqzfut9fpJi5mLT1rKL6f0PnyoymDA-zxTbNUGybodw42k35Q-waYEEBemHyTbDRjZKLvApKm4ayE9IhhsOlODYkFGVjN3jljf79w9EjZIx)
- Future plans of Credit & Debit cards, more akin to a normal bank
There are two ways Voyager currently makes revenue:
- Smart Order Routing
When you place an order to buy or sell a cryptocurrency, Voyager provides a listed price that you accept. It then connects your order to 12 exchanges. Unlike securities, which by law must have the same price across all domestic exchanges, cryptocurrencies are priced at variable levels. In other words, the same coin can be listed at two different prices at the exact same time. Voyager uses this arbitrage to profit from the trade, which would be more than any commision or fee, essentially splitting those profits with you by providing a zero-cost trade. - Banking Operations
Like a normal bank, Voyager uses the same asset for multiple derivatives. This is similar to how Robinhood make the user take on counterparty risk. Should Voyager become insolvent, you will need to stand in line behind other creditors to receive your money back.
For taking on this risk, Voyager offers significant yield in a yield-starved economy. Like a bank, a minimal deposit must be kept to receive this interest payment, which can be as high as 9%. As part of this program, it may take up to 7 days for you to withdraw any crypto from your account.
It’s worth noting that Voyager does not have FDIC or SPIC insurance against your cryptocurrency deposit, only on the cash. (FDIC and SPICs are forms of deposit insurance meaning you will receive back your money in the event of a run on the bank or insolvency)
- There are already some massively more established competitors in this space, namely Coinbase, Robinhood, Kraken and Binance.
- Crypto providers and exchanges still have some trust issues arising from historical hacks, most notably Mt Gox and Bitgrail, where users lost their cryptocurrency. Voyager was hacked recently in 2020, although no customer data or assets were stolen as the company shut its systems down upon discovering the vulnerability.
- Voyager Digital is an over-the-counter (OTC) traded stock. OTC stocks come with higher risks as there are no central brokers compared to NASDAQ stocks, resulting in less liquidity. This means there is a possibility you will not be able to sell your shares straight away.
Voyager has been achieving tremendous growth lately, as people start becoming more aware of the brand and cryptocurrency trading in general. The company has some unique offerings which put it in a unique place in terms of customer proposition and revenue generation.
A naturally volatile stock given its crypto ties and its OTC listing, Voyager allows you a unique way to be exposed to the crypto boom.
Accsys Technologies Plc (AXS:LSE)
TL;DR:
Positives:
- Proprietary technology
- Growing sustainable market
- Completion of 2 production plants
- Small market cap
- Low debt-to-cashflow ratio
Accsys technologies PLC is a British based chemical technology company, specialising in production of high strength, long durability sustainable wood, for use as construction material.
The company produces two types of treated wood:
- Accoya, used for windows, external doors, siding, decking, structural and civil engineering projects.
- Tricoya, used for Facade cladding/siding and other secondary exterior applications; window components, door skins and wet interiors.
Accsys sources all of its wood in a sustainable way, planting a tree for every one it chops down. The overall product and production process has a much lower emissions footprint than other building methods, with 1 cubic metre of Accsys wood locking away 1198kg of CO2 across its lifetime.
Sustainable treated wood has seen a surge in popularity recently, as construction and materials companies become more guided by environmental and sustainable drivers.
Future
The company is expanding to deal with growing demand for its product, and to extend its global reach, with 2 plants currently in development:
- Accoya Arnhem Plant expansion - producing 60,000 cubic metres P.A.
- Tricoya Hull Plant - producing 30,000 metric tonnes P.A.
https://email.mg2.substack.com/c/eJxVUsuO5CAM_JrOLRHPAAcOo5X2NyIeThp1AlkgM9vz9UOS0yBkG1vlslw4U2FJ-a33VGp3mqm-d9ARvsoKtULujgJ5Cl4TqUaCiOq8Zh5LLrtQpjkDbCasuuYDuv2wa3CmhhQvhCIY0-6pnaOOGceNJMAc50qMxhHmlB_9SDi-ic3hA0QHGj4hv1OEbtXPWvfyoB8P8rdd5-NQDluqca_Bpa2lwmYWaH6G6p6nb21qepA__-6Afiwp-fae12nPaclQSviEli8VYG-Im4Lwk4SfNM3Yw72g1XMPiFvrJOutMbRnVECvOJa98ZYSC0IoyYZCB7OZ7xTNV7nnaj3uZVzhNWS5QjoKiQlHvW_gngk79lJJ2gsqmGBspqD4hAWW_zFWbNjj0gXd1o4RJQQzIpkY8GABOZg9Qoh7KxkzElM1eqOQIqNg8GBoW8ivXXVZz9nEV002xLMOV7ZNOTW_HTHU9wTR2BX8rWa9P8Wl77RAhNw-i59M1XjEIyO0HYnoLV6TmzLcJuSoa7Q-NVTUZg2v9DLfP26dxXU |
Earnings per share forecast for Accsys. courtesy of http://simplywall.st/
Possible downsides
- While the company has a healthy Equity-to-debt ratio of 0.42, Accsys’ debt is not well covered by current cash flow, at only 17% (the higher the better). This number will likely increase soon given expansion plans, but is something to be wary of.
- The company has a small market cap of £270m, meaning lower liquidity and higher possible volatility in price.
An exciting blend of technology, traditional material and sustainability makes this a strong company to watch. Likely a long-term hold, with a small amount invested given its low market-cap.
- Feb 26, 2021
- 986
- 564
Thanks for the insights OP, appreciate what you're doing.
Feel like I migrated to a slightly less retarded version of WSB
Quick question though, what are you using to track Reddit's most mentioned stocks? And additionally, are you capable of gaging the sentiment of whether its more related to buying or selling?
Feel like I migrated to a slightly less retarded version of WSB
Quick question though, what are you using to track Reddit's most mentioned stocks? And additionally, are you capable of gaging the sentiment of whether its more related to buying or selling?
valinggir
Junior Member
- May 4, 2017
- 124
- 43
I find this thread super useful, so yes! Awesome effort, mate.
Hubba
Elite Member
- Feb 6, 2010
- 1,995
- 1,084
Absolutely!
KingPluto
BANNED
- Nov 2, 2020
- 389
- 402
Thanks guys, appreciated. I will keep updating it, the markets have been volatile this week, meaning no particular stocks stood out as good opportunities.
valinggir
Junior Member
- May 4, 2017
- 124
- 43
Since hedge funds started to monitor and use Reddit chatter for trading ideas (thanks, WSB), I wonder if there will be fake posts by gamers that can start to artificially pump or dump a stock. Somebody using some farmed high karma accounts might be able to fool the system.
KingPluto
BANNED
- Nov 2, 2020
- 389
- 402
The last few weeks have been turbulent for the stock market, with yield rises, https://email.mg2.substack.com/c/eJwlkduOhCAMhp9muNNwEuSCi73Z1zAV6khEMIi7cZ9-mZmkaZMe8rdfHVR85nLbI5-VvNxU7wNtwt8zYq1YyHVimYK3fDSKU26It9KzcRhJOKelIO4Qoq3lQnJccwwOasjpPWE4Y4KsdgZuQHjpKFKjFyEo09KPDoFSLhb6EYbLB0wOLf5guXNCEu1a63E-xNeDfze7tn4JCVpPf8Oac-_y3tKvZVvwAcrd7Rirz7-pg-LWdtvZOThChdgtoWDHlDRSi3Ho17pHEmw7iVFJFWODZrpnvdNGSaVGlByZcTNFYILPSjkjnGbwkHR_8v685rOC2147kGKXAmmreQ7pVcd3tuGYWtyvFOo9YYI5ov-Qqh_gb3bTExOW9gg_QbVMMa1Zw2L0ID5gGkohtRmkpqTJ-tymkoUYtrzB3z_DFZZs, https://email.mg2.substack.com/c/eJwlUcuOwyAM_JpyIwrkQThw2Mv-RuSAk6ISiHg0yn79klZCHtnGHnusIeMW4qWOkDK5zZyvA5XHMznMGSMpCeNsjeKTHHnLJTGqN2waJmLTvEbEHaxTORYkR1mc1ZBt8J8KyRnryFPBugJC1w_AGHBtBIrqs1FPrF0Xvn6JoRiLXqPCN8YreCROPXM-0qP7efDf-s7zbPITtwLRWPCNDvsdDdGZinU4VmGHeDuymlTwj2rw4CjUXfYj04h0dQEyvUnoZt_oqUEHF03g3rAhzWVb6odErLo7tn07MjYIJhrWaCHHfhwn7DkyqZe2btHxZRy17LRg8OjbfeNNKkvKoF_3gCSqNYJ_5bBYf-fxE61SzRX34m2-ZvSwODRfFfP3GB9d5w09xnokM0NWbGRCsJZ3UgzdV7Qqc9cLOfSiJZXWhFrlFTj7Ci_4-wfXXqGk, https://email.mg2.substack.com/c/eJwlkUuOwyAMhk9TdkQ8EggLFrOZa0QGnJZpChEhjdrTD2klZFtGtn9_9lDxmsvLrnmr5DRTfa1oEx7bgrViIfuGZYrBitEowYQhwfaBj8NI4jbNBfEBcbG17EjW3S3RQ405fSqM4FySm2Xz6LwbUYFAM_SOcekNZxIMhjC4-TsY9hAxebT4xPLKCclib7Wu20X-XMRve8dxdLD8wRuxQOfzo-VmhLoX3FrY1PHm5BmOzdxgoz4_Y6Dc0LnJuu5IPbSFAgVab7EEesATaUwU95JXJNGeTVjPFOeD5rrjnddG9UqN2AvkxjuGwKVwSnkjveZw6dnjKrptd1sFfz9lkWLnAules4vp_MdPtuGZmn_sKdbXhAncguFLrn4P8GE5XTG1_SqGCarlimvNmZBGD_ILqqGVvW4gNSNtbMitKllY4j3f4f0P70GbRQe and https://email.mg2.substack.com/c/eJwlkMtqhTAQhp_mZKeYi8YssmgXpVDopnTTjcRk9AQ1kVwq9umbc4RhZviH4Z_5tEow-3DK3ceEHmlI5w7SwRFXSAkCyhHCYI0kvehIQwQykhnctz2ycZgCwKbsKlPIgPY8rlarZL17bgiCMUV3yQmbRt6ziWOqDTcaoO-bCTidaIsFuYxVNhacBgm_EE7vAK3yntIeb_TlRt5KHMdRB8jlqlhrvxVFhWT1CqXLscpRVTF5vcQqwKhW5bR1c2XN99fH6yd5faf0B1lZnsANazqMW455jWvNRce6rgdGAAs9NqAwJWPXaUE1x-rGmm0mdcxjTEovD2sU5BSUW5IfrXvM4akWAEOpW3Y2nQM4Na5gLjbpQvykNczgIBT0ZlBJ4g5zjhtCBW_phaLAo4yLlvEGFVvjy5aTarWLX9TfP8r8kfU.
Historically, April has been a good month for stocks and the S&P 500 more specifically, let’s hope the trend continues this year!
Root Inc (ROOT:NSQ) DD
Market Cap: $3.07bn
Root is a US car insurance technology firm, which prices insurance quotes based on actual driving data from customers mobile phones, rather than their demographic or credit scores, to give more reliable, and generally lower insurance pricing.
Root, by collecting and synthesizing behavioral data across various driving variables, including distracted driving, prices policies based more on causality than correlation. Through its mobile platform, customers can manage policy adjustments digitally, including through intelligent chat functions. In the event of an accident, claims can be adjudicated digitally, with various repairable claims resolved and paid within 24 hours.
What makes this very interesting to me is its current short interest % (the amount the stock is shorted, meaning people/funds are betting on it’s price dropping), the list of tech investors involved, and its current price compared to its IPO price last year.
Citron Research has done a great piece of research on this, which you can find here:
https://email.mg2.substack.com/c/eJwlUcuOwyAM_JpySxQegXDgsJeVVtrT_kBEwGlRKUTgbJX9-iWtZNnG1jCjsbMI11wOs-WK5EwzHhuYBM8aAREK2SuUOXjDJi3ZwDTxRng6jRMJdV4LwMOGaLDsQLZ9icFZDDm9EJpRysnNcOXkwrha_eK8EEpxBmySE4zrNGm-vont7gMkBwZ-oRw5AYnmhrjVC_-4sM8WLmDJqUAFW9ytd_nRhs-tczkhJGyPfYvZ-tq6JpW2MvCWfnLG7ivVvdj2f_fdCGJI1w5v0G3RHme_Boi-3_xKgjmxgxgkpaOiqqe9U1oK2QQLBlS7ZQBLOVukdJo7Re1FDI8r6-u-VLTufiojxayN7o55Cencw2vaLJpbfewp4DFDsksE_3YP30d4-TlfIUFpx_GzRUMlVYoOjGs18rdZzV4ulB6FGkij9bmhkrEx3PPd_v0DFx-dcw
I’ll take a good extract by Andrew Field from the research paper above:
Possible downsides
Microsoft Announce US Army contract worth up to $21.9bn, to supply AR/VR headsets
AR/VR is a rapidly growing industry that really excites me, and I can see tremendous growth in this area both from a business and consumer perspective.
This is actually something I covered a few weeks back now, when I discussed AAPL and their possible moves into AR/VR (read it https://email.mg2.substack.com/c/eJxVkMturDAMhp9msgORCwlZZNHNeQ2Ui2cmGkiiYE5Ln74ZUBeVfJMt67c_bxEeuR6m5A3JO8x4FDAJPrcFEKGSfYM6x2DYpCUbmCbBiECncSJxm-8VYLVxMVh3IGV3S_QWY07nhmaUcvI07q695o477akcrfOjAK-1ljJYHqi7hO0eIiQPBv5DPXICspgnYtlu_OPG_jWzS3zll_3ut91taP2r93lt_dIcn9DFEEv3LnIpueKeIh5dqblb7ReJpl1PBzFISkdFVU97r7QUUk4gGFDt3QCWcuakbNd6Re1NDOuD_VEj1dyrTS_MLqb3HM5u-3xueT0lZ0jWLRAuKHixPTHND0hQG_MwWzRUUqXowLhWI78YNGpcKD0KNZAmG3LbSub37x8TaJEM)
There is a good summary of the microsoft news here: https://email.mg2.substack.com/c/eJwlkUGOhCAQRU_TLI2AgixYzGauQUqo7iEqGCjHOKcf7E6A_Hyo_OKVB8JXLpfdcyV2H46uHW3Cs65IhIUdFYuLwYrJKNELw4IdAp_GicXqngVxg7haKgey_ZjX6IFiTu8KIziX7McGMwk9j5OHwIMxqAYYJVd87EGM0sMnGI4QMXm0-IvlygnZan-I9vqQXw_x3dZ5nl3BECJ1Pm_NKG1Xyn6pTTRrw0S33BYDsNwi-pJrfpI7Y6ruqA7KdjmfExXw5J65tNzXXYehvWfRtj_yfugV56PmuuOd10YNSk04COTGzz0Cl2JWyhvpNYfH0G8v0dVjrgR-uVtjxT4LpIXyHNN9j2-38XF3l0eKdDlMMK8YPujoM4E3TPfChKVNJjgg2zhpzXshjR7lh1RjKwdtxkH3rMWG3KqShTUueYG_f-6-nnA
In short, this is good business for Microsoft, who are building some good revenue lines related to the US military complex, having secured a $10bn contract in 2019 to deliver cloud services to the Defence department.
Another stock to keep an eye on is Microvision (MVIS:NMQ), a laser scanning technology company who supply a number of parts for Hololens, the Microsoft AR/VR headset being supplied to the army. This was also a stock picked up earlier this week by my algorithm.
Up n Buzzing stocks
Historically, April has been a good month for stocks and the S&P 500 more specifically, let’s hope the trend continues this year!
Root Inc (ROOT:NSQ) DD
Market Cap: $3.07bn
Root is a US car insurance technology firm, which prices insurance quotes based on actual driving data from customers mobile phones, rather than their demographic or credit scores, to give more reliable, and generally lower insurance pricing.
Root, by collecting and synthesizing behavioral data across various driving variables, including distracted driving, prices policies based more on causality than correlation. Through its mobile platform, customers can manage policy adjustments digitally, including through intelligent chat functions. In the event of an accident, claims can be adjudicated digitally, with various repairable claims resolved and paid within 24 hours.
What makes this very interesting to me is its current short interest % (the amount the stock is shorted, meaning people/funds are betting on it’s price dropping), the list of tech investors involved, and its current price compared to its IPO price last year.
Citron Research has done a great piece of research on this, which you can find here:
https://email.mg2.substack.com/c/eJwlUcuOwyAM_JpySxQegXDgsJeVVtrT_kBEwGlRKUTgbJX9-iWtZNnG1jCjsbMI11wOs-WK5EwzHhuYBM8aAREK2SuUOXjDJi3ZwDTxRng6jRMJdV4LwMOGaLDsQLZ9icFZDDm9EJpRysnNcOXkwrha_eK8EEpxBmySE4zrNGm-vont7gMkBwZ-oRw5AYnmhrjVC_-4sM8WLmDJqUAFW9ytd_nRhs-tczkhJGyPfYvZ-tq6JpW2MvCWfnLG7ivVvdj2f_fdCGJI1w5v0G3RHme_Boi-3_xKgjmxgxgkpaOiqqe9U1oK2QQLBlS7ZQBLOVukdJo7Re1FDI8r6-u-VLTufiojxayN7o55Cencw2vaLJpbfewp4DFDsksE_3YP30d4-TlfIUFpx_GzRUMlVYoOjGs18rdZzV4ulB6FGkij9bmhkrEx3PPd_v0DFx-dcw
I’ll take a good extract by Andrew Field from the research paper above:
Possible downsides
- The stock is currently highly shorted, meaning there are investors out there with a vested interest in lowering the stock price. Now we all saw how that backfired with GME, meaning rapid rises as a short/gamma squeeze occured, it could also work the other way.
- Citron fail to mention there is currently https://email.mg2.substack.com/c/eJwlUVuL6yAQ_jX1zeAl0frgQ1lYzoHCLmXfw2imrTTVomZDz68_pgWZgZGP7-ah4iXlp32kUsk2xvp8oI24lhlrxUyWgnkMkxV7owQThky2n_h-2JNQxnNGvEOYbc0Lksfi5uChhhRfCCM4l-RqQcmznziHnkuU7qykwUENng9scoLrNzEsU8Do0eIv5meKSGZ7rfVRdvKwE5_trevauaWEiKWsIWPn072dN7FtXdMd22oaOZPCMDaonrcDxjZOybkQCz0ev-khxrQ0okJ_rlDp30r_QKGfYcaJAv2YoRR68JsLeoS1LKHSwwUautJTSg0QfUdPX18_JNgXW88U54PmuuOd10b1Su2xF8iNdwyBS-GU8kZ6zWHXs_tFdGVxpYK_bRZItucM8VZTk7j9v4xtaY5t35cY6nPECK4JfAdd3329oh8vGDG3HqcRquWKa82ZkEYP8p1ra0L22gy9ZqTRTqmhooU53NIN_v0H1wCp1A, alleging some of the IPO documentation was incorrectly prepared/had some false claims
Microsoft Announce US Army contract worth up to $21.9bn, to supply AR/VR headsets
AR/VR is a rapidly growing industry that really excites me, and I can see tremendous growth in this area both from a business and consumer perspective.
This is actually something I covered a few weeks back now, when I discussed AAPL and their possible moves into AR/VR (read it https://email.mg2.substack.com/c/eJxVkMturDAMhp9msgORCwlZZNHNeQ2Ui2cmGkiiYE5Ln74ZUBeVfJMt67c_bxEeuR6m5A3JO8x4FDAJPrcFEKGSfYM6x2DYpCUbmCbBiECncSJxm-8VYLVxMVh3IGV3S_QWY07nhmaUcvI07q695o477akcrfOjAK-1ljJYHqi7hO0eIiQPBv5DPXICspgnYtlu_OPG_jWzS3zll_3ut91taP2r93lt_dIcn9DFEEv3LnIpueKeIh5dqblb7ReJpl1PBzFISkdFVU97r7QUUk4gGFDt3QCWcuakbNd6Re1NDOuD_VEj1dyrTS_MLqb3HM5u-3xueT0lZ0jWLRAuKHixPTHND0hQG_MwWzRUUqXowLhWI78YNGpcKD0KNZAmG3LbSub37x8TaJEM)
There is a good summary of the microsoft news here: https://email.mg2.substack.com/c/eJwlkUGOhCAQRU_TLI2AgixYzGauQUqo7iEqGCjHOKcf7E6A_Hyo_OKVB8JXLpfdcyV2H46uHW3Cs65IhIUdFYuLwYrJKNELw4IdAp_GicXqngVxg7haKgey_ZjX6IFiTu8KIziX7McGMwk9j5OHwIMxqAYYJVd87EGM0sMnGI4QMXm0-IvlygnZan-I9vqQXw_x3dZ5nl3BECJ1Pm_NKG1Xyn6pTTRrw0S33BYDsNwi-pJrfpI7Y6ruqA7KdjmfExXw5J65tNzXXYehvWfRtj_yfugV56PmuuOd10YNSk04COTGzz0Cl2JWyhvpNYfH0G8v0dVjrgR-uVtjxT4LpIXyHNN9j2-38XF3l0eKdDlMMK8YPujoM4E3TPfChKVNJjgg2zhpzXshjR7lh1RjKwdtxkH3rMWG3KqShTUueYG_f-6-nnA
In short, this is good business for Microsoft, who are building some good revenue lines related to the US military complex, having secured a $10bn contract in 2019 to deliver cloud services to the Defence department.
Another stock to keep an eye on is Microvision (MVIS:NMQ), a laser scanning technology company who supply a number of parts for Hololens, the Microsoft AR/VR headset being supplied to the army. This was also a stock picked up earlier this week by my algorithm.
Up n Buzzing stocks
- Academy sports & Outdoors (ASO): Has seen a big spike in chatter, along with a 9% increase in price today alone. ASO smashed earnings last week, reporting Earnings per share of $1.09 vs analyst estimates of $0.53.
- Qualcomm (QCOM): Recovering from all time highs, with solid future growth planned ahead. QCOM has an average analyst upside of 27% from current price.
- CloudFlare (NET): Another Tech stock recovering from all time highs, Cloudflare has been a source of much research and hype given its ever increasing internet footprint. Here is a good Reddit post describing the upside: https://email.mg2.substack.com/c/eJwlUc3O3CAQe5rlGPEXSA4ceulrIAKTfDQsRDB0tX36kl0JkGVkje3xDuEo9W2u0pDcj8X3BSbDqyVAhEp6g2pjMHxZFad8JcHIwJZ5IbHZvQI8XUwGawdy9S1F7zCW_FGsnDFBfkwAtcBCd2CzYJo5yWFx1IsN3CKl2r-DXQ8RsgcDf6G-SwaSzA_i1R7i14P_Huf1ek0VQog4-fIcRB23YfFnG2BQT8h4w_SH9XgNEIL1qfSwJ1fBZkA7TB8l5sNisb5kjLmDjdhsw1ryMTQkmpGTUUkVY7NmemKT16uSaqQY1tnqNwqOCb4p5VfhR6KHpM-DT61vDZ0_b3ukmr26fGLZYr7_4cOOjuzttOeIbwvZbQnCtz78buFTqD0gQx3bCdahYYppzSgXq57Ft63Rr5B6naWmZIwNZaiycSme5XT__gMhSaBj