FuboTV, A Sequel To The Roku Story

FuboTV Inc. (NYSE: FUBO), the recent IPO, is already popular among Bears and the doubts raised will remind you of the early years of Roku Inc. (NASDAQ: ROKU) given most doubts are based on ill-formed opinions about how the consumer streaming industry works, consumer trends, and growth investing in general. We looked at the name, liked it enough to own the stock, and included in our weekly list of top ideas for the week. Most doubts can be summed up as uncertainty that usually surrounds a developing story but a…

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Palantir Is Next-Gen Data Growth Story, Not A Defense Contractor

Palantir Technologies Inc. (NASDAQ: PLTR) is being mislabeled as a fancy defense contractor by the Bears, instead, it is a growth story for the next bull run that is starting to gain critical mass in selling software solutions for the data-driven world, after more than a decade of development. We are Bullish on the name; own it in our portfolio and the stock was part of the recent weekly list of top ideas. The long-term thesis boils down to few key points, the company is a leader and one of…

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With Gaming Getting Re-Rated, Time To Look At SciPlay

SciPlay Corporation (NASDAQ: SCPL) is one gaming play that is delivering but investors by and large continue to ignore the name. Yes, the story is not as sexy as some of pure-play digital sports betting plays like DraftKings Inc. (NASDAQ: DKNG), but now that there is a growing consensus among investors that the broader gaming sector is ready for a re-rating, SciPlay deserves another look. The company is a subsidiary of Scientific Games Corporation (NASDAQ: SGMS), a stock included in our most recent list of top ideas for the week.…

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Stocks On My Screen For Week Starting September 28th, 2020

Every week, our model comes up with 40 stocks, 20 positive and 20 negatives, to watch for next week’s trading. The model is based on a mix of fundamental and quantitative factors, built on our proprietary database of detailed earnings model on more than 1250 U.S. listed companies. The historical data for these earnings models is sourced from SEC filings. Performance of last week’s model portfolio for the week was, Net: -1.6% Longs: -3.7% Shorts:  2.1% Assuming 5% is dedicated to each position, resulting in 0% net exposure and no…

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Lasa Supergenerics Is An API Manufacturer Worth Noticing

Lasa Supergenerics Limited (NSE: LASA), an India-based microcap API manufacturer focusing on the veterinary market seems ready to benefit from the global move to reduce reliance on China for the supply of APIs, which are used in the production of medicines. These favorable macro tailwinds will help put the spotlight on a company that is fast positioning itself as a supplier of choice for animal medicine manufacturers. Over the last 12-18 months, the company has overcome some of the legacy management and market issues dogging revenue growth and profitability, refined…

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Stocks On My Screen For Week Starting September 21st, 2020

Every week, our model comes up with 40 stocks, 20 positive and 20 negatives, to watch for next week’s trading. The model is based on a mix of fundamental and quantitative factors, built on our proprietary database of detailed earnings model on more than 1225 U.S. listed companies. The historical data for these earnings models is sourced from SEC filings. Performance of last week’s model portfolio for the week was, Net: 2.0% Longs: 3.2% Shorts:  -1.2% Assuming 5% is dedicated to each position, resulting in 0% net exposure and no…

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Signet Is A Jewel Worth Looking Closely

Signet Jewelers Limited. (NYSE: SIG) was one another retailer that was thrown away by the market scared and uncertain about the extent of the damage that Covid-19 and lockdown would have on the retail sector. As a jewelry retailer, the business was set to suffer from not just the lockdown but also a low appetite for luxury goods in a weak economy as well. But the company has proven most of those concerns wrong. Indeed, the comeback helped by strong online sales seems to suggest that the business is proving…

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Vera Bradley Is Fashionable Again

Vera Bradley Inc. (NYSE: VRA), with help from its recent acquisition – Pura Vida, is turning around fast and worth a closer look, since the stock that has long been forgotten by investors and now showing signs of a comeback is still being shrugged off as a ‘dead cat bounce’ due to investors busy bottom fishing in an expensive market. We believe the company is uniquely positioned in a market where casual and leisure brands are making a comeback. The Vera Bradley brand is showing a comeback, on the back…

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Agora Can Challenge Twilio

Agora Inc. (Nasdaq: API) is leading the market for video chat APIs (application programming interface), one of fastest-growing markets for APIs, similar to what Twilio Inc. (NYSE: TWLO) was able to do for the broader digital communication API ecosystem, a few years ago. The market is moving towards embedded video functionality and the company’s tech is future-ready with adoption rates gaining pace. Most forward indicators are pointing towards the company getting accepted as a leader in the video chat API space. In the meantime, the business is profitability proven with…

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Stocks On My Screen For Week Starting August 31ST, 2020

Every week, our model comes up with 40 stocks, 20 positive and 20 negatives, to watch for next week’s trading. The model is based on a mix of fundamental and quantitative factors, built on our proprietary database of detailed earnings model on more than 1225 U.S. listed companies. The historical data for these earnings models is sourced from SEC filings. Performance of last week’s model portfolio was, Net: -1.1% Longs: 3.2% Shorts:  -4.3% Assuming 5% is dedicated to each position, resulting in 0% net exposure and no change in position…

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