Stocks On My Screen For Week Starting April 5th, 2021

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 my proprietary database of detailed earnings model on more than 1375 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: 0.3% Longs: 0.2% Shorts:  0.1% Assuming 5% is dedicated to each position, resulting in 0% net exposure and no…

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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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Sprout Social Can Follow HubSpot

Sprout Social Inc. (Nasdaq: SPT) has started to find it’s footing after going public late last year and the stock has followed suit, up more than 100% since the IPO. The key question is where to from here and whether the company can do what HubSpot Inc. (Nasdaq: HUBS) has been able to do for the investors over the last few years. After all, investors had similar doubts about scalability, market opportunity, and competitive threats. Why it even matters? When a major adoption cycle in the digital marketing space begins,…

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