Dada Nexus Is The Growth Retailer To Look Now

Dada Nexus Limited (NASDAQ: DADA) has not yet gained the followership or investor respect that is commanded by other fast-growing retailers like China-based Pinduoduo Inc. (NASDAQ: PDD) or the US-based Wayfair Inc. (NYSE: W), even though Dada carries similar traits, i.e. revolutionizing retail using a differentiated approach and a management that is focused on building long-term sustainable advantage. Dada’s differentiated approach allows the company to act as a bridge to bring out the best in offline and online business models, one that brands love and customers find utilitarian for its…

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Caleres Is Out Of The Woods

For a while now, Caleres Inc. (NYSE: CAL), like many other retailers, was treated as a business that could very well go bust during the downturn given the company’s reliance of brick and mortar sales, relatively high debt, an elevated level of expense structure and low margins. But there is now ample evidence to suggest that the business is firmly out of the woods and rather than concerns related to the survival of the franchise, investors can once again focus on the catalysts that can take the realigned business to…

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Stocks On My Screen For Week Starting August 24TH, 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: 0.8% Longs: -0.1% Shorts:  0.9% Assuming 5% is dedicated to each position, resulting in 0% net exposure and no change in position…

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Mosaic: Fertilizer For Creating Value

The Mosaic Company (NYSE: MOS) stock has mostly traded down over the last ten years, but there are signs that this might be up for a change. Yes, there have been many head fakes before but this time we are seeing a unique confluence of improving macro environment, both short-term and long-term, a lean cost structure that is lean enough to allow value flow down to shareholders. Like any other commodity business, topline growth for Mosaic is largely driven by macro factors, i.e. economy, agricultural commodity prices, weather, local government…

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Perfect Market For Mitek

For long, investors have struggled to understand the long-term argument for investing in Mitek Systems Inc. (Nasdaq: MITK) stock even though the business has continued to perform well, relative to other micro-cap names in the technology sector. Change can take years – before it happens all at once. James Clear, Atomic Habits We believe that has changed now. Mobile check deposit solution has seen a resurgent after the Covid-19 driven growth in contactless services for banks just when digital identity verification products are starting to take flight, with growing customer…

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