Stocks On My Screen For Week Starting September 7th, 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: 1.4% Longs: -2.8% Shorts:  4.2% Assuming 5% is dedicated to each position, resulting in 0% net exposure and no change in position…

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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 10TH, 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: 0.3% Longs: 5.6% Shorts: -5.2% Assuming 5% is dedicated to each position, resulting in 0% net exposure and no change in position…

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Stocks On My Screen For Week Starting August 3rd, 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: 0.87% Longs: 2.53% Shorts: -1.66% Assuming 5% is dedicated to each position, resulting in 0% net exposure and no change in position…

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Vonage: Ready For A Chair Next To Twilio

Vonage Holdings (NYSE: VG) was undertaking a multi-year transformation that was to help the business grow sales faster, make better margins doing that, and thus get a better trading multiple from the market. Lockdown has slowed down the process, but there is enough to suggest that the company is well on its path to achieving the same. The stock is trading around levels seen two years ago, when the company was at an early stage of expanding beyond the core VOIP services to consumer markets. Indeed, revenue from the consumer…

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