dem10 Overview Accenture (NYSE:ACN) is a leading global professional IT services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services — creating tangible value at speed and scale. They are an innovative company consisting of over 721,000 talented people…
Lock Stock Thesis Shift4 Payments’ (NYSE:FOUR) stock saw a massive spike after reporting Q4 earnings. This was likely due to the combination of a good earnings report/guidance and M&A speculation. No M&A activity ended up taking place, and since then the stock has declined precipitously. We believe the recent selloff is overdone and that long-term…
10’000 Hours/DigitalVision via Getty Images Investment Thesis CSP Inc (NASDAQ:NASDAQ:CSPI) has seen a massive rally over the past few years, up over 200% giving investors massive gains if they got in early. However at today’s prices, I believe the valuation is excessive and recommend a sell rating because all of the growth prospects seem to…
ConstantinosZ/iStock via Getty Images Last March, I took JAKKS Pacific (NASDAQ:JAKK) to “Strong Buy” saying that its long-term story was intact and that the stock had been thrown into the deep discount bargain bin. The stock is up over 85% since then. More recently in December, I wrote that investors continue to not give the…
Love Employee Impatience can cause wise people to do foolish things.”― Janette Oke. Shares of bispecific cancer therapy concern Merus N.V. (NASDAQ:MRUS) shook off negative safety news regarding its MCLA-129 program, as the focus turned to two other promising oncology candidates. Petosemtamab for head and neck cancer and zenocutuzumab for NGR1+ cancers both demonstrated solid…
ebrublue10/iStock via Getty Images Company Overview Established in 2011, Fulgent Genetics (NASDAQ:FLGT) is a technology-driven organization dedicated to clinical diagnostic and therapeutic advancements. The diagnostic branch of the company provides a wide range of molecular and genetic testing services to improve patient care. On the other hand, their therapeutic division is primarily devoted to creating…