The last two weeks have seen an uncharacteristically high amount of management selling. Vecima quietly exited from its AirIQ fleet management holdings, and some other surprising selling (and a little buying) from some high flying stocks. AcuityAds ($AT.TO) director Igal Mayer exercised 25,000 options set to expire but chose not to sell the resulting shares despite the possibility of the shares netting him $35,000+. There does not appear to be any minimum share requirements for board members
ERP & Related Products
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Below is a summary of our stock calls for our General Tech Portfolio. Our selections are based on: Relative, non-traditional and traditional valuations that vary depending on its sub-industry A company’s pipeline for innovation satisfying demand The impact of select index funds as a proxy for all funds Other factors that we deem important to a particular stock price. Rating # of Stocks BUY 15 HOLD 100 SELL 43 Below is a list of our stock ratings as of June 18th, 2019.
We have updated our coverage list in order to better match our research to interest from investors. We now track the following equities in the technology space: 1-800-Flowers.com FLWS 2U TWOU 3D Systems DDD 8×8 EGHT ACI Worldwide ACIW Activision Blizzard ATVI AcuityAds ACUIF Adobe ADBE Alarm.com ALRM Alphabet GOOGL Altair Engineering ALTR Alteryx AYX Amazon.com AMZN Anaplan PLAN Ansys ANSS AppFolio APPF Apple AAPL Atlassian TEAM Appian APPN AutoDesk ADSK Automatic Data Processing ADP Avalara AVLR Bandwidth BAND Benefitfocus BNFT Black Knight BKI Blackbaud BLKB Blackberry BB Blackline Safety BLKLF Bottomline EPAY Box BOX Cadence Design Systems CDNS Carbon […]
We have launched coverage of 14 additional enterprise software companies. Our models use a combination of SaaS metrics and non-GAAP financials to predict the current stock price. The relationship with our Enterprise focused model and the current stock prices (adjusted r-square) is 0.87 and for companies with an SMB/Entrepreneur focus our model has an adjusted r-square of 0.68. The performance of these stocks will be tracked in the Perspectec General Portfolio. In addition, we are moving Salesforce.com (CRM) from our Focused Portfolio to our General.Portfolio, due to a change in associate coverage. With this launch, we have published our Enterprise […]