May 24, 2018

Is Celgene Too Cheap to Ignore?

The Fool thinks that Celgene is too cheap to ignore.  While the company has had a myriad of issues lately, it has put the stock into bargain territory.  It could take a while for the market to figure this stock out as one analyst downgraded the stock, while another upgraded it on the same day.  The company also announced that it is repurchasing shares. 

May 18, 2018

Axon Now Owns the Body Cam Market

The Fool points out that Axon now owns 80% of the large city body cam market after buying out competitor VIEVU, including New York City, Miami-Dade, Phoenix, and Oakland. 

In a related article, Axon was identified as one of the 25 "unstoppable" stocks that should perform well over the next 3-5 years.  Other notable companies on the list were Apple, Adobe, Alibaba, Disney, Shopify, Take Two, and Home Depot. 

May 16, 2018

30 Stocks for the Next 3 years

Morgan Stanley analysts see the market as "choppy" over the next three years with a "rolling bear market" hitting individual stocks and certain sectors.  As a result, they picked the best 30 stocks for the next three years and listed why they chose each one. 

May 7, 2018

Bullish on Axon Enterprises

This MF article is bullish on Axon Enterprises (formerly Taser).  Some notes from the article:

  • Recurring revenues from cloud licensing will be the primary source of growth.  Once data is stored in the cloud, switching costs are very high.
  • Axon just bought out a competitor.
  • They are expanding internationally.

May 2, 2018

Keep Watch on FireEye

SA article on following busted IPOs mentions that they like FireEye right now as they are shifting towards cloud services and brought in a new CEO.  Coincidentally, the company reported earnings today and notes that they will be profitable in 2018.