OUTLINE:
*Each target price is (1) computed using CGFS' proprietary valuation and simulation approach and (2) adjusted within 3 standard errors of the estimate. Assumption and computation details are inserted at the end of each write-up.
This Weeks Picks:
- Our Weekly Stock Picks
*Each target price is (1) computed using CGFS' proprietary valuation and simulation approach and (2) adjusted within 3 standard errors of the estimate. Assumption and computation details are inserted at the end of each write-up.
This Weeks Picks:
For the Long:
Ceragon Networks delivers innovative wireless backhaul solutions that help you increase your operational efficiency, enhance your end-customers' quality of experience, and enure your peace of mind. As the #1 wireless backhaul specialist, Ceragon has been leading the industry for over 20 years now. Our mission is resolving your wireless backhaul challenges – helping you achieve the highest value for you! Our solutions are deployed by more than 460 service providers, as well as hundreds of private network owners, in more than 130 countries.
Diamondback is an independent oil and natural gas company headquartered in Midland, Texas focused on the acquisition, development, exploration and exploitation of unconventional, onshore oil and natural gas reserves in the Permian Basin in West Texas. Diamondback's activities are primarily focused on the horizontal exploitation of multiple intervals within the Wolfcamp, Spraberry, Clearfork, Bone Spring and Cline formations.
With operations across the United States, Canada and Mexico, US Ecology has been protecting the environment since 1952. We offer treatment, disposal and recycling of hazardous and non-hazardous waste, as well as a wide range of complementary field and industrial services. Our focus on safety, environmental compliance and customer service enables us to meet the needs of our customers while protecting and preserving the health and well being of our environment, our Team Members and our communities. With over 65 years of experience serving as an industry leader, we exist to provide safe and compliant solutions each and every day. We effectively manage the inherent environmental risks of your business with a commitment to continuous improvement of processes and operations.
Glu Mobile is a leading creator of mobile games. Founded in 2001, Glu is headquartered in San Francisco with Bay Area studios in Burlingame and San Mateo, and international locations in Toronto and Hyderabad. With a history spanning over a decade, Glu’s culture is rooted in taking smart risks and fostering creativity to deliver world-class interactive experiences for our players. Glu’s diverse portfolio features top-grossing and award-winning original and licensed IP titles including, Cooking DASH, Covet Fashion, Deer Hunter, Design Home, MLB Tap Sports Baseball and Kim Kardashian: Hollywood available worldwide on various platforms including the App Store and Google Play.
Abiomed is a leading provider of medical devices that provide circulatory support. Our products are designed to enable the heart to rest by improving blood flow and/or performing the pumping of the heart. CEO, Chairman, and President Michael R. Minogue has focused the company’s efforts on developing ground-breaking technologies designed to improve the patient outcomes focused on native heart recovery. Founded in 1981 for the purpose of developing the world’s first artificial heart, Abiomed has remained dedicated to finding ways to bring the most advanced and beneficial technology to patients and physicians.
PVH is one of the most admired fashion and lifestyle companies in the world. They power brands that drive fashion forward – for good. Their brand portfolio includes the iconic CALVIN KLEIN, TOMMY HILFIGER, Van Heusen, IZOD, ARROW, Speedo(1), Warner’s, Olga and Geoffrey Beene brands, as well as the digital-centric True&Co. intimates brand.
Alexion is a global biopharmaceutical company focused on serving patients and families affected by rare diseases through the discovery, development and commercialization of life-changing therapies. Since its founding in 1992, Alexion has given hope to people who had none and shined a light on those who felt isolated and alone. But we know that fighting rare diseases takes so much more than hope. It requires persistence, dedication, and a relentless pursuit of the highest levels of medical innovation. At Alexion, our goal is to deliver medical breakthroughs where none currently exist. We are driven because we know people's lives are at stake. Alexion has 3,000 passionate and dedicated employees serving patients in 50 countries around the world.
SS&C has been helping investment and financial firms of all types gain an advantage for more than 30 years. Grounded in our deep knowledge and understanding of your business, our technology-powered solutions and services help you run your operations more efficiently, compete more effectively and grow more profitably. Through a combination of organic innovation and strategic acquisitions, we have assembled a comprehensive selection of technology and service capabilities, backed by industry-leading expertise. From this menu, we can build and support an operational platform customized to your needs, with deployment options based on your business objectives.
As the payment card industry grows, cash will become more obsolete. Square offers the services to facilitate this change. In one aspect, they offer lines of portable card readers to small businesses and vendors, a market that is under-served. They offer the Cash App which is a mobile payment application. Mobile pay apps are quickly becoming a popular way to transfer money.
For the Short:
Founded in 2002, Kornit Digital is a global company, headquartered in Israel with offices in the USA, Europe and Asia Pacific, and supplies digital textile printing machines to customers in more than 100 countries worldwide. Kornit Digital develops, manufactures and markets industrial digital printing technologies for the garment, apparel and textile industries.