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Recent Stock Pitches

• Outperform
  Match Group, Inc. (MTCH)

  1 hour ago by AnsgarJohn (98.88) | Reply

  Match Group Tinder Rule Breaker Investment podcast pick

• Outperform
  Goldman Sachs Group, Inc. (GS)

  3 hours ago by AnsgarJohn (98.88) | Reply

  Jim Cramer Goldman Sachs https://www.gurufocus.com/dividend/GS

• Outperform
  Hudson Technologies (HDSN)

  6 hours ago by OklaBoston (59.34) | Reply

  Insider open market buying in recent months.

• Underperform
  Clean Diesel Technologies Inc. (CDTI)

  13 hours ago by FVelociraptor (99.90) | Reply

  http://velociraptor.cc

• Underperform
  Ampio Pharmaceuticals, Inc. (AMPE)

  14 hours ago by pchop12316 (91.74) | Reply

  best case

• Outperform
  Appian (APPN)

  18 hours ago by dstwhit (89.92) | Reply

  founder led and high ownership; needed service with growing revenues

• Outperform
  Appian (APPN)

  18 hours ago by TMFPencils (99.89) | Reply

  Founder/CEO Matt Calkins owns 50%+ of the company, which has seen accelerating revenue growth over the past year. Tripled its base of subscription customers in 2017, with revenue retention rates rising right along with its overall customer base. This... More

• Underperform
  SNAP, Inc. (SNAP)

  18 hours ago by ddehaan81 (48.22) | Reply

  Over Hyped - not making money. Twitter part 2?

• Outperform
  Tencent Holdings ADR (TCEHY)

  19 hours ago by TMFPencils (99.89) | Reply

  Valuation is still lofty but has come back to earth in the past few months. Trading for more than 13x sales but growing revenue at an insane 50%+ pace. FCF is dominant and rising. The company has its hands in so many corners of the tech world -- both... More

• Outperform
  JD.com (JD)

  19 hours ago by TMFPencils (99.89) | Reply

  This requires a bit of a leap of faith, but with rising FCF, revenue growth of 40%+, a dedicated founder/leader, and trading for less than 1x sales today, I wouldn't be surprised if JD beats the market from here. Outperform.

• Outperform
  PulteGroup, Inc. (PHM)

  19 hours ago by TMFDitty (99.02) | Reply

  15.5x FCF is not a high price to pay for 27% earnings growth (and PHM just grew a whole lot faster than that in Q1).

• Outperform
  Google A Shares (GOOGL)

  19 hours ago by TMFPencils (99.89) | Reply

  Dominant, printing cash, still growing at a 25%+ rate, and trading for what looks like a reasonable valuation (forward P/E of <24x). Outperform.

• Outperform
  Cognex Corp (CGNX)

  19 hours ago by mjs5789 (< 20) | Reply

  CGNX is in bear market territory with a product that will continue to revolutionize the way manufacturing is performed. Continue to accumulate when the market creates lower prices.

• Outperform
  Genocea Biosciences (GNCA)

  20 hours ago by OklaBoston (59.34) | Reply

  Open market purchase of 25,000 shares by the CEO last January.

• Outperform
  Spirit AeroSystems Holdings, Inc. (SPR)

  20 hours ago by Capitalism (61.19) | Reply

  Richard Marzouka (SA) pick.

• Outperform
  Stitch Fix (SFIX)

  22 hours ago by viae (49.75) | Reply

  For a generation of professionals used to interactions online and who value time, I think this is a promising, founder led, customer friendly, and data driven company that is immensely aspirational and has a great deal of optionality.

• Outperform
  ViaSat, Inc. (VSAT)

  April 25, 2018 by TSprings11 (57.18) | Reply

  Capital intensive buisness currently produce no earnings and negative cash flow. However, strong leadership, coupled with high barriers to entry, and smart backing with Seth Klarman owning 22% of the buisness, in an important & growing industry (... More

• Outperform
  Six Flags Entertainment Corp. (SIX)

  April 25, 2018 by AnsgarJohn (98.88) | Reply

  Six Flags China and Saudi parks , Jim Cramer growth plus 5% dividend https://www.gurufocus.com/dividend/SIX

• Outperform
  Palo Alto Networks (PANW)

  April 25, 2018 by TSprings11 (57.18) | Reply

  Palo Alto has a very strong brand in the security space, a space with a lot of upside potential and have been clipping away market share from like likes of Cisco and Juniper. They are FCF positive and have been aggressively investing in their buisnes... More

• Outperform
  Criteo S.A. (CRTO)

  April 25, 2018 by TSprings11 (57.18) | Reply

  There is a lot of uncertainty about the smart, data driven internet ads.. the very industry Criteo is involved in. Criteo, a French company, uses advanced machine learning algorithms, has stands out from other digital advertises with pretty solid mar... More