Welcome to The CAPS Community!

Recent Stock Pitches

• Outperform
  Aeroject Rocketdyne (AJRD)

  1 hour ago by MacRP27 (< 20) | Reply

  AJRD will outperform the S&P. AJRD paired with Lockheed Martin in development of hypersonic conventional strike weapons and is currently working with NASA developing the fuel cells for upcoming missions to Mars.

• Outperform
  NIO, Inc. (NIO)

  11 hours ago by OklaBoston (20.96) | Reply

  Very high insider ownership primarily.

• Outperform
  Nice Systems Sponsored Adr (NICE)

  11 hours ago by cheps (< 20) | Reply

  Cloud is the next frontier of the digital age. I believe that they can provide and improve on services they already excell.

• Outperform
  Netflix Inc (NFLX)

  11 hours ago by cheps (< 20) | Reply

  Cable is on the way out. Netflix is a known and trusted provider of content subscribers want.

• Outperform
  The Trade Desk, Inc. (TTD)

  11 hours ago by harryda (< 20) | Reply

  Media buying is an area rip for atomization. It was ne of the few areas in advertising that still ran in much the same way it did in 1960. Buyer calls seller and they negotiate a deal based on anticipated ratings. Time and people intensive and comple... More

• Outperform
  Apple, Inc. (AAPL)

  11 hours ago by harryda (< 20) | Reply

  The 5G super cycle along with the growth of Services is just the beginning of the story. Apple has been working on several fronts (AI, AR, healthcare among them) to ensure their future revenues. Tim Cook has rarely missed and there's no reason to... More

• Outperform
  Datadog (DDOG)

  12 hours ago by harryda (< 20) | Reply

  My #1 long-term pick. This SaaS company offers large and mid-size company's the opportunity to analyze and understand all that data they've collected in recent years.Their Multicloud analysis is booming, revenues up 97% in 2019 alone and thei... More

• Outperform
  Costco Wholesale Corp (COST)

  12 hours ago by harryda (< 20) | Reply

  How many retail companies are firing on all cylinders given the current environment? Costco is certainly one of the few. there expansion into China seems be on track and offers nearly unlimited opportunity. Add in a growing online presence and expans... More

• Outperform
  Appian (APPN)

  12 hours ago by harryda (< 20) | Reply

  While the price seems to be on the high side rapid subscriber growth and margins expansion justify the price. Outside their core business, the recent steps into Robotic process automation shows that the company has much bigger aspirations.

• Outperform
  Inovio Biomedical Corp (INO)

  14 hours ago by Paco57 (21.97) | Reply

  The leader against the coronavirus.

• Outperform
  Netease, Inc. (NTES)

  14 hours ago by CellBlock9 (90.60) | Reply

  5

• Outperform
  NXP Semiconductors (NXPI)

  14 hours ago by CellBlock9 (90.60) | Reply

  5

• Outperform
  Tractor Supply Company (TSCO)

  15 hours ago by AnsgarJohn (90.05) | Reply

  Tractor Supply Company

• Outperform
  American Tower Corp (AMT)

  15 hours ago by NoPlaceLikeHome (47.77) | Reply

  AMT should have room to grow with 5G expansion. 5G will need many more tower locations due to signal decay and that should give AMT pricing power as well as a path for growth all while paying a nice REIT dividend.

• Outperform
  Twilio, Inc. (TWLO)

  15 hours ago by NoPlaceLikeHome (47.77) | Reply

  5G should help provide a tailwind

• Outperform
  Skyworks Solutions, Inc. (SWKS)

  16 hours ago by NoPlaceLikeHome (47.77) | Reply

  All smart phones will need to be upgraded to accommodate 5G expansion which provides upside in a business that is putting out a lot of cash flow already.

• Outperform
  Qorvo Inc. (QRVO)

  16 hours ago by NoPlaceLikeHome (47.77) | Reply

  Best way to bet on 5G adoption.

• Outperform
  NIO, Inc. (NIO)

  17 hours ago by EnigmaDude (66.07) | Reply

  Chinese govt will keep the company alive so they don't have to depend on Tesla for EVs.

• Outperform
  Encana Corp (ECA)

  17 hours ago by OklaBoston (20.96) | Reply

  Q/Q numbers and rising insider ownership.

• Outperform
  Luna Innovations, Inc. (LUNA)

  17 hours ago by EnigmaDude (66.07) | Reply

  Growth likely to continue for their fiber based products and solutions.