ACLS Stock: Axcelsis Deserves A Price Target of $33

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Axcelsis Technologies, Inc. is an under-the-radar important player in the $415.1 billion semiconductor industry.
  • Axcelsis supplies ion implanters and other processing equipment to semiconductor products manufacturers. This niche role helped Axcelsis achieved a 11.45% 5-year revenue CAGR.
  • The stock of Axcelsis has 3-month price return of +34.87%. I’m still endorsing it as a buy. My 1-year price target for this stock is $33.
  • Axcelsis has been profitable for the last five years. Its total cash is $174.7 million. This is much higher than Axcelsis’ total debt of $54.1 million.
  • Monthly technical indicators and moving averages are saying ACLS is still a buy.

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Shopify Stock Forecast: Why Shopify Has Bloated Valuation

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • There’s an ongoing global pandemic and yet Shopify touts a YTD price return of 86.77%. This is in spite of Shopify’s continuing net losses.
  • The rapid ascent of SHOP this year has given it bloated valuation ratios. This goes to show that investors strongly believe in the momentum growth potential of Shopify.
  • Shopify now touts a TTM Price/Valuation ratio of 49.21. This is much higher than Adobe’s 16.31. Adobe is the parent firm of Shopify’s rival, Magento.
  • The super optimism over SHOP is due to its outstanding 5-year revenue CAGR of 69.48%. Profitability will eventually come to Shopify once it reaches peak maturity.
  • Shopify has a healthy balance sheet. Its total cash is $2.36 billion and has no debt. Shopify can therefore a few more quarters of negative levered free cash flow.

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IAC Stock: InterActiveCorp Is A Pandemic-Boosted Business You Must Own

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Its stock is no longer cheap but InterActiveCorp remains a buy. EMA analysis convinced me that its stock has enough momentum left to zoom up higher.
  • IAC is a decent growth stock that consistently grow its annual sales without incurring substantial increase in cost of revenue.
  • Tinder and Match.com are pandemic-resistant. There are just too many horny and polygamous people in this planet. Online dating will always be the favorite hobby of many earthlings.
  • Sex tourism is almost dead because of COVID-19. However, IAC’s leadership in online dating is secure. The online dating industry will still grow to become a $9.2 billion industry by 2025.
  • IAC is the fastest tech stock that recovered from March’s pandemic panic sell-off. It is now trading higher than its February highs.

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Cisco Stock Price Prediction: New Sanctions Against Huawei Are Tailwinds for Cisco

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • We should increase our position on Cisco while its stock still trades at below 20x Forward P/E valuation.
  • The new sanctions against Huawei are obvious tailwinds that can boost Cisco's top line growth.
  • Cisco's 5-year revenue growth CAGR is 0.77%. The U.S. Government's punitive action against Huawei is therefore a blessing for Cisco.
  • Huawei faces a difficult future. It won’t be able to get software updates and hardware components that are based on American companies’ design.
  • CSCO is radiating buy signals from its EMA trends patterns. CSCO’s 5-day EMA of $45.15 is above its 13-day EMA of 13 day EMA ($44.30) and 20-day EMA ($43.72).

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IBM Stock Price Forecast: International Business Machines Is Exposed To Further Downside

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • The debt load of International Business Machines is worrisome. IBM’s annual sales has been declining since 2011. It will be hard to pare down a total debt of $69.45 billion.
  • IBM had to issue $20 billion in new debt (bond) last year to fund its $34 billion acquisition of Red Hat. This is why IBM’s long-term debt is now more than $52.4 billion.
  • The debt-laden status of IBM plus its lingering inability to reverse the decline in its annual revenue is why its stock is undervalued and under-appreciated.
  • Using debt to grow its cloud business is justified. However, Red Hat is not yet helping cloud revenue grow fast enough to mitigate the decline in IBM’s legacy enterprise business.
  • We can only pray that this pandemic will encourage more companies to subscribe to IBM’s cloud computing solutions.

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DDD Stock: Stagnant Business and Competition From HP, Xerox and Chinese Firms Are Major Headwinds For 3D Systems

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • After quitting its takeover attempt of HP, Inc, Xerox Corporation will likely accelerate is metal-based 3D printer plans. This can 3D Systems’ sales stagnate more.
  • Like HP, Xerox is also a much bigger company than 3D Systems. Those two printing giants can afford to outspend 3D Systems in advertising and contra revenue-based marketing.
  • 3D Systems will also have a hard time competing with the industrial 3D printers made by Chinese companies. There’s almost-zero chance that 3D Systems can penetrate the Chinese market.
  • The competition from Xerox, HP, and Chinese companies makes 3D Systems a sell. We all love this 3D printing pioneer but it’s time to throw in the towel on DDD.
  • You can hold on to your money-losing DDD shares but do not average down anymore. There are other better stocks than DDD.

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Intel Stock Forecast: COVID-19 Pandemic Proved How Strong Intel Is

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • The better-than-expected Q1 2020 earnings report proved my March 31 argument that in spite of COVID-19, INTC is still prospering.
  • I reiterate my $75 one-year price target for INTC. Take your profits on AMD and use the money to buy more INTC.
  • Don’t be fooled, better benchmark scores from AMD’s new processors doesn’t automatically translate to better sales.
  • Sad but true, Intel will still dominate x86 processors for the next decade. The high valuation ratios of AMD is a dangerous mirage.
  • You should buy more INTC because Intel is still enriching itself while the rest of the world is losing billions of dollars trying to combat a pandemic.

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Top Stocks to Buy: Why DDD Deserves A Price Target Of $13

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Summary:

  • Exploit the stock markets’ panic over coronavirus. My fearless forecast is 3D Systems’ stock can bounce back to $11 before June.
  • Going forward, 3D Systems will likely find more buyers for its production-grade additive manufacturing printers.
  • Manufacturers who rely too much on outsourced factories in China would likely consider purchasing 3D printers.
  • By having their own in-house 3D printers, companies can quickly produce the most important parts/components that their products require for assembly/production.
  • Wider adoption of additive manufacturing is imminent. I expect 3D Systems to become profitable by end of 2020 or early 2021.

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