MA Stock Forecast: Surge In Credit Card Usage Justify MasterCard’s High Valuation Ratios

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:

  • Governments around the world are still extending their quarantine/lockdown mandates. This is forcing many people to do costly cash advances on their Mastercard-issued credit cards.
  • We conclude that the ongoing COVID-19 pandemic problem persists as a tailwind for MasterCard. There’s a surge in credit card usage when people are forcibly stuck-at-home.
  • Online shopping and stay-home entertainment are the new normal. As one of the biggest credit card issuers, Mastercard certainly benefits from quarantine edicts.
  • The current pandemic elevated the importance of owning credit cards like those issued by Mastercard. Aside from shopping, credit cards give easy access to quick, no-collateral loans via cash advances.
  • No thanks to COVID-19, I expect Mastercard’s revenue growth for 2020 to beat the previous 5-year 12.35% CAGR.

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Undervalued Stocks: EPAY Bottomline Technologies Are Not Overvalued

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

  • Yahoo Finance’s valuation algorithm still rates Bottomline Technologies as Overvalued. This rating is despite the -25.73% 3-month performance of this company’s stock.
  • Bottomline Technologies stock, EPAY still enjoys a TTM P/E ratio valuation ratio of over 290x. This valuation is in spite of EPAY’s ghastly 1.29% net income margin.
  • My takeaway is that investors are betting on the future strength of Bottomline. The COVID-19 pandemic taught us all that digital banking is the new normal.
  • The strict implementation of social distancing, quarantines, and limited bank operations means it is tedious for people and businesses to do traditional banking.
  • I Know First’s stock-prediction system also gave a bullish one-year forecast for EPAY. I trust the wisdom of I Know First. EPAY deserves a one-year PT of $48.

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ANET Stock Forecast: Surge In Internet Traffic During Pandemic Makes Arista Networks A Buy

motek 1This 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:

  • If you have above average IQ, you know that Arista Networks is one of those companies that are truly benefiting from the COVID-19 pandemic.
  • Billions of people are still forcibly stuck-at-home or imprisoned. Fascist quarantine orders are causing a huge surge in internet usage.
  • Internet service providers and data center operators are being forced to buy more routers and ethernet switches.
  • The COVID-19 pandemic further fortifies Arista’s leadership in 100G ethernet switches.
  • The more customers for its 100G switches, the faster Arista can focus on growing its 400G products.

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BIDU Stock Forecast: Baidu Can Overcome The Headwind Caused By Its Corrupt Former Vice-President

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

  • I am highly confident that Baidu’s stock can bounce back to above $110 within the next 90 days.
  • Baidu’s Moral Committee has accused its former Vice-President of Finance Wei Fang of corrupt practices. Wei Fang is now in police custody.
  • The prompt arrest and incarceration of a thieving employee will eventually lead to a return of investors’ confidence on BIDU
  • As China’s biggest search engine, Baidu obviously benefits from the COVID-19 pandemic.
  • Think asymmetrically! You will agree with my verdict that BIDU is a bargain stock that we should all buy.This company has a pseudo-monopoly on China’s search ads business.

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HLF Stock Forecast: Herbalife Remains A Solid Bet On Multi-Level Marketing

motek 1This 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:

  • It is true that global quarantines from COVID-19 pandemic will continue to be a headwind for a direct marketing firm like Herbalife.
  • However, in the long run, Herbalife remains an attractive bet if you like the multi-level marketing industry. It is risky but it could be profitable to go long on HLF while there’s a pandemic.
  • HLF’s price will eventually recover after countries start lifting travel restrictions and revoking stay-at-home quarantines.
  • Moreover, many enterprising independent distributors are active online sellers of Herbalife products.
  • Food supplements like those made by Herbalife are considered essential goods. They can still be delivered to buyers during quarantines.

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FB Stock Forecast: Why You Should Buy Additional Shares of Facebook

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 recent approval of a D.C. federal judge of Facebook’s $5 billion fine is a very compelling reason to buy more FB shares.
  • This $5 billion was the settlement deal that Facebook agreed to pay last year to the U.S. Federal Trade Commission.
  • The U.S. FTC charged Facebook over privacy violations caused by the Cambridge Analytica Scandal.
  • Getting caught and fined for his penchant for violating privacy rules made Mark Zuckerberg smarter.
  • Zuckerberg is already a genius. Anything that makes Zuckerberg smarter further fortifies my high conviction buy rating for Facebook’s stock.

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ATVI Stock Forecast: Why You Should Buy More Shares of Activision Blizzard

motek 1This 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:

  • Activision Blizzard’s YTD gain is already more than 12%. I’m still endorsing it as a buy.
  • Going long while ATVI trades at below $70 is highly recommended. My 1-year PT for this stock is $73.
  • The ongoing COVID-19 crisis is boosting U.S. video game sales to a decade high. This gaming bonanza is also happening in other countries.
  • The release of new mobile games will offset the declining player base of Activision’s PC games.
  • The COVID-19 crisis could also increase the monthly active users of Activision’s subsidiary, King Entertainment.

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Adobe Stock Price Forecast: Buy More ADBE Shares, Price Could Again Reach $380

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

  • I correctly predicted last February that Adobe’s stock deserved a 30-day price target of $380.
  • I’m again endorsing ADBE as a buy because the stock is a bargain buy whenever it trades below $330.
  • The pandemic quarantines around the world is not a debilitating headwind for a SaaS company like Adobe.
  • The pricey subscription of the CorelDraw 2020 Graphics Suite is a small but important tailwind for Creative Cloud.
  • Adobe is aggressively monetizing on the iPad. The Photoshop for iPad is now bundled with Fresco for $10/month.

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