Stock Pick

Author: openjargon

  • We bought. Z2U

    Stock picks October 2021

    ASX:Z2U AUD $5.35
    Zoom2U is a great little gem. This recommendation is a little more personal. I use to work with a client in 2016 and had some questions around the IP of the software I was developing for them. A friend of mine, close to Steve Orenstein, Zoom2U CEO, gave me his number saying I should call him and ask my questions. I reached out to Steve to schedule a call without knowing who he was. He seemed a little bit surprised on how I got his phone number but helped me nonetheless. His advice led me to where I am now and I am grateful for that.

    For me a CEO who takes time to help another entrepreneur is a great indicator to where his company is going. Z2U has a great business model and is addressing a real problem: parcel transit (and other services) using peer-to-peer delivery. Steve is really clever and is leading his boat in the right direction.

    Their IPO took place the 10th of August 2021. It is still early stage and the right time to invest in a great start up.

    https://www.zoom2u.com.au

  • We bought. (ASX:RZI)

    Stock picks September 2021

    ASX:RZI $1.74

    Raiz is a promising start up. Millennials are pushed further away from real estate investment with prices exploding during COVID in some locations. On the ASX the minimum investment amount is AUD $500 in Australia, this alone is gate keeping investment for people new to the work force or without cash. Raiz offers an alternative to traditional shares investment using micro amounts. The company has a goal, a vision and a mission. Their team is diverse and they are going international with the recent appointment of a Co-CEO to expand to the US. Even though the minimum investment amount is only a few cents, they might partner up with similar apps or broaden their offer soon. Those are strong positive indicators that this company is going places.

  • We bought. NVDA, TTD, DUB, TPW

    Stock picks September 2021

    NASDAQ:NVDA USD$224

    NVIDIA is one of the best company in the world on so many levels. Best place to work, best growth, best innovation program to name a few.

    NASDAQ:TTD USD $72

    The Trade Desk is an ad company. The reason I bought this stock is relatively simple: to see where traditional ad business is going. My current job is tightly coupled with ads and rely a lot on ad views. With Google removing third party cookies by mid 2023, companies relying on ads to survive will need to find a new way to monetize their audience. So if TTD thrives it means my job is safe, if it plummets, I will need to find an other job. I can’t really recommend to buy this stock.

    ASX:DUB AUD $4.18

    Dubber Corp Ltd has had a stellar progression. It doesn’t mean it is the right time to buy it but it has been steady over the last 3 years.

    ASX:TPW AUD $13.006

    Drop shipping is big in Australia. Temple and Webster is the leader. I think there are room for improvement but limited to when COVID lockdown will end in Australia. Could fall big times after restrictions ease.

  • We bought.

    It’s been a while since I recommended any new trade. With the current situation happening around the world I was waiting for the right window to buy. Below are stocks I recently bought.

    AUSTRALIA:

    ASX:NXT $12.14

    ASX:TLS $3.74

    ASX:CHL $1.42

    ASX:WEB $5.25

    ASX:PWH $6.81

    ASX:ART $1.103

    US:

    EBAY $69.41

    INTC $56.37

    PYPL $294.90

  • We bought – MSFT , PFE, CRWD

    Stock picks February 2021

    Pfizer Inc.NYSE: PFE at USD 34.77

    Pfizer manufacture COVID-19 vaccine. Many countries, including Australia, ordered millions of dozes of the vaccine and plan to buy more over the next 5 years. It is one of the most effective vaccine commercialized at the moment. Even though other drugs produced by Pfizer did not perform as well as expected this year, I believe that the vaccine will carry Pfizer value over the next 5 years.

    Microsoft Corporation NASDAQ: MSFT at USD 243.77

    Microsoft has a wider range of services in its cloud offering. Their products improved a lot since Satya Nadella became CEO. I think now is a great time to invest in Microsoft as the stock price is affordable and Microsoft has some amazing projects in the pipeline.

    Crowdstrike Holdings Inc NASDAQ: CRWD at USD 223.72

    Cloud security is becoming tremendously important nowadays. Working in a large company, I see it everyday. Crowdstrike developed a range of powerful softwares that are leading the market. We need to keep an eye on their board as its potential can attract the wrong crowd.

  • We bought – HPG

    HPG: Hipages had their IPO and launched on the ASX earlier this month. It was introduced at $2.45 per share. We think it might go lower for a while but eventually it will become a great stock. Tradies represent a large part of the working class and they deserved to have a unified system to book jobs and make transactions with customers easier. Hipages does that really well.

  • We bought – LYC, SDF, CPU

    Stock picks September 2020

    LYC: We are holding Lynas for quite some time and we believe now is a good time to buy more. Lynas has a strong executive team with a clear vision of what needs to be done. Mining earth is bad though, so we think it is OK to help the company a little but not too much.

    SDF: Steadfast has shown a steady curve for over 5 years and we believe results for next year will be strong.

    CPU: Computershare is running behind most of the trades on ASX. Companies rely on them to handle the communication with their investors. We think COVID-19 has dragged a lot of investors to the ASX and that CPU is going to profit from the enthusiasm.

  • We Bought. August 2020

    Stock picks August 2020

    JIN, MP1, FPH

    FPH: We believe that in the current situation, Fisher & Paykel Healthcare has a strong advantage given by their manufacturing power. They deliver products that the world need right now. (AUD 33.60)

    MP1: Megaport was on our radar for a few months. Interconnection of networks is paramount in a connected world and with companies exploring solutions to allow their employees to work from home, we think they are in the right spot at the right time to provide such solution at a great scale. (AUD 17.14)

    JIN: Jumbo Interactive has renewed their contract with Tabcorp. The deal might not be as great as everyone expected but it it signed. We think it will give the company some financial relief and gives their engineering team some opportunity to innovate. (AUD 12.97)

    Let see how this age.

    By Rem

    Disclaimer. Our short recommendation page is an explanation of why we bought those recommended stocks ourselves. It is not intended to be a financial guidance of any sort or an invitation to buy or sell shares in those companies.