High growth SaaS from South Africa
Let’s take a look at under the radar high growth small cap software company from South Africa providing fleet management service. Seeing sequential earnings growth acceleration as it makes entry into the United States.
Are US oil producers cutting production amid oil sell off?
The research shows US E&P producers have actually increased oil production and rig count despite -40% sell off in underlying crude oil. Negative for pressure pump stocks. But be mindful of key risk around US-China trade deal.
TWTR – Earnings Preview
Twitter earnings preview ahead of Feb 7 report BMO. Laying out case for better user engagement and slight improvement in ad monetization.
Reviewing breakout quarter in LPL Financial (LPLA)
Strong quarter reflection of investment inflows, margin improvement and brokerage business turning to positive growth trend, forward estimates are moving higher
Albemarle (ALB) long term play on lithium
Reviewing recent leap call buying, news flow, and thoughts about long term secular trends of lithium business.
Morning Java – Jan 24 Covering SRE, AYI and LLY
Sempra Energy (SRE) to get boost from spike in energy prices in Dallas. Acuity Brands (AYI) bears may circulate after weak read through from competitor. Eli Lilly (LLY) sets up for breakout with JNJ providing positive read through about diabetes drugs.