Investment strategist. Administrator of "The-Wiseguy.com" Never ask me why: 'T.A.' only

Hypoport

Hypoport AG is a Germany-based company that provides Internet-based financial products and services in Germany. Fair value: 380 € Premium: 7% Average yearly return: +47% Buy cheap around 350 €

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Cash is King

Strategic asset allocation looks more at the overall risk objective of the portfolio, and therefore takes a long-term view. Tactical asset allocation is a short to intermediate-term view that looks for investment opportunities in the market. For the short future our T.A.A. is set as 75% stocks + 25% cash. We expect…

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Context Vision

ContextVision AB (publ), a medical technology software company, provides image analysis and artificial intelligence software solutions to original equipment manufacturers worldwide. Fair value: NOK 187.50 Premium: 15% Average yearly return: +55% Buy cheap around: NOK 172.50

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Shopify

Shopify Inc., a commerce company, provides a cloud-based multi-channel commerce platform for small and medium-sized businesses in Canada, the United States, the United Kingdom, Australia, and internationally. Fair value: $790 Discount: 15% Average yearly return: +91% Buy cheap around $660

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CHEMOMETEC

ChemoMetec A/S designs, develops, and produces instruments for a range of applications in cell counting and evaluation in Denmark and internationally. Fair value: DKK405 Discount: 27% Average yearly return: +71% Buy cheap around: DKK265 CHEMM’s net income growth is 45% over the past five years, quite high compared to the…

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Repro Med Systems

Repro Med Systems, Inc., doing business as KORU Medical Systems, designs, manufactures, and markets portable medical devices primarily for the ambulatory infusion market in the United States and internationally. Fair value: $13.50 Discount: 31% Average yearly return: >100% Buy cheap around $7.25 Repro Med Systems, Inc. (“KORU Medical”) today announced that…

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Audiocodes Ltd

AudioCodes Ltd. designs, develops, and sells voice over IP (VoIP), converged VoIP, and data networking solutions, products, and applications for enterprise unified communications, contact centers, service provider business services, mobile VoIP, and cloud virtualized data centers worldwide. Fair value: $36 Discount: 5% Average yearly return: +57% Buy cheap around $26

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Xebec Adsorption

Xebec Adsorption Inc. provides gas generation, purification, and filtration solutions for the industrial, energy, and renewables marketplace in Canada, China, the United States, Europe, and internationally. Fair value: CAD 4.50 Discount: 19% Average yearly return: +55% On May, 7th XBC announced Q1 2020 Financial Results: Revenues of 12.2 million, EBITDA…

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Advanced Micro Devices

AMD is a global semiconductor company. Fair value: $57 Discount: 7% Average yearly return: +69% The company posted a 40.4% year-over-year increase in quarterly revenue to $1.786 billion as of the first quarter of 2020, up from $1.272 billion in first quarter of 2019. The net income was $162 million…

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