This digital payments fintech company is growing rapidly and experiencing improving margins. It also has a lot more room to grow as the total addressable market is large and the company offers an expansive line of valuable solutions. The share price has been volatile (as high-growth stocks in general have sold off in recent months), but the business remains on a healthy trajectory, and it announces quarterly earnings today after the market closes. In this report, we review the business, competitive strengths, growth opportunities, financial health and conclude with our opinion on investing.
50 Top Growth Stocks In Freefall: These 3 Are Worth Considering
Common characteristics of “top growth stocks” include very high sales growth trajectories, high gross margins and very large total addressable markets. And many of these stocks were pandemic darlings—gaining 50%, 75%, 100% and more—after the initial onset of the pandemic, but have since been in freefall in recent months (as economies re-open), and there could still be significantly more pain ahead. In this report, we share helpful data on 50 top growth stocks (to help you gain perspective on the current situation), and then review three stocks in particular that are attractive and worth considering for investment.
A Powerhouse High Growth E-Commerce Stock
Although this company lags Amazon in global e-commerce sales, it is a rapidly growing ecommerce juggernaut in its own right, and its expanding list of highly valuable add on services is benefiting customers and the company itself. 2020 was obviously an aberration year, as e-commerce sales spiked due to the pandemic. But 2021 revenue growth is expected to be higher than pre-2020 years, and the large total addressable market opportunity gives the shares plenty of room to run. And although we expect volatility in the short-term, the recent price pullback provides some additional margin of safety for long-term investors. In this report, we review the business, growth prospects, valuation, risks and conclude with our opinion on investing.
Recent Sell-Off Provides Attractive Entry Point
Sentiment is driving shares of this telehealth leader lower in the near term. However, the long-term story is still very much intact as the growth rate and growth opportunity remain high and large, respectively. Specifically, investors are turned off in the near-term by the company’s signal of little membership growth for 2021, as well as the loss of a Fortune 500 company contract. However, the company remains on track to deliver 30%-40% revenue growth in the medium-term. In our view, the market’s negativity is overblown, and an attractive buying opportunity exists. In this report, we review the health of the business, growth opportunities, valuation, risks, and conclude with our opinion on investing.
Alternative Energy Play: Attractive Valuation, High Growth, Large Market
At Blue Harbinger, we look for highly attractive businesses to invest in, and if those businesses are also incrementally better for the environment—that’s important and a good thing. In this report, we review a growing leader in the sustainable energy space. The market opportunity is large and the company’s growth trajectory is impressive. And the recent share price pullback (thanks to the growth stock pullback and the recent semiconductor chip shortage) makes now a compelling time to consider adding shares. In this report, we analyze the company’s business model, its market opportunity, financials, valuations, risks, and finally conclude with our opinion on investing.
Very High Growth: Lots to Like about this Investing Business
If you are looking for a very high long-term growth stock, then put this Hong Kong based online brokerage and wealth management firm near the top of your watchlist. Revenues are expected to grow at over 100% this year and next. And the company’s impressive integrated platform (e.g. stock trading, margin financing, wealth management, market data and interactive social features) is expanding thanks to its high R&D budget and important relationship with Tencent (the preeminent Chinese internet juggernaut). In this report we review the business, growth, financials, valuation and risks. We conclude with our opinion on investing.
Big Upside Potential: Small Cap Healthcare Company
The young small-cap healthcare company we review in this report is growing rapidly and has a large total addressable market opportunity. It also has an attractive recurring revenue model with a very high retention rate (customers like it) and attractively improving margins (as the business continues to scale). The company provides personalized data-driven solutions that help individuals understand healthcare better, as well as assisting them in navigating workplace benefits available to them. In this report, we review the business, the opportunity, financials, valuation and risks. We conclude with our opinion on investing.
Portfolio Update: 3 New Buys, 1 Complete Sell, + Some Rebalancing
I don’t trade often because I am a disciplined long-term investor. However, I have just completed 3 new buys, and 1 complete sell (plus a variety of normal rebalancing trades) within the Blue Harbinger Disciplined Growth portfolio. I have also updated the “Buy Under” prices (and thereby ratings) of a variety of existing positions within the Blue Harbinger Income Equity portfolio and the Disciplined Growth portfolio. This report reviews all of the latest updates, as well as why I believe these two portfolios are positioned for continuing long-term success, in a big way!
Fooled by Narratives: Three (3) Stocks Worth Considering for Purchase, Now
The investment news media is more interested in generating advertising dollars than it is in actually helping anyone with investments. Their goal is to tell the most ridiculous sensationalized investment stories they can get away with in order to garner more readers, listeners, clicks and ultimately advertising dollars. One of the most common ploys they use to implement their unscrupulous agenda is the false narrative. They’re basically dishonest, uncaring and greedy. In this report, we share 3 highly attractive investment ideas that are hiding in plain sight thanks to the media’s totally disingenuous false narratives.
A Note on Recent Market Volatility
The market has been volatile this year, and it’s left a lot of investors feeling very uncomfortable. Contributing factors have ranged from a surge in oil prices, to upward moves in interest rates, the unwinding of many “pandemic trades,” bitcoin narratives, market fear mongers, and of course the ever present chorus of nonsensical get-rich-quick people. We have some very strong advice for anyone feeling unsettled about the market. If you’ve been following Blue Harbinger long enough then you’ve likely heard it many times before. It’s worth repeating now…
Life Sciences Cloud Software Company: Even More Attractive on the Recent Price Pullback
There is a large and growing demand for cloud-based software in the life sciences industry, and the company we review in this report is the clear market leader (with a lot of long-term upside). And despite a recent earnings beat and guidance raise (on top of its already rapidly growing business) the shares have recently sold off (as part of the broader market’s recent sell off of top growth stocks in general). We believe these factors have combined to create an attractive buying opportunity, and we share all the details in this report, including a review of the business, growth prospects, valuation and risks. If you are a long-term investor, these shares are worth considering for a spot in your portfolio.
Attractive Growth, Share Price Pullback
If you are looking for a steady dividend-growth stock, this report is not for you. However, if you are looking to add a little powerful long-term price appreciation to your portfolio, these shares are worth considering, especially on the recent price pullback. The company is well-positioned as a premium brand in China, it enjoys rapid sales growth and a large and growing total addressable market, and it has the backing of the Chinese government. In this report, we review the company’s business model, market opportunity, COVID-19 impacts, competitive position, valuation and risks. We conclude with our opinion on whether the company offers an attractive risk-reward versus its long-term growth opportunity.
Performance Update: More Gains & The Pandemic Trade’s Future
The Blue Harbinger “Disciplined Growth” portfolio and the “Income Equity” portfolio both posted positive gains (again) in February (thereby extending their growing long-term track records of top performance). However, if you haven’t noticed, the market has been particularly volatile for top growth stocks over the last few weeks. More specifically, the “pandemic trade” is crashing. In this report, we share the latest performance of our top idea portfolios, and offer some tried and true advice (and specific ideas) about current market conditions going forward.
Top 5 High-Growth Stocks, that Just Sold Off
This report is a continuation of our free report “Top 10 Growth Stocks that just sold off,” but in this members-only edition—we include the top 5. As mentioned, it was a terrible week for top growth stocks, but there are plenty of very attractive opportunities (babies that have been thrown out with the bathwater). In this report, we countdown our full top 10 high growth stocks that just sold off, starting with #10 and finishing with our #1 top idea.
This Internet Infrastructure Company: Worth Considering on the Pullback
The market has been volatile this week, especially top growth stocks. This report covers an attractive internet infrastructure and security company (i.e. a top growth stock) that has been increasing revenues very rapidly and has a very large total addressable market (for continued high growth in the long-term). And while the shares of top growth stocks are never going to be cheap, this week’s price pullback has created a small margin of safety thereby creating an increasingly tempting entry point for long-term investors. In this report, we consider the business model, competitive strength, financial position, and finally conclude with our opinion on investing.
The Top 5 High-Growth Stocks: Market Melt-Up Edition
Since the depths of the initial coronavirus selloff in 2020, the market has climbed dramatically higher, and the ascent has been even more dramatic for top growth stocks. In light of these dramatic price gains, many investors are getting nervous and wondering if they should dump their high growth stocks altogether in order to avoid a potential market selloff that media fear mongers warn us of daily. Of course, what you do with your own investment dollars is up to you entirely. We’d never advocate for blindly buying all growth stocks in general, but we do believe their continues to be an ample supply of individual high growth businesses that are worth investing in regardless of what happens to the overall market indexes. And in this report, we countdown our top 10 high growth stocks, starting with #10 and finishing with our #1 top idea.
Palantir Options Trade: Very High Upfront Income
With the price pullback over the last month, and an earnings announcement coming up in less than two weeks, data analytics company Palantir, is setting up for a very interesting and very high upfront income generating options trade. We successfully implemented a similar Palantir trade at the end of November, but those contracts expired (quite profitably) on January 15, and conditions are again attractive for a similar trade. In this report, we review the trade details. We believe it’s an attractive trade to place today and potential over the next few trading days, as long as the price doesn’t move too dramatically before then.
Powerful Growth Trajectory: This New Value-Based Health-Care Model Company
This recently public company (August 2020) is on a tremendous growth trajectory as it delivers a highly differentiated, technology-enabled, value-based care model for Medicare. The continuing growth opportunities stem from the rapid shift of patients to value-based care and increasing patient consumerism. This report reviews the business, its growth prospects, valuation and risks, and then concludes with our opinion about investing.
NovoCure: Large Opportunities Ahead
NovoCure (NVCR) is a global oncology company with patented “Tumor Treating Fields” (“TTF”) technology. It has multiple programs in phase 2 and phase 3 of clinical trials which can potentially result in exponential revenue growth and Total Addressable Market (“TAM”) expansion. As a result, and due to improving market penetration, the stock more than doubled in 2020. In this report, we review NovoCure’s business model, competitive strengths, financial position and valuation, and then conclude with our opinion on investing from a risk-versus-reward standpoint.
Fiverr: Attractive High-Income Options Trade
Fiverr (FVRR) is a global marketplace connecting freelancers and businesses for their digital service needs. The business was already growing rapidly, and the pandemic accelerated it. The trade in this report generates very high upfront premium income (that you get to keep no matter what) and it gives you a chance to pick up shares of this attractive business at a significantly lower price. The premium income available on this trade is very high because the share price has been volatile, but the business remains attractive in the long-term. We believe this is an attractive trade to place today and potentially over the next few trading sessions as long as the share price doesn’t move too dramatically before then.