One of the biggest deterrents to successful long-term growth investing is near-term fear. Whether its driven by the relentless media fearmongering, short-term Wall Street valuation methodologies, or the psychological notion that people react more than twice as strong to down moves as up moves, near-term fear prevents investors from participating in massive long-term gains. It’s challenging for some people to recognize the amazing power of compound growth, but it is often referred to as the 8th wonder of the world by those who understand it. In this report, we countdown our top 10 growth stocks with massive upside potential (despite near-term fear), starting with #10 and finishing with our #1 top idea.
The Trade Desk: Growth at an (Un) Reasonable Price?
If you don’t know, The Trade Desk (TTD) is growing rapidly. The company’s self-service software platform (that enables ad agencies and brands to make data-driven ad placements across a variety of mediums) is benefiting dramatically from secular growth in digital ads and Connected TVs. Further, the company’s recent launch of a more secure and effective Unified 2.0 solution (an alternative to cookies) has added to the growth momentum. But is the company’s valuation simply too high? In this report, we review The Trade Desk’s business model, its market opportunity, financials, valuation and risks, and then conclude with our opinion on whether the shares offer an attractive balance between risks and rewards.
Digital Payments Company: Attractive Growth and Value
The company we review in this report has tremendous long-term price appreciation potential—thanks to its ongoing high growth trajectory, its large total addressable market and its reasonable valuation. The pandemic accelerated one half of its business, and now the other half is expected to accelerate thanks to re-openings. This one doesn’t pay a dividend, and the growth can be lumpy, but over the long term the company has a clear path to dramatic share price gains. In this report, we review the health of the business, growth opportunities, valuation, risks, and conclude with our opinion on investing.
New Purchase: High Growth Media Platform Stock
This is simply a quick note to let you know we made a new purchase in our Discipline Growth portfolio this morning. This is a high growth company that recently posted another quarter of impressive results whereby they raised forward guidance on their already very strong and healthy growing business. The shares are trading below the price when we released our original full write-up on the company back in March (see that full write-up below). And as mentioned, the business continues to improve. The shares sold off hard on Friday (on what appears to be incorrect news about an application rule change). We don’t expect the price to stay low for long, and we just added shares this morning.
A Top Growth Stock: Well Positioned to Leverage Global Streaming Tailwind
There are a lot of things to like about the largest TV-based on-demand streaming platform in the US, starting with its dramatic business growth thanks to the global shift from linear TV to over-the-top (“OTT”) streaming services. The company is consistently delivering powerful top and bottom-line growth, driven by an increasing number of users and higher advertising revenues. It’s also taking initiative to expand into international geographies (to fuel more growth), and it enjoys a very large and expanding total addressable market opportunity. In this report, we review the business, growth, its unique selling opportunity, the financials, valuation and risks. We conclude with our opinion on investing.
Palantir: Massive Upside
Palantir is a software company, that is growing rapidly, and it has a massive total addressable market. It provides big data analytics solutions (ranging from data mining to visual analytics), on a single consolidated platform, thereby enabling informed decision-making. The company is having great success landing and expanding government agency contracts, but is also recently attempting to diversify into enterprise-grade commercial organizations too. In this report, we analyze Palantir’s business model, its market opportunity, financials, valuation, risks, and finally conclude with our opinion on investing.
No Brainer: Own This High-Growth, Cloud-Based, CRM Juggernaut
If you like to own well-managed, high-growth, industry leaders that will likely make you a lot of money over the long-term, this cloud and subscription based Customer Relationship Management (“CRM”) company is a no brainer. The is so much to like about this business, including it large total addressable market and digital transformation trajectory, its impressive top and bottom lines, its powerful cash flow, the constant innovation, impressive acquisition track record and compelling valuation, to name a few. In this report, we review the business model, market opportunity, financials, valuation, risks, and finally conclude with some important takeaways for investors.
Disciplined Growth Portfolio Update; +2 Powerful Rip Van Winkle Stocks
After gaining 52.9% in 2020 and 51.6% in 2019, the Blue Harbinger Disciplined Growth portfolio is down nearly 2.3% this year, as top growth stocks take a breather. In this report we review one new trade in the portfolio, as well as 2 very attractive growth stocks (that we own) that will likely be trading much higher a few years from now if you can force yourself to ignore the near-term volatility.
Attractive Long-Term Upside, Earnings Announcement Tonight
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.