Best Ideas - dennis mccain

Best Ideas 6/13 January 2019

1/13/2019

Here's a couple of stock ideas I'm looking at for next week. These are companies I'll consider investing in with any funds that become available in my accounts. I believe each of these has a greater potential return than analysts currently expect.

As with all of my investments, I'll start with a small position and then add to that position over time through dividend reinvestment, the sale of stock options and direct purchases on the open market.

Ciena Corporation provides hardware, software, and services that support the transport, switching, aggregation, service delivery, and management of voice, video, and data traffic on communications networks worldwide. The company's Networking Platforms segment offers hardware networking solutions optimized for the convergence of coherent optical transport, optical transport network switching, and packet switching. Its products include 6500 Packet-Optical Platform and the 5430 Reconfigurable Switching System, Waveserver stackable interconnect system, CoreDirector Multiservice Optical Switches, and OTN configuration for the 5410 Reconfigurable Switching System, as well as Z-Series Packet-Optical Platform; 3000 family of service delivery switches and service aggregation switches, and the 5000 family of service aggregation switches, as well as 8700 Packetwave Platform and the Ethernet packet configuration for the 5410 Service Aggregation Switch; and 4200 Advanced Services Platform, 5100/5200 Advanced Services Platform, Common Photonic Layer, and 6100 Multiservice Optical Platform. This segment also sells operating system software and enhanced software features embedded in each of its products. The company's Software and Software-Related Services segment offers network management solutions, including the OneControl Unified Management System, ON-Center Network & Service Management Suite, Ethernet Services Manager, Optical Suite Release, and Planet Operate; and Blue Planet network virtualization, service orchestration, and network management software platform, as well as related installation, support, and consulting services. Its Global Services segment provides consulting and network design, installation and deployment, maintenance support, and training services. The company sells its products through direct and indirect sales channels to network operators. Ciena Corporation was founded in 1992 and is headquartered in Hanover, Maryland.

Best Ideas 16/23/30 December 2018

12/30/2018

Here's a couple of stock ideas I'm looking at for next week. These are companies I'll consider investing in with any funds that become available in my accounts. I believe each of these has a greater potential return than analysts currently expect.

As with all of my investments, I'll start with a small position and then add to that position over time through dividend reinvestment, the sale of stock options and direct purchases on the open market.

Apple Inc. designs, manufactures, and markets mobile communication and media devices, and personal computers. It also sells various related software, services, accessories, and third-party digital content and applications. The company offers iPhone, a line of smartphones; iPad, a line of multi-purpose tablets; and Mac, a line of desktop and portable personal computers, as well as iOS, macOS, watchOS, and tvOS operating systems. It also provides iTunes Store, an app store that allows customers to purchase and download, or stream music and TV shows; rent or purchase movies; and download free podcasts, as well as iCloud, a cloud service, which stores music, photos, contacts, calendars, mail, documents, and others. In addition, the company offers AppleCare support services; Apple Pay, a cashless payment service; Apple TV that connects to consumers' TVs and enables them to access digital content directly for streaming video, playing music and games, and viewing photos; and Apple Watch, a personal electronic device, as well as AirPods, Beats products, HomePod, iPod touch, and other Apple-branded and third-party accessories. The company serves consumers, and small and mid-sized businesses; and education, enterprise, and government customers worldwide. It sells and delivers digital content and applications through the iTunes Store, App Store, Mac App Store, TV App Store, Book Store, and Apple Music. The company also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers, wholesalers, retailers, and resellers. Apple Inc. was founded in 1977 and is headquartered in Cupertino, California.

Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. Its company's Productivity and Business Processes segment offers Office 365 commercial products and services for businesses, such as Office, Exchange, SharePoint, Skype for Business, Microsoft Teams, and related Client Access Licenses (CALs); Office 365 consumer services, including Skype, Outlook.com, and OneDrive; LinkedIn online professional network; and Dynamics business solutions comprising financial management, enterprise resource planning, customer relationship management, supply chain management, and analytics applications for small and medium businesses, large organizations, and divisions of enterprises. The company's Intelligent Cloud segment licenses server products and cloud services, such as SQL Server, Windows Server, Visual Studio, System Center, and related CALs, as well as Azure, a cloud platform; enterprise services, including premier support and Microsoft consulting services to assist customers in developing, deploying, and managing Microsoft server and desktop solutions, as well as providing training and certification to developers and IT professionals on Microsoft products. Its More Personal Computing segment offers Windows OEM, volume, and other non-volume licensing of the Windows operating system; patent licensing, Windows Internet of Things, and MSN display advertising; devices comprising Surface, PC accessories, and other intelligent devices; Xbox hardware and software and services; and Bing and Bing Ads search advertising. The company markets and distributes its products through original equipment manufacturers, distributors, and resellers, as well as through online and Microsoft retail stores. Microsoft Corporation has collaboration with E.ON; and a strategic alliance with Nielsen Holdings plc. The company was founded in 1975 and is headquartered in Redmond, Washington.

NVIDIA Corporation operates as a visual computing company worldwide. It operates through two segments, GPU and Tegra Processor. The GPU segment offers processors, which include GeForce for PC gaming and mainstream PCs; GeForce NOW for cloud-based game-streaming service; Quadro for design professionals working in computer-aided design, video editing, special effects, and other creative applications; Tesla for AI utilizing deep learning, accelerated computing, and general purpose computing; GRID provides power of NVIDIA graphics through the cloud and datacenters; DGX for AI scientists, researchers, and developers; and cryptocurrency-specific graphics processing units. The Tegra Processor segment provides processors designed to enable branded platforms - DRIVE and SHIELD; DRIVE automotive computers and software stacks, which offer self-driving capabilities; SHIELD devices and services designed for mobile-cloud in home entertainment, AI, and gaming applications; and Jetson TX 2, an AI computing platform for embedded use. The company's products are used in gaming, professional visualization, datacenter, and automotive markets. NVIDIA Corporation sells its products to original equipment manufacturers, original device manufacturers, system builders, add-in board manufacturers, retailers/distributors, Internet and cloud service providers, automotive manufacturers and tier-1 automotive suppliers, mapping companies, start-ups, and other ecosystem participants. The company has a strategic partnership with XPENG Motors to develop Level 3 autonomous driving technology for the driving environment in China. NVIDIA Corporation was founded in 1993 and is headquartered in Santa Clara, California.

Best Ideas 2/9 December 2018

12/9/2018

Here's a couple of stock ideas I'm looking at for next week. These are companies I'll consider investing in with any funds that become available in my accounts. I believe each of these has a greater potential return than analysts currently expect.

As with all of my investments, I'll start with a small position and then add to that position over time through dividend reinvestment, the sale of stock options and direct purchases on the open market.

Harmonic Inc. designs, manufactures, and sells video infrastructure products and system solutions worldwide. Its products enable customers to create, prepare, and deliver a range of video and broadband services to consumer devices, including televisions, personal computers, laptops, tablets, and smart phones. The company operates in two segments, Video and Cable Edge. The Video segment sells video processing, and production and playout solutions and services to cable operators, and satellite and telecommunications Pay-TV service providers, as well as to broadcast and media companies, including streaming new media companies. This segment's video processing solutions include network management and application software, and hardware products, such as cloud media processing, broadcast and distribution encoders, contribution encoders, multiscreen transcoders and stream processing systems, multiscreen delivery, decoders and descramblers, and video servers. This segment also provides video-optimized storage systems; and unified video playout and processing software-as-a-service solutions. The Cable Edge segment offers cable edge solutions and related services, including CableOS software-based converged cable access platform solutions; and narrowcast services gateway products primarily to cable operators. The company also provides technical support and professional services, such as maintenance and support, consulting, implementation, program management, technical design and planning, building and site preparation, integration and equipment installation, system testing, and training. Harmonic Inc. sells its products through its direct sales force, as well as through independent resellers and systems integrators. The company was founded in 1988 and is headquartered in San Jose, California.

National HealthCare Corporation operates, manages, and provides services to skilled nursing facilities, assisted living facilities, independent living facilities, and home health care programs. The company's skilled nursing facilities offer licensed therapy services, nutrition services, social services, activities, and housekeeping and laundry services, as well as medical services prescribed by physicians; and rehabilitative services, such as physical, speech, respiratory, and occupational therapy services for patients recovering from strokes, heart attacks, orthopedic conditions, neurological illnesses, or other illnesses, injuries, or disabilities. Its medical specialty units comprise memory care units and subacute nursing units that offer specialized care and programs for persons with Alzheimer's or related disorders; and assisted living centers provide personal care services and assistance with general activities of daily living, such as dressing, bathing, meal preparation, and medication management. The company also owns, leases, and manages independent living facilities that provide specially designed residential units for the active and ambulatory elderly, as well as offers various ancillary services for its residents, including restaurants, activity rooms, and social areas. In addition, it provides health care programs that offer skilled services, including infusion, wound care and physical, occupational, and speech therapies; operates pharmacies; provides management, accounting, financial, and insurance services; and leases its properties to third party operators. As of December 31, 2017, the company operated 76 skilled nursing facilities with 9,597 licensed beds; 24 assisted living facilities; 5 independent living facilities; 36 homecare programs; and 4 pharmacies. National HealthCare Corporation was founded in 1971 and is based in Murfreesboro, Tennessee.

Merck & Co., Inc. provides healthcare solutions worldwide. It operates in four segments: Pharmaceutical, Animal Health, Healthcare Services, and Alliances. The company offers therapeutic and preventive agents to treat cardiovascular diseases, type 2 diabetes, asthma, nasal allergy symptoms, allergic rhinitis, chronic hepatitis C virus, HIV-1 infection, fungal, intra-abdominal infections, hypertension, arthritis and pain, inflammatory, osteoporosis, and fertility diseases. It also provides neuromuscular blocking agents; anti-bacterial products; cholesterol modifying medicines; and vaginal contraceptive products. In addition, the company offers products to prevent chemotherapy-induced and post-operative nausea and vomiting; treat brain tumors, and metastatic non-small-cell lung cancer; prevent diseases caused by human papillomavirus; and vaccines for measles, mumps, rubella, varicella, shingles, rotavirus gastroenteritis, and pneumococcal diseases. Further, it offers antibiotic and anti-inflammatory drugs to treat infectious and respiratory diseases, fertility disorders, and pneumonia in cattle, horses, and swine; vaccines for poultry; parasiticide for sea lice in salmon; and antibiotics and vaccines for fishes. The company also provides companion animal products, such as ointments; diabetes mellitus; anthelmintic products; fluralaner products to treat fleas and ticks in dogs; and products for protection against bites from fleas, ticks, mosquitoes, and sandflies. Merck & Co., Inc. has collaborations with Pfizer Inc., AstraZeneca PLC, Bayer AG, Eisai Co., Ltd., IO Biotech, Premier Inc., Cue Biopharma, Inc., Foundation Medicine, Inc., and Daiichi Sankyo Company, Limited. It serves drug wholesalers and retailers, hospitals, government agencies and entities, physicians, physician distributors, veterinarians, distributors, animal producers, and managed health care providers. The company was founded in 1891 and is headquartered in Kenilworth, New Jersey.

Best Ideas 18/25 November 2018

11/25/2018

Here's a couple of stock ideas I'm looking at for next week. These are companies I'll consider investing in with any funds that become available in my accounts. I believe each of these has a greater potential return than analysts currently expect.

As with all of my investments, I'll start with a small position and then add to that position over time through dividend reinvestment, the sale of stock options and direct purchases on the open market.

Harmonic Inc. designs, manufactures, and sells video infrastructure products and system solutions worldwide. Its products enable customers to create, prepare, and deliver a range of video and broadband services to consumer devices, including televisions, personal computers, laptops, tablets, and smart phones. The company operates in two segments, Video and Cable Edge. The Video segment sells video processing, and production and playout solutions and services to cable operators, and satellite and telecommunications Pay-TV service providers, as well as to broadcast and media companies, including streaming new media companies. This segment's video processing solutions include network management and application software, and hardware products, such as cloud media processing, broadcast and distribution encoders, contribution encoders, multiscreen transcoders and stream processing systems, multiscreen delivery, decoders and descramblers, and video servers. This segment also provides video-optimized storage systems; and unified video playout and processing software-as-a-service solutions. The Cable Edge segment offers cable edge solutions and related services, including CableOS software-based converged cable access platform solutions; and narrowcast services gateway products primarily to cable operators. The company also provides technical support and professional services, such as maintenance and support, consulting, implementation, program management, technical design and planning, building and site preparation, integration and equipment installation, system testing, and training. Harmonic Inc. sells its products through its direct sales force, as well as through independent resellers and systems integrators. The company was founded in 1988 and is headquartered in San Jose, California.

21Vianet Group, Inc. provides carrier-neutral Internet data center services to Internet companies, government entities, blue-chip enterprises, and small-to mid-sized enterprises in the People's Republic of China. It offers hosting and related services to house servers and networking equipment in its data centers, and connects them through a data transmission network; and other hosting related value-added services. Its hosting and related services include managed hosting services that offer data center space to house its customers' servers and networking equipment, and provide tailored server administration services; and interconnectivity services that enable customers to connect their servers with Internet backbones and other networks through its border gateway protocol network or single-line, dual-line, or multiple-line network. Its hosting and related services also comprise content delivery network services that optimize the speed and security of data transmission; cloud services that enable businesses to run their applications over the Internet using its IT infrastructure; virtual private network services; and other value-added services, such as firewall, server load balancing, data backup and recovery, data center management, server management, and backup server services. In addition, the company provides traffic charts and analysis, gateway monitoring for servers, domain name system setup, defense mechanism against distributed denial of service attacks, basic setting of switches and routers, and virus protections; and managed network services consisting of hosting area network, and route optimization services. As of December 31, 2017, it operated 19 self-built and 38 partnered data centers located in approximately 20 cities with 29,080 cabinets. It has a strategic partnership with Microsoft Corporation. 21Vianet Group, Inc. was founded in 1999 and is headquartered in Beijing, the People's Republic of China.

Best Ideas 11 November 2018

11/11/2018

Here's a couple of stock ideas I'm looking at for next week. These are companies I'll consider investing in with any funds that become available in my accounts. I believe each of these has a greater potential return than analysts currently expect.

As with all of my investments, I'll start with a small position and then add to that position over time through dividend reinvestment, the sale of stock options and direct purchases on the open market.

Harmonic Inc. designs, manufactures, and sells video infrastructure products and system solutions worldwide. Its products enable customers to create, prepare, and deliver a range of video and broadband services to consumer devices, including televisions, personal computers, laptops, tablets, and smart phones. The company operates in two segments, Video and Cable Edge. The Video segment sells video processing, and production and playout solutions and services to cable operators, and satellite and telecommunications Pay-TV service providers, as well as to broadcast and media companies, including streaming new media companies. This segment's video processing solutions include network management and application software, and hardware products, such as cloud media processing, broadcast and distribution encoders, contribution encoders, multiscreen transcoders and stream processing systems, multiscreen delivery, decoders and descramblers, and video servers. This segment also provides video-optimized storage systems; and unified video playout and processing software-as-a-service solutions. The Cable Edge segment offers cable edge solutions and related services, including CableOS software-based converged cable access platform solutions; and narrowcast services gateway products primarily to cable operators. The company also provides technical support and professional services, such as maintenance and support, consulting, implementation, program management, technical design and planning, building and site preparation, integration and equipment installation, system testing, and training. Harmonic Inc. sells its products through its direct sales force, as well as through independent resellers and systems integrators. The company was founded in 1988 and is headquartered in San Jose, California.

21Vianet Group, Inc. provides carrier-neutral Internet data center services to Internet companies, government entities, blue-chip enterprises, and small-to mid-sized enterprises in the People's Republic of China. It offers hosting and related services to house servers and networking equipment in its data centers, and connects them through a data transmission network; and other hosting related value-added services. Its hosting and related services include managed hosting services that offer data center space to house its customers' servers and networking equipment, and provide tailored server administration services; and interconnectivity services that enable customers to connect their servers with Internet backbones and other networks through its border gateway protocol network or single-line, dual-line, or multiple-line network. Its hosting and related services also comprise content delivery network services that optimize the speed and security of data transmission; cloud services that enable businesses to run their applications over the Internet using its IT infrastructure; virtual private network services; and other value-added services, such as firewall, server load balancing, data backup and recovery, data center management, server management, and backup server services. In addition, the company provides traffic charts and analysis, gateway monitoring for servers, domain name system setup, defense mechanism against distributed denial of service attacks, basic setting of switches and routers, and virus protections; and managed network services consisting of hosting area network, and route optimization services. As of December 31, 2017, it operated 19 self-built and 38 partnered data centers located in approximately 20 cities with 29,080 cabinets. It has a strategic partnership with Microsoft Corporation. 21Vianet Group, Inc. was founded in 1999 and is headquartered in Beijing, the People's Republic of China.

Merck & Co., Inc. provides healthcare solutions worldwide. It operates in four segments: Pharmaceutical, Animal Health, Healthcare Services, and Alliances. The company offers therapeutic and preventive agents to treat cardiovascular diseases, type 2 diabetes, asthma, nasal allergy symptoms, allergic rhinitis, chronic hepatitis C virus, HIV-1 infection, fungal, intra-abdominal infections, hypertension, arthritis and pain, inflammatory, osteoporosis, and fertility diseases. It also provides neuromuscular blocking agents; anti-bacterial products; cholesterol modifying medicines; and vaginal contraceptive products. In addition, the company offers products to prevent chemotherapy-induced and post-operative nausea and vomiting; treat brain tumors, and metastatic non-small-cell lung cancer; prevent diseases caused by human papillomavirus; and vaccines for measles, mumps, rubella, varicella, shingles, rotavirus gastroenteritis, and pneumococcal diseases. Further, it offers antibiotic and anti-inflammatory drugs to treat infectious and respiratory diseases, fertility disorders, and pneumonia in cattle, horses, and swine; vaccines for poultry; parasiticide for sea lice in salmon; and antibiotics and vaccines for fishes. The company also provides companion animal products, such as ointments; diabetes mellitus; anthelmintic products; fluralaner products to treat fleas and ticks in dogs; and products for protection against bites from fleas, ticks, mosquitoes, and sandflies. Merck & Co., Inc. has collaborations with Pfizer Inc., AstraZeneca PLC, Bayer AG, Eisai Co., Ltd., IO Biotech, Premier Inc., Cue Biopharma, Inc., Foundation Medicine, Inc., and Daiichi Sankyo Company, Limited. It serves drug wholesalers and retailers, hospitals, government agencies and entities, physicians, physician distributors, veterinarians, distributors, animal producers, and managed health care providers. The company was founded in 1891 and is headquartered in Kenilworth, New Jersey.

Best Ideas 4 November 2018

11/3/2018

Here's a couple of stock ideas I'm looking at for next week. These are companies I'll consider investing in with any funds that become available in my accounts. I believe each of these has a greater potential return than analysts currently expect.

As with all of my investments, I'll start with a small position and then add to that position over time through dividend reinvestment, the sale of stock options and direct purchases on the open market.

Apple Inc. designs, manufactures, and markets mobile communication and media devices, and personal computers to consumers, and small and mid-sized businesses; and education, enterprise, and government customers worldwide. The company also sells related software, services, accessories, networking solutions, and third-party digital content and applications. It offers iPhone, a line of smartphones; iPad, a line of multi-purpose tablets; and Mac, a line of desktop and portable personal computers, as well as iOS, macOS, watchOS, and tvOS operating systems. The company also provides iWork, a productivity suite that helps users create, present, and publish documents, presentations, and spreadsheets; and other application software, such as Final Cut Pro, Logic Pro X, and FileMaker Pro. In addition, it offers Apple TV that connects to consumers' TV and enables them to access digital content directly for streaming high definition video, playing music and games, and viewing photos; Apple Watch, a personal electronic device; and iPod touch, a digital music and media player. Further, the company sells Apple-branded and third-party accessories, such as headphones, displays, storage devices, Beats products, and other connectivity and computing products and supplies. Additionally, it offers iCloud, a cloud service that stores music, photos, contacts, calendars, mail, documents, and others; AppleCare support services; and Apple Pay, a cashless payment service. The company sells and delivers digital content and applications through the iTunes Store, App Store, Mac App Store, TV App Store, iBooks Store, and Apple Music. It also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers, wholesalers, retailers, and value-added resellers. Apple Inc. has a strategic partnership with Salesforce to develop customer relationship management platform. The company was founded in 1977 and is headquartered in Cupertino, California.
(Summary) (Chart)

21 October 2018
Price $219.31
1yr Target $238.93
Analysts 38
Dividend $2.92
Payout Ratio 25.32%

1yr Cap Gain 8.94%
Yield 1.33%
1yr Tot Return 10.27%

EPS (ttm) $11.53
EPS next yr $13.72
Forward P/E 15.99
EPS next 5yr 10.05%
1yr Price Support $137.88

Market Cap $1070.71 Bil
Revenues $255.27 Bil
Earnings $58.72 Bil
Profit Margin 23.00%

P/E 19.03
PEG 1.89
Beta 1.28

Quick Ratio 1.20
Current Ratio 1.30
Debt/Equity 1.00

ROA 15.00%
ROE 43.50%

Harmonic Inc. designs, manufactures, and sells video infrastructure products and system solutions worldwide. Its products enable customers to create, prepare, and deliver a range of video and broadband services to consumer devices, including televisions, personal computers, laptops, tablets, and smart phones. The company operates in two segments, Video and Cable Edge. The Video segment sells video processing, and production and playout solutions and services to cable operators, and satellite and telecommunications Pay-TV service providers, as well as to broadcast and media companies, including streaming new media companies. This segment's video processing solutions include network management and application software, and hardware products, such as cloud media processing, broadcast and distribution encoders, contribution encoders, multiscreen transcoders and stream processing systems, multiscreen delivery, decoders and descramblers, and video servers. This segment also provides video-optimized storage systems; and unified video playout and processing software-as-a-service solutions. The Cable Edge segment offers cable edge solutions and related services, including CableOS software-based converged cable access platform solutions; and narrowcast services gateway products primarily to cable operators. The company also provides technical support and professional services, such as maintenance and support, consulting, implementation, program management, technical design and planning, building and site preparation, integration and equipment installation, system testing, and training. Harmonic Inc. sells its products through its direct sales force, as well as through independent resellers and systems integrators. The company was founded in 1988 and is headquartered in San Jose, California.
(Summary) (Chart)

7 October 2018
Price $5.76
1yr Target $6.81
Analysts 4
Dividend 0.00
Payout Ratio ---

1yr Cap Gain 18.22%
Yield ---
1yr Tot Return 18.22%

EPS (ttm) $-0.36
EPS next yr $0.23
Forward P/E 25.62
EPS next 5yr 35.00%
1yr Price Support $8.05

Market Cap $491.78 Bil
Revenues $382.30 Mil
Earnings $-29.50 Mil
Profit Margin ---

P/E ---
PEG ---
Beta 0.71

Quick Ratio 1.10
Current Ratio 1.30
Debt/Equity 0.58

ROA -8.60%
ROE -19.90%

Best Ideas 21/28 October 2018

10/28/2018

Here's a couple of stock ideas I'm looking at for next week. These are companies I'll consider investing in with any funds that become available in my accounts. I believe each of these has a greater potential return than analysts currently expect.

As with all of my investments, I'll start with a small position and then add to that position over time through dividend reinvestment, the sale of stock options and direct purchases on the open market.

HP Inc. provides products, technologies, software, solutions, and services to individual consumers, small- and medium-sized businesses, and large enterprises, including customers in the government, health, and education sectors worldwide. It operates through Personal Systems and Printing segments. The Personal Systems segment offers commercial personal computers (PCs), consumer PCs, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, media, solutions, and services, as well as scanning devices; and laserJet and enterprise, inkjet and printing, graphics, and 3D printing solutions. The company was formerly known as Hewlett-Packard Company and changed its name to HP Inc. in October 2015. HP Inc. was founded in 1939 and is headquartered in Palo Alto, California.
(Summary) (Chart)

21 October 2018
Price $23.84
1yr Target $27.93
Analysts 14
Dividend $0.56
Payout Ratio 34.78%

1yr Cap Gain 17.15%
Yield 2.34%
1yr Tot Return 19.49%

EPS (ttm) $1.61
EPS next yr $2.18
Forward P/E 10.93
EPS next 5yr 11.14%
1yr Price Support $24.28

Market Cap $38.17 Bil
Revenues $57.03 Bil
Earnings $2.67 Bil
Profit Margin 4.68%

P/E 14.81
PEG 1.33
Beta 1.59

Quick Ratio 0.60
Current Ratio 0.90
Debt/Equity ---

ROA 13.50%
ROE -185.50%

Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. Its company's Productivity and Business Processes segment offers Office 365 commercial products and services for businesses, such as Office, Exchange, SharePoint, Skype for Business, Microsoft Teams, and related Client Access Licenses (CALs); Office 365 consumer services, including Skype, Outlook.com, and OneDrive; LinkedIn online professional network; and Dynamics business solutions comprising financial management, enterprise resource planning, customer relationship management, supply chain management, and analytics applications for small and medium businesses, large organizations, and divisions of enterprises. The company's Intelligent Cloud segment licenses server products and cloud services, such as SQL Server, Windows Server, Visual Studio, System Center, and related CALs, as well as Azure, a cloud platform; enterprise services, including premier support and Microsoft consulting services to assist customers in developing, deploying, and managing Microsoft server and desktop solutions, as well as providing training and certification to developers and IT professionals on Microsoft products. Its More Personal Computing segment offers Windows OEM, volume, and other non-volume licensing of the Windows operating system; patent licensing, Windows Internet of Things, and MSN display advertising; devices comprising Surface, PC accessories, and other intelligent devices; Xbox hardware and software and services; and Bing and Bing Ads search advertising. The company markets and distributes its products through original equipment manufacturers, distributors, and resellers, as well as through online and Microsoft retail stores. Microsoft Corporation has collaboration with E.ON to develop smart connected home solutions. The company was founded in 1975 and is headquartered in Redmond, Washington.
(Summary) (Chart)

21 October 2018
Price $108.66
1yr Target $124.47
Analysts 34
Dividend $1.84
Payout Ratio 47.17%

1yr Cap Gain 14.54%
Yield 1.69%
1yr Tot Return 16.23%

EPS (ttm) $3.90
EPS next yr $4.93
Forward P/E 22.03
EPS next 5yr 12.42%
1yr Price Support $61.23

Market Cap $834.73 Bil
Revenues $110.36 Bil
Earnings $30.27 Bil
Profit Margin 27.42%

P/E 27.90
PEG 2.25
Beta 1.28

Quick Ratio 2.90
Current Ratio 2.90
Debt/Equity 0.97

ROA 6.60%
ROE 20.10%

Apple Inc. designs, manufactures, and markets mobile communication and media devices, and personal computers to consumers, and small and mid-sized businesses; and education, enterprise, and government customers worldwide. The company also sells related software, services, accessories, networking solutions, and third-party digital content and applications. It offers iPhone, a line of smartphones; iPad, a line of multi-purpose tablets; and Mac, a line of desktop and portable personal computers, as well as iOS, macOS, watchOS, and tvOS operating systems. The company also provides iWork, a productivity suite that helps users create, present, and publish documents, presentations, and spreadsheets; and other application software, such as Final Cut Pro, Logic Pro X, and FileMaker Pro. In addition, it offers Apple TV that connects to consumers' TV and enables them to access digital content directly for streaming high definition video, playing music and games, and viewing photos; Apple Watch, a personal electronic device; and iPod touch, a digital music and media player. Further, the company sells Apple-branded and third-party accessories, such as headphones, displays, storage devices, Beats products, and other connectivity and computing products and supplies. Additionally, it offers iCloud, a cloud service that stores music, photos, contacts, calendars, mail, documents, and others; AppleCare support services; and Apple Pay, a cashless payment service. The company sells and delivers digital content and applications through the iTunes Store, App Store, Mac App Store, TV App Store, iBooks Store, and Apple Music. It also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers, wholesalers, retailers, and value-added resellers. Apple Inc. has a strategic partnership with Salesforce to develop customer relationship management platform. The company was founded in 1977 and is headquartered in Cupertino, California.
(Summary) (Chart)

21 October 2018
Price $219.31
1yr Target $238.93
Analysts 38
Dividend $2.92
Payout Ratio 25.32%

1yr Cap Gain 8.94%
Yield 1.33%
1yr Tot Return 10.27%

EPS (ttm) $11.53
EPS next yr $13.72
Forward P/E 15.99
EPS next 5yr 10.05%
1yr Price Support $137.88

Market Cap $1070.71 Bil
Revenues $255.27 Bil
Earnings $58.72 Bil
Profit Margin 23.00%

P/E 19.03
PEG 1.89
Beta 1.28

Quick Ratio 1.20
Current Ratio 1.30
Debt/Equity 1.00

ROA 15.00%
ROE 43.50%

NVIDIA Corporation operates as a visual computing company worldwide. It operates through two segments, GPU and Tegra Processor. The GPU segment offers processors, which include GeForce for PC gaming and mainstream PCs; GeForce NOW for cloud-based game-streaming service; Quadro for design professionals working in computer-aided design, video editing, special effects, and other creative applications; Tesla for AI utilizing deep learning, accelerated computing, and general purpose computing; GRID provides power of NVIDIA graphics through the cloud and datacenters; DGX for AI scientists, researchers, and developers; and cryptocurrency-specific graphics processing units. The Tegra Processor segment provides processors designed to enable branded platforms - DRIVE and SHIELD; DRIVE automotive computers and software stacks, which offer self-driving capabilities; SHIELD devices and services designed for mobile-cloud in home entertainment, AI, and gaming applications; and Jetson TX 2, an AI computing platform for embedded use. The company's products are used in gaming, professional visualization, datacenter, and automotive markets. NVIDIA Corporation sells its products to original equipment manufacturers, original device manufacturers, system builders, add-in board manufacturers, retailers/distributors, Internet and cloud service providers, automotive manufacturers and tier-1 automotive suppliers, mapping companies, start-ups, and other ecosystem participants. NVIDIA Corporation was founded in 1993 and is headquartered in Santa Clara, California.
(Summary) (Chart)

21 October 2018
Price $229.17
1yr Target $297.70
Analysts 33
Dividend $0.60
Payout Ratio 9.02%

1yr Cap Gain 29.90%
Yield 0.26%
1yr Tot Return 30.16%

EPS (ttm) $6.65
EPS next yr $7.99
Forward P/E 28.67
EPS next 5yr 17.16%
1yr Price Support $137.10

Market Cap $139.11 Bil
Revenues $11.88 Bil
Earnings $4.17 Mil
Profit Margin 35.10%

P/E 34.49
PEG 2.01
Beta 1.86

Quick Ratio 6.70
Current Ratio 7.40
Debt/Equity 0.23

ROA 37.90%
ROE 56.70%

Best Ideas 7/14 October 2018

10/14/2018

Here's a couple of stock ideas I'm looking at for next week. These are companies I'll consider investing in with any funds that become available in my accounts. I believe each of these has a greater potential return than analysts currently expect.

As with all of my investments, I'll start with a small position and then add to that position over time through dividend reinvestment, the sale of stock options and direct purchases on the open market.

Harmonic Inc. designs, manufactures, and sells video infrastructure products and system solutions worldwide. Its products enable customers to create, prepare, and deliver a range of video and broadband services to consumer devices, including televisions, personal computers, laptops, tablets, and smart phones. The company operates in two segments, Video and Cable Edge. The Video segment sells video processing, and production and playout solutions and services to cable operators, and satellite and telecommunications Pay-TV service providers, as well as to broadcast and media companies, including streaming new media companies. This segment's video processing solutions include network management and application software, and hardware products, such as cloud media processing, broadcast and distribution encoders, contribution encoders, multiscreen transcoders and stream processing systems, multiscreen delivery, decoders and descramblers, and video servers. This segment also provides video-optimized storage systems; and unified video playout and processing software-as-a-service solutions. The Cable Edge segment offers cable edge solutions and related services, including CableOS software-based converged cable access platform solutions; and narrowcast services gateway products primarily to cable operators. The company also provides technical support and professional services, such as maintenance and support, consulting, implementation, program management, technical design and planning, building and site preparation, integration and equipment installation, system testing, and training. Harmonic Inc. sells its products through its direct sales force, as well as through independent resellers and systems integrators. The company was founded in 1988 and is headquartered in San Jose, California.
(Summary) (Chart)

7 October 2018
Price $5.76
1yr Target $6.81
Analysts 4
Dividend 0.00
Payout Ratio ---

1yr Cap Gain 18.22%
Yield ---
1yr Tot Return 18.22%

EPS (ttm) $-0.36
EPS next yr $0.23
Forward P/E 25.62
EPS next 5yr 35.00%
1yr Price Support $8.05

Market Cap $491.78 Bil
Revenues $382.30 Mil
Earnings $-29.50 Mil
Profit Margin ---

P/E ---
PEG ---
Beta 0.71

Quick Ratio 1.10
Current Ratio 1.30
Debt/Equity 0.58

ROA -8.60%
ROE -19.90%

General Electric Company operates as a digital industrial company worldwide. It operates through Power, Renewable Energy, Oil & Gas, Aviation, Healthcare, Transportation, Lighting, and Capital segments. The Power segment offers technologies, solutions, and services related to energy production, including gas and steam turbines, engines, generators, and high voltage equipment; and power generation services and digital solutions. The Renewable Energy segment provides wind turbine platforms, and hardware and software; offshore wind turbines; solutions, products, and services to hydropower industry; and blades for onshore and offshore wind turbines. The Oil & Gas segment offers oilfield services, oilfield equipment, turbomachinery and process solutions, and digital solutions. The Aviation segment provides jet engines and turboprops; maintenance, component repair, and overhaul services, as well as replacement parts; and additive machines, materials, and engineering services. The Healthcare segment offers diagnostic imaging and clinical systems; products, services, and manufacturing solutions for drug discovery, the biopharmaceutical industry, and cellular and gene therapy technologies; and medical technologies, software, analytics, cloud solutions, and implementation and services. The Transportation segment provides freight and passenger locomotives, and rail and support advisory services; parts, integrated software solutions, and data analytics; software-enabled solutions; mining equipment and services; and marine diesel and stationary power diesel engines and motors, as well as overhaul, repair and upgrade, and wreck repair services. The Lighting segment offers light emitting diode products; and energy efficiency and productivity solutions. The Capital segment provides industrial and energy financial services; and commercial aircraft leasing, financing, and consulting services. General Electric Company was founded in 1892 and is headquartered in Boston, Massachusetts.
(Summary) (Chart)

16 September 2018
Price $12.68
1yr Target $16.89
Analysts 14
Dividend $0.48
Payout Ratio ---

1yr Cap Gain 33.20%
Yield 3.78%
1yr Tot Return 36.98%

EPS (ttm) $-0.42
EPS next yr $1.01
Forward P/E 12.53
EPS next 5yr 6.17%
1yr Price Support $

Market Cap $110.46 Bil
Revenues $122.48 Bil
Earnings $-3.59 Mil
Profit Margin ---

P/E ---
PEG ---
Beta 0.96

Quick Ratio ---
Current Ratio ---
Debt/Equity 2.10

ROA -2.40%
ROE -14.20%

Best Ideas 30 September 2018

9/30/2018

Here's a couple of stock ideas I'm looking at for next week. These are companies I'll consider investing in with any funds that become available in my accounts. I believe each of these has a greater potential return than analysts currently expect.

As with all of my investments, I'll start with a small position and then add to that position over time through dividend reinvestment, the sale of stock options and direct purchases on the open market.

Weibo Corporation operates as a social media platform for people to create, distribute, and discover Chinese-language content. It operates through two segments, Advertising and Marketing Services, and Value-Added Services. The company offers self-expression products that enable its users to express themselves on its platform; social products to promote social interaction between users on its platform; and discovery products to help users discover content on its platform. It also provides third-party online games, including role-play, card, and strategy games, as well as various services and functions to VIP members. In addition, the company offers advertising and marketing solutions, such as social display advertisements; and promoted feeds, accounts, and trends enable its customers to promote their brands and conduct marketing activities. Further, it provides copyright content, such as TV channels, online video Websites, and operators with copyright content through traffic resource exchange and content traffic sharing; MCNs and other self-media to manage and provide services to content creators on Weibo, such as MCNs, unions, and e-commerce partners; other app developers an application platform which allows users to log into third-party applications; and Weibo Wallet products that enable platform partners to conduct interest generation activities on Weibo. The company was formerly known as T.CN Corporation and changed its name to Weibo Corporation in 2012. The company was founded in 2009 and is headquartered in Beijing, China. Weibo Corporation is a subsidiary of SINA Corporation.
(Summary) (Company) (Chart)

17 June 2018
Price $109.68
1yr Target $141.35
Analysts 20
Dividend $0.00
Payout Ratio 0.00%

1yr Cap Gain 28.87%
Yield 0.00%
1yr Tot Return 28.87%

P/E 61.17
PEG 1.28
Beta 2.49

EPS (ttm) $1.79
EPS next yr $4.03
Forward P/E 27.22
EPS next 5yr 47.88%
1yr Price Support $192.95

Market Cap $24.16 Bil
Revenues $1.30 Bil
Earnings $404.70 Mil
Profit Margin 31.13%

Quick Ratio 4.00
Current Ratio 4.00
Debt/Equity 0.66

1yr RevGR ---
3yr RevGR ---
5yr RevGR ---

1yr EarnGR ---
3yr EarnGR ---
5yr EarnGR ---

1yr DivGR ---
3yr DivGR ---
5yr DivGR ---

ROA 19.80%
ROE 36.20%

Cronos Group Inc., formerly known as PharmaCan Capital Corp., is a principal investment firm. The firm seeks to invest in companies either licensed, or actively seeking a license, to produce medical marijuana pursuant to Canada's Marihuana for Medical Purposes Regulations (?MMPR?). The firm typically invests in companies based in Canada. The firm is primarily an equity investor, may also advance debt as appropriate. It seeks to make minority investments with appropriate governance and shareholder rights. The firm seeks board representation consistent with the size of the investment, but does not need control. Cronos Group Inc. was incorporated in January, 2013 and is based in Toronto, Canada with an additional office in in Toronto, Canada.
(Summary) (Company) (Chart)

26 August 2018
Price $9.94
1yr Target ---
Analysts ---
Dividend ---
Payout Ratio ---

1yr Cap Gain ---
Yield ---
1yr Tot Return ---

EPS (ttm) $0.01
EPS next yr ---
Forward P/E ---
EPS next 5yr ---
1yr Price Support ---

Market Cap $1.32 Bil
Revenues $4.90 Mil
Earnings ---
Profit Margin ---

P/E 1656.67
PEG ---
Beta ---

Quick Ratio ---
Current Ratio ---
Debt/Equity ---

ROA ---
ROE ---

Best Ideas 23 September 2018

9/22/2018

Here's a couple of stock ideas I'm looking at for next week. These are companies I'll consider investing in with any funds that become available in my accounts. I believe each of these has a greater potential return than analysts currently expect.

As with all of my investments, I'll start with a small position and then add to that position over time through dividend reinvestment, the sale of stock options and direct purchases on the open market.

Cronos Group Inc., formerly known as PharmaCan Capital Corp., is a principal investment firm. The firm seeks to invest in companies either licensed, or actively seeking a license, to produce medical marijuana pursuant to Canada's Marihuana for Medical Purposes Regulations (?MMPR?). The firm typically invests in companies based in Canada. The firm is primarily an equity investor, may also advance debt as appropriate. It seeks to make minority investments with appropriate governance and shareholder rights. The firm seeks board representation consistent with the size of the investment, but does not need control. Cronos Group Inc. was incorporated in January, 2013 and is based in Toronto, Canada with an additional office in in Toronto, Canada.
(Summary) (Company) (Chart)

26 August 2018
Price $9.94
1yr Target ---
Analysts ---
Dividend ---
Payout Ratio ---

1yr Cap Gain ---
Yield ---
1yr Tot Return ---

EPS (ttm) $0.01
EPS next yr ---
Forward P/E ---
EPS next 5yr ---
1yr Price Support ---

Market Cap $1.32 Bil
Revenues $4.90 Mil
Earnings ---
Profit Margin ---

P/E 1656.67
PEG ---
Beta ---

Quick Ratio ---
Current Ratio ---
Debt/Equity ---

ROA ---
ROE ---

Dennis McCain

Author

I am an Individual Investor with specific interest in long term growth and then enhancing my returns with income from dividends and derivatives. I don't recommend stocks to anyone (it's a good way to lose friends) and no one reading this should misinterpret my blog as a recommendation for any type of investment. I am writing this solely for myself and my kids.

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