Category: Stock

BIAWX – Brown Advisory Sustainable Growth Fund Investor Shares ~ Qty 105.55

Top 10 Holdings As of 08/31/2019

CompanyYTD Return
(as of 09/25/2019)
% of Assets
Microsoft Corp+37.21%5.06%
American Tower Corp+40.36%4.96%
Danaher Corp+39.59%4.70%
Visa Inc Class A+32.85%4.50%
Intuit Inc+35.35%4.46% Inc+17.73%4.03%
Thermo Fisher Scientific Inc+26.16%3.84%
Verisk Analytics Inc+44.72%3.81%
Alphabet Inc A+19.23%3.67%
UnitedHealth Group Inc-10.82%3.52%

BIAGX – Brown Advisory Growth Equity Fund ~ Qty 67.99

Top 10 Holdings As of 08/31/2019

CompanyYTD Return
(as of 09/25/2019)
% of Assets
Microsoft Corp+37.21%4.52%
Visa Inc Class A+32.85%4.49%
Zoetis Inc Class A+45.87%4.46%
SBA Communications Corp+51.96%4.45% Inc+17.73%4.03%
Roper Technologies Inc+33.65%3.76%
PayPal Holdings Inc+23.84%3.75%
Intuit Inc+35.35%3.68%
Thermo Fisher Scientific Inc+26.16%3.66%
Sherwin-Williams Co+38.40%3.45%

NASA Went to the Stock Exchange

International Space Station is Open for Commercial Business

“ON FRIDAY MORNING, three senior members of NASA leadership gathered at the Nasdaq stock exchange in New York to announce that “the International Space Station is open for commercial business.” The trio outlined the space agency’s plan for the world’s only orbital laboratory, a move they say would allow NASA to focus its resources on sending humans to the moon by 2024, the same year when US funding for the ISS was slated to end.

According to the plan outlined today, NASA will be rolling back its restrictions on for-profit and marketing activities on the space station. Companies will now be able to pay for astronauts to help advertise their products and use the space station facilities for manufacturing and other money-making ventures. Initially, NASA has limited purchasable crew time to 90 hours and 175 kilograms of commercial cargo per year.

NASA also says it will open the space station to short-duration stays by commercial astronauts traveling on private spacecraft, which it says could begin as early as next year. Additionally, NASA says it will lease the last open port on the ISS, where a new module can attach, to a private company and expects to award that contract by the end of the fiscal year. “We’re trying to knock down all the barriers that have been around for awhile and see what the private sector can do to construct a business plan,” says Jeff DeWit, NASA’s chief financial officer. “

Daniel Oberhaus is a staff writer at WIRED

2 Digital Ad Stocks to Buy for Massive Growth Potential

Digital ad stocks remain supported by secular growth tailwinds that should offset near-term market volatility

Twitter (NYSE:TWTR), the once left-for-dead social media company that is in the middle of a huge turnaround.

Once upon a time, Twitter’s digital ad business was struggling to grow. Indeed, during a several quarter stretch a few years back, Twitter’s digital ad business was actually reporting year-over-year revenue declines. But, that has all changed now. Over the past several quarters, Twitter has improved its digital ad capabilities, and the digital ad business has consequently turned into a 15%-plus growth business.

This new growth trend should persist. Twitter has increasingly established staying power in the consumer internet landscape as a go-to place for crowdsourced sentiment and feedback on current events. At the same time, the company has proven itself as a viable advertising medium with strong targeting capabilities. Thus, at worse, this company should maintain share in the secular growth digital ad market for the foreseeable future. At best, the company actually continues to gain share.

In either scenario, Twitter projects as a healthy revenue growth company over the next several years. Meanwhile, margins are ramping from a depressed base, and as they continue to do so, healthy revenue growth will turn into robust profit growth. Robust profit growth will push TWTR stock higher long term.

 Pinterest(NYSE:PINS) is worth a look here because its digital ad business is very young, growing very quickly and it has the potential to be very big one day.

Pinterest is a very big visual discovery platform that is still growing very quickly. The platform has roughly 291 million monthly active users, and grew that user base by 22% year-over-year last quarter. Yet, despite this huge user base, Pinterest doesn’t have a big market cap. Pinterest’s market cap is $14 billion, implying a market cap per user of under $50. Over at Twitter, market cap per user is up around $85.

Why the huge discrepancy? Pinterest’s ad business is much younger and smaller than Twitter’s ad business. But, Pinterest’s ad business is also growing very quickly (54% growth last quarter), as is the company’s average revenue per user rate (up 26% last quarter). Given the company’s huge user base, if Pinterest stays on this growth track of expanding average revenue per user, then Pinterest’s ad business at scale could be enormous.

If it does get enormous, then today’s valuation — market cap per user of under $50 — is a steal. Naturally, it will head toward Twitter-levels around $85. That valuation expansion, on top of continued user growth, should propel PINS stock way higher over the next several years.

By Luke Lango, InvestorPlace ContributorMay 31, 2019, 11:24 am EDT

5 Trades for Monday (06/03): OKTA, T, STZ, TWLO

U.S. equities were hit on Friday thanks to a surprise tariff tweet from President Trump toward Mexico. It’s got investors spooked about an escalating trade war. Let’s look at some top stock trades going into next week

Top Stock Trades for Tomorrow #4: AT&T

AT&T (NYSE:T) has been trading really well so far in 2019. Its series of higher lows have allowed AT&T to push new 52-week highs this year. But after a slight pullback over the past few sessions, the floor gave on Friday.

The stock tumbled over 4%, with reports suggestingAmazon (NASDAQ:AMZN) — which doesn’t look so hot itself and may well test the 200-day like we’ve been waiting for — might be interested in Boost Mobile.

It seems silly for T to fall on this, but no one wants to go against Amazon…in anything. So we’re seeing AT&T get lit up on Friday, with bulls hoping support comes into play soon. At $30.46 is the 200-day moving average, with the 38.2% retracement sitting at $30.35.

Below this area and $29.50 may be the next line in the sand — although its post-earnings lows are still north of $30.The sooner it reclaims the 50-day, the better. If not, more choppiness is to be expected.

By Bret Kenwell, InvestorPlace ContributorMay 31, 2019, 3:40 pm EDT

Twitter, Inc. | NYSE

Twitter offers live video hosting with guests

May 29, 2019 1:48 PM ET|About: Twitter, Inc. (TWTR)|By: Jason Aycock, SA News Editor 

Twitter (TWTR -1.2%) has updated its live video function, offering users the chance to host live video with guests.

Starting today users can invite up to three people to be guests on a live video; those guests can be heard by all viewers, and can drop off at any time.

“We’ve learned how valuable the audio experience is for people to discuss topics they care about, because when you can chat live together, it’s more fun!” the company says in its blog post.

Square Inc. ~ (SQ)

Square Thriving Through Acquisitions And PaaS

Square is looking to offer a comprehensive ecosystem of services that’s sticky or something that a young entrepreneur or startup might grow to use.

These include business loans, payroll services, POS solutions, and now omnichannel commerce.

This expansion of its ecosystem makes it attractive but also increases its range of competition.

Earlier this month, mobile payments platform Square (NYSE:SQ) announced its first quarter results. While the results outpaced market expectations, a lackluster first quarter outlook disappointed the market and the stock fell 8% since

Enphase Energy, Inc.

Designs, develops, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter that converts energy at the individual solar module level and combines with its proprietary networking and software technologies to provide energy monitoring and control services.

Enphase Energy (NASDAQ:ENPH) surged to a new 52-week high after the company reported a strong first quarter. Revenue rose 43%, while the company issued a second-quarter revenue outlook. It now expects revenue in the range of $115 million-$125 million. This is above the $96 million analysts expected.

Enphase makes microinverters, which the company says “offer the most advanced inverter technology on the market, which means higher production, greater reliability, and unmatched intelligence.” In the first quarter, Enphase shipped 976,410 microinverters. The company now has 2,500 homeowners that joined its Enphase Upgrade Program. In doing so, these customers get quality and service. And strong customer satisfaction is leading to more business.

Enphase still grew revenue in the quarter despite facing component shortages in all of its regions. This implies that once the supply issues are resolved, revenue should grow at an even faster pace. Looking ahead, Enphase expects to have a capacity of 2 million microconverters by the fourth quarter of 2019. The higher supply will also cut its microinverter lead times to around 6-8 weeks.

Enphase will expand its IQ7 microinverter regionally. Adding high-power and high-performance products, adding AC modules, and bringing Ensemble Solar and Storage technology will further drive revenue.

ENPH stock is at a 52-week high but may continue climbing higher following that strong earnings report.

CEL-SCI Corporation

Multikine Immunotherapy in Head and Neck Cancer

CEL-SCI Corp is a player in the biotechnology sector. It is engaged in the research and development at developing the treatment of cancer and other diseases by using the immune system. The company is focused on activating the immune system to fight cancer and infectious diseases. It is focused on the development of Multikine (Leukocyte Interleukin, Injection), an investigational immunotherapy under development for the treatment of certain head and neck cancers, and anal warts or cervical dysplasia.

Cel-Sci Corporation (CVM) is a small-cap market ($78M) clinical stage cancer biopharmaceutical company.