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It's time to buy emerging software stocks Vertex and Workiva , according to Goldman Sachs. Back-office software company Workiva offers an "increasingly essential" business reporting process for companies navigating a complex regulatory environment, according to the note. The analyst issued a 12-month price target $101 that represents about 39% upside from Thursday's close of $27.91. Tax technology software company Vertex has an "underappreciated moat" around its enterprise business, and is positioned for "outsized growth" as it transitions into the cloud market, Goldman said. The analyst set a 12-month price target of $20 on Vertex, implying roughly 25% upside from Thursday's closing price of $15.94.
The sell-off in Datadog 's stock creates an attractive buying opportunity for investors looking to take advantage of the crippled software sector, Canaccord Genuity said. Shares of the cloud software company have plummeted nearly 56% this year, with the new price target suggesting shares can jump 39% from Wednesday's close. Among his reasons for liking the stock, Crane cited opportunities from the company's newer and secondary products like its cloud cost management and cloud security offerings. "DDOG can easily demonstrate customer ROI from gaining detailed visibility into cloud usage trends and managing them as needed," he wrote. "If done right, it further cements DDOG's strategic foothold in a customer while also offering attractive upsell potential."
Here are Thursday's biggest calls on Wall Street: Morgan Stanley reiterates Amazon as a top pick Morgan Stanley said shipping and fulfillment remain "key profit drivers" heading into the e-commerce giant's earnings next week. Headwinds from the interest rate spike on financing costs and valuation are tough to ignore despite strong demand growth from IRA and rising utility rates. UBS reiterates McDonald's as buy UBS said the fast food chain is "defensive." UBS reiterates Nike as buy UBS said its recent survey checks give the firm "increased" conviction in the stock. Morgan Stanley reiterates Tesla as overweight Morgan Stanley said Tesla's earnings report on Wednesday was strong but that the outlook for 2023 is still "at risk."
Industry analysts predict that the amount of dog food ordered online will surpass what's bought in stores by 2025, a shift accelerated drastically by the coronavirus pandemic. Of course, it's not just dog food increasingly being bought online. Even with all those extra vehicles, it's tough to compare the emissions generated by online orders with those of in-store shopping. The mess of overlapping networks that bring our dog food to our doorsteps is always evolving in search of greater efficiency. The mess of overlapping networks that bring our dog food to our doorsteps is always evolving in search of greater efficiency.
Ben Kirby says his fund has stayed resilient this year by doing what it's always done: remembering the "power of dividends." "People forget about the power of dividends, and they forget how important it is to get that current income," Kirby said. Today, TIBIX has a roughly 16% allocation to fixed income, compared with "closer to 10%" over the past decade, according to the fund manager. And you know, I can see us going back above our long term average of 20%," Kirby said. Still, Kirby said he's taking his time allocating more to fixed income as he finds many equities very attractive.
2: The hosts don't know what they don't knowThe problem is, VC podcasts don't stick to the core issues of venture capital. 3: The hosts want us to believe what they don't knowThere's a shocking amount of this kind of drivel on the tech podcasts. This is what a good tech podcast should do: Use access to the best and most successful investors and innovators to illuminate the way Silicon Valley works. But that's not what matters in the world of tech podcasts. But after 40 hours of listening to tech podcasts, I feel kind of bad about it.
Apple tests idea of discretionary spending
  + stars: | 2022-09-28 | by ( ) www.reuters.com   time to read: +2 min
NEW YORK, Sept 28 (Reuters Breakingviews) - Apple (AAPL.O) may learn that its moat isn’t as wide during times of high inflation. When wallets are pinched, a new iPhone probably isn’t a must-have. As other currencies have weakened relative to the dollar, Apple has had to raise prices to keep the cost steady relative to America. Already Apple’s share of the global smartphone market has declined sharply to 16% in the second quarter from 23% penetration in the fourth quarter last year, according to research firm IDC. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.
The rapid descent into new lows for the S & P 500 this week has dragged down nearly every stock, including some of the favorite names of Wall Street analysts. The stocks in the table below are trading within 5% of their 52-week low, but have a buy rating from more than 70% of Wall Street analysts that cover them. The stocks have an average price target upside of 20% or more, and earnings growth expectation for 2022 of at least 10%. To be sure, using currents earnings growth estimates could prove to be a misstep in the current market environment. Analysts currently see the stock trading nearly 70% below its fair price, with earnings growth of 52% coming up.
Insider asked 12 top VCs what ad and marketing tech companies excited them the most this year. Check out the 19 most promising adtech startups, and what they do that makes them unique. It hopes to raise a Series A funding round in the coming months. Emperia is currently raising its next funding round. Why it's on the list: Tech companies are being scrutinized for their wasting energy consumption, and the digital advertising industry is no exception.
Credit Suisse is recommending stocks with a characteristic favored by Warren Buffett for investors navigating growing risk in equity markets. The firm expects companies with "economic moats" could help investors shield their portfolios from increasing economic uncertainty. Credit Suisse identified bottom-up opportunities in companies that have high barriers to entry, just as macro risks rise. Credit Suisse has a $250 price target on the company, implying 11.9% upside from Wednesday's closing price of $223.41 per share. McDonald's is "well positioned" to perform regardless of the macro backdrop because of its leading value proposition, according to Credit Suisse.
Lauren Taylor Wolfe co-founded Impactive Capital, an activist investment management firm focused on ESG investing for the long run. We've seen a lot of pushback come from some politicians and I think that's simply too risky. Understanding environmental risks and social risks is simply good fundamental analysis and it's simply good investing. We have too many managers, CEOs and boards focus on hitting their quarterly or annual figures and we believe that there's true opportunity to focus on long term returns, long term IRRs. And I think smart ESG initiatives is simply good business.
SecurityPal helps companies complete security questionnaires using automation and human analysts. The startup raised a $21 million Series A round from Craft and a16z investors without a pitch deck. Hamal is the founder and CEO of SecurityPal, a security questionnaire startup that recently raised $21 million in Series A funding from Craft Ventures, Andreessen Horowitz general partner Martin Casado, and other angel investors. SecurityPal aids companies in filling out security questionnaires using a combination of automation and human security analysts. Hamal told Insider that the round came together from inbound investor interest and without the use of a pitch deck.
Here are nine questions we look to answer before adding a new name to our portfolio. Let's use our recent initiation of Procter & Gamble as an example. For example, we believe that consumer products such as those made and sold by Procter & Gamble are about as durable as they get. In the case of Procter & Gamble, we acknowledge we are paying above the five-year historic average valuation. In the case of Procter & Gamble, one potential red flag would be that current liabilities, those due within the next 12 months, exceed current assets.
Japan's best castles to visit at least once
  + stars: | 2022-01-20 | by ( David Mcelhenney | ) edition.cnn.com   time to read: +13 min
CNN —During Japan’s Sengoku “Warring States” era (1467-1615), castles were constructed, bolstered and fortified all across the Japanese archipelago, resulting in approximately 5,000 individual keeps. Here are some of Japan’s best castles that you can still visit. Edo CastleEdo Castle, bearing the former name of Tokyo, has one of the longest lineages of all Japan’s castles. Edo Castle was huge in its prime, surrounded by a 15-kilometer outer moat crossed by over 30 gates and bridges. Bicchu Matsuyama CastleThe 13th-century Bicchu Matsuyama Castle, perched above quiet Takahashi City in Okayama prefecture, is thought to be Japan’s original yamajiro (mountain castle).
Sursa foto: captură videoVIDEO: O pictură de Winston Churchill, care a decorat iahtul lui Aristotel Onassis, vândută cu 1,84 milioane de dolariO pictură de Winston Churchill, oferită de fostul prim-ministru britanic prietenului său, armatorul grec Aristotel Onassis, a fost vândută cu 1,84 milioane de dolari în cadrul unei vânzări organizate miercuri la New York de casa de licitaţii Phillips, informează AFP. Acest "super-iaht", denumit "Christina" - prenumele fiicei lui Onassis - a fost o fregată a marinei canadiene, cu o lungime de aproape 100 de metri. Ambarcaţiunea a participat la Debarcarea din Normandia, înainte ca Onassis să o achiziţioneze, după război, cu 34.000 de dolari, scrie Agerpres.ro. Onassis a renovat generos ambarcaţiunea, cheltuind aproximativ 4 milioane de dolari, pentru a o face "una dintre cele mai incredibile structuri plutitoare" şi unul dintre locurile preferate ale protipendadei epocii, a declarat Engelen. După decesul lui Onassis, în 1975, la şapte ani de la căsătoria cu Jackie Kennedy, iahtul a fost vândut şi tot ce se afla la bord a fost depozitat.
Persons: Winston Churchill, Aristotel Onassis, licitaţii Phillips, Churchill, Phillips, Angelina Jolie, . Churchill, Jean, Paul Engelen, Vermeer, Gauguin, El Greco, Pissarro, Christina, Onassis, Ambarcaţiunea, Elizabeth Taylor, John F . Kennedy, Maria Callas, Richard Burton, Grace Kelly, prinţul Rainier al III - lea, Jackie Kennedy, Pol Roger Organizations: canadiene Locations: New York, britanic, Christie's, Normandia
In my opinion, there are two important factors to consider when on the hunt for growth stocks. This is why we find that disruptive tech stocks make up most of what we now call "growth stocks." One very simple screener is to first gather the following data for each equity within the ETF from your data provider: ticker, price, 10-day moving average, 50-day moving average, and distance from a 52-week high. Then filter the data for these two criteria: the percentage of equities with a 10-day moving average and a 50-day moving average, and the median distance from a 52-week high. The strength shown by being near the top of their 52-week range, and the momentum shown by the 10-day moving average being above the 50-day moving average.
Persons: Ryan Paisey, you've, Ryan, Crypto, Warren Buffett, iShares, whittle, Elon Musk Organizations: Morning, iShares Russell, Elon
World’s most beautiful castles
  + stars: | 2019-08-07 | by ( Joe Yogerst | ) edition.cnn.com   time to read: +19 min
As the UK crowns a new monarch, we’re exploring all things royal, from castles to grand tours. “Castles are places were plots were hatched, marriages were consummated, murders carried out, royal babies born, and so on. With castles, you are never short of fascinating things to talk about.”Read on to find out more about 21 of the world’s most beautiful castles, fortified homes that are both a feast for the eyes and a time trip back to the bygone age during which they were created. Wolfgang Kaehler/LightRocket/LightRocket via Getty ImagesThis classic medieval castle towers above the island of Rhodes in the Aegean Sea. The castle’s vivid red-and-yellow color pattern – and its flashy clock tower – endow Pena with a much more playful air than the somber castles found elsewhere in Europe.
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