Paycom Software (PAYC) is Undervalued as the US Labor Market is Strong
Paycom Software (PAYC) is remarkably undervalued with a P/E of just 37. And PAYC has nice certainty with the labor market strong.
Paycom Software (PAYC) is remarkably undervalued with a P/E of just 37. And PAYC has nice certainty with the labor market strong.
It’s been a tough road for Amazon (AMZN) recently as both its stock and profits have fallen. But a new day is now upon us.
Advanced Micro Devices (AMD) isn’t nearly as pricey as NVIDIA’s stock is. But is AMD on NVIDIA’s level when it comes to AI?
A slow economy and exiting Russua are hurting EPAM’s (EPAM) results. Still, management sees things picking back up later in 2023.
Arista Networks’ (ANET) results weren’t that impressive last quarter. But that could be a seasonality issue, as next qtr could be strong.
McDonald’s (MCD) is delivering strong results as same store sales jumped 13% last qtr due to strong sales of McCrispy sandwiches.
Booking.com (BKNG) just set quarterly records for room nights and gross bookings, as the Summer travel season is heating up.
MasterCard (MA) is seeing good growth for its cybersecurity and fraud prevention services. Cross-border volume has been good too,
Meta Platforms (META) is utilizing AI to get users to stay on its Facebook and Instagram longer, while helping ad campaigns.
First Solar (FSLR) has growth opporunity as it ramps up new plants in Ohio, Alabama, and India. Profits could soar in the years ahead.
Apple’s (AAPL) growth has stagnated, with year-over-year profits flat. Perhaps Apple Pay could become the company’s next catalyst?
O’Reilly Automotive (ORLY) continues to deliver doubld-digit growth as the average age of US vehicles is greater than 13 years.