Replies to post #68443 on Savvy Trades and Investments

[bigpike]

Wow. Flying pig? I've been long since $26 and added bigly when it dropped under 100 late last year. Data analytics is leading edge, and AYX is the leader. I expect it may retrace a bit, but this is a long term keeper.

Have you looked at their prior guidance and reported earnings?
They have a history of low-balling, and a 100% history of exceeding guidance.

And they are actually profitable...

This is their revenue growth history:
2016: 57 67
2017: 61 50 55 55
2018: 50 54 59 57
2019: 51 59 65 75

The 2016 numbers are not lining up, should be q3 and q4

[rrat02]

AYX: 92% gross margins. History of sandbagging on guidance. This is the "darling" of the high growth stocks. Quite volatile so at any point in time a bet on a downward move might work but long term this has been a huge winner.