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MTTR, GOGL, GH: Overlooked Stocks - YouTube
Channel: TD Ameritrade Network
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it's time for some overlooked stocks
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george tillis has found the movers that
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you missed in today's action if you were
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too busy watching tech pull things
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together and retail get blown up george
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has some interesting stocks for your
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radar matterport georgia let's start
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there okay and by the way
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good thanksgiving to you sir one day
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early
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you too oj i appreciate it thanks for
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having a nice weekend as well
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absolutely well so uh
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yeah matterport i mean it's well
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deserved for sure uh matterport yeah
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interesting company oj it's uh is an ipo
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that was back in february video reverse
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merger via spec it's actually up quite a
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bit since then it was at around ten
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dollars back then about twenty eight
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dollars right now but
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uh interesting technology it's a
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software comments focused on uh spatial
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3d digital rendering and indexing
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effectively it's an all-in-one platform
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that allows users to engage in accurate
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and of course immerse immersive
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digital rendering if you will in other
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words it does a 3d replicas of things
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like houses commercial buildings retail
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spaces
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and even manufacturing plants and it's
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sort of a one-of-a-kind technology
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where uh this company matterport is sort
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of sort of the first to market to
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present this sort of technology that it
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seems to be
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gaining traction from uh commercial real
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estate uh at least eight leasing agents
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in other words if you want to actually
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do a remote viewing of a commercial
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property you can complete a 3d image
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rendering of the property using a very
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simple iphone or a google smartphone
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which again is a very very uh very
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additive value proposition
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for uh commercial leasing agents but
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also
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uh you can utilize the software for uh
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real estate agents that want to do
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virtual showings and open houses that
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are on a virtual basis
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and the real estate agents themselves
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can create the 3d rendering uh all
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together via a simple smartphone okay
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so george this is pretty cool it's uh
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you know a pretty dynamic and for some
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pretty major
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products uh right like
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uh you know where this is not 3d
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printing some some nuts and bolts this
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is
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uh like making
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uh recreations of uh entire blueprints
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of architecture
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it is it is yeah so there's a couple
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ways the company can generate revenue
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from that oj they can generate revenue
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from um from licensing images in other
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words if they do capture images they can
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catalog those and of course
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sell the rights to those images the
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other thing is is you got to think about
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the elements of you know rendering or
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imaging any space at any time it's an
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on-demand service so that is very
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valuable i mean if you think about the
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nature of the technology itself but at
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the same time from the business model
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standpoint subscriptions i mean cbre
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which is a big real estate commercial
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commercial real estate firm utilizes
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matterport i think overall uh if you
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think about leasing properties it really
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comes down to taking the time energy to
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to go to visit the location in person
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versus again utilizing matterport's
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technology you can do so on a virtual
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basis so this is one way to of course
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economize on time efficiencies and the
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scalable architecture of the software
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itself which is again
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uh very very uh very useful and i think
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if you think about operations as well
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maintaining building operations from a
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remote basis even uh running retail
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operations yeah a retail outfits could
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be done on a remote basis utilizing this
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uh this 3d imaging software that's
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pretty cool it's like when you're
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looking for a home i like to window shop
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on zillow and you can walk through the
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3d uh and the recreations you could go
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through the home so obviously people
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were able to buy homes without actually
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seeing them in person they saw the
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replicas they saw the tech like we see
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from matterport by the way
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george you're second to this ken rose
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put this on our overlooked stocks radar
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about a week and a half ago i don't know
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if you know that ken rose spotted this
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metaverse play
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yeah i did didn't know that but one of
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the things also about this if you think
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about 3d rendering of of property oj
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think about uh you know for instance
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insurance adjusters when they go to a
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property that's been maybe damaged yeah
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in some capacity you know what it once
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looked like or even
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yeah even evaluation of a property
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beforehand before you underwrite a
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policy i mean all this can be done on a
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virtual basis which again saves on
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employment costs and of course time uh
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to actually catalog these kinds of
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images so it's very useful technology
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like i said they seem to be first to
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market in this capacity
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but again profitability profile of the
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business overall you got to maintain uh
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growth as well as in my view at least a
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few quarters worth of consistent uh
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reported earnings it's got a couple of
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quarters of reported earnings in terms
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of top line sells about 30 percent but
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overall it's been a nice trend for the
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stock and it looks like it's going to
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continue the upside all right uh nice
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move today nine and a half percent more
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so 9.8
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big swing continuing here to the upside
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george
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nice follow on mr rose okay let's uh
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talk about golden ocean
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george uh this is a dry bulk shipping
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company so we went from like
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metaverse virtual
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to as like real
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salty
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earth and industry as you can find right
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golden ocean group dry bulk shipping
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yeah it's a norwegian you know from the
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earth if you will oj when it comes to
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what they ship commodities ores coals
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uh grains and fertilizers this is a core
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bread and butter basically uh real
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economy play when it comes down to
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shipping and we know that right now
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shipping companies have certainly
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economized all these cobia related
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business discontinuity in in supply
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chains and so it's a very strong
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business with strong momentum and
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pricing power right now
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the company itself pretty much owns its
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own fleet but it also charters uh
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anything from a backhaul business but
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also
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idle time when it comes to capacity
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carriage needs
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the stock is up 113 percent of the last
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year it's to be expected because it's a
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cyclical play there's no doubt but it
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does have strong business momentum as
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well as a very lean operation i mean
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this the company generates about a
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billion eight in sales
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uh and it only has about 38 employees so
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they use other third-party maintenance
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and service contractors
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to uh to service their fleets but it's a
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it's been a business that really
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right-sized its business uh from the
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get-go prior to kova they actually added
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four new vessels to their fleet and then
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then they essentially quadruple that to
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16 more
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uh in the last year or so so they're
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really again like i said
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capitalizing on on higher prices they're
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also generating some very substantive
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revenues i mean for q2 the revenues are
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about 130 on a year of your basis this
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last quarter which they recently
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reported they beat the expectations
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quite quite aggressively i mean they
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came in around 327 million dollars
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in sales for the quarter they were
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expected to have only about 200 million
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and that's still about 100 percent
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year-over-year growth but ebitda on a
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gap basis not not a non-gaap but on a
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gap basis they beat expectations by 36
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cents coming at 96 cents for the entire
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quarter
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so with that said if you annualize that
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you know that's close to
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about three three dollars and 86 cents
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worth of uh worth of ebitda and they did
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of course uh in their last report uh
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raised their dividend uh to about 86
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cents or 85 cents
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uh a share uh so they're very very uh
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shareholder conscious uh with a dividend
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yield of close to nine percent of total
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e but uh they do expect even out of
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growth to continue
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through at least q1 of 2020 based on
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guidance
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but uh i think right now if you look at
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the profit margins for the business
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they've expanded rapidly and that's
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because of the operating leverage i mean
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once you've got a fleet you have fixed
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capital and that fixed capital is going
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to cost you money regardless if you're
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shipping or not and once you start
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shipping and your services are in demand
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and prices rise
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and very low variable costs you get huge
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profit margins that's what you see in
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the shipping group and that's why you've
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seen the stock perform nicely over the
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last year it has been doing well over
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the last year it started to pull back
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this
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past couple months though however after
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today's rally 14
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on earnings too some potential maybe for
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a turnaround here but uh a definite uh
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must watch given the supply chain
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centric uh
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story here for this business that's
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super important right now and having
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companies that we can track uh to maybe
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benefit from some of this uh to some
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extent george last when he got gardens
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health uh we've mentioned this one
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before what's the latest here uh for
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this business
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you know it's it's an interesting
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business oj look it is a growth stock
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it's actually not performed all that
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well despite being up about 14 or so
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today it's actually down 16 on a
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year-to-day basis but it's a healthcare
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diagnostic and research company they
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basically provide
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diagnostic testing that are non-invasive
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so it doesn't utilize biopsies they use
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blood tests to actually detect
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things like lung cancer bladder cancer
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breast cancers ovarian cancers and and
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hopefully colorectal cancers i think
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this is one of their their their growth
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avenues but uh it's it's liquid-based
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like i said non-evasive and it's sort of
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in this uh in this area of diagnostics
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that's called precision medicines
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especially
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in the areas of oncology where taking
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biopsies are typically more evasive and
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kind of scary to say the least
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there are 14 analysts that cover the
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company with 160 price target and all of
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them have either a hold or a outperform
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rating in some degree there's no sell
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or underperform rating on the stock but
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the stock hasn't performed all that well
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in the last year so you know with with
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the move today i it kind of gauges my
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curiosity as to why but
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i did look at their last quarter revenue
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numbers in total they had a 27
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year-over-year growth rate but what i
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did notice and i think this is important
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for any diagnostic company especially
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those that are using genomic types of
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testing is clinical application and
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within their sales growth numbers of 27
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58
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growth was in clinical application
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versus about 30
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so odd percent growth in research and
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development so what i actually think is
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going on for the company
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oj in the last year is is that they had
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very very high r d expenses their their
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even on margins were quite uh terrible
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to say the least
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top line sales seem to be steadying and
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it may be a situation where this last
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year
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the company's uh profit losses if you
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will our loss-making
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uh business or portion of their business
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might be bottoming out because of the
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fact that they're getting more and more
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clinical application
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which again uh seems to be very very
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accretive to uh improving margins going
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forward and reducing r d expenses so
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it's one to watch it's not necessarily
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one that's uh maybe got some momentum
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going forward in the next you know you
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know few weeks or so but it might be a
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2022 play to certainly keep in mind it
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does have partners with amgen
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janssen pharma
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uh but again i what interested me in the
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in the move and based on the research i
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did did is is the application for uh for
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more clinical use they actually have
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about 13
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of the of the non-invasive blood-based
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testing for breast cancer and colorectal
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cancer is actually down the road
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for this business in which again uh it
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is seeking to get fda approval for it
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okay
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george
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really interesting context especially
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looks like it fits right with the chart
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down trending but now trying to bounce
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and find a bottom as that uh slower
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business
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you know kind of hits its trough uh
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perhaps so uh now becoming more of a
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growth potential story on a day where
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we've been talking about a lot of these
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uh potentially disruptive growth plays
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here's one for health care george thank
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you very much
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living up to the desk as always
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the overlooked stock master
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you
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