I wanted to share this idea below as the stock is starting to wake up as we move towards JP Morgan.
SMLR is my top idea for 2020 and my largest holding. A very good writeup from shareholder NYC hedge-fund GCI Partners is attached here and I have permission to forward it.
I think SMLR shares offer a unique opportunity for two reasons:
1) SMLR has an incredible business model (98% recurring revs, 90% GM, very low penetration rates, no capex needs, huge incremental margins, big FCF). The company is firing on all cylinders right now (recent 3Q results saw accelerating growth of +60% yoy and profits up +110%) and there is ample evidence from leading indicators that indicated business trends should remain outstanding
2) Despite SMLR printing consistently strong results, the shares didn’t move much in 2019 and have been more or less range bound, despite the market for fast growth healthcare names and high quality business models having been exceptionally strong. I believe this is mainly due to the fact the CEO had a stroke in June, and the resulting fear and lack of communication scared away some shareholders and kept potential new ones away. I believe this dynamic is set to reverse and that in 2020 the shares can benefit from simple catch-up off 2019 results and continued strength in 2020 #s. There was no cc for 2Q (results were notable), but there was a cc for 3Q in Nov and next wk the CEO will actually attend the big JP Morgan Healthcare conference (w packed 3-day meeting schedule), so there is a major inflection in communications in place right now- which while I don’t usually care so much about, I think makes a big difference in this case given the circumstances.
The GCI Partners writeup is attached, and fleshes out a lot of the themes I have discussed above while also giving good color on different strains of independent research and leading indicators at the customer level, the hiring level and in the cash flow statement along with some impressive valuation analysis. It’s definitely a worthwhile read. Let me know if you would like an introduction to the company- I am not the IR rep, but I have a solid relationship w the CEO.
Name on “Flop Wall” for 18 hole course • Name promoted during the 1 hour LPGA clinic prior to
shotgun start • Name Promoted on the 18 hole course via LPGA pro wearing company logo/branding
at the “Challenge the LPGA Drive Competition” • LPGA pro wearing company logo/branding as she
golfs one hole with 18 of the teams/18 holes) • EMCEE announcement • Banner Listing during
registration • Banner Listing during dinner
As Brett Maas content team we get to see some of the really generous and nice things Brett does to give back. One of them is when he received and email from a friend and it states…
Once again, I am asking for your help. For the seventh year in a row, I am riding in the Trek 100, a Ride for Hope.
Please consider joining the fight against childhood cancer and related blood disorders. I am riding in the Trek 100 Ride for Hope which supports the MACC Fund. This is a ride truly for hope. Proceeds from this ride will help support critical research efforts in the search for new cures and in the eradication of childhood cancer and related blood disorders. The overall cure rate stands at 80%, but with your help, we will get to 100% — one pedal at a time.
Sam, my son, was diagnosed with osteosarcoma in January 2009. Because of the efforts of the MACC Fund, the survival rate for Sam has increased to 80% from 15% when the MACC Fund began over 30 years ago.
Needless to say Brett was quick to help support a friend, his son, and a great cause. Also, if you read this and they are still raising money to help cure childhood cancer you can donate here.
Just stumbled upon this great video on YouTube and Grant Cardone talks about how using the new live streaming apps Periscope and Meerkat can help you get attention and in turn sell more. The first thing you need before you sell anything is someone’s attention.
Check out the video for more information on how to get attention and thanks for reading my blog, Brett Maas
WASHINGTON (AP) — A 19-year-old pickup truck driver involved in a deadly highway pileup in Missouri last year sent or received 11 texts in the 11 minutes immediately before the accident, federal investigators said Tuesday.
The driver sent six texts and received five texts, with the last text just before his pickup traveling at 55 mph crashed into the back of a tractor truck, beginning a chain collision. The pickup was rear-ended by a school bus, which in turn was rammed by a second school bus.
The pickup driver and a 15-year-old student on one of the school buses were killed. Thirty-eight other people were injured in the Aug. 5, 2010, accident near Gray Summit, Mo.
Data I/O Corporation DAIO +2.33% , the leading provider of manual and automated device programming systems, today announced that it has scheduled a conference call to discuss financial results for the third quarter of 2011, the period ended September 30, 2011, on Thursday, October 20, 2011. Management will hold the conference call at 2 p.m. Pacific Time/5 p.m. Eastern Time. Data I/O Corporation will release the company’s financial results after the market closes that same day.
To listen to the conference call, please dial (877) 941-2934. A taped replay will be made available approximately one hour after the conclusion of the call and will remain available for one week. To access the replay, please dial in the USA (800) 475-6701, or International (320) 365-3844, access code: 220446. The conference call will also be simultaneously webcast over the Internet; visit the News and Events section of the Data I/O Corporation website at http://www.dataio.com to access the call from the site. This webcast will be recorded and available for replay on the Data I/O Corporation website approximately one hour after the conclusion of the conference call.
Read More here – http://www.marketwatch.com/story/data-io-corporation-to-announce-third-quarter-2011-financial-results-october-20-2011-2011-10-12
For IR Questions:
WOODLAND HILLS, Calif., Oct 13, 2011 (BUSINESS WIRE) — One of the leading networks of forum communities on the Internet, CrowdGather CRWG 0.00% , today announced that it will be presenting at the Singular Research sixth annual “Best of the Uncovereds” Conference on Wednesday, October 26th in Los Angeles.
Sanjay Sabnani, chairman and chief executive officer of the Company, is scheduled to present at 11 a.m. ET (8 a.m. PDT). The Company will also provide a live webcast of this presentation at http://www.singularresearch.com .
During the remainder of the day, CrowdGather management will meet with investors during a series of one-on-one breakout meetings at the conference. Interested parties should contact Singular to schedule a meeting.
The conference is being held at the Luxe Sunset Boulevard Hotel in Los Angeles.
To Read More Visit – http://www.marketwatch.com/story/crowdgather-inc-to-present-at-sixth-annual-singular-research-best-of-the-uncovereds-conference-october-26-2011-2011-10-13
For IR questions:
Brett Maas, Managing Partner
On September 12th, the Sons of Arizona delivered items from its School Supply Drive to Sheryl Rednor, principal at Supai Middle School. Not only did they deliver a stockpile of the basic items, including 313 dozen pencils, 700 spiral notebooks and 181 packages of 3X5 cards, the organization was also able to accommodate and deliver a large amount of “wish list” items that were requested directly from the teachers and faculty , including 25 scientific calculators, 100 three ring binders, socks and underwear. Due to a generous donor, the Sons of Arizona was even able to provide Supai with an iPod touch for one of the education award programs. “This has been a great experience for us, and we look forward to future opportunities to support the children of the community,” said Grant MacKenzie, Jr., president of Sons of Arizona.
The Sons of Arizona was founded in June of 2011 by a group of 11 Scottsdale and Phoenix locals for the benefit of children in our local communities. Their efforts are focused on inspiring local children, helping local school systems, charities, not- for -profit organizations and individual kids who just need a little boost to get them where they need to be! The members of Sons of Arizona includes 11 local business owners, teachers and executives including President Grant MacKenzie, Matt Blanton, Joshua Glennie, Jake Flesner, Jacob Chapman, Brendon Sarracino, Brett Maas, Jason Blechmann, Ryan Kohnke, Travis Chapman and Mark Colletti.
Purveyor of all things electric, automaker Tesla has asked the federal government for yet another loan to get its Model S electric sports sedan off the ground and into production.
Tesla secured a $465 million loan in 2009 from the U.S. Department of Energy to build its Palo Alto, Calif. headquarters and refurbish the former General Motors-Toyota NUMMI joint-venture plant in Fremont, Calif. Tesla recently asked for an undisclosed loan figure from the federal government to shore up its production abilities.
The electric car startup has publicized that its initial loan helped generate 1000 new jobs. Details have not been mentioned on what the new loan would go toward specifically.
Meanwhile, House Republicans have introduced the idea of cutting President Barack Obama’s green jobs bill — a program that fostered the original loan Tesla received. Because of the massive sweeps to reduce the $17 trillion debt load carried by the U.S., there’s a very real possibility it could happen. Such a cut could halt Tesla’s working capital, putting the company in jeopardy or forcing it to find greener pastures for financing.