Compass Equity Research
Contributor since: 2017
IHS Markit: First Quarter Reaffirms The Bullish Arguments
FireEye: Staying Behind In All Metrics
SS&C Technologies: Still Attractive At Current Valuations
CME And Intercontinental Exchange: Playing The Volatility Game
Aptiv: Improved Industry Conditions Will Boost Growth
Paycom: Standing Out In All The Metrics
Keysight: The Long-Awaited Turning Point
Marvell: Diversification Is The Name Of The Game
Worldpay's Position Against Fiserv/First Data Deal
ServiceNow: Profitability Is Added To The Growth Story
Workday: Revenue Growth At The Cost Of Operating Margins
Xilinx: Best Positioned In The Industry
Salesforce's Position In The Industry
Adobe's Position In The Software Industry
Industry Report: Applications Software Transition To The Cloud
The SEC Ruling And Nasdaq's Q3 Results
Xilinx: Overcoming The Fears Of The Overheating Cycle
Paychex: Offering A Good Entry Point
Corning: Innovation Boosting Future Growth
Amphenol: Winning From A Series Of Secular Trends
Sabre Deserves A Higher Valuation
Microchip: An Undervalued Stock Offering Low Uncertainty
DXC Technology: Looking Beyond The Merger
Fortinet: Weighing The Bullish And Bearish Arguments
TE Connectivity: Capital Return Program Driven By A Strong FCF
Workday's Business Model Strengths And Risks
Qorvo: Strengths Apart From Its Apple Relationship
Cognizant: Bullish And Bearish Arguments
Autodesk: Reasons To Buy, And Risks
PTC's Opportunity In The IoT Market
Belden: The Shift In Its Market Segments
Avnet And Its Transformation Process Update