RE:RE:RE:Lots of buying at TD today@Marketwatch22
Looking at trading since the Q1 results were issued, with the stock registering close to oversold territory pretty much steadily since the third week of June, which hasn't been the usual trading pattern looking over the past three years, I'm seeing a lot more upside than downside potential.
Along with all the positive strategy, product and organizational news that has come out of the company over the past year and the fact that it continues to return above average results compared to it's industry, I'm also expecting a few other developments in the next months that will help it consolidate it's market leadership position continue on that trend.
In no particular order, and this isn't an exhaustive list, what I see is:
- The opening of the new Plano, TX manufacturing facility, which will bring with it a doubling of the company's production capacity and the abilty to bid on large U.S. contracts it hasn't had access to in the past or giving it a hedge over competitors who don't manufacture in the U.S. in due to made U.S.A requirements.
- Continued integration of advance self-learning analytics into its product line to give them an even bigger hedge against the competition on that front, as well as other product improvements/new product releases..
- Deeper penetration into targeted verticals, such as transportation, retail and healthcare, which have been the focus of he recent ForbesVoive articles, with innovative solutions that provide customers with for improved efficiency and leveraging security investments into other areas.
- Additional revenue generated from licencing of its patent portfolio. The company might also consider using its moat to try and eliminate competitive threats and lock others out of the market through other legal means.
- Release of a ACC 6, including further product integration and allowing for increased software revenue. ACC 5 was released 3 years ago in September 2012 and they are already on the 6th major update.
- Launch of a a cloud based aaS offering allowing for increased penetration into more cost sensitive pockets of the markets where potential customers would prefer a monthly fee plan as opposed to outright purchase of software and required hardware.
- Cross-listing on a major U.S. exchange.
- Potential for additional accretive acquisitions into areas where that would improve it's competitive position.