In his April report, he covered a lot on AI and then gave info on 4 of his recommendations, one of which was CTS. GLTA
Converge (CTS)
Converge sells equipment to you like NVIDIA chips, offers services
like IBM Watson, provides the necessary services to get you up and
running, and maintains this infrastructure.
They are executing on the massive amount of capital being spent on
technology upgrades, AI being part of that. For these businesses that
want to implement new technologies, they need to buy from a
provider plus then employ a service provider to come in and install,
implement, and bring to fruition. Converge offers both sides of this
equation and as their service business expands so do their margins.
The stock is still trading extremely cheap, with very strong organic
growth and impressive free cashflow.