Top 2020 Healthcare Medical Device Stock Idea (Ticker: SMLR)

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 rangebound, 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.

After a period of consolidation, I feel like the shares are ready to break-out and then through 2020 make consistently new highs if SMLR contuse to execute and beat the estimates as they have been.

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.

Brett Maas & Hayden IR Become BackSwing Golf Sponsor and Give Back!

On April, 28th 2017 at Talking Stick Resort by Top Golf Scottsdale Brett Maas and Hayden IR a Nationally Recognized Top IR Firm is contributing over $5,000 as a Backswing Sponsor benefiting Kitchen on the Street and the Boys & Girls Clubs.

Brett Maas is a firm believer in giving back and helping the local community he lives or works in. You can find more Charity information at his Charity site here.

The sponsorship includes: (link)

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

2017 charity tournament

Brett Maas believes in Giving Back

giving backAs 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.

Iveda Retains Hayden IR to Execute Comprehensive Investor Relations Program

79668_Iveda_whitebackgroundMESA, ARIZ. — (Marketwired) — 04/14/15 — Iveda® (OTCQB: IVDA), enabler of cloud video surveillance through licensing the Sentir™ platform, announced today that it has retained Hayden IR, a national investor relations consulting firm, to provide guidance and execute a strategic investor relations campaign designed to increase awareness and enhance shareholder value.

“Global demand for cloud video surveillance is rapidly increasing,” stated David Ly, chairman and CEO of Iveda. “With our cost-effective cloud-based Sentir™ platform and accompanying ‘plug and play’ ZEE® cameras, we have developed a solution that can be easily deployed in any location that has access to the Internet. Over the coming months, we expect to see expanding business volumes as we work with our telecom customers across the globe to support the needs of their end-users. As a result of market opportunity now available to us, we have retained Hayden IR to help us build shareholder value by developing a comprehensive program that expands our visibility within the investment community.”

Brett Maas, Managing Partner of Hayden IR, added, “We are very excited about the opportunity Iveda has created and its growing presence in the rapidly expanding cloud-based video surveillance space. Iveda has built a product offering that generates a monthly recurring revenue stream from Sentir licensing that — combined with camera hardware sales — can scale rapidly with just a handful of initial telecom partners. We look forward to helping Iveda increase its presence within the investment community, and we believe the company has positioned itself to take best advantage of the expanding market opportunity in this nascent space.”

Iveda and ZEE are registered trademarks of Iveda Solutions, Inc. Sentir is a trademark of Iveda Solutions, Inc.

About Hayden IR
With offices in New York, Phoenix, Minneapolis and Seattle, Hayden IR provides a comprehensive range of investor relations services to a growing list of clients. For more than a decade, Hayden IR has been a recognized leader in driving market recognition and creating sustainable competitive advantages for more than 100 micro- and small-cap companies. Hayden delivers expertise and professionalism in such areas as investor management, relationship building, awareness campaigns, online presence and corporate identity. For more information, contact Brett Maas at (646) 536-7331.

About Iveda
Iveda® (OTCQB: IVDA) enables cloud video surveillance via its Sentir™ Software as a Service (SaaS) video management platform, utilizing proprietary video streaming and Big Data storage technology. Iveda enables a recurring revenue model by licensing Sentir to service providers for plug-and-play cloud video offering to their customers. Iveda has a SAFETY Act Designation from the Department of Homeland Security as a Qualified Anti-Terrorism Technology Provider. Iveda is headquartered in Mesa, Arizona with a subsidiary in Taiwan. Iveda is publicly traded under the ticker symbol “IVDA.” For more information call (800) 385-8616 or visit www.iveda.com. To follow Iveda visit www.facebook.com/ivedasolutions,www.twitter.com/ivedasolutions or www.linkedin.com/company/iveda-solutions.

This release includes forward-looking statements. Actual results may vary materially from those expected. Iveda’s business is subject to significant risks and uncertainties described more thoroughly in the Company’s SEC filings, including but not limited to its report on Form 10-K for the year ended December 31, 2014. All forward-looking statements made herein are qualified by such risk factors, and readers are advised to consider such factors carefully. Iveda undertakes no obligation to revise these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.

Media Contact:
Iveda
Luz A. Berg
Chief Marketing Officer
480 307-8700
lberg@iveda.com

Investor Relations Contact:
Hayden IR
Brett Maas
Managing Partner
646 536 7331
brett@haydenir.com

Hat Tip: MarketWire

Yahoo! to Acquire interclick

Acquisition Extends Yahoo!’s Audience Targeting Capabilities and Premium Content Supply

InterclickBy Himank Sharma

(Reuters) – Yahoo Inc will pay $270 million for interclick inc as it tries to revive its ailing online advertising business, even as the search and advertising giant continues to scout for potential bidders.

Sunnyvale, California-based Yahoo is paying $9 per share, or about a 22 percent premium, for the online advertising technology firm.

Yahoo shares slid 5 percent in morning trade on Nasdaq.

Yahoo, plagued by stagnating growth in its U.S. business and a rift with key Chinese partner Alibaba, had fired its chief executive in September and has been exploring strategic alternatives — including a potential sale.

“Yahoo does not have much leverage right now, they got no CEO, everyone knows they are up for sale … so how much pricing power does that give them? (with potential buyers),” BGC Partners analyst Colin Gillis said.

Among the parties interested in Yahoo are private equity firms Silver Lake, TPG Capital, Bain Capital, Blackstone, Kohlberg Kravis Roberts, Providence Equity Partners, Hellman & Friedman, Carlyle Group, and Russian technology investment firm DST Global, apart from rivals Microsoft Corp and Google Inc.

“It’s not a transformational acquisition, but it helps Yahoo in a market they are not strong in … they have to take some steps to keep pushing forward.”

Interclick, with annual revenue of about $102 million, helps advertisers identify online target audience through its open segment manager analytics platform.

Yahoo said it expects to use interclick’s offerings for its own display advertising business.

The crowded advertising technology sector is dominated by a slew of small players and start-ups but has seen some of the biggest deals over the years. Google bought DoubleClick, in 2007 for $3.1 billion while eBay acquired GSI Commerce for $2.4 billion earlier this year.

GCA Savvian Advisors LLC acted as the lead financial adviser to interclick in connection with the transaction.

Yahoo shares fell to $14.04 in morning trade On Monday.

Shares of interclick soared 21 percent to $8.94. (Reporting by Himank Sharma in Bangalore; Editing by Joyjeet Das and Gopakumar Warrier)

Read the story here 


Yahoo! Contact Information

Media Contact:

Dana Lengkeek

415-994-4008

danal@yahoo-inc.com

 

Investor Contact:

Cathy La Rocca

408-349-5188
cathy@yahoo-inc.com

 

interclick Contact Information

Media Contact:

Siobhan Aalders

Ogilvy New York

siobhan.aalders@ogilvy.com

212-880-5341

 

Investor Contact:

Brett Maas

Hayden IR

(646) 536-7331

brett@haydenir.com

Twitter Integration Coming to iOS 5 and Apple iPhone

Hat Tip: Mashable.com

Apple will be deeply integrating Twitter across iOS 5, the next major version of its OS for the iPhone, iPad and iPod touch.

Twitter integration was one of the rumored announcements leading up to WWDC, and Apple has delivered.

Users can associate a Twitter account in the iOS settings and other apps will automatically gain access to Twitter integration using the app, which means users no longer have to log in or manually add an account each time. Moreover, apps like Mail, Contacts, YouTube and Camera will all have extensive levels of Twitter integration.

Connect with me:

Brett Maas Blog, Brett Maas Twitter, Brett Maas Facebook

 

Unemployment falls in three-quarters of US cities

Noticed some good news today from the markets on Yahoo.com

Unemployment rates are falling in most metro areas across the country, suggesting that recent nationwide gains in hiring are widespread and not limited to a few healthy regions.

More than three-quarters of the nation’s 372 largest metro areas reported lower unemployment rates in February than the previous month, the Labor Department said Wednesday. That’s the most to report a decline since September.

And more than 300 areas added jobs in February compared to the previous month. That’s a much better showing than January, when most metro areas lost jobs.

The gains “are definitely becoming a lot more broad-based,” said Marisa DiNatale, a regional economist at Moody’s Analytics.

The metro areas that posted the biggest job gains in February, compared with the previous month, were: Los Angeles-Long Beach, with a gain of 53,600; New York City-Northern New Jersey, a gain of 18,500; and Miami-Fort Lauderdale, up 16,800.

Many big cities also saw steep drops in unemployment from January to February. The rate dropped from 9.3 percent to 8.8 percent in Phoenix; from 7.3 percent to 6.9 percent in the Austin, Texas metro area; and from 11.5 percent to 10.6 percent in Jacksonville, Fla.

Connect with me on  – Brett Maas Twitter – Brett Maas Linkedin