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3 Small Caps With Big Upside
Today, Kate’s guest is Randy Baron, portfolio manager at Pinnacle Associates. The three stocks Randy discusses today have small market capitalizations. In a market pullback, small stocks get hit first but are also the ones that do best in a new rally.
-Amyris is in the synthetic biology space.
-How Amyris is leveraging the consumer business to attract enterprise customers to license the technologies
-Its consumer products are based upon a molecule called hemisqualene
-Why Randy believes Amyris could double revenue beyond what analysts are expecting and why he sees the stock price rising in the next 18 months to two years
-What value Randy sees in a small U.K.-based healthcare stock called Renalytix that addresses the issue of chronic disease
-The biggest companies in the dialysis space are DaVita (DVA) and Fresenius (FMS), but Renalytix offers another approach to treating kidney disease before the late stages
-Why Randy sees potential in another small British company, WANdisco, which is available over the counter to U.S. investors
-WANdisco owns the algorithm that allows live data migration to the cloud
-This algorithm can be used by big end users globally, including Microsoft, Google or Alibaba.
-In May, WANdisco announced the largest contract in the history of the company. The stock began a big move.
-Why Randy says consensus estimates for WANdisco revenue is too low
-Why Randy believes being listed in the U.K. has impeded WANdisco’s ability to grow
Stocks mentioned in this episode:
Amyris (NASDAQ: AMRS)
Renalytix (NASDAQ: RNLX)
WANdisco (OTCMKTS:WANSF)
The video Randy refers to, to learn more about Amyris’ plant in Brazil:
https://www.youtube.com/watch?v=6PwR8hxR3QA
How to learn more about Randy and Pinnacle:
https://www.pinnacle-associates.com/media-center
Links mentioned in this episode:
https://www.marketbeat.com
This podcast is hosted by ZenCast.fm
View all episodes
By MarketBeat.comToday, Kate’s guest is Randy Baron, portfolio manager at Pinnacle Associates. The three stocks Randy discusses today have small market capitalizations. In a market pullback, small stocks get hit first but are also the ones that do best in a new rally.
-Amyris is in the synthetic biology space.
-How Amyris is leveraging the consumer business to attract enterprise customers to license the technologies
-Its consumer products are based upon a molecule called hemisqualene
-Why Randy believes Amyris could double revenue beyond what analysts are expecting and why he sees the stock price rising in the next 18 months to two years
-What value Randy sees in a small U.K.-based healthcare stock called Renalytix that addresses the issue of chronic disease
-The biggest companies in the dialysis space are DaVita (DVA) and Fresenius (FMS), but Renalytix offers another approach to treating kidney disease before the late stages
-Why Randy sees potential in another small British company, WANdisco, which is available over the counter to U.S. investors
-WANdisco owns the algorithm that allows live data migration to the cloud
-This algorithm can be used by big end users globally, including Microsoft, Google or Alibaba.
-In May, WANdisco announced the largest contract in the history of the company. The stock began a big move.
-Why Randy says consensus estimates for WANdisco revenue is too low
-Why Randy believes being listed in the U.K. has impeded WANdisco’s ability to grow
Stocks mentioned in this episode:
Amyris (NASDAQ: AMRS)
Renalytix (NASDAQ: RNLX)
WANdisco (OTCMKTS:WANSF)
The video Randy refers to, to learn more about Amyris’ plant in Brazil:
https://www.youtube.com/watch?v=6PwR8hxR3QA
How to learn more about Randy and Pinnacle:
https://www.pinnacle-associates.com/media-center
Links mentioned in this episode:
https://www.marketbeat.com
This podcast is hosted by ZenCast.fm