Updated: New Relic Downgrade May Offer Entry Point

New Relic has become a bit frothy in the short term. But our price target remains the same as before.

Uncommon Idea: Safeguarding URLs and Emails Mimecast MIME

This company is best-in-class in offering protection for URLs and emails from hackers and its products are relatively inexpensive. Shares are in a good trading channel at the moment. Also, check out which three of our picks are up more than 20% since our July 5 launch.

Update: Time to Reduce the AAOI Position

A preannouncement of bullish numbers is great news. But it is time to take some money off the table for this name and look to buy back on a retracement.

Uncommon Idea: Thwarting Cyber Threats Varonis VRNS

Cyber security is a problem for all companies and with the impending rollout of the EU’s General Data Protection Regulations the European market is about to open up for any company positioned to provide over-the-counter cyber-security solutions. Our next pick is a market leader in cyber security and a leader in this exciting growth market.

Uncommon Idea: Smart-Home Technology Control4 CTRL

This stock pick is a smart-home business is in its infancy, so there are huge opportunities for its early significant market share in the sector. Getting into a small-cap growth stock like this early on can reap serious rewards.

Uncommon Idea: Cloud-Based Home Security Alarm.com ALRM

Our pick provides cloud-based software platform solutions for smart homes and businesses. It’s profitable, growing earnings and has sales in the double-digits and holds no debt.

Uncommon Idea: Heart Healthy Medical Devices Abiomed ABMD

Heart failure and coronary disease are the number one causes of death in the United States. This stock is the clear market leader for heart failure patients in need of high-risk heart procedures.

Uncommon Idea: Cloud-Based Human Capital Management Paycom PAYC

This stock screams growth and high margins, but unlike other small-cap growth names, it can significantly benefit from a rising interest rate environment.

Uncommon Idea: Cloud-Based Pharma Regulation Veeva VEEV

The Uncommon Idea in Brief Buy Veeva Systems (VEEV) stock for the long term. (Published July 5, 2017) Build a long position between $48 and $52. Add aggressively on a breakout over $52. The Industry Opportunity Meet the compliant cloud. Companies that are highly regulated require cloud platforms customized to meet compliance needs. The Compliant

Uncommon Idea: Medical Robotics Mazor MZOR

This company not only has to prove its robotics is safe, but convinced medical facilities to sink large initial investments to use them. Based on the past several quarters of revenue, it’s been successful.