Twilio Posts Double-Digit Revenue Growth

Twilio Posts Double-Digit Revenue Growth

An expanding customer base, cost reductions and focus on AI integration make Twilio’s stock even more attractive. The company’s strategic moves to address activist pressure and improve profitability, combined with its potential for further growth in dynamic markets, suggest a positive outlook for the future.

The… Read More

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DYE & DURHAM LTD. $18 is a hold. The company (Toronto symbol DND, Manufacturing & Industry sector; Shares outstanding: 66.9 million; Market cap: $1.2 billion; Dividend yield: 0.4%; Takeover Target Rating: Medium; www.dyedurham.com) is a cloud-based software provider for legal and business professionals.
On July 17, 2020, Dye & Durham… Read More

High R&D spending keeps them on top

PagerDuty and Twilio were well positioned to gain during the pandemic, but since early 2021 they have dropped along with many other tech/platform stocks. Still, we think both have room to rebound as their services continue to experience strong and growing demand. Both are buys.
PAGERDUTY… Read More

Spinoffs & Takeovers Hotline – Friday, June 21, 2024

BIRD CONSTRUCTION INC., $24.97, symbol BDT on Toronto, is a Toronto-based construction company that provides contracting services to various commercial, institutional, retail, residential, water, energy, and civil sectors. It operates in all Canadian provinces.

Bird announced on June 10, 2024, that it’s acquiring Jacob Bros Construction… Read More