Tag: SSNC

For Stock Returns, Look Where Others Are Not

For Stock Returns, Look Where Others Are Not

Small cap equities and international equities are generally good places for investors to begin their work of finding undervalued companies. In this age of ultra-low interest rates and overvalued assets it makes sense for public company investors to look for value in areas of the market that receive less investor attention than sectors that garner … Continue reading For Stock Returns, Look Where Others Are Not

The Baby Will Get Thrown Out With The Bath Water

The Baby Will Get Thrown Out With The Bath Water

The Federal Reserve will pursue some combination of modest interest rate hikes and potentially shrinking of its balance sheet / Quantitative Tightening in the coming weeks and months. The Fed's "Too Little, Too Late" monetary policy will do little to curb inflation. However, the Fed's modest tightening will likely continue to drive Equities lower - … Continue reading The Baby Will Get Thrown Out With The Bath Water

AWS, Azure & Google Cloud Alternatives

AWS, Azure & Google Cloud Alternatives

Corporate customers ought to think about diversifying beyond AWS, Azure and Google Cloud for cloud storage and embedded capabilities such as AI/ML/NLP and more. Sure, there is Oracle, Alibaba and others. Yet it would seem now may be the time for Industry-focused players to offer cloud services alternatives. Tickers mentioned: AMZN, BABA, FIS, GOOG, MSFT, … Continue reading AWS, Azure & Google Cloud Alternatives

CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech

CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech

We have taken a different approach to our CEORater Technology CEOs of the Year selection process in 2021. No longer do we call out “Payments” as a separate category given that some of the largest payments flow occurs inside of Technology giants such as Apple and Amazon. We now have three categories: 1.) FinTech; 2.) … Continue reading CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech

Low Multiple, Cash Flow-Rich Technology Names Are Safest Bet In Inflation Age

Low Multiple, Cash Flow-Rich Technology Names Are Safest Bet In Inflation Age

Low multiple, cash flow-rich Technology names such as IBM (tkr: IBM), Oracle (tkr: ORCL) and SS&C Technologies (tkr: SSNC) are well positioned for an Equity Market that will likley prove bumpy in 2022 as the Fed tightens. We expect CPI figures in the 5-6% range throughout 2022 and 4-5% in 2023 as a result of … Continue reading Low Multiple, Cash Flow-Rich Technology Names Are Safest Bet In Inflation Age

RPA M&A: SS&C and Blue Prism

RPA M&A: SS&C and Blue Prism

SS&C Technologies' (tkr: SSNC) preliminary approach about a potential offer for U.K.-based RPA ("Robotic Process Automation"), firm Blue Prism is detailed below. Read Blue Prism's deal press release HERE.SS&C's proposal values Blue Prism at approximately $1.6 billion. Blue Prism generated recurring revenue of approximately 154 million GBP in FY'20. Read Blue Prism's 1H 2021 investor … Continue reading RPA M&A: SS&C and Blue Prism

Cash Rich Stocks & Other Ideas To Hedge Inflation

Cash Rich Stocks & Other Ideas To Hedge Inflation

Hate to say we told you so, but this inflation train is moving into high gear and will remain strong throughout 2022, particularly as higher home rental prices start to flow through the Fed's home rental price surveys. Our view is that the Fed will be forced to accelerate its tapering effort to perhaps conclude … Continue reading Cash Rich Stocks & Other Ideas To Hedge Inflation

Technology Platform Companies Include More Than The Usual Suspects

Technology Platform Companies Include More Than The Usual Suspects

Technology platform companies include more than Alphabet, Amazon, Apple, Facebook and Microsoft. We contemplate a few FinTech platform companies below. PayPal (ticker: PYPL): A "Payments" platform company that re-invented itself by acquiring another payments company - Venmo - that was built on top of another platform company - Facebook. The architect that drove PYPL's strategy … Continue reading Technology Platform Companies Include More Than The Usual Suspects

Leveraging Alternative Assets To Increase Yield

Leveraging Alternative Assets To Increase Yield

Insurance company CIOs continue to use Alternative Assets to increase yield in this ultra-low interest rate environment. KKR Asset Management's Insurance CIO survey found similar results (chart below) to our recent TEK2day Spotlight report on the insurance industry which may be accessed HERE. We expect that the heavy use of Alternative Assets in the pursuit … Continue reading Leveraging Alternative Assets To Increase Yield

TEK2day Podcast Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies

TEK2day Podcast Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies

We published our TEK2day Spotlight report - The Evolving Insurance Industry - a few weeks ago. We hosted a follow-up podcast episode with two of the SS&C Technologies (ticker: SSNC), executives that were involved with that effort. You may view the video podcast at the YouTube link below. If any difficulties, simply visit CEORater's YouTube … Continue reading TEK2day Podcast Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies