Three Different Ways to Seek Profit in the Cloud (CLDR, IMTL, MDB)

Donna Fago - March 15, 2019

The cloud space has become perhaps the hottest big market segment for investors here in early 2019, and many folks are looking for some way to participate. In the following piece, we offer three different ways to get into this game: an undervalued name, an unknown name, and a surging momentum name.

In that order, those three stocks are: Cloudera Inc (NYSE:CLDR), Image Protect Inc (OTCMKTS:IMTL), and Mongodb Inc (NASDAQ:MDB).

Cloudera Inc (NYSE:CLDR) promulgates itself as a company that provides platform for machine learning and analytics in the United States, Europe, and Asia.

The stock got hit on Thursday following a hiccup in financial data in its quarterly report. But this likely has little impact on the long term picture and is more related to hurdles in assimilating its merger with HDP.

The company operates through two segments, Subscription and Services. Its platform delivers an integrated suite of capabilities for data management, machine learning, and analytics to customers for transforming their businesses.

The company provides Cloudera Enterprise Data Hub that allows companies to execute various analytic functions against a shared set of governed and secures data in public and private clouds, and data centers; Cloudera Data Science and Engineering enables users to streamline, simplify, and scale big data processing; Cloudera Operational DB that enables stream processing and real-time analytics on continuously changing data; Cloudera Analytic DB optimizes enterprise data warehouses; and Cloudera Essentials.

It also offers Cloudera Altus, a platform-as-a-service offering; Cloudera Data Science Workbench that enables self-service data science for the enterprise; Cloudera Fast Forward Labs, which delivers applied research in machine learning and artificial intelligence to its customers; and Cloudera SDX, a modular software framework that enables its customers to have a shared data experience. In addition, the company provides technical support, professional, and training services.

It serves corporate enterprises and public sector organizations primarily through its direct sales force. The company has a strategic partnership with Intel Corporation.

The stock has suffered a bit of late, with shares of CLDR taking a hit in recent action, down about -17% over the past week.

Cloudera Inc (NYSE:CLDR) pulled in sales of $118.2M in its last reported quarterly financials, representing top line growth of 25%. In addition, the company has a strong balance sheet, with cash levels far exceeding current liabilities ($389.7M against $295M).

Image Protect Inc (OTCMKTS:IMTL) promulgates itself as a company that focuses on building a community of visual artists to help defend against copyright infringement. Its tracking and recovery technology simplifies copyright protection by combining industry-leading software with a platform of visual artists and copyright experts.

This is our “unknown name”, and its worth a look.

The company’s Web application monitors the global Internet to seek and collect evidence for illegally used visual content; and its legal partners in North America, Europe, Asia, and Oceania ensure that clients receive appropriate compensation and recovering settlement fees when their work has been used without a valid license.

Image Protect finds millions of editorial websites using their client’s photos.

As an option to the standard DMCA takedown notice, IPShare™ generates a block of code that allows photos to be copied and pasted into any website – similar to code references on sites that embed Youtube or Vimeo content. It’s as simple as copying and pasting the embed code into the user’s website template, i.e., WordPress, Blogger, SquareSpace, Wix, etc.

The image is then instantly transformed into an online billboard, containing in-image advertising, hot links, social sharing and dynamic messaging. This is turning the traditional Copyright Infringement model into a cooperative relationship for both parties.

Moreover, Image Protect protects and monetizes creative works. By uniting technology with a team of copyright experts, the company ensures that content providers preserve the value of their digital assets. Its web application monitors the global Internet to seek and collect evidence for illegally used visual content. Then, its legal partners across North America, Europe, and Asia ensure that its clients receive appropriate compensation for work used without valid license.

IMTL has had a rough past week of trading action, with shares sinking something like -6% in that time. That said, chart support is nearby and we may be in the process of constructing a nice setup for some movement back the other way.

The company’s model could start to pique the interest of the market as the digital ad space is pointed aggressively in the right direction.

Mongodb Inc (NASDAQ:MDB) bills itself as a company that operates as a general purpose database platform worldwide.

The company offers MongoDB Enterprise Advanced, a subscription package for enterprise customers to run in the cloud, on-premise, or in a hybrid environment; MongoDB Atlas, a cloud-hosted database-as-a-service solution; and Community Server, a free-to-download version of its database, which includes the functionality that developers need to get started with MongoDB. It also provides professional services, such as consulting and training.

The company was formerly known as 10gen, Inc. and changed its name to MongoDB, Inc. in August 2013. MongoDB, Inc. was founded in 2007 and is headquartered in New York, New York.

The context for this announcement is a bit of a bid, with shares acting well over the past five days, up about 32% in that timeframe. Shares of the stock have powered higher over the past month, rallying roughly 33% in that time on strong overall action.

Mongodb Inc (NASDAQ:MDB) generated sales of $65M, according to information released in the company’s most recent quarterly financial report. That adds up to a sequential quarter-over-quarter growth rate of 13% on the top line. In addition, the company has a strong balance sheet, with cash levels far exceeding current liabilities ($522.2M against $172.3M).

Donna Fago

Donna Fago

I believe in writing content Informing investors with the knowledge they need to invest better today- I have been following the markets for many years and was asked to join the team at recently due to my passion for the markets.

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