Time to Top Up!, page-46

BP still positive on IRI:

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"ANALYST STOCK PICKS FOR FY19.
Our analysts share their outlook and top stock picks.
July 2018

Integrated Research (IRI)
Integrated Research is a software company that has one key product – called Prognosis – which monitors the performance of a customer’s network. The company has many of the attributes we look for in a tech company: global presence, leading market position, high quality customers, large recurring revenue, long history, barriers to entry, strong balance sheet and good management. The share price has recently fallen on no new news but some apparent concern on the growth outlook. We, however, believe the stock can continue to deliver strong double digit EPS growth over the medium term and so see good value in the stock at present on an FY19 PE ratio of c.21x.
BUY, PT $4.15"

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