About Steven Adams
After earning a law degree cum laude with a focus on securities law, Steven worked as a Nasdaq market maker for a large broker dealer, and then as a trader for an arbitrage focused proprietary hedge fund.
He subsequently worked as a consultant for a Fortune 500 consulting firm serving both government and commercial clients, including the NYSE, Prudential, FDIC, and NASA.
Steven has founded a convertible arbitrage hedge fund, a strategic consulting firm, and now makes his home at StockWarrantsHQ.com. He is a regular contributor with Investors Alley.
Recent Articles By Steven Adams
This Stock's AI Revolutionizes File Management
If you follow AI, you know that literally everyday new applications taking advantage of the technology are released. But how many ways do you need AI to draw a picture of your dog before it gets boring (nothing against your dog). Investors need to find how AI is actually transforming companies and how they do business to take advantage of an AI boom. Dropbox is one of those companies that is using AI to take stodgy file management, and turn it into a trusted number two for project managers in all industries.
3 Consulting Giants Capitalizing on Government Spending
The “knowledge economy” is a hot topic right now, but it has existed in another format for a very long time. Consulting services are growing as knowledge becomes more and more niche and specialized, and governments and businesses alike are turning to outside knowledge for strategy, operations, and IT help in running their businesses and services. ICF International, CRA International, and Huron Consulting Group are three of the top companies organizations turn to when the need to outsource key functions becomes a necessity.
2 Internet Stocks Leveraging AI for Unprecedented Growth
AI is the overriding investment theme of 2023. Recent polls show that after AI, most of the top terms for investors in 2023 are almost all bond related…can you say inverted yield curve? But on the stock side of things AI has dominated all other news. And two companies that are taking advantage of the AI boom to make their customers happier, and thus their profits larger, are Wix.com and Perion Networks.
One Must Have Stock for Turbulent Times
As this election cycle kicks into high gear it is clear that two of the hot button issues are crime and safety, and geopolitical tension. Spending in this area is on the rise as large cities in the U.S. begin to address an ongoing problem, and as regional tensions turn from warm to hot. Cadre (CDRE) plays at the intersection of both issues, and is seeing excellent growth in its first responder and military focused markets.
This Stock May be the Next (Old School) GE
Anyone in Mergers and Acquisitions, apart from the bankers, will tell you that acquisitions are hard. You need to get everything right, the culture fit, the product fit, the marketing fit…the list is long, and one item being out of alignment can wreck what may have been a great marriage. But one company stands out as a master matchmaker, and Standex International (SXI) is making its mark as a first rate acquirer.
Fat Margins are NICE (NICE) in Troubled Times
This market requires flexibility both from investors and from the companies you invest in. When looking for companies that have the ability to be agile as higher interest rates and geopolitical tensions roil markets, keep a close eye on a company’s margins. Companies like NICE (NICE), that continue to grow and sport fat gross margins, have the ability to be nimble in the crosscurrents investors are facing today.
Electronics are Hot, Hot, Hot
Partially due to regulation, and partially to a frenzy around AI, both the EV and data center markets are on fire right now. And though there may seem to be little correlation between the two markets, they share something essential. That is an essential need to cool both large data centers that stretch on for acres, and an increasing number of electronics that must exist in the small confines of an EV. Modine (MOD), with its extensive experience in thermal management, has an answer for both.
These 2 Stocks are "Making" it in 3D Printing
3D printing went through a bubble, along with a number of “new” tech (EVs, anything “green”, etc.) in the recent SPAC bubble which burst in late 2021-early 2022. But the bubble is now over, and there has been a blossoming of M&A activity in the sector as valuations have come back into line with true growth prospects. Proto Labs (PRLB) and Materialise (MTLS) are our two most highly ranked companies in the sector, with both achieving scale and ready to focus on growth.
These 2 Stocks Can Deliver Holiday Cheer
As we pass through mid-October the holiday shopping season is rapidly approaching. It’s not too early to start thinking about stocks that will deliver a very happy holiday season, and these two should be at the top of your list. One is a holiday stalwart, Electronic Arts (EA), while the other, Build-a-Bear (BBW) has delivered phenomenal returns the past two years that I’m willing to wager flew under the radar of most investors.