What's a "Sean McVay" company/stock? A name that's like the Los Angeles Rams head coach, who at 33 is the youngest head coach ever to helm a squad in the Super Bowl. We're looking for a young upstart that has surprised everyone and has a bright future ahead of it.
Some may have been surprised when the Rams hired McVay in 2017 at the age of 30 after a stint as the offensive coordinator of Washington Redskins. However, he comes from the "coaching tree" of Super Bowl winning coach Jon Gruden and played wide receiver at Miami University (Ohio), the "Cradle of Coaches," also the alma mater of Super Bowl winners John Harbaugh and Weeb Ewbank.
So, which stock is the most like McVay? We asked four of our top columnists to weigh in.
Read on to see what names they chose. Also look for our columnists' picks on which stocks are most like Pats QB Tom Brady, New England Head Coach Bill Belichick and Rams star defensive tackle Aaron Donald:
Guilfoyle: Commerce as we know is about to be revolutionized, and Zuora is on the ground floor.
Think the Rams continue to improve? Think the Rams will be back, even if this is a last hurrah for the Patriots? Think the business cloud is still growing? Think the subscription economy might still be in its infancy? Perhaps commerce as we know it is about to be revolutionized, and Zuora is on the ground floor.
The stock has recovered very nicely from the post-expiration period lows after going public less than nine months ago. By the way, I gave you this name as my top pick of 2019. Oh, and in case you missed it, CEO Tien Tzuo is a regular kid from Brooklyn.
Marks: Like McVay, Okta hasn't been around for too long. But like the Rams' offense, its growth is staggering.
Jeff Marks, senior portfolio analyst of Jim Cramer's Action Alerts PLUS charitable portfolio and club for investors:
It's no secret that the Los Angeles Rams offense has been a juggernaut under Sean McVay. You want a cloud company with a bright future ahead of it? Take a look at Okta, Inc. (OKTA - Get Report) , a cloud-based enterprise software company that is a leader in identity management for other enterprises. Like McVay, Okta hasn't been around for too long. But like the Rams' offense, its growth is staggering. Just recently, the company announced that it has more than 100 million registered users and more than 5 million daily active users.
I also see similarities in the "coaching trees" of McVay and Okta CEO Todd McKinnon. In other words, both worked under and learned from some of the most innovative minds in their respective industries. Before becoming head coach of the Rams in 2017, McVay coached under two Super Bowl winning head coaches, Jon Gruden and Mike Shanahan. Before founding Okta in 2009, McKinnon served as the senior vice president of engineering at Salesforce.com (CRM - Get Report) , which was founded by visionary Marc Benioff.
Fima: The legal and regulatory environment around the world is quickly shifting in Canopy Growth's favor.
Zev Fima, research analyst with Jim Cramer's Action Alerts PLUS charitable portfolio and club for investors:
The young upstart with a bright future? I'll go with cannabis name Canopy Growth Corp. (CGC - Get Report) . While I realize the stock is up huge right now, I think it has a bright future for three key reasons.
On top of that, the legal and regulatory environment around the world is quickly shifting in Canopy's favor, so the industry will continue to grow in coming years with them leading the way, again thanks to the cash pile.
Perhaps most important, in addition to the cash, the fact that their big investor was Constellation means that a U.S. distribution infrastructure is already in place. That is a big advantage if, like me, you do believe that cannabis eventually becomes legal at the federal level. It means Canopy can hit the ground running and deliver to the entire nation. Anywhere in America that you can get a Corona, you'll also be able to get some type of cannabis-based Canopy Growth product.
The management team at Constellation have a strong record of M&A and if they are going to back Canopy in this race, then that's the one I'm betting on for the long-term
Curran: Alteryx stock has had a similar trajectory to McVay's coaching career.
Kevin Curran, reporter at Real Money, our premium site for active traders:
Sean McVay stepped up to the head coaching job in LA as a young upstart in a league of established names. At just 30 years old, he was by far the youngest coach in the league and was tasked with taking over a team that had recently moved into one of the biggest sports markets in America. The spotlight was intense.
Also in California, Alteryx, Inc. (AYX - Get Report) was readying an IPO to compete with established cloud kings such as Salesforce.com and old standbys like IBM (IBM - Get Report) . The pressure was on to prove itself.
Yet both did just that. McVay took a team that had a 4-12 record under Jeff Fisher and in two short years more than tripled the win total to 13 in the regular season and is headed to play arguably the best coach ever in Bill Belichick.
Alteryx, in a similar trajectory, has gone from an IPO expectation at $14 per share to over $71 per share to close January 2019, marking a more than 400% return for investors.
The comparison, in my opinion, as a Patriots fan, continues in that both may need to cool off a bit before they really run in the future. But that future is nonetheless bright.
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