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Paycom: Despite near-term challenges, poised for strong annual revenue growth

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Profile picture of Tamas Sandor

I am a full-time investor focused on high-quality, growth companies. One of my other major areas is stocks with high initial dividends and low valuations. I regularly use the EVA framework in addition to normal accounting metrics. I try to have a balance in my portfolio between dividend paying stocks and stocks with high growth but lower dividend payments. Overall, I have 8 years of experience investing in stocks and fortunately have had more good investments than bad since I started doing this. I also keep companies in the portfolio that do not pay dividends at all, but have great potential to grow well and even pay dividends later.

Analyst Disclosure: We do not/have any equity, option or similar derivative positions in any of the companies mentioned and do not intend to initiate such positions in the next 72 hours. I wrote this article myself and it expresses my own opinions. I receive no compensation for this (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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