TNE has been on our radar for a few months as it pulls back from its early June high, demand for their enterprise software solutions has remained very strong, and much like our thesis to own Microsoft, TNE is a major beneficiary of the growing digital transition as companies/Governments upgrade legacy IT footprints – TNE’s next scheduled report is in November.
- We like the risk/reward toward TNE after its -13.7% correction.
MM is bullish TNE as it approaches $14
Add To Hit List
