Weekly Update 29

Let's look at a few interesting stocks..

PaySign (PAYS)

• It was our third buy candidate for FY26

• Our latest update in May (with a strong buy under $6 issued), we just made that article free, so it’s accessible to all.

• We bought it at the end of February 2026 for $3.17 for our SA Investment Group and added in May at $5.65.

• The shares are no longer cheap, but not overvalued either. We would wait for a pullback, but the rally still has legs.

AEVEX (AVEX)

• Our Primer

• Our latest post (June 25)

• The company entered the Russell 2000 and won a $15M contract extension

• We think the shares can still be bought at $17, they did a financing at $27 earlier this month.

Usio (USIO)

• Our Primer (June 2026)

• Our latest article (June 24, 2026)

  

• We bought at $1.42 on June 2025 for our SA Investment Group, obviously a little early, but things are finally clicking into gear as we argued in our latest article linked above.

• While the shares are still not overvalued, some consolidation will kick in at some point, quite possibly soon, given the sudden share explosion.

ServiceNow (NOW)

• Our Primer

• We recently argued that this stock was due for a comeback after a brutal sell-off driven by AI angst, which seems overblown to us.

• At $100, it’s a buy for us. Compare the stock chart with the charts on company metrics; these can’t run in opposite directions for much longer.