Competitor Article 1

Competitor Article

John X. Dwyer

BUS 110

CPCC
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Stock Competitor Article

Abstract

The three stocks I chose to follow were Canopy Growth Corp, VMware, and Forward air

freight. All three of these companies face competition in their respective industries, CGC in the

cannabis/hemp industry, VMware in the networking industry, and Forward Air Freight in the

freight industry. While they face many competitors, each grasping for a bigger percentage of the

market share, there are 3 companies who stand out from the rest. The first is CGC’s biggest

competitor, Aurora Cannabis. Second is a competitor to VMware and a titan in the industry,

Microsoft. Third is a competitor to Forward air freight, CEVA Logistics.

While stocks in the cannabis industry have been volatile at best over the past few years,

Aurora Cannabis has seen continued growth, and with a steady increase in the number of patients

sold and the number of grams of material sold this company is predicted to see steady growth

and solid return on investment over the next few years. Aurora has even acted as a marijuana

hedge fund in recent years due to their investments reaching into the $700 million range

strengthening its grasp on the industry. This company is making big moves in the cannabis

industry and is sure to give Canopy Growth a run for its money. Aurora cannabis has more

recently rivaled Canopy in production due to its recent purchase of MedReleaf which can be seen

in the graph below.

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(“Q3 2018 Financial highlights | Aurora Cannabis Co 2018”)

The Technology industry is highlighted by high levels of competition, rapid

change, and explosive success or failure. On the forefront of this industry are VMware,

my second stock pick, and Microsoft which is one of VMware’s biggest competitors in

the virtualization sector. Microsoft is the technology giant that created Microsoft office,

Windows Operating System, etc, but they’re also a giant in the virtualization industry.

Microsoft’s HyperV software is their answer to VMware’s Hypervisor, which was then

succeeded by their ESXi software. HyperV has shown to be a highly competitive

Virtualization solution but since the release of the softwares VMware has been able to

develop their hypervisor in a way that poses significantly less risk to a virtualization

platform because of the way that it is coded more simply, requiring far less management

overhead and complexity, whereas with Microsoft, time is lost in their large more general

purpose operating system.

 Competitor Article 4

(“Considering Microsoft? Sales Information || VMware 2018”)

(“Analyst Information | VMware | NASDAQ 2018”)

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(“Analyst Information | Microsoft | NASDAQ 2018”)

The Freight Industry is highlighted by a constant search for the most efficient processes

for moving mass quantities of freight in the smallest time frame possible at the lowest cost. Two

companies on the forefront of this industry are Forward Air Freight (FWRD) and CEVA

Logistics, a competitor to Forward Air. Both companies serve the automotive, health care,

industrial and aerospace and technology industries world wide. While both companies are quite

efficient, Forward air freight has over twice the market cap and is traded at almost 4 times the

price per share. Forward Air Freight is a much larger company and dominates CEVA in the

market.

(“Bloomberg Stock Analysis | CEVA Logistics 2018”)

(“NASDAQ Stock Analysis | Forward Air Freight 2018”)

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Bibliography

Lakmaaker, Marc. “Aurora Cannabis Announces Q3 Fiscal 2018 Results.” Canada Lifts Visa

Requirements on Romania and Bulgaria, PRNewswire, 8 May 2018,

www.newswire.ca/news-releases/aurora-cannabis-announces-q3-fiscal-2018-results-

682033141.html.

Webster, John. “Who Competes With VMware Now?” Forbes, Forbes Magazine, 12 Sept. 2016,

www.forbes.com/sites/johnwebster/2016/09/08/who-competes-with-vmware-

now/#6d69c8304e26.

“Why Choose VMware.” VMWare, 14 Sept. 2018,

www.vmware.com/company/why-choose-vmware.html.

“Stock Comparison: Compare Vmware, Inc. (VMW) to Other Stocks.” NASDAQ.com, Nasdaq, 5

Oct. 2018, www.nasdaq.com/symbol/vmw/stock-comparison.

“Stock Comparison: Compare Microsoft Corporation (MSFT) to Other Stocks.” NASDAQ.com,

Nasdaq, 5 Oct. 2018, www.nasdaq.com/symbol/msft/stock-comparison.

“CEVA Logistics.” Bloomberg.com, Bloomberg, 5 Oct. 2018,

www.bloomberg.com/quote/CEVA:SW.
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“Forward Air Corporation Common Stock (FWRD).” NASDAQ.com, Nasdaq, 5 Oct. 2018,

www.nasdaq.com/symbol/fwrd.