Author: Matt McCall, Investor Place

There’s a lot to like here — an innovative model, a solid balance sheet, an attractive valuation, and support to the stock. It might be time to get more aggressive.

It’s been on a tear since reporting earnings, but it still has upside.

Pandemic tailwinds, long-term trends and strong fundamentals mean it remains a winner. Put it all together, and there’s good reason to make this stock a core holding.