A seasonally strong fourth quarter tops off an incredibly disappointing FY 2024 for hospital workflow software stock Alcidion (ASX: ALC).

The share price might be volatile but the annualised recurring revenue growth is quite consistent.

After the SXE share price gained 147%, Southern Cross Electrical Engineering is more of a growth stock than a dividend stock.

However, the updated software license subscription revenue was really strong.

SiteMinder (ASX: SDR) is still losing money, but it is headed in the right direction.

Albeit hardly thesis changing, there is some new information to consider regarding each of these stocks.

The logic is sound, and the raising fair.

The Catapult International (ASX: CAT) share price is up on the release of its FY 2024 financial results.

The Xero share price gained around 8% after its FY 2024 results, which showed unambiguous improvement in key operating metrics.

These businesses are all somewhat fragile, but have the potential to grow both profits, and the multiple of profits the shares trade on.

A troubled stock facing hard times, that may yet make a comeback, in the future.

It is a pity to have our holding period cut short by a takeover, but at least the price is decent.

Catapult International Group (ASX: CAT) stock is very difficult to analyse, but that could be creating an opportunity.

These four ASX companies have lots of work to do, but their most recent quarterly reports were positive.

Was the dumpster fire sufficiently non-toxic to grow something valuable from the ashes?

We think it’s probably too risky right now, but it is worth monitoring since it is improving and gaining scale.

Cashflow positive and steadily growing revenue.

How long can its products keep taking market share?

Prophecy International stock is up a lot, lately. So what has changed in the 6 months since I identified it as a potential hidden gem?

A potentially undervalued property play for income investors.