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New Model Portfolio

September 12th, 2014 · Comments Off on New Model Portfolio

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Comments Off on New Model PortfolioTags: Model Portfolio

SHU Portfolio: Finisar Struggling Short-Term, But Longer-Term Outlook Intact

December 11th, 2017 · No Comments

  • The only misbehaving share in our SHU portfolio produced disappointing results.
  • But there was also relief that the company is finally shipping significant quantities of VCSELs.
  • While the longer term outlook is bright, the real fun for the shares is likely to be three-four quarters away.

Source: SHU Portfolio: Finisar Struggling Short-Term, But Longer-Term Outlook Intact – Finisar Corporation (NASDAQ:FNSR) | Seeking Alpha

→ No CommentsTags: FNSR · SHU Portfolio

SHU Portfolio: Why We’re Buying Apple

December 11th, 2017 · No Comments

  • We’re considering buying Apple for the SHU portfolio and give you our considerations here.
  • We think that the tailwinds are still likely to exceed the headwinds, the most important of which is the saturation in the smartphone market.
  • As tailwinds, we’ll discuss the economic moat, the rising service income, the cash flow and possible tax bonanza and a couple of others.

Source: SHU Portfolio: Why We’re Buying Apple – Apple Inc. (NASDAQ:AAPL) | Seeking Alpha

→ No CommentsTags: AAPL · SHU Portfolio

Why Trickle Down Doesn’t Work

December 11th, 2017 · No Comments

  • Tax cuts for the wealthy doesn’t trickle down, at least not in the US, the evidence is clear.
  • Tax cuts for corporations might fare a little better through increased investments by small private companies and self-fulfilling optimism.
  • The idea that tax cuts will pay for themselves hasn’t played out in the past and is even less likely to play out today.
  • However, the tax cuts are likely to be very good for shareholders.

Source: Why Trickle Down Doesn’t Work – SPDR S&P 500 Trust ETF (NYSEARCA:SPY) | Seeking Alpha

→ No CommentsTags: Economy · Voodoo economics

A Decent Buy Opportunity Is Emerging In Talend

December 8th, 2017 · No Comments

  • Talend is still a fairly small company faced with a big market opportunity in data integration.
  • Revenue growth is still fast and operational leverage has already set in, even if the company is not yet profitable and isn’t likely to be anytime soon.
  • At least the company doesn’t bleed cash and has no debt.
  • Valuation isn’t cheap, but given the opportunity and the recent sell-off, we think a reasonable entry point is emerging.

Source: A Decent Buy Opportunity Is Emerging In Talend – Talend SA (NASDAQ:TLND) | Seeking Alpha

→ No CommentsTags: TLND

Is Ambarella Back? – Ambarella (NASDAQ:AMBA) | Seeking Alpha

December 8th, 2017 · No Comments

  • Plagued by disappointing end markets like drones and AR and the problems of its biggest customer GoPro, the shares have gone nowhere for a couple of years.
  • But they rallied strongly after the third quarter earnings. Finally, a lasting reversal?
  • We investigate what’s going on and whether one should latch onto this rally.

Source: Is Ambarella Back? – Ambarella (NASDAQ:AMBA) | Seeking Alpha

→ No CommentsTags: AMBA

SHU Puppies, The Best Smallcaps For Smallcap Season

December 7th, 2017 · No Comments

  • We’re about to enter the season for smallcaps, where they often gain most of the returns for the year.
  • This year could have additional fuel due to the likelihood of tax cuts.
  • So we’ll review some smallcaps which we think have upside.

Source: SHU Puppies, The Best Smallcaps For Smallcap Season | Seeking Alpha

→ No CommentsTags: DSNY · ESIO · INSG · xxii

Texas Instruments Is Shareholders’ Nirvana

December 7th, 2017 · No Comments

  • Texas Instruments is currently riding the waves of a synchronized upturn in the world economy and the Internet of Things.
  • The company is focusing on industrial and automotive, where silicon spending is set to grow for years.
  • With its enormous breadth of products, its competitive position seems solid, bolstered by economies of scope.
  • This manifests itself in very high margins and cash flow levels which are generously used to create more leverage for investors.

Source: Texas Instruments Is Shareholders’ Nirvana – Texas Instruments Inc. (NYSE:TXN) | Seeking Alpha

→ No CommentsTags: TXN

Is It Too Late To Get Into Arista Networks?

December 7th, 2017 · No Comments

  • The company has several tailwinds, most notably a growing market, a growing market share and plenty of opportunities to increase its TAM in other verticals and markets.
  • However, further operational leverage and valuation multiple extension doesn’t seem likely, although the company could start buying back shares.
  • Most importantly, Arista’s competitive advantage seems defensible, at least for the foreseeable future.

Source: Is It Too Late To Get Into Arista Networks? – Arista Networks, Inc. (NYSE:ANET) | Seeking Alpha

→ No CommentsTags: ANET

Telematics Is Hot And CalAmp Has Multiple Growth Avenues

December 7th, 2017 · No Comments

  • A telematics company with a world-wide presence and a couple of recent big customer wins.
  • We see several more growth drivers for the future.
  • However, 2017 had tough comps, so optically it looks like growth is decelerating, and the shares have already rallied 50%+.
  • Still, the shares aren’t that expensive, and we also compare them to those of two other companies in the sector.

Source: Telematics Is Hot And CalAmp Has Multiple Growth Avenues – CalAmp Corp. (NASDAQ:CAMP) | Seeking Alpha

→ No CommentsTags: CAMP · INSG · MIXT

Someone Should Explain To The Germans And Dutch How The Euro Works In Their Favor

December 5th, 2017 · No Comments

  • The workings of the European Monetary Union are still not well understood by many citizens, especially in countries which are the main beneficiaries of the euro.
  • The system is rife with dysfunctions that are only papered over by economic tailwinds and vigorous ECB action.
  • But fundamentally, not much has changed and the system is very fragile to adverse economic shocks.
  • The first of these is a product of the euro itself and is very predictable, a tightening ECB because policy is too loose for the central countries.

Source: Someone Should Explain To The Germans And Dutch How The Euro Works In Their Favor | Seeking Alpha

→ No CommentsTags: Eurocrisis