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New Model Portfolio

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

And trades, check it out here

Comments Off on New Model PortfolioTags: Model Portfolio

TripAdvisor’s Green Shoots, Can They Last?

May 22nd, 2018 · No Comments

  • With all the potential of a platform business model and the large amount of users TripAdvisor always had enormous potential.
  • But the company hasn’t done too well yet, struggling to find the right formula.
  • But the latest quarter shows signs of gradual improvements and some parts of the business which are actually taking off.

Source: TripAdvisor’s Green Shoots, Can They Last? – TripAdvisor Inc. (NASDAQ:TRIP) | Seeking Alpha

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SHU Portfolio: There Is A Bright Light At The End Of The Inseego Tunnel

May 22nd, 2018 · No Comments

  • The company’s financial results are still marred by the decline of the legacy MiFi business.
  • But the restructuring has paid off already and the company already has several businesses growing at a significant pace.
  • Their aviation business already has accumulated big contracts, but these take time to ramp.
  • Even the MiFi decline can easily turn into a big opportunity with the advent of 5G.

Source: SHU Portfolio: There Is A Bright Light At The End Of The Inseego Tunnel – Inseego Corp. (NASDAQ:INSG) | Seeking Alpha

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Atlassian Too Expensive? Who Are We To Say So

May 22nd, 2018 · No Comments

  • SaaS Business software companies offer some of the best business models and growth opportunities in the markets.
  • The business model simply offers companies like Atlassian so many levers for increasing growth.
  • Yet valuations are often sky-high, and Atlassian is certainly no exception, it is required to keep on growing into its valuation.
  • Given the sky-high valuation, we can only say to buy on dips, which isn’t right now.

Source: Atlassian Too Expensive? Who Are We To Say So – Atlassian (NASDAQ:TEAM) | Seeking Alpha

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Argentinian Canary In The Coal Mine?

May 22nd, 2018 · No Comments

  • Argentina seems to be the first victim of a more difficult international climate for emerging markets.
  • In a way, this is somewhat surprising as the country isn’t on the brink of a default and there aren’t bank runs and the economy still grows, this isn’t 2001.
  • However, there are no easy solutions and should the more difficult climate, with a higher US dollar and higher US rates continue, it’s unlikely to be the only victim.

Source: Argentinian Canary In The Coal Mine? | Seeking Alpha

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SHU Portfolio: Trade Desk Taking On Google And Facebook

May 21st, 2018 · No Comments

  • The company is growing much faster than the markets and had a blow-out quarter.
  • They seem to know where the market is heading and are positioning themselves well ahead of the curve.
  • While valuation is substantial, it’s not yet constraining and we feel the shares have much further to run, given the growth opportunities the company is faced with.

Source: SHU Portfolio: Trade Desk Taking On Google And Facebook – The Trade Desk (NASDAQ:TTD) | Seeking Alpha

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Ubiquiti Powers On Aided By 2 Growth Levers

May 17th, 2018 · No Comments

  • Ubiquiti is a company with a curious business model that has its skeptics and critics. But on the basis of past history, that business model delivers powerful results.
  • The company is able to introduce new products that often have market beating features, delivered with very little operational spending.
  • This produces very good margins and plenty of cash, which is used to reduce the share count in a significant way.
  • The only hesitation comes from an SEC inquiry which we find impossible to handicap.

Source: Ubiquiti Powers On Aided By 2 Growth Levers – Ubiquiti Networks, Inc. (NASDAQ:UBNT) | Seeking Alpha

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Synaptics Is Cheap And Positioned Well For A Rebound

May 17th, 2018 · No Comments

  • The company is buffeted a bit by shortages and a soft mobile market.
  • We believe these are mostly transitory problems, apart from perhaps the somewhat declined prospects for their in-display ID sensor.
  • Mobile growth will resume, and the transition to IoT and automotive is proceeding nicely.
  • We think the shares are fairly cheap here, and investors should have more respect for increasing margins and solid cash flow.

Source: Synaptics Is Cheap And Positioned Well For A Rebound – Synaptics Incorporated (NASDAQ:SYNA) | Seeking Alpha

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A Lost Year For Intevac?

May 17th, 2018 · No Comments

  • The company has been hit by delays in two of their markets, but it looks like these are temporary.
  • However, the company doesn’t show any sustained positive cash flows, which we still find a little worrying despite the very healthy balance sheet and lack of dilution.
  • Long term the company will have to cope with a gradual sunset for one of their main markets, HDDs, although that isn’t around the corner for quite some time.

Source: A Lost Year For Intevac? – Intevac, Inc. (NASDAQ:IVAC) | Seeking Alpha

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Intrusion Turns A Profit, But It’s Not For The Faint-Hearted

May 17th, 2018 · No Comments

  • Internet security player is seeing its fortunes turn after a strategy change, focusing on its legacy product.
  • The company even turned in a considerable profit.
  • While encouraging, it’s not yet entirely clear whether this is a decisive trend change, so it’s only for risk tolerant investors.

Source: Intrusion Turns A Profit, But It’s Not For The Faint-Hearted – Intrusion, Inc. (OTCMKTS:INTZ) | Seeking Alpha

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Electro Scientific Is Priced For The Worst-Case Scenario

May 14th, 2018 · No Comments

  • Another booming quarter has the company raking in record profits and cash.
  • While these boom times can’t last, the company is much better placed to deal with any cyclical downturns than in the past.
  • And they are expanding their footprint into other markets.

Source: Electro Scientific Is Priced For The Worst-Case Scenario – Electro Scientific Industries, Inc. (NASDAQ:ESIO) | Seeking Alpha

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