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New Model Portfolio

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

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Kemet Has More Gas In The Tank

January 14th, 2018 · No Comments

  • The shares of Kemet have been on a tear, but the last couple of months have seen a good deal of profit taking.
  • That is understandable, given the run-up, but we see quite a few reasons to be optimistic here.
  • There is still solid demand, the company is supply constrained in many of its businesses, there are still important synergies from its acquisition and the shares are not expensive.

Source: Kemet Has More Gas In The Tank – KEMET Corp. (NYSE:KEM) | Seeking Alpha

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Air T Goes Vertical

January 14th, 2018 · No Comments

  • The CEO has been buying shares in his own company for quite some time.
  • Last week, the shares went vertical for no apparent reason.
  • Something is up, but there is no clear cause, at least not in the public domain.
  • We can’t say that the business development gives rise to so much optimism and we question the holding strategy approach the company has chosen.

Source: Air T Goes Vertical – Air T, Inc. (NASDAQ:AIRT) | Seeking Alpha

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Is The SKY The Limit?

January 14th, 2018 · No Comments

  • Skyline is buying a much bigger, private competitor Champion Housing, and its shares rallied 50% on the news.
  • Economically the deal makes sense, financially the info is very thin, so at least some investors are flying by the seat of their pants.
  • In that light, the magnitude of the rally is a little surprising, and from what we could tease out, it is possible Champion hasn’t experienced much growth lately.

Source: Is The SKY The Limit? – Skyline Corp. (NYSE:SKY) | Seeking Alpha

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Xperi Suffers From Temporary Setbacks, But The Shares Are Cheap

January 9th, 2018 · No Comments

  • Xperi is hobbled by a host of issues which are mostly temporary, like revenue recognition, delays, litigation cost, acquisition cost, and the impact of a new accounting standard.
  • Given its business model (IP and product licensing), similar issues are likely to come up from time to time, muddying the picture.
  • But once investors focus on the right metric, which is free cash flow, the picture brightens substantially and the shares are actually fairly cheap.

Source: Xperi Suffers From Temporary Setbacks, But The Shares Are Cheap – Xperi Corporation (NASDAQ:XPER) | Seeking Alpha

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Booming World Economy Is Facing Constraints

January 9th, 2018 · No Comments

  • The world economy is booming, which is good for corporate earnings.
  • Equity valuations should be able to handle a modicum of higher interest rates.
  • But capacity constraints and labor shortages start emerging, the adjustment could be more brutal.
  • It is especially important where this happens first, as this will impinge on currency and bond markets, as we’ll explain.

Source: Booming World Economy Is Facing Constraints | Seeking Alpha

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Amazon’s Mobile Problem

January 9th, 2018 · No Comments

  • Amazon is dominating online shopping search and enjoys a high conversion rate.
  • That domination provides it with a lot of leverage versus the competition.
  • However, this picture isn’t complete; in other areas of shopping search, like mobile and social media, Amazon isn’t doing well.
  • But they have opened another arena, voice assistants, which make the shopping experience even more seamless and they are dominating, at least for now.

Source: Amazon’s Mobile Problem – Amazon.com, Inc. (NASDAQ:AMZN) | Seeking Alpha

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Data I/O Will Double Again

January 2nd, 2018 · No Comments

  • The company is benefiting from strong tailwinds which are likely to endure for years.
  • Apart from the tailwinds, the company is also increasing its competitive position, winning customers from the competition.
  • Margins, profits and cash flow have also materially improved.
  • The shares are still fairly reasonably priced, and have fallen back quite a bit in recent weeks.

Source: Data I/O Will Double Again – Data I/O Corporation (NASDAQ:DAIO) | Seeking Alpha

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The Amazon Economy

January 2nd, 2018 · No Comments

  • Amazon undoubtedly brings efficiency to the shopping process, but there is a considerable price to pay for this.
  • By monopolizing online market access, it forces most other online sellers to either join Amazon or become irrelevant.
  • Amazon increasingly owns the underlying infrastructure of commerce, and this gives it ample opportunity to tilt the playing field in its favor.
  • Another shadow side is that this is eroding local businesses, choice, economic dynamism and community in large parts of the US.
  • And while the consumer experience is seamless, the labor model that Amazon uses isn’t very attractive, its wages are low and employment conditions uncertain.

Source: The Amazon Economy – Amazon.com, Inc. (NASDAQ:AMZN) | Seeking Alpha

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Amazon Is A Multi-Trillion-Dollar Monopoly Hidden In Plain Sight

January 2nd, 2018 · No Comments

  • Amazon is both a direct retailer and a near indispensable platform for competing resellers.
  • In that latter capacity, it sets the rules and it can tilt the game in its favor and extract most of the value and valuable data and information.
  • That information allows it to start competing businesses by picking off its merchants’ best-selling products.
  • It’s difficult to see how this can be stopped bar action by competition authorities.

Source: Amazon Is A Multi-Trillion-Dollar Monopoly Hidden In Plain Sight – Amazon.com, Inc. (NASDAQ:AMZN) | Seeking Alpha

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Amazon Is A Multi-Trillion Dollar Monopoly Hidden In Plain Sight

December 28th, 2017 · Comments Off on Amazon Is A Multi-Trillion Dollar Monopoly Hidden In Plain Sight

  • Amazon is both a direct retailer and a near indispensable platform for competing resellers.
  • In that latter capacity, it sets the rules and it can tilt the game in its favor, extract most of the value and valuable data and information.
  • That information allows it to start competing businesses by picking off its merchants best selling products.
  • It’s difficult to see how this can be stopped bar action by competition authorities.

Source: Amazon Is A Multi-Trillion Dollar Monopoly Hidden In Plain Sight – Amazon.com, Inc. (NASDAQ:AMZN) | Seeking Alpha

Comments Off on Amazon Is A Multi-Trillion Dollar Monopoly Hidden In Plain SightTags: AMZN