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New Model Portfolio

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

And trades, check it out here

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Electro Scientific Has Another Blast-Out Quarter

February 8th, 2018 · Comments Off on Electro Scientific Has Another Blast-Out Quarter

  • Electro Scientific is selling off nearly 20% on absolutely stellar results.
  • There is nothing in the figures, nor was there anything remotely concerning that surfaced during the Q3CC.
  • While not all quarters are going to be as good as these, the company is in much better shape now and is well prepared to smooth out a cyclical downturn.
  • That cyclical downturn isn’t in sight, given orders and backlog.
  • And given rising underlying demand and increasing variety of sources, the cyclical nature will be less going forward.

Source: Electro Scientific Has Another Blast-Out Quarter – Electro Scientific Industries, Inc. (NASDAQ:ESIO) | Seeking Alpha

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FormFactor Is In Good Shape

February 8th, 2018 · Comments Off on FormFactor Is In Good Shape

  • The company made a sensible acquisition a couple of years ago and has done much better since.
  • The share price has fallen back quite a bit on sector worries, but we believe there are still multiple drivers in place for the company.
  • On top of that, the shares really aren’t expensive.

Source: FormFactor Is In Good Shape – FormFactor, Inc. (NASDAQ:FORM) | Seeking Alpha

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Coherent Seems In Good Health To Us

February 8th, 2018 · Comments Off on Coherent Seems In Good Health To Us

  • Not for the first time, Coherent shares sold off 20%+.
  • This isn’t out of the ordinary for a company which experienced huge share gains and supplies at least in part to a cyclical industry.
  • But backlog is sufficiently substantial to smooth a few rough quarters out and valuation still seems reasonable to us.

Source: Coherent Seems In Good Health To Us – Coherent, Inc. (NASDAQ:COHR) | Seeking Alpha

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Lam Research Is Slowing Down But The Shares Are Still Attractive

February 6th, 2018 · Comments Off on Lam Research Is Slowing Down But The Shares Are Still Attractive

  • Lam Research had another stellar quarter with shipments rising at 50% y/y.
  • However, 2018 will see a considerable slowdown in this torrid pace.
  • We’ll investigate the main growth drivers to see whether these can still drive the shares higher despite the slowdown in growth.

Source: Lam Research Is Slowing Down But The Shares Are Still Attractive – Lam Research Corporation (NASDAQ:LRCX) | Seeking Alpha

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Just What The Doctor Ordered

February 6th, 2018 · Comments Off on Just What The Doctor Ordered

  • Two years ago, the world economy looked downright scary, with secular stagnation ravaging much of the developed world, stagnant wages, low productivity growth and various serious crisis spots.
  • But growth returned and it took the immediate sting out of these dangerous situations, like a eurozone break-up, Chinese capital flight and emerging market dollar debt.
  • While we have new problems which are much more benign, the old problems haven’t disappeared though.

Source: Just What The Doctor Ordered | Seeking Alpha

Comments Off on Just What The Doctor OrderedTags: The Markets · World Economy

KLA-Tencor Is Winning Market Share

February 6th, 2018 · Comments Off on KLA-Tencor Is Winning Market Share

  • With growth stalling for a couple of quarters and little room for margin expansion, there seem to be few levers left for the company to boost its share price substantially.
  • However, growth is supposed to return in the second half and the company still expects to grow faster than the overall market.
  • The tax benefits and still fairly reasonable valuation still provide some fuel for the share price.

Source: KLA-Tencor Is Winning Market Share – KLA-Tencor Corporation (NASDAQ:KLAC) | Seeking Alpha

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HollySys Automation Is Growing Again

January 29th, 2018 · Comments Off on HollySys Automation Is Growing Again

  • The company seems to exit a few lean years when demand from railroads declined significantly.
  • Industrial automation should provide it with a more stable, secular growth.
  • Add to that foreign expansion, a possible resurgence of demand from railroads, a sound balance sheet and a reasonable valuation.
  • And a 50% guided increase in net income this year, so the shares could go higher still.

Source: HollySys Automation Is Growing Again – HollySys Automation Technologies, Ltd. (NASDAQ:HOLI) | Seeking Alpha

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Texas Instruments Will Consolidate Short Term

January 29th, 2018 · Comments Off on Texas Instruments Will Consolidate Short Term

  • With earnings and Q1 guidance inline, rising inventories and a somewhat surprising tax charge, it’s only natural that the shares of Texas Instruments sold off.
  • Especially after the shares already experienced a very powerful rally the last 6 months or so.
  • However, after some consolidation, we think the upward trend will resume, driven by good tailwinds.

Source: Texas Instruments Will Consolidate Short Term – Texas Instruments Inc. (NYSE:TXN) | Seeking Alpha

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Rising U.S. Risk Premium?

January 29th, 2018 · Comments Off on Rising U.S. Risk Premium?

  • Contrary to the expectation of many pundits, the dollar has softened considerably.
  • We explain why this is surprising and discuss one proposed theory in an attempt to explain this, looking at ‘credit inflation.’
  • We also discuss another idea, a rising U.S. risk premium due to increasing U.S. turbulence.

Source: Rising U.S. Risk Premium? | Seeking Alpha

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Colgate-Palmolive To Benefit From The Upturn In The Global Economy

January 28th, 2018 · Comments Off on Colgate-Palmolive To Benefit From The Upturn In The Global Economy

  • We’re experiencing a synchronized boom in the world economy and the IMF has just increased its global growth outlook.
  • Colgate-Palmolive should benefit from this, as well as the falling dollar.
  • However, there are some factors that complicate this promising picture.

Source: Colgate-Palmolive To Benefit From The Upturn In The Global Economy – Colgate-Palmolive Co. (NYSE:CL) | Seeking Alpha

Comments Off on Colgate-Palmolive To Benefit From The Upturn In The Global EconomyTags: CL