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New Model Portfolio

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

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An Opportunity In CalAmp Has Opened Up

October 17th, 2018 · No Comments

  • The company is slowly but steadily increasing the SaaS recurring portion of its revenue, boosting growth and margins.
  • While the company still sells mainly hardware which is only growing a bit, it does serve as a platform for selling their SaaS solutions.
  • The shares have done nothing this year and aren’t expensive, especially given the substantial free cash flow the company is generating lately.

Source: An Opportunity In CalAmp Has Opened Up – CalAmp Corp. (NASDAQ:CAMP) | Seeking Alpha

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Patients Versus Shareholders

October 17th, 2018 · No Comments

  • There is a critical distinction between market friendly and business friendly deregulation but this is almost never made, with sometimes terrible consequences.
  • Perhaps the best example of the latter is the US healthcare system, where insiders rule and investors rejoice, but at the expense of patients and the rest of the economy.Investors often benefit from business friendly policies as they can limit competition confer market power to companies enabling them to generate higher returns.
  • This should shock free-marketeers and open their eyes to the fact that markets sometimes malfunction.
  • Where they do, deregulation tends to generate business friendly outcomes, but not market friendly ones.

Source: Patients Versus Shareholders | Seeking Alpha

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Time Is Running Out For Marin Software

October 17th, 2018 · No Comments

  • The company is in a lengthy transformation to a new SaaS platform, but it’s producing large losses and bleeding cash in the process.
  • The company is running out of cash within a couple of quarters. However, there are very few signs yet the transformation is producing results.
  • While the shares are dirt cheap, they are not unlike out of the money call options. There is a chance of big returns, but losing your investment seems more likely.

Source: Time Is Running Out For Marin Software – Marin Software (NYSE:MRIN) | Seeking Alpha

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Extreme Networks, Light At The End Of The Tunnel?

October 15th, 2018 · No Comments

  • Extreme Networks produced a number of disappointing quarters and that looks set to continue in the upcoming two quarters.
  • However, the stock price has been savaged, and we’re fairly convinced much of the headwinds are temporary.
  • A substantial improvement should arrive early calendar 2019 onwards when these temporary headwinds should mostly subside.

Source: Extreme Networks, Light At The End Of The Tunnel? – Extreme Networks, Inc. (NASDAQ:EXTR) | Seeking Alpha

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Silicon Motion Is Thrown Out With The Bathwater

October 15th, 2018 · No Comments

  • Afraid about memory prices and China trade trouble? Look no further if you want refuge from these twin forces blowing in the semiconductor space.
  • This company is unperturbed by any trade spat and has a strong tailwind from falling NAND prices and increased NAND availability.
  • Yet, the share price has gone south with the other semiconductor names, and we think there is no reason for that.
  • In addition, operating margins have improved considerably, and gross margins will do so in the second half of the year.

Source: Silicon Motion Is Thrown Out With The Bathwater – Silicon Motion Technology Corporation (NASDAQ:SIMO) | Seeking Alpha

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Masimo Is Closing In On $1 Billion In Revenues

October 15th, 2018 · No Comments

  • A solid, growing medical monitoring device producer which keeps adding customers and new products fueling growth.
  • Earnings are growing faster due to operational leverage and cash flows used to buy back shares.
  • However, we still find the shares quite expensive. If you’re in, we suggest to keep it, but for new investors we would advise a better entry point.

Source: Masimo Is Closing In On $1 Billion In Revenues – Masimo Corporation (NASDAQ:MASI) | Seeking Alpha

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Headwinds For Cypress Semiconductor

October 11th, 2018 · No Comments

  • Despite considerable progress the last couple of years in shifting its business towards secular growth markets, the share price has not done all that much.
  • The market is pricing in slower growth in the semi-conductor industry next year and an escalation of trade tensions.
  • Cypress is far from immune to these, but given the decline it has already experienced we think most of this is priced in.
  • However, a a significant economic slowdown and decline in market sentiment could be further negatives.

Source: Headwinds For Cypress Semiconductor – Cypress Semiconductor Corporation (NASDAQ:CY) | Seeking Alpha

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KEMET Corporation Is Falling Off A Cliff

October 11th, 2018 · No Comments

  • KEMET shares have fallen 40% from the top set in July. Apparently, investors are bracing for serious trade trouble.
  • The company’s exposure to US tariffs on Chinese imports seems manageable, as some tariffs can be passed on and production can shift to other locations.
  • Less certain are the effects of possible Chinese retaliation, especially if US-Chinese relations break down completely.

Source: KEMET Corporation Is Falling Off A Cliff – KEMET Corp. (NYSE:KEM) | Seeking Alpha

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A Buying Opportunity Is Opening Up In Entegris

October 11th, 2018 · No Comments

  • At the time of Q2, there was little sign of any significant slowdown.
  • While China is a fast-growing market for the company, we don’t think their sales (12% of revenue) will be too much affected.
  • We still see a secular growth trend in place with the company doing better than the industry and some operational leverage boosting earnings further.

Source: A Buying Opportunity Is Opening Up In Entegris – Entegris, Inc. (NASDAQ:ENTG) | Seeking Alpha

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Gilat Satellite Can Fly Higher

October 11th, 2018 · No Comments

  • Overall revenue growth stalled, but this is hiding high growth areas like mobile backhaul.
  • Revenues declined by almost half in their terrestrial infrastructure segment, but this is a temporary delay.
  • There is a considerable amount of operational improvement and 2019 looks to be a year when growth can resume, so we think the shares can gradually move up.

Source: Gilat Satellite Can Fly Higher – Gilat Satellite Networks Ltd. (NASDAQ:GILT) | Seeking Alpha

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