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New Model Portfolio

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

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CalAmp Has A Considerable Runway

April 19th, 2018 · No Comments

  • After moving sideways for the 5 months since we first wrote about the company, we think things are looking up again.
  • The company will benefit from a growing market, which will get a new impulse from 5G.
  • Added (SaaS) services and increasing revenue will improve margins.
  • There are a couple of temporary factors muddying the picture, but these should mostly disappear pretty soon.

Source: CalAmp Has A Considerable Runway – CalAmp Corp. (NASDAQ:CAMP) | Seeking Alpha

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Himax In Transition, Is There Light At The End Of The Tunnel?

April 18th, 2018 · No Comments

  • Himax looks to be set to move to the non-display driver business in a more serious way with a large CapEx program and an acquisition.
  • It is gearing up investments for the 3D sensing business and IoT vision. Revenues are not immediately expected, but from the second half onwards, things could become interesting.
  • They’ll need a rebound of some sort because dividends and significantly increased CapEx is emptying the coffers.

Source: Himax In Transition, Is There Light At The End Of The Tunnel? – Himax Technologies, Inc. (NASDAQ:HIMX) | Seeking Alpha

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Another Own Goal?

April 18th, 2018 · No Comments

  • The trade tensions between the US and China are heating up.
  • Much of the US focus is on Chinese efforts to expand in high-tech industries in general and optical networking industries in particular.
  • Hence, the US is putting sand in the wheels of the expansion of important Chinese companies like ZTE and Huawei.
  • But these policies risk accelerating Chinese efforts to become more independent of US suppliers and technology, which are already underway.
  • Given the country’s resources and available engineers, it is difficult for the US to thwart Chinese ambitions in high-tech in general.

Source: Another Own Goal? | Seeking Alpha

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Technology Shares Out Of Fashion?

April 18th, 2018 · No Comments

  • Bank of America argues that investors should lighten up on technology stocks.
  • We think this is way too general an approach, investors are much better off on a case-by-case analysis.
  • Of the valuation issues and risks they mention, only the one about a possible fallout of the recent trade tensions seems a valid concern.

Source: Technology Shares Out Of Fashion? | Seeking Alpha

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ServiceNow: Beautiful Business Model, But The Stock Has No Margin For Error

April 17th, 2018 · No Comments

  • We were worried about high valuation half a year ago, and the shares have added almost 50% since.
  • This gives the stock little margin for error.
  • However, the company has one of the best business models we have seen, and it has multiple avenues for growth.

Source: ServiceNow: Beautiful Business Model, But The Stock Has No Margin For Error – ServiceNow (NYSE:NOW) | Seeking Alpha

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Cirrus Is Cheap, But Investors Have To Be Patient

April 17th, 2018 · No Comments

  • The shares have fallen off a lot on some disappointing results, and the last quarter wasn’t much different. Growth is only likely to return in 2019.
  • So 2018 is a transition year in which the company gears up more revenue avenues.
  • Voice-controlled devices and voice biometrics look to be significant new growth opportunities.

Source: Cirrus Is Cheap, But Investors Have To Be Patient – Cirrus Logic, Inc. (NASDAQ:CRUS) | Seeking Alpha

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Chinese Investor Strike?

April 17th, 2018 · No Comments

  • Macro lessons for investors part II.
  • Some argue that the US trade deficit is simply the result of big US public sector deficits and debts (which need to be refinanced), needing foreign investors.
  • As a result, they argue, the Chinese could strike back by stop buying US Treasuries, or even dumping their $1T+ Treasury holdings.
  • While this analysis gets it partially right, we show you what’s wrong with it.

Source: Chinese Investor Strike? | Seeking Alpha

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Macro Lessons For Investors

April 16th, 2018 · No Comments

  • Macro forces are impacting financial markets continuously; investors do well getting to grips with the basics.
  • However, there are wildly different views about how the economy works, and the debate is tainted by politics.
  • In dramatic circumstances like the immediate wake of the financial crisis, choosing the right economic model can make a dramatic difference to investor returns.

Source: Macro Lessons For Investors | Seeking Alpha

→ No CommentsTags: The Markets · The World according to Economics

Talend Has A Strong Competitive Position

April 16th, 2018 · No Comments

  • Parts of the company are growing really fast and it seems to be the go-to solution for big companies, suggesting a substantial competitive advantage.
  • However, there are still substantial losses which aren’t going away anytime soon.
  • It all depends what you want to pay for this; we think the present price is really quite fair already, so we don’t see much immediate upside.

Source: Talend Has A Strong Competitive Position – Talend SA (NASDAQ:TLND) | Seeking Alpha

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YY’s Shares Have Fallen Off Too Much

April 14th, 2018 · No Comments

  • Investors were apparently disappointed by Q4 figures and outlook, as the shares sold off substantially.
  • Growth is indeed slowing down a tad but it is still very solid, and competitive worries are overblown according to management.
  • The company still has numerous expansion opportunities and the shares are fairly cheap.

Source: YY’s Shares Have Fallen Off Too Much – YY Inc. (NASDAQ:YY) | Seeking Alpha

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