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• MagnaChip Semiconductor is already recovering, but we see considerable mileage in that still.
• The company produced solid Q1 figures despite some temporary headwinds.
• It has longer-run tailwinds from restructuring, AMOLED and analog based power solutions.

Source: MagnaChip Semiconductor Is A Buy – MagnaChip Semiconductor Corporation (NYSE:MX) | Seeking Alpha

• Tractor Supply shares crashed 50% since the beginning of the year.
• This seems an overreaction to what are mostly cyclical factors, although there are some mild structural ones at work as well.
• Still, the company is now at a historically low valuation on multiple metrics; we think the selloff has been overdone.

Source: The Selloff In Tractor Supply Is Overdone – Tractor Supply Company (NASDAQ:TSCO) | Seeking Alpha

• Difficult to find in an expensive market; a beautiful, well-run company that isn’t expensive.
• Its acquisition-based strategy is paying off pretty well, which is no mean feat.
• There is upside from some accelerating segments and financial deleverage.
• The company can also be a take-over target.

Source: Microsemi Is Still Reasonably Priced – Microsemi Corporation (NASDAQ:MSCC) | Seeking Alpha

• Nutanix is the pioneer and leader of the hyper-converged infrastructure which enables companies to manage their on-premise and cloud applications on a single plane.
• We are especially encouraged by the strong sales to existing customers.
• The company still has some room to recover from the Q2 disappointment after a much better Q3.
• However, there are also a couple of problematic aspects, in our view.

Source: Nutanix On More Solid Ground After Q3 – Nutanix (NASDAQ:NTNX) | Seeking Alpha

• Two decades after the Asian crisis, emerging markets have high levels of corporate debt and especially more dollar denominated debt.
• This makes them quite vulnerable to external shocks to earnings, currency movements and changes in interest rates.
• On the whole though, we haven’t reached the dangers of two decades ago, but one shouldn’t get too comfortable with that.

Source: How Dangerous Is Emerging Markets Dollar Debt? | Seeking Alpha

• Whether the US labor market is tight or still has considerable slack is one of the most important economic puzzles right now.
• For instance, it determines whether the Fed should tighten further, or not, and this is likely to have a considerable impact on investor returns.
• We discuss some curious reasons behind the decline in real labor supply that is impacting this.

Source: Some Weird Facts About The U.S. Labor Market | Seeking Alpha

• The Fed could trigger a recession and a considerable stock market selloff if it tightens too much.
• We doubt there is much need for that given the fact that inflation is still very well behaved.
• In fact, in a world plagued by deflationary forces and high debt levels, a little inflation isn’t actually much of a problem.

Source: Could The Fed End The Stock Rally? | Seeking Alpha

• Will Google be hobbled by the EU antitrust case and its massive fine?
• While we applaud policymakers who are at least willing to contemplate the consequences of what can only be described as an unprecedented amount of power, we do think this is very much yesterday’s battle.
• Much bigger battles lie in front of us, and policymakers seem thoroughly unprepared.

Source: Google’s EU Antitrust Case Could Just Be The Beginning – Alphabet Inc. (NASDAQ:GOOG) | Seeking Alpha

• While there is a sort of synchronized upturn in the world economy, this is likely to be as good as it gets.
• The longer-term outlook is one of diminished expectations, the result of adverse demographics and declining productivity growth.
• Only a sustained increase in investment can alter this picture.

Source: A Synchronized Upturn In The World Economy | Seeking Alpha

• Another optical network company with some transitory headwinds.
• The shares are cheap, margins and the balance sheet are very solid.
• Most of the headwinds from product migration should be behind us, leveraging any upturn in demand.

Source: Oclaro Is Undervalued – Oclaro, Inc. (NASDAQ:OCLR) | Seeking Alpha