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Entries from May 2017

The Hard Euro Is An Assault On Democracy

May 30th, 2017 · Comments Off on The Hard Euro Is An Assault On Democracy

The euro is basically unbreakable as the cost of leaving has increased. The amount of discipline necessary to keep the euro together is unprecedented. And countries have shown willingness to undergo that discipline, and others to function as the disciplinarian. This means that economically, the euro is a lot stronger than many probably think. However, […]

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Tags: Eurocrisis

Amazon Isn’t Just Busting Retail, It’s Busting Brands

May 30th, 2017 · Comments Off on Amazon Isn’t Just Busting Retail, It’s Busting Brands

Amazon’s platform is driven by powerful economies of scale and scope. It is able to offer an increasing variety at prices that are difficult to match for the competition and repeat this trick in ever more sectors. In the process, the company gathers a wealth of information about users, which enables it to become a […]

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Tags: AMZN

Criteo Is A Solid Growth Stock That Is Still Not Expensive

May 30th, 2017 · Comments Off on Criteo Is A Solid Growth Stock That Is Still Not Expensive

Criteo is one of those stocks you buy and then can almost forget about. Since going public, the company has managed to exceed Revenue ex-TAC and adjusted EBITDA guidance for 14 consecutive quarters. We see little in the way of clouds on the horizon, at least for now. Criteo Is A Solid Growth Stock That […]

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Tags: CRTO

Dow 40,000!

May 20th, 2017 · Comments Off on Dow 40,000!

A pundit argues that the S&P can double in five years, or sooner; we kick the tires of the reasoning behind this. One part of the argument seems actually reasonable – the flattened and elongated business cycle – although even then we think his prediction is a stretch. It’s the second part of the reasoning […]

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Tags: The Markets

It’s That China Slowdown Again, But Acacia Communications Will Come Back Stronger

May 15th, 2017 · Comments Off on It’s That China Slowdown Again, But Acacia Communications Will Come Back Stronger

Another optical network company has fallen by the wayside on a China slowdown. Acacia’s fall has been exaggerated by a secondary offering, a large dependence on China and an unusually high customer concentration. But we see little reason not to expect substantial growth to return to this former high-growth company, so we think the shares […]

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Tags: ACIA

The Break-Out At Ctrip Is Going To Last

May 15th, 2017 · Comments Off on The Break-Out At Ctrip Is Going To Last

Ctrip, the Chinese online travel giant, has finally broken out of its trading range. And with good reason, revenues are still increasing at a very fast rate and margins are improving as a result of that and the market consolidation. Ctrip is the market leader and the most obvious way to play the Chinese tourism […]

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Tags: CTPR

Micron, Western: DRAM, NAND Prices To Continue Higher, Says Macquarie – Barron’s

May 14th, 2017 · Comments Off on Micron, Western: DRAM, NAND Prices To Continue Higher, Says Macquarie – Barron’s

Worries that the market for DRAM and NAND chips will cool this year are flawed, writes Daniel Kim with Macquarie Research. He thinks prices will keep rising because supply will remain tight and Apple and other manufacturers have no other choice but to pay up to build their wares. That may be good for Micron […]

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Tags: Uncategorized

Shopify Shares Go Parabolic, This Cannot Continue

May 14th, 2017 · Comments Off on Shopify Shares Go Parabolic, This Cannot Continue

Shopify is a fast growing company, but its share price is growing much faster. There was already almost an order of magnitude between the two growth rates the last four months. But rather than a slow-down, the share price is actually accelerating, going parabolic. We simply argue that something will have to give sooner rather […]

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Tags: SHOP

Masimo Is A Terrific Company, But The Stock Is Fully Valued

May 14th, 2017 · Comments Off on Masimo Is A Terrific Company, But The Stock Is Fully Valued

Masimo has unique products that set the company up for a continuation of years of steady growth. However, the share price has grown much faster than the underlying growth, and something had to give. Even after the sell-off, the shares trade at a pretty firm multiple, so we see limited immediate upside. Masimo Is A […]

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Tags: MASI

Should You Bet On A French Tony Blair?

May 14th, 2017 · Comments Off on Should You Bet On A French Tony Blair?

The French elected a sensible reformer for President, considering the alternatives that is the best outcome for the economy and stocks. Macron was elected on an explicit reform platform, he should have a mandate. But the French have a history of balking at reforms. Reforming the French economy will be a long haul, with considerable […]

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Tags: France