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Entries from September 2017

Back To Basics At Zayo

September 28th, 2017 · Comments Off on Back To Basics At Zayo

The company had to absorb some 40 acquisitions which might have distracted a bit from keeping some customers happy. But management is onto the problem with a sales and marketing overhaul and increased effort, basically back to basics. Given the operational leverage and inherent profitability of the business model, these initiatives could re-accelerate growth in […]

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Tags: ZAYO

United Technologies Buying Its Own Shares Vs. Those Of Rockwell

September 28th, 2017 · Comments Off on United Technologies Buying Its Own Shares Vs. Those Of Rockwell

United Technologies hasn’t shown much sustained growth in revenues nor earnings over the last five years. Nevertheless, the stock price has done pretty well over that time, most of the impetus coming from dividends and share buybacks. A simple analysis shows that they probably would do better spending money on their own shares compared to […]

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Tags: UTX

E*TRADE Will Benefit From Higher Rates

September 28th, 2017 · Comments Off on E*TRADE Will Benefit From Higher Rates

Slowly but surely E*TRADE is shedding its troubled past. Metrics are improving and it’s likely this will continue. We think these are reasons the value gap with the competition will decline. Source: E*TRADE Will Benefit From Higher Rates – E*TRADE Financial Corporation (NASDAQ:ETFC) | Seeking Alpha

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Tags: ETFC

Exxon Mobil: Overly Optimistic About Oil Market?

September 26th, 2017 · Comments Off on Exxon Mobil: Overly Optimistic About Oil Market?

Structural headwinds are setting upon the oil market, among which the shale revolution, the dramatic fall in price of alternatives and climate and environmental risks. Slowly but surely, investors will be taking these things on board, and what is now only a slight breeze could gather force. Exxon is exposed by its optimistic view about […]

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Tags: XOM

Material Improvements At Extreme Networks

September 26th, 2017 · Comments Off on Material Improvements At Extreme Networks

The company acquired three companies on the cheap that double its revenues and add to cash flow and earnings in 2018. Despite initial cost of these acquisitions, there are signs that the company’s fortunes have taken a big turn for the better. The situation is likely to improve further, giving even more room for the […]

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Tags: EXTR

At Finisar, Everything Is Postponed A Quarter

September 26th, 2017 · Comments Off on At Finisar, Everything Is Postponed A Quarter

A disappointing quarter from Finisar, in which the catalysts are pushed out a quarter, in part due to a process change for VSCELs. Margins, inventories and capex all moved unfavorably, as investment precedes an increase in revenue. The latter is still expected in the second half of the company’s fiscal year, with 3D-sensing, China and […]

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Tags: FNSR

Ambarella’s Computer Vision Chip Is Up Against Some Stiff Competition

September 22nd, 2017 · Comments Off on Ambarella’s Computer Vision Chip Is Up Against Some Stiff Competition

Ambarella, building on its highly regarded video processing chip technology, is embarking on computer vision chip, the CV1. While not exclusive for automotive, management regards automotive as the most promising market. It is up against more established competition though by the likes of Intel and Nvidia. For illustrative purpose, we compare the CV1 with Intel’s […]

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Tags: AMBA

Amazon Has Become A Macro Phenomenon

September 22nd, 2017 · Comments Off on Amazon Has Become A Macro Phenomenon

Has Amazon become so big that it is starting to affect how the US economy behaves? The evidence is somewhat mixed, Amazon probably exerts downward pressure on prices, but not on wages. At least, not yet, because we are likely to be close to an inflection point where the automation of the whole logistical trajectory […]

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Tags: AMZN · Economy

‘Ice Age’ Bear Claims He Was Too Optimistic

September 21st, 2017 · Comments Off on ‘Ice Age’ Bear Claims He Was Too Optimistic

After temporarily suspending his deflationary expectations, perma-bear Albert Edwards is back to his old ways, predicting a deflationary wave for the US economy. The bad news is, if he’s right, the consequences for many US (and overseas) asset prices are substantial, to put it mildly. The good news is, if he’s only half right, it […]

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Tags: The Markets

And Now For Those Tax Cuts

September 21st, 2017 · Comments Off on And Now For Those Tax Cuts

The administration is arguing it’s now focused on tax reform, a major driver of the post-election rally in stocks. It would indeed be beneficial for stocks, but so far we have seen intentions, no concrete proposals let alone bills. And there are significant hurdles to overcome and depending on what’s actually in the bill, its […]

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Tags: The Markets