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Entries from October 2017

Ellie Mae: Growing In A Declining Industry

October 31st, 2017 · Comments Off on Ellie Mae: Growing In A Declining Industry

The company has a near unassailable market position and keeps on gaining market share. However, we think for the foreseeable future, tailwinds and headwinds (mostly from the mortgage market) will roughly cancel each other out. Therefore, we see the shares as range-bound, at least for now. There is also downside risk if the bond market […]

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Tags: ELLI

Fed Critics Are Wrong

October 31st, 2017 · Comments Off on Fed Critics Are Wrong

People have blamed the Fed for the rise in US inequality, but this is hard to square with the facts. Fed criticism mostly comes from people subscribing to hard money views; these haven’t exactly fared very well in the post-financial crisis years either. Yet, there is a chance one of them might become the new […]

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Tags: Monetary policy

Polaris Has A Runway Higher Still

October 31st, 2017 · Comments Off on Polaris Has A Runway Higher Still

Polaris is recovering from a very bad 2016 when they were plagued by quality issues. There is still considerable runway for the company to improve further.┬áThe company is also winning back market share. Increasing margins and cash flow, leading to deleveraging and share buybacks will provide most of the improvements, as markets are near stagnating. […]

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Tags: PII

Skechers: Acquire On Weakness

October 30th, 2017 · Comments Off on Skechers: Acquire On Weakness

While Skechers shares jumped 40% on a single day after very good third quarter results, they might have to digest that jump a little. However, the shares are still very reasonably valued and there are multiple potential drivers taking it higher. We would recommend aggressive buying on softness. Source: Skechers: Acquire On Weakness – Skechers […]

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Tags: SHU Portfolio · SKX

SHU Portfolio: What To Buy Next

October 30th, 2017 · Comments Off on SHU Portfolio: What To Buy Next

Here are two stocks with catalysts. First Solar is likely to benefit from possible protectionism in its home market as a result of the Suniva/Solarworld case. Finisar is benefiting from 3D sensors and is well positioned for a Chinese demand recovery. Source: SHU Portfolio: What To Buy Next – Finisar Corporation (NASDAQ:FNSR) | Seeking Alpha

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Tags: FNSR · FSLR · SHU Portfolio

Ctrip: Reaping Rewards Of Market Consolidation

October 30th, 2017 · Comments Off on Ctrip: Reaping Rewards Of Market Consolidation

There is a sudden sell-off, on very high volume, in the shares of Ctrip, driven by fears that seem a little overblown to us. However, a crucial technical support might be broken. Longer-term though, the shares should reap more benefits from the consolidation in the industry. Source: Ctrip: Reaping Rewards Of Market Consolidation – Ctrip.com […]

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Tags: CTRP

SHU Portfolio, We Want To Buy More JD.Com

October 27th, 2017 · Comments Off on SHU Portfolio, We Want To Buy More JD.Com

The shares aren’t expensive and off 20% from their August highs. The main worry is the intense competition in the Chinese market. But JD.com is addressing that problem, and there are important tailwinds. Source: SHU Portfolio, We Want To Buy More JD.Com – JD.com (NASDAQ:JD) | Seeking Alpha

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Tags: JD · SHU Portfolio

As Good As It Gets?

October 27th, 2017 · Comments Off on As Good As It Gets?

Goldman Sachs argues that the synchronized growth spurt in the world economy is unlikely to last. We can only hope it does, at least for a while as it takes some of the sting out of the biggest risks in the world economy. Throwing oil on the fire in the form of pro-cyclical policies seems […]

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Tags: The Markets

Oclaro Looks Attractive

October 27th, 2017 · Comments Off on Oclaro Looks Attractive

Financially sound, facing growing markets and having advanced technological products to sell, Oclaro offers a good risk/reward scenario. The one blight is the Chinese retreat, which is going to last a couple of quarters more. But so far the company has been able to make up for that, and the Chinese will eventually return to […]

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Tags: OCLR

The $64 Million Question For Applied Opto

October 26th, 2017 · Comments Off on The $64 Million Question For Applied Opto

Shorts, of which there are plenty in this stock, seemed to have advanced knowledge of Amazon pulling demand, perhaps even before management knew. Yet some of their other claims aren’t on the mark and/or can’t be verified. Despite the shorts being on the mark with their Amazon prediction we see no public data to back […]

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Tags: AAOI