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Entries from December 2017

Amazon Is A Multi-Trillion Dollar Monopoly Hidden In Plain Sight

December 28th, 2017 · Comments Off on Amazon Is A Multi-Trillion Dollar Monopoly Hidden In Plain Sight

Amazon is both a direct retailer and a near indispensable platform for competing resellers. In that latter capacity, it sets the rules and it can tilt the game in its favor, extract most of the value and valuable data and information. That information allows it to start competing businesses by picking off its merchants best […]

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Tags: AMZN

Universal Display Keeps On Rising

December 27th, 2017 · Comments Off on Universal Display Keeps On Rising

We missed the upside as we deemed the shares too expensive three months ago. There is no question that the market is set to grow for years to come. Competition is emerging on the horizon, but we think it’s unlikely this constitutes an imminent threat. But we still balk at the nosebleed valuation; the shares […]

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Tags: OLED

GNC: Is It All That Bad?

December 26th, 2017 · Comments Off on GNC: Is It All That Bad?

GNC Holdings did a sensible debt for equity swap. Some observers are alarmed, others see the price slump as an opportunity. We are more in the first camp, as time is running out for the company to restructure its debt at acceptable terms and its negotiating position starts to weaken. Source: GNC: Is It All […]

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Tags: GNC

More Small-Cap Opportunities

December 26th, 2017 · Comments Off on More Small-Cap Opportunities

Three new small caps that have sold off lately while the fundamental story is intact. Electro Scientific just gave back some of its astronomical gains, but it is firing out on all cylinders. MagnaChip had some tax issues, and Ceragon’s share price has receded after announcing a big Indian order. Source: More Small-Cap Opportunities | […]

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Tags: CRNT · ESIO · MX

An Unexpected Tax Cut Bonanza

December 26th, 2017 · Comments Off on An Unexpected Tax Cut Bonanza

The Trump tax cut could produce more economic stimulus than many economists (ourselves included) expected. This could occur if others copy the example of several big corporations that announced they will share their tax bonanza with employees. Given the increasing gap between employee compensation and productivity growth, it’s about time, as such a model isn’t […]

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Tags: Economic Policy · Voodoo economics

A Chinese Lost Decade?

December 25th, 2017 · Comments Off on A Chinese Lost Decade?

The Chinese economy is facing three secular headwinds that conspire to slow its economic growth considerably. Demographics are turning from a tailwind to a headwind and diminishing returns of the credit led boom have already set in. The necessary deleveraging process isn’t likely to produce a financial implosion, but it will slow growth significantly and […]

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Tags: China

NXT-ID Goes Crypto

December 25th, 2017 · Comments Off on NXT-ID Goes Crypto

We already had an eye on this company, which is in the midst of an interesting turn-around. One business is established and growing, and responsible for nearly all revenues, but its smartcard and FitPay platform have yet to generate meaningful revenue. Fitpay has raked up a number of customers though, and the plot has thickened […]

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Tags: COIN · NXTD

The Tide Is Turning

December 25th, 2017 · Comments Off on The Tide Is Turning

The world economy is experiencing a synchronized upturn, but the main areas are already tightening monetary policy, or about to do so. This will reduce world liquidity and provide a headwind for equities to run higher, depending on the pace of it. However, the biggest risk is that US monetary conditions tighten much faster than […]

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Tags: The Markets

A Bitcoin Economy?

December 21st, 2017 · Comments Off on A Bitcoin Economy?

While we are in the midst of a speculative frenzy, the value of Bitcoin will ultimately be determined by its usefulness. Even if we think the speculative frenzy is likely to continue for some time to come. With respect to the usefulness of Bitcoin, could you run an economy on it? We’ll investigate. Source: A […]

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Tags: COIN · Economy

IPG Photonics Is Cutting It

December 21st, 2017 · Comments Off on IPG Photonics Is Cutting It

IPG Photonics has had a tremendous year so far. There are a number of secular tailwinds which will ensure solid growth for the foreseeable future. However, we don’t expect much margin expansion anymore, nor much valuation multiple expansion. Still we can see 30% upside for the shares. Source: IPG Photonics Is Cutting It – IPG […]

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Tags: IPGP