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Entries from December 2017

SHU Portfolio: Finisar Struggling Short-Term, But Longer-Term Outlook Intact

December 11th, 2017 · No Comments

The only misbehaving share in our SHU portfolio produced disappointing results. But there was also relief that the company is finally shipping significant quantities of VCSELs. While the longer term outlook is bright, the real fun for the shares is likely to be three-four quarters away. Source: SHU Portfolio: Finisar Struggling Short-Term, But Longer-Term Outlook […]

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Tags: FNSR · SHU Portfolio

SHU Portfolio: Why We’re Buying Apple

December 11th, 2017 · No Comments

We’re considering buying Apple for the SHU portfolio and give you our considerations here. We think that the tailwinds are still likely to exceed the headwinds, the most important of which is the saturation in the smartphone market. As tailwinds, we’ll discuss the economic moat, the rising service income, the cash flow and possible tax […]

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Tags: AAPL · SHU Portfolio

Why Trickle Down Doesn’t Work

December 11th, 2017 · No Comments

Tax cuts for the wealthy doesn’t trickle down, at least not in the US, the evidence is clear. Tax cuts for corporations might fare a little better through increased investments by small private companies and self-fulfilling optimism. The idea that tax cuts will pay for themselves hasn’t played out in the past and is even […]

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Tags: Economy · Voodoo economics

A Decent Buy Opportunity Is Emerging In Talend

December 8th, 2017 · No Comments

Talend is still a fairly small company faced with a big market opportunity in data integration. Revenue growth is still fast and operational leverage has already set in, even if the company is not yet profitable and isn’t likely to be anytime soon. At least the company doesn’t bleed cash and has no debt. Valuation […]

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Tags: TLND

Is Ambarella Back? – Ambarella (NASDAQ:AMBA) | Seeking Alpha

December 8th, 2017 · No Comments

Plagued by disappointing end markets like drones and AR and the problems of its biggest customer GoPro, the shares have gone nowhere for a couple of years. But they rallied strongly after the third quarter earnings. Finally, a lasting reversal? We investigate what’s going on and whether one should latch onto this rally. Source: Is […]

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Tags: AMBA

SHU Puppies, The Best Smallcaps For Smallcap Season

December 7th, 2017 · No Comments

We’re about to enter the season for smallcaps, where they often gain most of the returns for the year. This year could have additional fuel due to the likelihood of tax cuts. So we’ll review some smallcaps which we think have upside. Source: SHU Puppies, The Best Smallcaps For Smallcap Season | Seeking Alpha

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Tags: DSNY · ESIO · INSG · xxii

Texas Instruments Is Shareholders’ Nirvana

December 7th, 2017 · No Comments

Texas Instruments is currently riding the waves of a synchronized upturn in the world economy and the Internet of Things. The company is focusing on industrial and automotive, where silicon spending is set to grow for years. With its enormous breadth of products, its competitive position seems solid, bolstered by economies of scope. This manifests […]

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Tags: TXN

Is It Too Late To Get Into Arista Networks?

December 7th, 2017 · No Comments

The company has several tailwinds, most notably a growing market, a growing market share and plenty of opportunities to increase its TAM in other verticals and markets. However, further operational leverage and valuation multiple extension doesn’t seem likely, although the company could start buying back shares. Most importantly, Arista’s competitive advantage seems defensible, at least […]

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Tags: ANET

Telematics Is Hot And CalAmp Has Multiple Growth Avenues

December 7th, 2017 · No Comments

A telematics company with a world-wide presence and a couple of recent big customer wins. We see several more growth drivers for the future. However, 2017 had tough comps, so optically it looks like growth is decelerating, and the shares have already rallied 50%+. Still, the shares aren’t that expensive, and we also compare them […]

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Tags: CAMP · INSG · MIXT

Someone Should Explain To The Germans And Dutch How The Euro Works In Their Favor

December 5th, 2017 · No Comments

The workings of the European Monetary Union are still not well understood by many citizens, especially in countries which are the main beneficiaries of the euro. The system is rife with dysfunctions that are only papered over by economic tailwinds and vigorous ECB action. But fundamentally, not much has changed and the system is very […]

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Tags: Eurocrisis