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Entries from January 2018

Kemet Has More Gas In The Tank

January 14th, 2018 · No Comments

The shares of Kemet have been on a tear, but the last couple of months have seen a good deal of profit taking. That is understandable, given the run-up, but we see quite a few reasons to be optimistic here. There is still solid demand, the company is supply constrained in many of its businesses, […]

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Tags: KEM

Air T Goes Vertical

January 14th, 2018 · No Comments

The CEO has been buying shares in his own company for quite some time. Last week, the shares went vertical for no apparent reason. Something is up, but there is no clear cause, at least not in the public domain. We can’t say that the business development gives rise to so much optimism and we […]

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Tags: AIRT

Is The SKY The Limit?

January 14th, 2018 · No Comments

Skyline is buying a much bigger, private competitor Champion Housing, and its shares rallied 50% on the news. Economically the deal makes sense, financially the info is very thin, so at least some investors are flying by the seat of their pants. In that light, the magnitude of the rally is a little surprising, and […]

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Tags: SKY

Xperi Suffers From Temporary Setbacks, But The Shares Are Cheap

January 9th, 2018 · No Comments

Xperi is hobbled by a host of issues which are mostly temporary, like revenue recognition, delays, litigation cost, acquisition cost, and the impact of a new accounting standard. Given its business model (IP and product licensing), similar issues are likely to come up from time to time, muddying the picture. But once investors focus on […]

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Tags: XPER

Booming World Economy Is Facing Constraints

January 9th, 2018 · No Comments

The world economy is booming, which is good for corporate earnings. Equity valuations should be able to handle a modicum of higher interest rates. But capacity constraints and labor shortages start emerging, the adjustment could be more brutal. It is especially important where this happens first, as this will impinge on currency and bond markets, […]

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Tags: Economy

Amazon’s Mobile Problem

January 9th, 2018 · No Comments

Amazon is dominating online shopping search and enjoys a high conversion rate. That domination provides it with a lot of leverage versus the competition. However, this picture isn’t complete; in other areas of shopping search, like mobile and social media, Amazon isn’t doing well. But they have opened another arena, voice assistants, which make the […]

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Tags: AMZN

Data I/O Will Double Again

January 2nd, 2018 · No Comments

The company is benefiting from strong tailwinds which are likely to endure for years. Apart from the tailwinds, the company is also increasing its competitive position, winning customers from the competition. Margins, profits and cash flow have also materially improved. The shares are still fairly reasonably priced, and have fallen back quite a bit in […]

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Tags: DAIO

The Amazon Economy

January 2nd, 2018 · No Comments

Amazon undoubtedly brings efficiency to the shopping process, but there is a considerable price to pay for this. By monopolizing online market access, it forces most other online sellers to either join Amazon or become irrelevant. Amazon increasingly owns the underlying infrastructure of commerce, and this gives it ample opportunity to tilt the playing field […]

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Tags: AMZN · Economy

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

January 2nd, 2018 · No Comments

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 and extract most of the value and valuable data and information. That information allows it to start competing businesses by picking off its merchants’ […]

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Tags: AMZN