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Entries from February 2018

An American Energy Dominance?

February 27th, 2018 · Comments Off on An American Energy Dominance?

The Trump Administration goes all-in for fossil fuel dominance with across the board deregulation. It’s debatable how much of an effect deregulation has on production and it’s not without cost. Insofar as the US is already responsible for most of the increase in world oil supply, the success of the policy could actually backfire, also […]

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Tags: Oil

An Overheating U.S. Economy?

February 27th, 2018 · Comments Off on An Overheating U.S. Economy?

Fiscal policy has thrown fire on what is already a very prolonged economic upturn. With capacity tight and structural growth restrained, there are some signs of a possible overheating of the economy. However, given good corporate earnings growth, for this to cause major damage to the equity markets this process must accelerate and escalate. As […]

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Tags: The Markets

Electro Scientific Has Another Blast-Out Quarter

February 27th, 2018 · Comments Off on Electro Scientific Has Another Blast-Out Quarter

Electro Scientific is selling off nearly 20% on absolutely stellar results. There is nothing in the figures, nor was there anything remotely concerning that surfaced during the Q3CC. While not all quarters are going to be as good as these, the company is in much better shape now and is well prepared to smooth out […]

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Tags: ESIO

Electro Scientific Has Another Blast-Out Quarter

February 8th, 2018 · Comments Off on Electro Scientific Has Another Blast-Out Quarter

Electro Scientific is selling off nearly 20% on absolutely stellar results. There is nothing in the figures, nor was there anything remotely concerning that surfaced during the Q3CC. While not all quarters are going to be as good as these, the company is in much better shape now and is well prepared to smooth out […]

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Tags: ESIO

FormFactor Is In Good Shape

February 8th, 2018 · Comments Off on FormFactor Is In Good Shape

The company made a sensible acquisition a couple of years ago and has done much better since. The share price has fallen back quite a bit on sector worries, but we believe there are still multiple drivers in place for the company. On top of that, the shares really aren’t expensive. Source: FormFactor Is In […]

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Tags: FORM

Coherent Seems In Good Health To Us

February 8th, 2018 · Comments Off on Coherent Seems In Good Health To Us

Not for the first time, Coherent shares sold off 20%+. This isn’t out of the ordinary for a company which experienced huge share gains and supplies at least in part to a cyclical industry. But backlog is sufficiently substantial to smooth a few rough quarters out and valuation still seems reasonable to us. Source: Coherent […]

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Tags: COHR

Lam Research Is Slowing Down But The Shares Are Still Attractive

February 6th, 2018 · Comments Off on Lam Research Is Slowing Down But The Shares Are Still Attractive

Lam Research had another stellar quarter with shipments rising at 50% y/y. However, 2018 will see a considerable slowdown in this torrid pace. We’ll investigate the main growth drivers to see whether these can still drive the shares higher despite the slowdown in growth. Source: Lam Research Is Slowing Down But The Shares Are Still […]

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Tags: LRCX

Just What The Doctor Ordered

February 6th, 2018 · Comments Off on Just What The Doctor Ordered

Two years ago, the world economy looked downright scary, with secular stagnation ravaging much of the developed world, stagnant wages, low productivity growth and various serious crisis spots. But growth returned and it took the immediate sting out of these dangerous situations, like a eurozone break-up, Chinese capital flight and emerging market dollar debt. While […]

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Tags: The Markets · World Economy

KLA-Tencor Is Winning Market Share

February 6th, 2018 · Comments Off on KLA-Tencor Is Winning Market Share

With growth stalling for a couple of quarters and little room for margin expansion, there seem to be few levers left for the company to boost its share price substantially. However, growth is supposed to return in the second half and the company still expects to grow faster than the overall market. The tax benefits […]

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Tags: KLAC