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Entries from April 2018

CalAmp Has A Considerable Runway

April 19th, 2018 · No Comments

After moving sideways for the 5 months since we first wrote about the company, we think things are looking up again. The company will benefit from a growing market, which will get a new impulse from 5G. Added (SaaS) services and increasing revenue will improve margins. There are a couple of temporary factors muddying the […]

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Tags: CAMP

Himax In Transition, Is There Light At The End Of The Tunnel?

April 18th, 2018 · No Comments

Himax looks to be set to move to the non-display driver business in a more serious way with a large CapEx program and an acquisition. It is gearing up investments for the 3D sensing business and IoT vision. Revenues are not immediately expected, but from the second half onwards, things could become interesting. They’ll need […]

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Tags: HIMX

Another Own Goal?

April 18th, 2018 · No Comments

The trade tensions between the US and China are heating up. Much of the US focus is on Chinese efforts to expand in high-tech industries in general and optical networking industries in particular. Hence, the US is putting sand in the wheels of the expansion of important Chinese companies like ZTE and Huawei. But these […]

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Tags: Economic Policy · Economy

Technology Shares Out Of Fashion?

April 18th, 2018 · No Comments

Bank of America argues that investors should lighten up on technology stocks. We think this is way too general an approach, investors are much better off on a case-by-case analysis. Of the valuation issues and risks they mention, only the one about a possible fallout of the recent trade tensions seems a valid concern. Source: […]

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Tags: Technology · The Markets

ServiceNow: Beautiful Business Model, But The Stock Has No Margin For Error

April 17th, 2018 · No Comments

We were worried about high valuation half a year ago, and the shares have added almost 50% since. This gives the stock little margin for error. However, the company has one of the best business models we have seen, and it has multiple avenues for growth. Source: ServiceNow: Beautiful Business Model, But The Stock Has […]

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Tags: NOW

Cirrus Is Cheap, But Investors Have To Be Patient

April 17th, 2018 · No Comments

The shares have fallen off a lot on some disappointing results, and the last quarter wasn’t much different. Growth is only likely to return in 2019. So 2018 is a transition year in which the company gears up more revenue avenues. Voice-controlled devices and voice biometrics look to be significant new growth opportunities. Source: Cirrus […]

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Tags: CRUS

Chinese Investor Strike?

April 17th, 2018 · No Comments

Macro lessons for investors part II. Some argue that the US trade deficit is simply the result of big US public sector deficits and debts (which need to be refinanced), needing foreign investors. As a result, they argue, the Chinese could strike back by stop buying US Treasuries, or even dumping their $1T+ Treasury holdings. […]

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Tags: The Markets

Macro Lessons For Investors

April 16th, 2018 · No Comments

Macro forces are impacting financial markets continuously; investors do well getting to grips with the basics. However, there are wildly different views about how the economy works, and the debate is tainted by politics. In dramatic circumstances like the immediate wake of the financial crisis, choosing the right economic model can make a dramatic difference […]

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Tags: The Markets · The World according to Economics

Talend Has A Strong Competitive Position

April 16th, 2018 · No Comments

Parts of the company are growing really fast and it seems to be the go-to solution for big companies, suggesting a substantial competitive advantage. However, there are still substantial losses which aren’t going away anytime soon. It all depends what you want to pay for this; we think the present price is really quite fair […]

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Tags: TLND

YY’s Shares Have Fallen Off Too Much

April 14th, 2018 · No Comments

Investors were apparently disappointed by Q4 figures and outlook, as the shares sold off substantially. Growth is indeed slowing down a tad but it is still very solid, and competitive worries are overblown according to management. The company still has numerous expansion opportunities and the shares are fairly cheap. Source: YY’s Shares Have Fallen Off […]

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Tags: YY