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Entries from May 2019

Intevac’s Improvement Isn’t Reflected In The Share Price

May 22nd, 2019 · No Comments

The company is doing better than expected and guides for 20%+ growth this year with positive profits and cash flow to boot. The company has two major market opportunities with its night vision tech and the VERTEX versatile coating technology. The other businesses are also growing, albeit not spectacularly. Source: Intevac’s Improvement Isn’t Reflected In […]

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Tags: IVAC

Teladoc Health Looks Pretty Interesting

May 21st, 2019 · No Comments

Teladoc is a big player in the rapidly rising virtual care market, which is still in the early innings. The company has multiple growth avenues in front of it, like Medicare Advantage and overseas growth. Cash flow concerns are dwindling, as the business model does contain a fair amount of leverage. There are some latent […]

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Tags: TDOC

Boxlight Is Still Attractive

May 20th, 2019 · No Comments

Despite a disappointing Q1, we think Boxlight is still an attractive buy as the bad quarter isn’t likely to be the harbinger of a structural problem. There was a nice uptick in gross margin, and if the growth resumes, there is a path towards cash generation exiting the year. At just over 1x sales, the […]

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Tags: BOXL

It’s Still Not Too Late To Get On Board Of The BioLife Solutions Train

May 19th, 2019 · No Comments

We argued that the company is a ground-floor opportunity on the regenerative medicine revolution, which is just in the early innings. The company is winning dozens of new customers a quarter, increasing the pool of possible regulatory approvals and the accompanying prospect of a step up in revenues. Already profitable and cash generating, the shares […]

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Tags: BLFS

The Real Risk Of The Trade War

May 19th, 2019 · No Comments

It is difficult to see the Chinese caving to the demands of the Trump government, which seem to involve a wholesale change of China’s economic model. Either some middle ground is found or we risk a serious escalation with multiple risks to the state of the world economy, with many known and unknown facilities. The […]

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Tags: Trade

Cohu Shares Are Very Attractive

May 19th, 2019 · No Comments

The company is enjoying structural tailwinds as ever more electronics go into ever more stuff, as well as an enhanced market presence after a significant acquisition. Recent weakness in some segments seems to be abating and management predicts an upturn in the second half of the year. The company will also enjoy considerable leverage with […]

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Tags: COHU

The Short Thesis On Pareteum Isn’t Supported By The Data

May 19th, 2019 · No Comments

Critics are making too much about Pareteum’s supposedly large problem with the quality of its backlog. Management itself implicitly acknowledges the problem and has guided accordingly. There is no data available that suggests the problem is worse than management guides for. In fact, the data point to the opposite. Q1 was a solid quarter, another […]

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Tags: TEUM

MicroVision: Moving From Development To Production

May 19th, 2019 · No Comments

MicroVision has developed some interesting technology based on LiDAR, with which one can project interactive screens on any surface. Management expects sales to increase in the second half of this year, marking the company’s graduation from the development stage. But there isn’t enough known about the size of these sales to be fully confident the […]

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Tags: MVIS

Sunworks: Share Price Has Exploded, What’s Next?

May 19th, 2019 · No Comments

Shareholders tuned in enthusiastically on the prospects of a turnaround at Sunworks, at one stage five-folding the stock price this year. We think the easy money has already been made, but still think the shares will become interesting on a further sell-off. The progress is real and promises to continue this year, but keep in […]

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Tags: SUNW

Diebold Nixdorf’s Turnaround Is Gathering Pace

May 12th, 2019 · No Comments

The bulls are firmly in charge at Diebold Nixdorf, betting that their DB Now cost-cutting efforts can produce positive cash flow. If so, that would set in motion a self-reinforcing loop where deleveraging drives further cash flow improvements. We’re not there yet, but the prospects have significantly improved from half a year ago, and company […]

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Tags: DBD