shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 4

Entries from August 2019

Trade War: The Free Lunch Is Over

August 8th, 2019 · Comments Off on Trade War: The Free Lunch Is Over

So far, the trade war with China, which has been fought on a host of misconceptions, has not produced serious economic consequences for the US economy and markets. But after the latest escalation, that benign outcome can no longer be guaranteed. Any further escalation risks doing serious damage to the US markets and economy. The […]

[Read more →]

Tags: Trade

Data I/O Is In A Firm Down-Cycle

August 8th, 2019 · Comments Off on Data I/O Is In A Firm Down-Cycle

Data I/O is experiencing the worst cyclical downturn since 2012-2013, according to its CEO. Yet, the company is weathering this downturn much better than previous ones due to a greatly reduced cost level. While things might bet worse before they get better, as ever more electronics is going into ever more stuff, the company has […]

[Read more →]

Tags: DAIO

Sooner Or Later, The Progress At Intevac Will Push The Shares Higher

August 5th, 2019 · Comments Off on Sooner Or Later, The Progress At Intevac Will Push The Shares Higher

The company’s outlook is given a big boost by a new significant contract win for their photonics business. Their VERTEX and MATRICS platform evaluation wins also increase the odds for gaining substantial future revenues. The outlook for their ENERGi and disk spluttering businesses is solid. With some of the progress shifting into 2020, investors are […]

[Read more →]

Tags: IVAC

Bull Thesis In Zynex Confirmed By Q2 Figures

August 5th, 2019 · Comments Off on Bull Thesis In Zynex Confirmed By Q2 Figures

The company produced stellar Q2 figures despite a rather epic sales force ramp that took S&M 111% higher in the quarter. The company can easily afford this sales ramp, and we don’t think investors appreciate the inherent flywheel effect that will come as a result. We are also getting a little more optimistic about the […]

[Read more →]

Tags: ZYXI

Smith Micro Has An Open Ended Upside

August 2nd, 2019 · Comments Off on Smith Micro Has An Open Ended Upside

The company is enjoying unprecedented growth with just one of its revenue streams at one carrier. This growth has only just began and has quite some way to go. The generated revenues produce 90%+ gross margins, recurring revenues and little in the way of selling effort, which is done by the carrier. So if one […]

[Read more →]

Tags: SMSI

ams AG Is In A Strong Recovery, We Feel Not All Is Priced In Yet

August 2nd, 2019 · Comments Off on ams AG Is In A Strong Recovery, We Feel Not All Is Priced In Yet

The stock had sunk way too far late last year, and booming business is now bringing it back up. The company is a main winner in the 3D sensing arena, which is only in the early innings as applications multiply and the tech moves beyond smartphones. The revenue ramp is producing a margin recovery, cash […]

[Read more →]

Tags: AMSSY