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Entries from October 2019

Turnaround At Stage Stores Is Getting Traction

October 15th, 2019 · No Comments

Investors have celebrated the company’s promising Q2 results, most of it driven by their adoption of the off-price strategy. As the results of this strategy are positive, management is now going all in, converting all its stores to off-price stores. With the guided positive cash flow, bankruptcy risks would diminish considerably, but the company still […]

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Tags: SSI

RADA Electronic Is In The Right Place At The Right Time

October 14th, 2019 · No Comments

The company’s radar technology is hitting a sweet spot, much of it as a result of rising demand due to the proliferating threat from drones. It is building a US production facility that should be ready by the end of the year. If growth continues at the same pace next year, there is still room […]

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Tags: RADA

The Meet Group Grows Impressively, Despite Flaws

October 13th, 2019 · No Comments

The company is actually performing quite well with rampant video revenue growth and good cash flow generation. This despite obvious flaws in the products and lack of strategic direction, so the glass is either half full or half empty. Given the flaws, there is lots of room for improvement, albeit no guarantee that management will […]

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Tags: MEET

Five9: The Leader In Cloud Contact Centers Still Has A Long Runway In Front Of It

October 11th, 2019 · No Comments

The shift to cloud contact centers has only just begun, and the company is the recognized market leader. The shift will gather pace, as cloud contact centers have become of strategic importance, spouting multiple advantages. Shares have given back the gains after a stellar Q2, now offering investors a good entry point. Source: Five9: The […]

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Tags: FIVN

Zynex Breaks Out With The Flywheel Effect Yet To Come

October 9th, 2019 · No Comments

The company basks in device orders growing at 30% sequentially and 95% y/y. Revenue will follow more slowly, but ultimately much more pronounced as the company gets 80% of revenue from supplies, not device sales, producing a flywheel effect. Enjoying 80%+ gross margin, profits, positive cash flow and no debt, it’s not too late to […]

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Tags: ZYXI

Talend Cloud Transformation Accelerates

October 8th, 2019 · No Comments

Talend is well established data integration solutions provider, it’s in the midst of a cloud transformation. This transformation seems to be going somewhat faster than expected. This produces some headwinds for revenue growth (5%-7%) and cash flow has moved temporarily negative, although not alarmingly so. However, ARR growth should be considered the real measure of […]

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Tags: TLND

EDAP Is At An Inflection Point

October 7th, 2019 · No Comments

The company is in the first inning with its HIFU treatment of prostate cancer, enjoying near triple-rate growth in Q2. Its other business is more steady, but also had a good quarter. Given the growth, the large margin expansion and profitability, and the additional HIFU treatment opportunities further away in time we think the shares […]

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Tags: EDAP

Milestone Scientific Looks Like Breaking Out

October 3rd, 2019 · No Comments

The company is using its profitable business for dental practices as a cash cow to develop its medical business. The medical business is a platform with multiple applications, but efforts are concentrating on Epidural, where its CompuFlo delivers strong benefits. It looks like the CompuFlo has a fair shot at catching on and the company […]

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Tags: MLSS

Digital Turbine’s Impressive Ramp Isn’t Done By Any Means

October 1st, 2019 · No Comments

The company has been powering ahead, gaining OEM and carrier partners with Samsung as the latest example. Samsung promises to produce a near-term ramp in the company’s installed base which has already been growing spectacularly. What’s more, revenue per device and operational leverage are also increasing substantially. The company is now generating cash and is […]

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Tags: APPS