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Entries from January 2020

Akoustis Is Ramping Up Production Capacity

January 22nd, 2020 · No Comments

Akoustis has generated a fair amount of critics, skeptics and shorts, and until recently this was understandable, given years of promise and disappointment. However, the company is already selling commercially into the defense industry, and it is experiencing increased interest in other industries despite more competition in these markets. Investors have bought into the idea […]

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Tags: AKTS

Destiny Media Gets Little Love From Investors

January 21st, 2020 · No Comments

While the company is making good progress, the shares have fallen back as perhaps it’s all going a little slower than investors hoped. But management is hitting the accelerator with additional investments in market and product development, and 90%+ gross margins and positive cash flow allow that. A quarter of the company’s market cap is […]

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Tags: DSNY

CEVA Will Benefit From Industry 4.0 And 5G

January 21st, 2020 · No Comments

The sky seems to be clear for CEVA, with growth in most of its customer’s end markets all but assured. 5G drives demand for base stations, handsets, IoT and industry 4.0 solutions, all of which are likely to favor the company. We see the shares recover further on a promising outlook and reasonable valuation. Source: […]

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Tags: CEVA

Zuora: Slowing Growth Is A Problem

January 17th, 2020 · No Comments

The main question for investors is whether Zuora will be able to revive its slowing growth. There are promising signs of the subscription economy spreading to new industries and the new customizable Central Platform is well suited to this. However, it remains to be seen how much of a growth impetus that delivers and we […]

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Tags: ZUO

FlexShopper’s Brisk Growth And Leverage Turn The Company Into The Black

January 17th, 2020 · No Comments

The company is growing fast on a number of innovative introductions like the B2B channel and checkout technology. These innovations not only boost growth, they have also further reduced customer acquisition cost, which has already fallen sharply and these are not the only leverage boosting mechanisms operating. Given the growth and leverage in the business […]

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Tags: FPAY

Perion’s Acquisition Of Content IQ Will Pay For Itself

January 15th, 2020 · No Comments

Perion’s shares have been on a tear on the basis of its booming search business, which is fast growing and very profitable. The shares still sell at very low multiples because its smaller ad business is still shrinking. The acquisition, apart from being a profitable business on its own right, is complementary to its existing […]

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Tags: PERI

2020 Portfolio Positioning Series: Avoid Much Of The Macro Noise With A Bottom-Up Approach

January 14th, 2020 · No Comments

SHU is positioning mostly in small-cap technology plays plus some turnaround stories which have their own dynamics and little correlation with market averages. The greatest risk for the market is the infection of the economy by secular stagnation and the slow demise of the domestic and international institutions that underpin prosperity and democracy. No dramatic […]

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Tags: SHU Portfolio

Take Advantage Of The Stage Stores Sell-Off

January 14th, 2020 · No Comments

The disappointment that led to a 50%+ crash in the shares pertains to the company’s old department stores, which had a disappointing Q4 after a fantastic Q3. However, these department stores will soon all be converted to offprice stores. Results from four quarters and 97 conversions show that these conversions lift sales by 35%+, so […]

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Tags: SSI

CalAmp Shares Are Down, But Certainly Not Out

January 14th, 2020 · No Comments

The company’s figures are buffeted by a series of transitory effects, from acquisitions to network transitions, tariffs, closing factories, supply-chain changes and what not. Under the hood, hidden by these headwinds, the company is increasing its SaaS business which generates higher margins. We believe that most of these transitory headwinds will gradually lessen going forward […]

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Tags: CAMP

Lantronix’s Smart Acquisitions Should Propel Its Shares Higher

January 14th, 2020 · No Comments

The company has made considerable progress in the last few years and we think that isn’t fully reflected in the share price. Two recent acquisitions are nicely complementary and cement the company’s position in the IoT market. The acquisitions produce cost and revenue synergies, additional capabilities and a more complete offering which are likely to […]

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Tags: LTRX