shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 4

Entries from April 2020

Bulls Vs. Bears, What Data To Watch Out For

April 20th, 2020 · Comments Off on Bulls Vs. Bears, What Data To Watch Out For

There is a sharp division between bulls and bears. The first argue the markets have already seen the lows, and the latter argue much worse is to come. They look at all kinds of data, economic data, historical data, financial data, technical market data, etc. All useful, but partial in our view. The most important […]

[Read more →]

Tags: The Markets

Emerging Market Crisis Is Looming

April 14th, 2020 · Comments Off on Emerging Market Crisis Is Looming

After having hit much of Asia, a second wave of the coronavirus outbreak is hitting the EU and the US, with a slump in world economic growth as a result. This is the backdrop for many emerging markets which are about to be hit by the pandemic. They are much less well equipped to deal […]

[Read more →]

Tags: Emerging Markets

Moment Of Truth For The Eurozone Is Approaching

April 14th, 2020 · Comments Off on Moment Of Truth For The Eurozone Is Approaching

With economies everywhere in a self-induced coma and rescue bazookas getting ever bigger, the effect on public finances is going to be epic. This is going to be difficult anywhere and require debt monetization on a large scale, with uncertain consequences. But some of the worst-hit countries like Italy, as members of a currency union, […]

[Read more →]

Tags: Eurocrisis

EyePoint Still Has A Very Promising Future

April 14th, 2020 · Comments Off on EyePoint Still Has A Very Promising Future

EyePoint is on a steeply upward sloping growth path with two relatively new treatments and a third one on the way. However, the coronavirus pandemic is hobbling the growth path of one of these (DEXYCU), but the company has intervened to save cash. We think establishing an initial position at these levels is likely to […]

[Read more →]

Tags: EYPT

Eros International Is A Speculative Buy

April 11th, 2020 · Comments Off on Eros International Is A Speculative Buy

Results have deteriorated in recent times and the company has more than doubled its share count in the last two years. The market is also very competitive with bigger, better-capitalized players in India. However, the company still generates considerable adjusted EBITDA and at least some cash. And Eros Now keeps on expanding paid subscriptions; if […]

[Read more →]

Tags: EROS

Fulgent Genetics Is Fundamentally Sound

April 11th, 2020 · Comments Off on Fulgent Genetics Is Fundamentally Sound

Fulgent’s growth is going to come down this year, according to guidance which was issued just before the coronavirus hit the US in earnest. From competitors with more recent updates, the picture doesn’t seem to be too alarming, at least not yet. Fulgent remains a solid growth company, and investors can nibble at the shares […]

[Read more →]

Tags: FLGT

ams AG Bought OSRAM At Exactly The Wrong Time

April 11th, 2020 · Comments Off on ams AG Bought OSRAM At Exactly The Wrong Time

The company had a stellar 2019, and while 2020 prospects would have been affected by the coronavirus pandemic anyway, they have turned south. ams is in the midst of acquiring OSRAM, a company which will experience stronger headwinds from the pandemic as auto sales are collapsing at least temporarily. Worse is the company is now […]

[Read more →]

Tags: AMSSY

BioLife Will Suffer From Cancellations Of Trials

April 11th, 2020 · Comments Off on BioLife Will Suffer From Cancellations Of Trials

The shares in BioLife Solutions have crashed with the markets and some minor disappointments in quarterly figures. But we think the company has several secular tailwinds blowing in its favor and we see attractive valuation at these levels. There are signs that clinical trials are aborted because of the strain on the healthcare system, which […]

[Read more →]

Tags: BLFS

A Failure Of Epic Proportions

April 7th, 2020 · Comments Off on A Failure Of Epic Proportions

Most Western democracies fumbled in their response to the coronavirus outbreak despite having two months to prepare. A number of Asian countries have shown that it was possible to nip an outbreak in the bud and/or contain one when a serious one materialized. Investors are suddenly faced with a whole new landscape to navigate. A […]

[Read more →]

Tags: Economy

The Crash In PAR Technology Is Overdone

April 7th, 2020 · Comments Off on The Crash In PAR Technology Is Overdone

The shares of Par Technology crashed from $34 to below $10 in short order on the worsening pandemic shutting down much of its customers. However, there is some compensation from Drive Thru and delivery, and a case can be made that restaurants now need a sophisticated POS system more than ever. The company was also […]

[Read more →]

Tags: PAR