After moving sideways for the 5 months since we first wrote about the company, we think things are looking up again. The company will benefit from a growing market, which will get a new impulse from 5G. Added (SaaS) services and increasing revenue will improve margins. There are a couple of temporary factors muddying the […]
Entries Tagged as 'CAMP'
April 19th, 2018 · Comments Off on CalAmp Has A Considerable Runway
December 7th, 2017 · Comments Off on Telematics Is Hot And CalAmp Has Multiple Growth Avenues
A telematics company with a world-wide presence and a couple of recent big customer wins. We see several more growth drivers for the future. However, 2017 had tough comps, so optically it looks like growth is decelerating, and the shares have already rallied 50%+. Still, the shares aren’t that expensive, and we also compare them […]