We are surprised by the renewed selling of the shares of Data I/O. It looks like investors took their cue from a single disappointing data point, backlog, and concluded the cyclical downturn is getting worse. Shares are pricing in a worst case scenario with substantial cyclical losses and cash bleed. We think there are multiple […]
Entries Tagged as 'DAIO'
August 2nd, 2018 · Comments Off on Data I/O Is Priced For A Crash That Isn’t In Sight
April 30th, 2018 · Comments Off on Data I/O Should Bottom Out Here
Shares have gone down as fast as they rose last year, but we think both movements have been exaggerated. The quick downturn in the share price is on expectations that we’ll experience a traditional severe cyclical downturn. But we think there are several reasons why this will be a muted cycle. With the company in […]
April 2nd, 2018 · Comments Off on Data I/O Is Still Attractive In The Medium Term
Data I/O keeps on delivering good results while the stock is way off its 52-week highs. We think the company is still powered by pretty strong tailwinds. The immediate picture might be a little less bullish with some customers digesting the recent expansion. Source: Data I/O Is Still Attractive In The Medium Term – Data […]
January 2nd, 2018 · Comments Off on Data I/O Will Double Again
The company is benefiting from strong tailwinds which are likely to endure for years. Apart from the tailwinds, the company is also increasing its competitive position, winning customers from the competition. Margins, profits and cash flow have also materially improved. The shares are still fairly reasonably priced, and have fallen back quite a bit in […]
December 18th, 2017 · Comments Off on 2 More Small Caps For The Small Caps Season
Here are two more small-cap companies which had a good 2017, but the shares have pulled back lately. Both of these companies have fairly unique products that sets them up nicely to ride the coming IoT wave. Both companies are riding other waves at the moment already. Source: 2 More Small Caps For The Small […]
October 19th, 2017 · Comments Off on Data I/O Corporation: Can It Get Any Better?
Spectacular growth in the first half of this year, even if this may slow down a little in the next 2-4 quarters. From a growth stock perspective which seems appropriate to us, the shares are still not expensive. The company has an opportunity to leverage its leading position from automotive into the Internet of Things […]