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Entries Tagged as 'INSG'

This Is How Fortunes Are Made

September 20th, 2018 · Comments Off on This Is How Fortunes Are Made

The best investments, the ones that build fortunes, are the home runs of companies beaten down. It is of course very difficult to spot these opportunities and you’ll have to beat numerous odds to profit from these. Invariably, they’re very risky, so one should only dedicate a small part of their portfolio to these situations, […]

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Tags: INSG · TNDM

SHU Portfolio: We Would Still Buy Inseego

September 10th, 2018 · Comments Off on SHU Portfolio: We Would Still Buy Inseego

Going through the SHU portfolio and kicking a few tires, we would still be buying shares of Inseego today, even after a doubling of the share price in recent months. The company’s financials have improved considerably and they are facing a number of really big market opportunities in 5G and asset tracking especially. We also […]

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Tags: INSG · SHU Portfolio

SHU Portfolio: The Clouds Are Lifting For Inseego

August 17th, 2018 · Comments Off on SHU Portfolio: The Clouds Are Lifting For Inseego

Revenue and margins are turning in the plagued Mobile/IoT division. The company got rid of a substantial liability and achieved a big cash injection. It is well placed to take advantage of multiple big market opportunities in 5G, aviation, and DMS. We think shares can still be bought at these levels. Source: SHU Portfolio: The […]

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Tags: INSG

SHU Portfolio: There Is A Bright Light At The End Of The Inseego Tunnel

May 22nd, 2018 · Comments Off on SHU Portfolio: There Is A Bright Light At The End Of The Inseego Tunnel

The company’s financial results are still marred by the decline of the legacy MiFi business. But the restructuring has paid off already and the company already has several businesses growing at a significant pace. Their aviation business already has accumulated big contracts, but these take time to ramp. Even the MiFi decline can easily turn […]

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Tags: INSG

Inseego Is Making Solid Progress, Now For The Next Act

April 5th, 2018 · Comments Off on Inseego Is Making Solid Progress, Now For The Next Act

The company is in Act 1 of its turnaround plan and we can say, so far, so good as the company even turned in a small operating profit already. For subsequent acts, the company has to start to grow revenues again. While this is certainly possible (indeed, some parts of the company are already growing) […]

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Tags: INSG

Inseego’s 5G Credentials Are Underappreciated

January 16th, 2018 · Comments Off on Inseego’s 5G Credentials Are Underappreciated

5G is going to provide a quantum leap in connectivity, enabling a host of new sectors to finally reach their potential, like the IoT, remote machine operating, remote AR/VR, etc. Inseego, which is still considered mostly as a restructuring play, is actually well positioned to benefit from these developments. It has important partners in the […]

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Tags: INSG

SHU Puppies, The Best Smallcaps For Smallcap Season

December 7th, 2017 · Comments Off on SHU Puppies, The Best Smallcaps For Smallcap Season

We’re about to enter the season for smallcaps, where they often gain most of the returns for the year. This year could have additional fuel due to the likelihood of tax cuts. So we’ll review some smallcaps which we think have upside. Source: SHU Puppies, The Best Smallcaps For Smallcap Season | Seeking Alpha

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Tags: DSNY · ESIO · INSG · xxii

Telematics Is Hot And CalAmp Has Multiple Growth Avenues

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 […]

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Tags: CAMP · INSG · MIXT

SHU Speculative Corner; Inseego Is Turning The Corner

November 16th, 2017 · Comments Off on SHU Speculative Corner; Inseego Is Turning The Corner

One company we bought for our corner with small speculative stocks is showing progress and could very well turn to profitability next year. The shares are range bound, but could break out when the progress becomes more visible. The just published quarterly figures were marred by one-off events hiding the progress from view. Source: SHU […]

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Tags: INSG

Inseego: An Interesting Turnaround Play

October 15th, 2017 · Comments Off on Inseego: An Interesting Turnaround Play

We think INSG offers an interesting play on an ongoing restructuring. But the company has also landed some big clients in IoT applications, like asset tracking and management. We think both of these themes make the shares interesting, and the shares have been much higher in the past. We bought 5,000 at $1.52 for the […]

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Tags: INSG · SHU Portfolio