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SunPower Is In A Mess Of Its Own Making

November 14th, 2017 · No Comments

  • The solar market has been pretty good of late, with unusually stable ASPs and booming demand.
  • Yet SunPower isn’t able to produce a profit under these benign conditions, even if its finances are improving, and its capacity will be tapped out in Q4.
  • We worry that if it is not making it in this market, things could turn worse again when circumstances change.

Source: SunPower Is In A Mess Of Its Own Making – SunPower Corporation (NASDAQ:SPWR) | Seeking Alpha

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Some Basic Economics 101 For Trump’s Trade Team

November 14th, 2017 · No Comments

  • America is threatening to turn its back on free trade.
  • This risks retaliation from trade partners and even the undermining of the global economic order.
  • These are considerable risks for shareholders, especially in big international companies.

Source: Some Basic Economics 101 For Trump’s Trade Team | Seeking Alpha

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Plug Power’s Shot At Greatness

November 12th, 2017 · No Comments

  • After a series of deals with big companies, Plug Power seems to have cornered the market for fuel cell powered warehouse equipment like forklift trucks.
  • There is still much room to expand here and the basic capabilities can be leveraged into other sectors.
  • The path to profitability is less clear and Plug Power has much to show here.

Source: Plug Power’s Shot At Greatness – Plug Power, Inc. (NASDAQ:PLUG) | Seeking Alpha

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Electro Scientific Absolutely Kills It

November 12th, 2017 · No Comments

  • Electro Scientific Industries is absolutely killing it, firing from all three cylinders, with the stock exploding.
  • We wrote about this after the previous quarter just a couple of months ago, and the stock has already doubled from there.
  • There is still reason for optimism, as we will discuss.

Source: Electro Scientific Absolutely Kills It – Electro Scientific Industries, Inc. (NASDAQ:ESIO) | Seeking Alpha

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SHU Portfolio: Value Versus Growth Stocks

November 9th, 2017 · No Comments

  • We’ve mostly avoided growth stocks on a valuation basis in an already expensive and extended market.
  • Given their high valuation, many growth stocks are liable to sudden big downdrafts on unfavorable news.
  • But value and cyclical stocks are not immune to this either, and the latter bring the additional complication of timing.

Source: SHU Portfolio: Value Versus Growth Stocks | Seeking Alpha

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Datacenter Demand Down, Applied Opto Stock Up?

November 9th, 2017 · No Comments

  • The whole optical networking sector sold off sharply, to a significant extent on a surprising slowdown from the datacenter sector.
  • Yet the one stock that has the highest exposure to this sector went up.
  • We’ll look at this conundrum, and the broader issue of the datacenter growth.

Source: Datacenter Demand Down, Applied Opto Stock Up? – Applied Optoelectronics, Inc. (NASDAQ:AAOI) | Seeking Alpha

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Oclaro Falls Off A Cliff

November 9th, 2017 · No Comments

  • Oclaro is facing a couple of soft quarters and the shares got blasted.
  • On the one hand, this is understandable as there is little in the way of a visible catalyst in the immediate future.
  • However, the company is in vastly better financial shape compared to only a few years ago, and this softness is likely to be shallow and fairly short.

Source: Oclaro Falls Off A Cliff – Oclaro, Inc. (NASDAQ:OCLR) | Seeking Alpha

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Where Did It Go Wrong With Finisar?

November 6th, 2017 · Comments Off on Where Did It Go Wrong With Finisar?

  • One of our favorite shares is selling off, illustrating the problems of timing developments in a cyclical industry, or actually several cyclical sectors.
  • Most of these sectors now seem to hit snails, which is the worst-case scenario.
  • But this will turn around sooner or later, especially on the telecom side, first in the US, to be followed by China.
  • And Finisar’s opportunity in VCSELs is secular, even if they’re off to a bit of a slow start.

Source: Where Did It Go Wrong With Finisar? – Finisar Corporation (NASDAQ:FNSR) | Seeking Alpha

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Accumulate Lumentum On Weakness

November 6th, 2017 · Comments Off on Accumulate Lumentum On Weakness

  • Surprisingly soft Q1, especially where one would not expect it. That is datacom revenue disappointed.
  • The 3D sensing bonanza was constrained in Q1, but is arriving in full force in Q2 and looks to continue for quite some time.
  • There are also the first promising signs from the Chinese telecom market.
  • So Q2 will be a big improvement over Q1, and the rest of the fiscal year also looks pretty good.

Source: Accumulate Lumentum On Weakness – Lumentum Holdings Inc. (NASDAQ:LITE) | Seeking Alpha

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Mazor Robotics Is Going Parabolic

November 6th, 2017 · Comments Off on Mazor Robotics Is Going Parabolic

Mazor Robotics has created a viable niche for itself in the space of robotic surgery solutions, concentrating on spine and brain surgery.

There is already a good deal of clinical data and market acceptance.Partnering with Medtronic is likely to accelerate sales significantly.

We do fear that much of this is already priced into the shares though.

Source: Mazor Robotics Is Going Parabolic – Mazor Robotics Ltd. (NASDAQ:MZOR) | Seeking Alpha

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