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Battle Of The Apple Suppliers

April 13th, 2017 · No Comments

  • The upcoming new Apple iPhones look like they could become a blockbuster.
  • While by no means guaranteed, any inclusion, especially a new one of the phones (or all of them) could significantly impact suppliers.
  • Here, we look at two potential suppliers which could significantly benefit from an inclusion of ‘3D sensing’ in the upcoming iPhones.
  • We also formulate some thoughts on which one of these is the better buy.

Battle Of The Apple Suppliers | Seeking Alpha

→ No CommentsTags: AAPL · FNSR · LITE

The Well Of Wealth Creation Is Drying Up

April 12th, 2017 · Comments Off on The Well Of Wealth Creation Is Drying Up

  • A big part of economic progress comes from fundamental advances in science.
  • With the private sector retreating from fundamental research and the public sector facing cutbacks, the well is decreasing.
  • It’s widely unappreciated just how fundamental the public sector has been for the advancement of fundamental research and, as a consequence, innovation and productivity growth.
  • Since fundamental research has public good characteristics and is inherently risky, there are sound economic reasons for that.

The Well Of Wealth Creation Is Drying Up | Seeking Alpha

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Meet The 3 Brothers That Are Ruining South Africa

April 10th, 2017 · Comments Off on Meet The 3 Brothers That Are Ruining South Africa

  • South Africa enjoyed a period of solid economic performance in the decade up to the financial crisis.
  • After that, things have deteriorated, and recent revelations have brought to light a disturbing level of government capture by three Indian brothers behind the President.
  • It will be difficult to turn things around before the elections scheduled for 2019. South Africa could turn populist before then.
  • Bonds and the currency will likely suffer more. Stocks could do considerably better.

Meet The 3 Brothers That Are Ruining South Africa | Seeking Alpha

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A New Threat To Intel’s Dominance Of The Datacenter

April 10th, 2017 · Comments Off on A New Threat To Intel’s Dominance Of The Datacenter

  • Intel is still enjoying a near monopoly in server chips powering the fast growing cloud.
  • However, with Moore’s Law slowing down and shifting cloud computing needs toward much more sophisticated applications, this lead is under threat.
  • Other solutions, like GPUs and FPGAs, and now Google’s TPU can address these shifting cloud computing needs more efficiently.

A New Threat To Intel’s Dominance Of The Datacenter

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Buy Alert In Finisar

April 9th, 2017 · Comments Off on Buy Alert In Finisar

  • Shares of Finisar sold off on temporary issues and rumors.
  • We think the sell-off has gone too far, the company is in good financial health and profits are jumping.
  • The shares are fairly cheap and are finding technical support.

Buy Alert In Finisar

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Buy Into The Sell-Off In Nvidia?

April 9th, 2017 · Comments Off on Buy Into The Sell-Off In Nvidia?

  • Nvidia got a downgrade from an analyst and tanked 7.6%.
  • These things happen after a stock has run up the way Nvidia shares have.
  • While one or two softer quarters are possible, they are by no means a foregone conclusion and the long-term growth story is still as compelling as ever.
  • There are simply few companies which have similar positions in some of the biggest growth markets today, like AI, VR, IoT, autonomous cars, etc.

Buy Into The Sell-Off In Nvidia?

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The FIZZ Is Getting Frothy

April 8th, 2017 · Comments Off on The FIZZ Is Getting Frothy

  • The chart of National Beverage displays a near parabolic rise.
  • There are sound reasons for that in the form of rising sales and increasing margins at half of their business.
  • With the shares fully valued and overbought, it’s difficult to see much immediate upside from here though.
  • And while we expect the company to keep the party going for some time to come, the longer-term isn’t devoid of risks, and visibility for investors is fairly poor.

The FIZZ Is Getting Frothy

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The Brexit Farce

April 8th, 2017 · Comments Off on The Brexit Farce

  • The UK is embarking on Brexit, a process of truly daunting complexity for which there is a two year time frame that most think is way too short.
  • The resulting upheaval will consume British policy making for at least a decade or more.
  • We don’t see much upside, but there are significant risks and banana peels on the way.
  • While even the British government’s own research shows that the economy will suffer in the process, the pound will absorb much of the shock.
  • So we expect British equities to be little affected in general, but bonds and the pound will face structural headwinds.

The Brexit Farce | Seeking Alpha

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Ubiquiti Networks Short Thesis Doesn’t Add Up

April 8th, 2017 · Comments Off on Ubiquiti Networks Short Thesis Doesn’t Add Up

  • Ubiquiti does things differently. It generally offers good products for much lower prices compared to the competition, but also enjoys significantly better margins.
  • That seems too good to be true, hence the company has critics.
  • But unless there is something big hidden in the figures, we find most of the criticism missing the mark.
  • We think that Ubiquiti’s lean business model and apparently top-notch R&D can explain much of their performance.

Ubiquiti Networks Short Thesis Doesn’t Add Up

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The Essential Micron

April 6th, 2017 · Comments Off on The Essential Micron

  • Shares of Micron have been on a tear already since the lows of $9 early last year.
  • But the company is on a run that is supported not only by favorable market conditions, but also by at least some more secular trends.
  • We compare this run to previous ones and argue that the shares are likely to go higher still.

The Essential Micron – Micron Technology Inc. (NASDAQ:MU) | Seeking Alpha

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