Ellie Mae: Growing In A Declining Industry
The company has a near unassailable market position and keeps on gaining market share. However, we think for the foreseeable future, tailwinds and headwinds (mostly from the mortgage market) will […]
The company has a near unassailable market position and keeps on gaining market share. However, we think for the foreseeable future, tailwinds and headwinds (mostly from the mortgage market) will […]
People have blamed the Fed for the rise in US inequality, but this is hard to square with the facts. Fed criticism mostly comes from people subscribing to hard money […]
Polaris is recovering from a very bad 2016 when they were plagued by quality issues. There is still considerable runway for the company to improve further. The company is also winning […]
While Skechers shares jumped 40% on a single day after very good third quarter results, they might have to digest that jump a little. However, the shares are still very […]
Here are two stocks with catalysts. First Solar is likely to benefit from possible protectionism in its home market as a result of the Suniva/Solarworld case. Finisar is benefiting from […]
There is a sudden sell-off, on very high volume, in the shares of Ctrip, driven by fears that seem a little overblown to us. However, a crucial technical support might […]
The shares aren’t expensive and off 20% from their August highs. The main worry is the intense competition in the Chinese market. But JD.com is addressing that problem, and there […]
Goldman Sachs argues that the synchronized growth spurt in the world economy is unlikely to last. We can only hope it does, at least for a while as it takes […]
Financially sound, facing growing markets and having advanced technological products to sell, Oclaro offers a good risk/reward scenario. The one blight is the Chinese retreat, which is going to last […]
Shorts, of which there are plenty in this stock, seemed to have advanced knowledge of Amazon pulling demand, perhaps even before management knew. Yet some of their other claims aren’t […]