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Entries from January 2019

Disconnect Between Investors And FTE Networks Provides An Opportunity

January 30th, 2019 · Comments Off on Disconnect Between Investors And FTE Networks Provides An Opportunity

FTE Networks seems to be marred in debt and had to issue a substantial amount of equity to survive. However, their businesses are doing pretty well, and the underlying figures are better than what might seem at first hand. With the equity almost wiped out, but management and a senior debt provider still having confidence, […]

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Tags: FTNW

Inseego Has Tripled, But It’s Still Undervalued

January 30th, 2019 · Comments Off on Inseego Has Tripled, But It’s Still Undervalued

The company’s finances have turned around, and it’s now facing several big market opportunities. Most notable among these is its 5G business where the company sells fixed and mobile hotspots and routers that are exactly in the first wave of the 5G opportunity. But while the company’s SaaS business is still fairly small, parts of […]

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Tags: INSG

JinkoSolar’s Rise Isn’t Done

January 30th, 2019 · Comments Off on JinkoSolar’s Rise Isn’t Done

The shares crashed last year on Chinese cuts in market incentives, which led to a 30% ASP decline. However, the volume part of the Chinese market held up much better than expected at the time and is set to recover on both volume and ASP terms this year. Jinko managed this decline very well by […]

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Tags: JKS

New Oriental Education & Technology Group Is Nailing It

January 28th, 2019 · Comments Off on New Oriental Education & Technology Group Is Nailing It

Growth is re-accelerating and the company is solidifying its leading position, although at the cost of some short-term margin compression. Margins will likely expand again when investments slow and leverage, especially from its online business, materializes. The share price has recovered a lot in a month, some consolidation seems near. Source: New Oriental Education & […]

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Tags: EDU

Growth Will Accelerate For Universal Display

January 28th, 2019 · Comments Off on Growth Will Accelerate For Universal Display

OLED technology is proliferating beyond mobile and TVs to consumer electronics, automotive and lighting. The company is set to benefit significantly from this acceleration. However, we don’t see much immediate upside, given the shares still carry a lofty valuation. Source: Growth Will Accelerate For Universal Display – Universal Display Corporation (NASDAQ:OLED) | Seeking Alpha

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Tags: OLED

Buying Destiny Media Is A No-Brainer

January 27th, 2019 · Comments Off on Buying Destiny Media Is A No-Brainer

The company is in the first innings of a turnaround, based on a completely revamped product which is destined to increase its already dominant market position helped by network effects. The company was already growing (a bit) and producing 20%+ free cash flow margins but that’s likely to accelerate significantly with the new product and […]

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Tags: DSNY

Fortinet’s Progress Is Real, But It Seems Largely Priced In

January 27th, 2019 · Comments Off on Fortinet’s Progress Is Real, But It Seems Largely Priced In

The company has made considerable progress, especially with its Fabric platform which is an attractive proposition for enterprise customers. While the company has performed better than expected and there is considerable operational leverage, much of this seems to be priced in the share price already. There are some worries that the product cycle will decelerate, […]

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Tags: FTNT

Sierra Wireless Is Too Cheap

January 27th, 2019 · Comments Off on Sierra Wireless Is Too Cheap

The company is a leading IoT play, and as such, it should enjoy structural tailwinds from the market. The company is leveraging its leading position by providing total solutions, attaching more services and increasing recurring revenues, which should lead to some margin expansion. Given the structural tailwinds and the temporary headwinds, we believe the shares […]

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Tags: SWIR

Stitch Fix Is Making Shopping For Clothes Fun Again

January 27th, 2019 · Comments Off on Stitch Fix Is Making Shopping For Clothes Fun Again

We’re keeping a keen eye on Stitch Fix, the innovative online clothes retailer using big data to take the stress out of shopping for clothes. The shares have been slaughtered after ever so small disappointments, but they are still not cheap on traditional metrics as they got ahead of themselves a little. But that isn’t […]

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Tags: SFIX

Twilio’s Amazing Journey Has Only Just Started

January 22nd, 2019 · Comments Off on Twilio’s Amazing Journey Has Only Just Started

The company has emerged as a real winner in the sector, and the high growth phase can last quite a while. This is pushing earnings and cash flow concerns to the background, these will emerge when the sector matures and the company can take its foot off the gas. While the shares are volatile, establishing […]

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Tags: TWLO