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Entries from May 2019

PAR Technology Is Transforming Into Something Much Better

May 31st, 2019 · Comments Off on PAR Technology Is Transforming Into Something Much Better

The company almost hid a booming SaaS business, but under new management this is changing and it’s given a big boost. Brink, which is cloud POS software, is one of the most flexible solutions on the market with a large and growing ecosystem of add-ons. It benefits not only from adding customers and installations, but […]

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Tags: PAR

LiveRamp Is Just At The Start Of Seriously Ramping Up

May 31st, 2019 · Comments Off on LiveRamp Is Just At The Start Of Seriously Ramping Up

Its bread and butter business is benefiting from network effects, the result of the company’s independent position as the Switzerland of data onboarding. This is still in the early innings, but the company has also numerous other growth perspectives. The company is still loss-making, but it can easily tide over this with $1.1B in cash […]

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Tags: RAMP

Ever-Higher Debt

May 28th, 2019 · Comments Off on Ever-Higher Debt

There has been a remarkable turnaround in the perception of the dangers of public deficits and debts. This has gone from extreme alarm at the beginning of the decade towards a remarkable relaxation in the worrying about public finances. While much of this relaxation is caused by politics, there is actually some sound economics behind […]

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Tags: Public sector deficits and debts

Intevac’s Improvement Isn’t Reflected In The Share Price

May 22nd, 2019 · Comments Off on Intevac’s Improvement Isn’t Reflected In The Share Price

The company is doing better than expected and guides for 20%+ growth this year with positive profits and cash flow to boot. The company has two major market opportunities with its night vision tech and the VERTEX versatile coating technology. The other businesses are also growing, albeit not spectacularly. Source: Intevac’s Improvement Isn’t Reflected In […]

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Tags: IVAC

Teladoc Health Looks Pretty Interesting

May 21st, 2019 · Comments Off on Teladoc Health Looks Pretty Interesting

Teladoc is a big player in the rapidly rising virtual care market, which is still in the early innings. The company has multiple growth avenues in front of it, like Medicare Advantage and overseas growth. Cash flow concerns are dwindling, as the business model does contain a fair amount of leverage. There are some latent […]

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Tags: TDOC

Boxlight Is Still Attractive

May 20th, 2019 · Comments Off on Boxlight Is Still Attractive

Despite a disappointing Q1, we think Boxlight is still an attractive buy as the bad quarter isn’t likely to be the harbinger of a structural problem. There was a nice uptick in gross margin, and if the growth resumes, there is a path towards cash generation exiting the year. At just over 1x sales, the […]

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Tags: BOXL

It’s Still Not Too Late To Get On Board Of The BioLife Solutions Train

May 19th, 2019 · Comments Off on It’s Still Not Too Late To Get On Board Of The BioLife Solutions Train

We argued that the company is a ground-floor opportunity on the regenerative medicine revolution, which is just in the early innings. The company is winning dozens of new customers a quarter, increasing the pool of possible regulatory approvals and the accompanying prospect of a step up in revenues. Already profitable and cash generating, the shares […]

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Tags: BLFS

The Real Risk Of The Trade War

May 19th, 2019 · Comments Off on The Real Risk Of The Trade War

It is difficult to see the Chinese caving to the demands of the Trump government, which seem to involve a wholesale change of China’s economic model. Either some middle ground is found or we risk a serious escalation with multiple risks to the state of the world economy, with many known and unknown facilities. The […]

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Tags: Trade

Cohu Shares Are Very Attractive

May 19th, 2019 · Comments Off on Cohu Shares Are Very Attractive

The company is enjoying structural tailwinds as ever more electronics go into ever more stuff, as well as an enhanced market presence after a significant acquisition. Recent weakness in some segments seems to be abating and management predicts an upturn in the second half of the year. The company will also enjoy considerable leverage with […]

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Tags: COHU

The Short Thesis On Pareteum Isn’t Supported By The Data

May 19th, 2019 · Comments Off on The Short Thesis On Pareteum Isn’t Supported By The Data

Critics are making too much about Pareteum’s supposedly large problem with the quality of its backlog. Management itself implicitly acknowledges the problem and has guided accordingly. There is no data available that suggests the problem is worse than management guides for. In fact, the data point to the opposite. Q1 was a solid quarter, another […]

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Tags: TEUM