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Entries from July 2019

Ebix Is Booming In All But The Share Price

July 28th, 2019 · Comments Off on Ebix Is Booming In All But The Share Price

A complex, fast growing multiple platform company, mostly in travel, finance and insurance, with large potential economies of scale and scope. The company is also a serial acquirer and many of its businesses share a unifying theme called “phygital” strategy, combining the offline and online world. That strategy seems to be well thought out for […]

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Tags: EBIX

Leverage Is Starting To Kick In At Skechers

July 28th, 2019 · Comments Off on Leverage Is Starting To Kick In At Skechers

The company has delivered stellar Q2 results with a large earnings beat as a result of operational leverage and a good reception of the new collections. Pricing and really good same store sales provided additional benefits, with only the domestic wholesale segment declining — though less than feared. The future looks bright as domestic wholesale […]

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Tags: SKX

Mimecast Is Likely To Break Out On The Upside

July 28th, 2019 · Comments Off on Mimecast Is Likely To Break Out On The Upside

The company’s platform is increasingly sophisticated and sticky, opening new revenue streams, so we expect growth to continue to be brisk. The figures are plagued by currency headwinds but underlying growth is good and operational leverage is kicking in. The company generates considerable cash flows and the shares are not exorbitantly valued. Source: Mimecast Is […]

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Tags: MIME

Corindus Vascular Robotics Reached An Inflection Point

July 28th, 2019 · Comments Off on Corindus Vascular Robotics Reached An Inflection Point

Growth of its CorPath GRX robotics system is taking off as physician and patient acceptance is growing, with revenue doubling from a year ago from a small base. Growth is likely to continue sequentially on this market acceptance and the company has multiple growth avenues in front of it. Especially promising is the exponential growth […]

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Tags: CVRS

G-III Apparel Group Shares Are On Sale

July 22nd, 2019 · Comments Off on G-III Apparel Group Shares Are On Sale

The company has suffered some downdraft from the trade war and its retail business, but the latter is an ever shrinking part so it should become less important. The company still has significant growth opportunities with its power brands and license business. Margins are set to improve, and management guided for 20% earnings growth, which […]

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Tags: GIII

Smith Micro’s Stock Can Blast Higher At Any Moment

July 20th, 2019 · Comments Off on Smith Micro’s Stock Can Blast Higher At Any Moment

The company basks in 35% organic revenue growth and nearly 90% gross margins, even without expected catalysts. The sunsetting of Sprint’s legacy app will come some day, but SafePath’s growth is explosive even without that, and even without getting another carrier on board. SafePath is morphing into a sophisticated IoT/Smart Home platform with a host […]

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Tags: SMSI

Senseonics Is Hitting An Inflection Point

July 20th, 2019 · Comments Off on Senseonics Is Hitting An Inflection Point

Despite accelerating revenue, the shares were slaughtered on new financing. From a revenue growth perspective, things look very good, but the company is still bleeding cash and that’s not going to change anytime soon. If operational cost don’t increase a whole lot more from the current $100M level, the company has cash for another 5-6 […]

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Tags: SENS

The New Currency Wars

July 20th, 2019 · Comments Off on The New Currency Wars

The trade war threatens a zero-sum game of tit-for-tat race to the bottom in which everybody will be worse off. The tariffs have put upward pressure on the dollar which is taken as a clue for ‘currency manipulation’ and risk setting off a second zero-sum race to the bottom. The post-war international economic order on […]

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Tags: currencies

New Relic Has Powerful Tailwinds

July 20th, 2019 · Comments Off on New Relic Has Powerful Tailwinds

The increasing strategic importance of digitalization is a powerful tailwind for the company. Its SaaS business model enjoys huge gross margins and gives it plenty of opportunities for up-selling. There are some negatives, though, there has been, and will be, significant dilution and we see limited room for valuation multiple expansion. Source: New Relic Has […]

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Tags: NEWR

Cognizant Becoming A Digital Transformation Solutions Provider

July 20th, 2019 · Comments Off on Cognizant Becoming A Digital Transformation Solutions Provider

Cognizant’s core growth seems to be slowing, and it hit some turbulence in the first quarter as its two main segments experience cost pressures. The company does have things going for it. The digital transformation of customers and its platform business allows for faster and less linear growth. The company also produces copious amounts free […]

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Tags: Uncategorized