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Entries from January 2020

Realogy Benefitting From Growth Initiatives And Less Agent Competition

January 31st, 2020 · Comments Off on Realogy Benefitting From Growth Initiatives And Less Agent Competition

For years, the company has faced problems like an intensification of competition for agents, but this has eased in September and October. While very promising, it’s too early to say whether this is a sea change in the market. On the other hand, the company has kept on generating cash even with strong headwinds, and […]

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Tags: RLGY

Exciting Times At Rada Electronic Industries

January 31st, 2020 · Comments Off on Exciting Times At Rada Electronic Industries

The company is in the right place at the right time with the right technology, leading to runaway demand for their radar technology. What’s more, the market growth is still in the early innings of what seems a secular growth story. While the shares are not cheap, operational leverage will kick in next year lifting […]

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Tags: RADA

ViewRay’s MRIdian Is Promising, But Losses Mount

January 29th, 2020 · Comments Off on ViewRay’s MRIdian Is Promising, But Losses Mount

The company’s MRIdian offers more accurate radiotherapy for cancer patients but they won’t have the field to themselves. Worries about the viability of the MRIdian are unfounded as a competitor takes a financial stake in the company. However, the case for investors is far from clear cut as order growth slows and losses, cash bleed, […]

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Tags: VRAY

KORU Medical Systems Growth Is Set To Continue

January 29th, 2020 · Comments Off on KORU Medical Systems Growth Is Set To Continue

The company is enjoying multiple growth vectors pushing the shares higher as its home infusion solutions are a major cost saver for the healthcare system. It also sprouts an attractive razor and blade business model. However, we see little reason for further valuation multiple expansion as the shares seem fairly fully valued. Source: KORU Medical […]

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Tags: KRMD

PowerFleet Is Powering Ahead

January 29th, 2020 · Comments Off on PowerFleet Is Powering Ahead

The company was already doing well but then it made a smart acquisition of Pointer Telocation, which is a larger company than PowerFleet itself. The acquisition will likely provide a significant boost to growth and margins, given the revenue and cost synergies. Pointer also generates a much higher proportion of revenues from services and recurring […]

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Tags: PWFL

Akoustis Is Ramping Up Production Capacity

January 22nd, 2020 · Comments Off on Akoustis Is Ramping Up Production Capacity

Akoustis has generated a fair amount of critics, skeptics and shorts, and until recently this was understandable, given years of promise and disappointment. However, the company is already selling commercially into the defense industry, and it is experiencing increased interest in other industries despite more competition in these markets. Investors have bought into the idea […]

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Tags: AKTS

Destiny Media Gets Little Love From Investors

January 21st, 2020 · Comments Off on Destiny Media Gets Little Love From Investors

While the company is making good progress, the shares have fallen back as perhaps it’s all going a little slower than investors hoped. But management is hitting the accelerator with additional investments in market and product development, and 90%+ gross margins and positive cash flow allow that. A quarter of the company’s market cap is […]

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Tags: DSNY

CEVA Will Benefit From Industry 4.0 And 5G

January 21st, 2020 · Comments Off on CEVA Will Benefit From Industry 4.0 And 5G

The sky seems to be clear for CEVA, with growth in most of its customer’s end markets all but assured. 5G drives demand for base stations, handsets, IoT and industry 4.0 solutions, all of which are likely to favor the company. We see the shares recover further on a promising outlook and reasonable valuation. Source: […]

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Tags: CEVA

Zuora: Slowing Growth Is A Problem

January 17th, 2020 · Comments Off on Zuora: Slowing Growth Is A Problem

The main question for investors is whether Zuora will be able to revive its slowing growth. There are promising signs of the subscription economy spreading to new industries and the new customizable Central Platform is well suited to this. However, it remains to be seen how much of a growth impetus that delivers and we […]

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Tags: ZUO

FlexShopper’s Brisk Growth And Leverage Turn The Company Into The Black

January 17th, 2020 · Comments Off on FlexShopper’s Brisk Growth And Leverage Turn The Company Into The Black

The company is growing fast on a number of innovative introductions like the B2B channel and checkout technology. These innovations not only boost growth, they have also further reduced customer acquisition cost, which has already fallen sharply and these are not the only leverage boosting mechanisms operating. Given the growth and leverage in the business […]

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Tags: FPAY