shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 4

Entries from February 2020

Five9’s Bright Future Is Not In Doubt, But Now Is Not The Time To Buy

February 24th, 2020 · Comments Off on Five9’s Bright Future Is Not In Doubt, But Now Is Not The Time To Buy

The company’s Q4 came in considerably better than expected, initially lifting the shares, which then succumbed to market turmoil. We are convinced the company has strong tailwinds and a significant market opportunity ahead of it, although we don’t see much room for further valuation multiple expansion. Despite the bright outlook, we don’t think now is […]

[Read more →]

Tags: FIVN

IsoRay Is Set For Further Growth

February 23rd, 2020 · Comments Off on IsoRay Is Set For Further Growth

IsoRay’s proprietary Cesium-131 based therapies have cost, effectiveness and side effect advantages, which are leading to increased application. It is still in the early innings of capturing an increasing market. Besides brachytherapy for prostate cancer, which is the main usage today, the seeds can be used against other cancers, and the company has no international […]

[Read more →]

Tags: ISR

Acceleration At CEVA

February 23rd, 2020 · Comments Off on Acceleration At CEVA

Q4 revenue growth exceeded expectations and returned the company to its growth path of a couple of years back. The company has 5G and the exploding connectivity as a secular tailwind, and it looks like its diversifying income streams through R&D and M&A to benefit from these. The shares need to consolidate the recent gains, […]

[Read more →]

Tags: CEVA

Strength Across The Board At RingCentral

February 20th, 2020 · Comments Off on Strength Across The Board At RingCentral

RingCentral is the undisputed leader in the UCaaS market, which is still in the very early innings. The company is cementing its leadership through integration with third-party applications, strategic partnerships, new products and investing in channels and verticals. While the rally is extended and the shares expensive, medium term we still see considerable upside for […]

[Read more →]

Tags: RNG

Intelligent Systems Riding The Wave Of The Apple Card

February 20th, 2020 · Comments Off on Intelligent Systems Riding The Wave Of The Apple Card

The company produced another stellar quarter, handsomely beating expectations driven by growth in the Goldman Sachs/Apple card, good for 60% of its revenues. Growth is set to continue, but investors are in the dark about its rate this year. However, margins and company financials are stellar and the latter are likely to improve further, opening […]

[Read more →]

Tags: INS

Atomera: High Risk, High Reward

February 20th, 2020 · Comments Off on Atomera: High Risk, High Reward

Management reports progress in Q4 in terms of technology improvement and customer engagement, but they didn’t have the capacity to go after new customers. With enough cash to last them through the end of the year, another share offering seems likely, as enough production license income might not come in time. But for investors who […]

[Read more →]

Tags: ATOM

Digital Turbine Is Likely To Catch A Second Wind

February 20th, 2020 · Comments Off on Digital Turbine Is Likely To Catch A Second Wind

After a strong rally, consolidation set in, and the shares fell back to where they were in the summer of last year. However, we think the elements are in place for the company to recharge growth, driven by new products, new partners, and a smart acquisition. Operationally, things have kept on improving, and the company […]

[Read more →]

Tags: APPS

LiveRamp’s Day In The Sun Will Come

February 14th, 2020 · Comments Off on LiveRamp’s Day In The Sun Will Come

The company is growing fast, and its core business is likely to benefit from Google’s phasing out of cookies. Its newer initiatives like CTV and its data market are growing even faster, and the company is benefiting from margin expansion and is already generating cash. Despite all the good news and the iron-clad balance sheet, […]

[Read more →]

Tags: RAMP

Majesco: Progress Everywhere But The Share Price

February 14th, 2020 · Comments Off on Majesco: Progress Everywhere But The Share Price

Despite having its most profitable quarter in years, the company’s shares are lingering. While progress is a little slower than we hoped, the company is improving and its cloud subscription revenue is growing fast, albeit from a small base. We think investors are under-appreciating the progress that the company has been making. Source: Majesco: Progress […]

[Read more →]

Tags: MJCO

New Oriental Education Profits Jump On Tremendous Leverage

February 14th, 2020 · Comments Off on New Oriental Education Profits Jump On Tremendous Leverage

The company seems set for 20%-30% growth for some time to come as it is taking market share from smaller players. The company is enjoying a leverage bonanza and management argues there is more to come while cash is already pouring in. The only cloud on the horizon is the coronavirus outbreak, which is likely […]

[Read more →]

Tags: EDU