Silicon Motion Technology Is A Buy
The company has been battered by a shortage of NAND flash and price increases that compress its margins, but these are temporary headwinds. Unless the company has the timing of […]
The Dollar Is Sick
The dollar has fallen surprising fast against the euro, and the end of that doesn’t seem in sight just yet. The timing and speed of the fall is at least […]
KLA-Tencor Is Firing On All Cylinders
The company is firing on all cylinders, its markets are growing, margins are expanding and it is gaining market share. The company also produces an astounding amount of free cash […]
Viavi Should Improve From Here
The company is going through a temporary decline in its main markets. But it is restructuring, decreasing opex by $35M a year, and when growth returns, it should emerge healthier. […]
Ellie Mae’s Quarterly Miss, An Inflection Point?
The danger for expensive growth stocks is always an earnings miss, especially when accompanied by a considerable guidance reduction. This is exactly what happened to Ellie Mae, and the recovery […]
4 Companies Which Stand To Benefit From 3D Sensing
The market for 3D sensing is about to take off with the arrival of the new iPhones. We speculate which companies stand to benefit most from the new iPhones. Ultimately, […]
Splunk: Terrific Company, Less Terrific Visibility
Splunk offers a terrific platform for all kinds of machine data analysis that has little comparison to anything else out there. It should have considerable tailwind for some time to […]
Despite The Dominance, Don’t Get Too Comfortable With Big Tech Stocks
Today’s tech bubble is nothing like that of the dot.com bubble. There are sound economic reasons why some big tech companies are killing it and commanding sky-high valuations. However, we […]
TJX Isn’t Getting ‘Amazoned,’ But It Still Isn’t Cheap Either
Instead of being a victim of Amazon, TJX could well benefit from the inexorable rise of the e-commerce juggernaut, at least for some time to come. Unlike many other retail […]
Jinko Solar Goes Parabolic
Jinko had a disappointing first quarter with most financial metrics deteriorating. However, since February, the shares have moved steadily higher and the latest spurt is near parabolic. This has to […]