China’s Continued Solar Explosion
2017 was supposed to be a transition year in which solar installation growth was going to take a breather. For various reasons the three biggest solar markets would see stagnation […]
Is The Writing On The Wall For Micron?
Memory markets, both DRAM and NAND flash, are very tight with prices having shot up this year, boosting Micron’s bottom line significantly. It’s surprising that these markets are growing in […]
Optimism Returns To Super Micro Computer Stock
After a difficult fiscal 2016 things have stabilized in 2017 and there is increased optimism for growth in fiscal 2018 which has already started this month. That optimism seems justified, […]
Will The Expansion End With A Fizzle Or A Bang?
The Fed could very well raise rates because they fear the prospect of higher inflation and imploding asset bubbles bringing down the economy. So if they act, the economy goes […]
MagnaChip Semiconductor Is A Buy
MagnaChip Semiconductor is already recovering, but we see considerable mileage in that still. The company produced solid Q1 figures despite some temporary headwinds. It has longer-run tailwinds from restructuring, AMOLED […]
The Selloff In Tractor Supply Is Overdone
Tractor Supply shares crashed 50% since the beginning of the year. This seems an overreaction to what are mostly cyclical factors, although there are some mild structural ones at work […]
Microsemi Is Still Reasonably Priced
Difficult to find in an expensive market; a beautiful, well-run company that isn’t expensive. Its acquisition-based strategy is paying off pretty well, which is no mean feat. There is upside […]
Nutanix On More Solid Ground After Q3
Nutanix is the pioneer and leader of the hyper-converged infrastructure which enables companies to manage their on-premise and cloud applications on a single plane. We are especially encouraged by the […]
How Dangerous Is Emerging Markets Dollar Debt?
Two decades after the Asian crisis, emerging markets have high levels of corporate debt and especially more dollar denominated debt. This makes them quite vulnerable to external shocks to earnings, […]
Some Weird Facts About The U.S. Labor Market
Whether the US labor market is tight or still has considerable slack is one of the most important economic puzzles right now. For instance, it determines whether the Fed should […]