Shopify Shares Go Parabolic, This Cannot Continue
Shopify is a fast growing company, but its share price is growing much faster. There was already almost an order of magnitude between the two growth rates the last four […]
Masimo Is A Terrific Company, But The Stock Is Fully Valued
Masimo has unique products that set the company up for a continuation of years of steady growth. However, the share price has grown much faster than the underlying growth, and […]
Should You Bet On A French Tony Blair?
The French elected a sensible reformer for President, considering the alternatives that is the best outcome for the economy and stocks. Macron was elected on an explicit reform platform, he […]
Ubiquiti Networks: Taking On Corporate And Consumer Markets
After entering the service provider and small business market, Ubiquiti is now gearing up for taking on the enterprise and consumer markets. Given the successful history of the previous market […]
Applied Optoelectronics: Optical Network Woes? What Optical Network Woes?
Here is another optical networking company that has escaped the concerns about a slowing demand from China. In fact, their business is booming and they’re selling all they can and […]
How To Survive The Optical Networking Shakeout
One way to escape the shakeout is demonstrated by Lumentum, which looks like having won Apple as a customer for a new big market opportunity, 3D Sensing. The shares rallied […]
Optical Networking Stocks: Death By A Thousand Cuts
Sometimes whole sectors are sold off without much discrimination between the different names. This opens up opportunities for the rational investor. For instance, the optical networking sector has sold off, […]
PayPal – Mind The Gap
PayPal came out with good Q1 figures and very good news about its P2P service Venmo. It looks increasingly likely they have one of the major payments platforms for the […]
Wall Street Vs. Main Street
The uproar of financial analysts over a wage hike at American Airlines is really illustrative of what has gone wrong with the economy. The details of this case are particularly […]
Western Digital: What’s Not To Like?
Western Digital caught analysts by surprise with a very bullish guidance for the coming quarters. The near future is good with substantial amounts of synergies from recent acquisitions, and a […]