Intevac Can Be Profitable This Year
The company produced surprising Q2 results on the unexpected sale of two 200 Lean systems, and management has gotten more optimistic about the year. However, there are no 200 Lean […]
The company produced surprising Q2 results on the unexpected sale of two 200 Lean systems, and management has gotten more optimistic about the year. However, there are no 200 Lean […]
The company actually managed to turn profitable despite a pandemic induced headwind that cut 50% of their product sales. The good results were produced by an ongoing shift to SaaS […]
The company had a good second quarter and there are several tailwinds blowing, despite the residual uncertainty with respect to the pandemic. Gross profits are set to increase meaningfully in […]
Video traffic already had secular tailwinds and now a host of institutions and companies have been forced by events to make much greater use of video. The company is the […]
The company has a great business model that produces growth and significant operational leverage during good times. In that light, the shares are really quite cheap. But the economic fallout […]
Sketchers had a terrible quarter, which was no surprise. The surprise was that they did considerably better than expected. In the short-run, the shares are likely to move on the […]
Quarterly figures were bad as orders were pushed out because of the pandemic and the company didn’t sell any systems in the quarter. Underlying trends remain favorable although Q1 results […]
We’re providing you with analysis on small companies with unique capabilities, high-growth possibilities and/or are benefiting from significant operational leverage. The service gives you real-time actionable ideas, while using a […]
The shares once again exploded higher on an astonishing volume of 315M shares, which is 43x its average. The direct impetus seems to be some kind of deal with Samsung, […]
Identiv sells best in breed access and identity products and solutions. There is a very gradual shift towards software solutions, generating higher margins and recurring revenues. The company’s RFID business […]