Transformation At CalAmp
The company is slowly shifting from a hardware-orientated business towards a more subscription and SaaS-based business model. LoJack US especially has some way to go here, due to the legacy […]
Atomera’s Shares Keep On Rising
The pandemic is leading to delays, but customer engagements are still increasing. The technology keeps on improving and so are the chances of it being adopted in customer production facilities, […]
LiqTech International Offers Compelling Value Here
The company has a dominant market share in marine scrubbing with its proprietary SiC filter technology, and growth seems assured due to new regulations. But the company has even larger […]
OptimizeRx Is Entrenching Its Position In Digital Healthcare Communication
Slowly but surely, the company is cementing its position in the heart of the US healthcare sector, enabling participants to overcome some of the worst effects of its fragmentation. The […]
JinkoSolar Is Likely To Rebound
This year is going to be a disappointing year with ASP declines and a substantial decline in the market. While this is disappointing as management promised a robust year as […]
Xperi’s Shares Are Surprisingly Cheap
The company merged with TiVo. Neither company has a solid growth history, and the combined net debt is substantial. Nevertheless, there are considerable revenue and cost synergy opportunities and pockets […]
We’ll Pass On iQiyi Shares, At Least For Now
At first sight, the massive shift from linear to CTV and the large Chinese market seem like a mega opportunity for CTV players like iQiyi. However, at present the company […]
RADA Electronic Industries Emerges Unscathed From The Pandemic
The company is growing even faster than expected, and after substantial investment, it has reached profitability sooner. The runway seems pretty clear, based on superior tech and a large market […]
Semler Scientific: A Little Gem Of A Company
The company has simplified the testing of PAD, which is a marker for increased risk of stroke and cardiovascular disease. It runs on a capital light, license fee business model […]
Intelligent Systems: The Pandemic Headwind Is Already Priced In
The company sprouts very capable and flexible card processing technology which has attracted a gilt-edged customer, enabling significant growth. However, the pandemic is slowing down that growth, although it remains […]