ViewRay’s MRIdian Is Promising, But Losses Mount
The company’s MRIdian offers more accurate radiotherapy for cancer patients but they won’t have the field to themselves. Worries about the viability of the MRIdian are unfounded as a competitor […]
KORU Medical Systems Growth Is Set To Continue
The company is enjoying multiple growth vectors pushing the shares higher as its home infusion solutions are a major cost saver for the healthcare system. It also sprouts an attractive […]
PowerFleet Is Powering Ahead
The company was already doing well but then it made a smart acquisition of Pointer Telocation, which is a larger company than PowerFleet itself. The acquisition will likely provide a […]
Akoustis Is Ramping Up Production Capacity
Akoustis has generated a fair amount of critics, skeptics and shorts, and until recently this was understandable, given years of promise and disappointment. However, the company is already selling commercially […]
Destiny Media Gets Little Love From Investors
While the company is making good progress, the shares have fallen back as perhaps it’s all going a little slower than investors hoped. But management is hitting the accelerator with […]
CEVA Will Benefit From Industry 4.0 And 5G
The sky seems to be clear for CEVA, with growth in most of its customer’s end markets all but assured. 5G drives demand for base stations, handsets, IoT and industry […]
Zuora: Slowing Growth Is A Problem
The main question for investors is whether Zuora will be able to revive its slowing growth. There are promising signs of the subscription economy spreading to new industries and the […]
FlexShopper’s Brisk Growth And Leverage Turn The Company Into The Black
The company is growing fast on a number of innovative introductions like the B2B channel and checkout technology. These innovations not only boost growth, they have also further reduced customer […]
Perion’s Acquisition Of Content IQ Will Pay For Itself
Perion’s shares have been on a tear on the basis of its booming search business, which is fast growing and very profitable. The shares still sell at very low multiples […]
2020 Portfolio Positioning Series: Avoid Much Of The Macro Noise With A Bottom-Up Approach
SHU is positioning mostly in small-cap technology plays plus some turnaround stories which have their own dynamics and little correlation with market averages. The greatest risk for the market is […]