Take Advantage Of The Stage Stores Sell-Off
The disappointment that led to a 50%+ crash in the shares pertains to the company’s old department stores, which had a disappointing Q4 after a fantastic Q3. However, these department […]
CalAmp Shares Are Down, But Certainly Not Out
The company’s figures are buffeted by a series of transitory effects, from acquisitions to network transitions, tariffs, closing factories, supply-chain changes and what not. Under the hood, hidden by these […]
Lantronix’s Smart Acquisitions Should Propel Its Shares Higher
The company has made considerable progress in the last few years and we think that isn’t fully reflected in the share price. Two recent acquisitions are nicely complementary and cement […]
Westell Technologies, A Possible Turn-Around Play Trading Well Below Cash
Years of declining sales and CEO turnover have left the shares of Westell trading below cash. The new CEO is cutting costs and diverging resources from ailing product lines which […]
EverQuote: Big Data, Huge Gains, And It Is By No Means Done
EverQuote has experienced a dramatic acceleration in its growth trajectory in the past two quarters, and guidance for Q4 suggests this is continuing unabated. What’s more, we think the most […]
Ribbon Communications Embarks On A Risky Bet
The company’s share price has crashed, first on disappointing Q3 figures, then on the proposed acquisition of ECI. We think the selloff on the Q3 figures is not really justified, […]
Zoom Will Have To Do Much Better Than Analyst Expectations
The company boasts an 85% growth rate, 80%+ gross margins, considerable operational leverage and cash generation. However, analysts expect growth to cut in half in 2020 with earnings nearly stagnant. […]
Zoom Will Have To Do Much Better Than Analyst Expectations
The company boasts an 85% growth rate, 80%+ gross margins, considerable operational leverage and cash generation. However, analysts expect growth to cut in half in 2020 with earnings nearly stagnant. […]
Improvements At Neos Therapeutics Aren’t Reflected In The Share Price
The company’s revenues are growing at 40% while the share price is lingering. The revenue growth has also brought a remarkable margin expansion in both gross and operating margins. Cash […]
Sangoma Technologies Has Further To Run On A Shift To The Cloud
Sangoma, a unified communications solutions provider mostly to small and medium-sized businesses has been on a tear. The spectacular revenue growth is mostly the result of acquisitions, but operational improvements […]