Leverage Is Starting To Kick In At Skechers
The company has delivered stellar Q2 results with a large earnings beat as a result of operational leverage and a good reception of the new collections. Pricing and really good […]
Mimecast Is Likely To Break Out On The Upside
The company’s platform is increasingly sophisticated and sticky, opening new revenue streams, so we expect growth to continue to be brisk. The figures are plagued by currency headwinds but underlying […]
Corindus Vascular Robotics Reached An Inflection Point
Growth of its CorPath GRX robotics system is taking off as physician and patient acceptance is growing, with revenue doubling from a year ago from a small base. Growth is […]
G-III Apparel Group Shares Are On Sale
The company has suffered some downdraft from the trade war and its retail business, but the latter is an ever shrinking part so it should become less important. The company […]
Smith Micro’s Stock Can Blast Higher At Any Moment
The company basks in 35% organic revenue growth and nearly 90% gross margins, even without expected catalysts. The sunsetting of Sprint’s legacy app will come some day, but SafePath’s growth […]
Senseonics Is Hitting An Inflection Point
Despite accelerating revenue, the shares were slaughtered on new financing. From a revenue growth perspective, things look very good, but the company is still bleeding cash and that’s not going […]
The New Currency Wars
The trade war threatens a zero-sum game of tit-for-tat race to the bottom in which everybody will be worse off. The tariffs have put upward pressure on the dollar which […]
New Relic Has Powerful Tailwinds
The increasing strategic importance of digitalization is a powerful tailwind for the company. Its SaaS business model enjoys huge gross margins and gives it plenty of opportunities for up-selling. There […]
Cognizant Becoming A Digital Transformation Solutions Provider
Cognizant’s core growth seems to be slowing, and it hit some turbulence in the first quarter as its two main segments experience cost pressures. The company does have things going […]
There Is Life Left In Cesca Therapeutics
The shares of Cesca Therapeutics have been sliding for a long time, producing large losses in the company accounts and for holders. However, there are signs of life lately, with […]