Cirrus Logic’s Spectacular Share Price Recovery
Cirrus Logic’s shares have staged an impressive recovery on the back of inroads into the Android world and a recovery at Apple. However, management is uncertain how this year is […]
When A Country Doesn’t Trust Its Own Money
Argentina’s biggest economic problem is the lack of credibility of its currency. At the first sign of trouble, it tends to plunge. A peso plunge is liable to set all […]
Asure Software Has Been Punished Too Much
The shares still haven’t recovered from a disappointing Q3, and visibility a little hampered by the large number of acquisitions. However, we expect the positives of these acquisitions to gradually […]
PROS Holdings’ Short Thesis Isn’t Playing Out
A short thesis on the company was published on SA in 2017 containing an impressive amount of knowledge and research. For quite some time since, it looked like that short […]
Data I/O: Buy The Dips
While progress is slower than we expected, especially with the SentriX, we still think there are good reasons to buy the shares at these reduced levels. There are no signs […]
ams AG Is Still Cheap
We think the shares of ams AG are still cheap, despite an impressive recovery from the lows late last year. While Apple, its biggest customer has disappointed, we can expect […]
Zebra Technologies Is Firing On All Cylinders
The company is powered ahead by some favorable long-term trend, as its clients require more operational visibility. The booming sales powers margin expansion and boosts cash flow, which is invested […]
The Fed Hasn’t Blown Another Asset Bubble
Investors feel whiplashed by the Fed, but while this is understandable, this isn’t necessarily justified as financial markets are a bit of a side show for the Fed. The Fed […]
SHU Portfolio: The Turnaround At Destiny Media Has Legs
The predicted growth acceleration is finally materializing. Costs are also increasing as the company invests in business and product development. But the shares are still reasonably priced and we think […]
Skechers’ Future Still Looks Good To Us
The company suffered from a slowdown in its domestic wholesale business and currency headwinds in its international business, producing disappointing growth figures. However, margins and especially cash flow have strengthened […]