Digital Turbine’s Rally Has Legs
Digital Turbine has already rallied tremendously, but we think there is more to go. The company has numerous growth avenues open to it, so the growth will continue. The business […]
Why Pareteum Can Be A Multi-Bagger
The company is operating in a fast-growing market with a SaaS business model that we and Wall Street love. The company has exploded organic growth, customers and backlog, and the […]
R1 RCM’s Turnaround Has Much Further To Run
The company was in the doldrums for several years, but a turnaround is progressing nicely and the company is in much stronger position now. While shares have recovered, we think […]
Data I/O Is A Long-Term Buy
Very well run company that is the market leader in its field and is supported by a secular tailwind with ever more electronics going into ever more stuff. So far, […]
SHU Portfolio: Performance Update And Where We Would Add
Nearly 40% up after less than 17 months, we can’t complain, especially with the couple of triple-baggers in the portfolio. The Chinese stocks have disappointed though, and Nano Dimension waited […]
IntriCon’s Guidance Disappoints, But There Is Significant Potential Still
The shares were down 15% after disappointing earnings, although revenue growth was very brisk and the shares quickly recovered. The 2019 revenue guidance is disappointing, but there is the potential […]
CSS Industries: Uncertain Future
Another victim of the retail onslaught and it’s difficult to escape the negative backdrop of declining store traffic. Management is betting on M&A, a digital strategy and cost cutting, and […]
Pier 1 Imports: A Risky Turnaround Play
The shares have crashed on declining sales and margins and increasing losses, and the CEO resigned after further setbacks in Q3. The new CEO has experience with turning around struggling […]
Theresa May’s Brexit Is Going Ahead
Brexit seems to have vexed UK politics which has come to a grinding halt, seemingly unable to arrive at any logical conclusion on how to (or whether) proceed with Brexit. […]
Lattice Semiconductor’s Strong Rally, More To Come?
The company’s shares jumped quite a bit in just a few days after Q4 earnings, but it’s not entirely clear to us why this happened. What’s undeniable is that there […]