Blackbaud Is Boosting Investment To Revive Growth
The company, like so many other software solution providers, is moving to the cloud and this process is well underway. The company has a leading market position, but it is […]
Digital Transformation At DXC Is Paying Off
The company is in the midst of a transformation of its strategy towards helping clients navigate the embrace of digital business. Like any transformation, this is fraught with cost and […]
Temporary Woes At Pointer Telocation Provide An Opportunity
The company is hobbled by currency headwinds, regulatory change and a generational shift in technology – but most, if not all, of these should be temporary headwinds. Notwithstanding the headwinds, […]
eGain Up 50% In A Day, What’s Going On?
This is a stock that is used to big and sudden jumps on earnings, but underlining growth is healthy. It’s masked by a shift in business model towards a cloud […]
Skyworks’ Growing TAM And Strong Fundamentals Deserve A Higher Valuation
Some headwinds have thrown off the stock price of Skyworks, but we see this as an opportunity to buy. The company boasts very strong financial fundamentals like strong margins and […]
Buy Lumentum On Temporary Headwinds
Notwithstanding headwinds in two of its four segments, Lumentum still produced decent results with an EPS of $1.15 for the quarter. The company is facing headwinds from datacom and Apple […]
Medical Transcription Billing Is An Acquisition Machine
The company seems to have managed the art of acquiring companies and integrate them quickly and profitably. They have a long leeway as the industry is very fragmented, so we […]
Entegris’ Sensible Merger With Versum Materials
There are plenty of reasons to see synergies in the combination of the two firms, both short term and longer term. While Versum has attractive margins, it seems to be […]
Worries About A Slowdown For KEMET Seem Overdone
Shares sold off heavily on a slight revenue disappointment in Q3, but earnings and margins keep on improving. There is some softness in Asia, but some of that is temporary […]
We’re Buying Pareteum, Here Are 5 Reasons Why
The company’s organic growth is in triple digits and its backlog keeps accumulating nevertheless. Two acquisitions will produce plenty of synergies, cross-selling opportunities, and a more compelling platform. Despite the […]