Booming SMTC Is Set To Continue Growth
The company is having a stellar 2018 so far, with revenues up strongly, powering a return to profitability. Certifications and a large acquisition seem to open up new revenue streams […]
Intelligent Systems’ Amazing Rally Is Set To Continue
The company has developed smart software for processing a whole variety of cards, generating one-off license income and recurring revenues, some of which taper over time. It was already growing […]
Maxar Technologies: One For High Risk, High Return Investors
The company is burdened with large debts, a declining GEO business and recently a satellite malfunction. The share price has collapsed nearly 90% in a year. However, the credit covenant […]
Buy TTM Technologies
The company is experiencing downdraft from the mobile sector and, to a lesser extent, the automotive sector. But while the downdraft in mobile could last a couple of quarters, we […]
Torchmark: What’s Not To Like?
The shares have sold off on worries about the company’s exposure to a deteriorating credit environment and a decline in union membership, but we think these worries are overdone. The […]
Apple Selloff Offers A Broadcom Opportunity
The company is propelled by secular growth in many of its end markets, a smart acquisition strategy and some of the most impressive operating and free cash flow margins around. […]
Pivotal Software’s Valuation Correction
The shares have declined pretty sharply after the last two quarterly figures, despite exceeding expectations in both. We think this is mostly driven by valuation concerns, although market circumstances and […]
What Trade War Are We Having Will Determine What Happens To The Markets
Either President Trump wants to be able to announce a victory, or we are witnessing the first innings of a hegemonic clash between the existing and rising superpower. If the […]
Materialise Jumped, Now What?
Return of organic growth and profitability made the shares jump in December, against the current market. On closer inspection, there is more to like, especially their fast-growing medical business and […]
The Fed’s America First Policy
It is difficult to argue that monetary policy is too tight for the US economy, and financial data back that judgement up. However, the Fed often has a pronounced influence […]