An Opportunity In CalAmp Has Opened Up
The company is slowly but steadily increasing the SaaS recurring portion of its revenue, boosting growth and margins. While the company still sells mainly hardware which is only growing a […]
Patients Versus Shareholders
There is a critical distinction between market friendly and business friendly deregulation but this is almost never made, with sometimes terrible consequences. Perhaps the best example of the latter is […]
Time Is Running Out For Marin Software
The company is in a lengthy transformation to a new SaaS platform, but it’s producing large losses and bleeding cash in the process. The company is running out of cash […]
Extreme Networks, Light At The End Of The Tunnel?
Extreme Networks produced a number of disappointing quarters and that looks set to continue in the upcoming two quarters. However, the stock price has been savaged, and we’re fairly convinced […]
Silicon Motion Is Thrown Out With The Bathwater
Afraid about memory prices and China trade trouble? Look no further if you want refuge from these twin forces blowing in the semiconductor space. This company is unperturbed by any […]
Masimo Is Closing In On $1 Billion In Revenues
A solid, growing medical monitoring device producer which keeps adding customers and new products fueling growth. Earnings are growing faster due to operational leverage and cash flows used to buy […]
Headwinds For Cypress Semiconductor
Despite considerable progress the last couple of years in shifting its business towards secular growth markets, the share price has not done all that much. The market is pricing in […]
KEMET Corporation Is Falling Off A Cliff
KEMET shares have fallen 40% from the top set in July. Apparently, investors are bracing for serious trade trouble. The company’s exposure to US tariffs on Chinese imports seems manageable, […]
A Buying Opportunity Is Opening Up In Entegris
At the time of Q2, there was little sign of any significant slowdown. While China is a fast-growing market for the company, we don’t think their sales (12% of revenue) […]
Gilat Satellite Can Fly Higher
Overall revenue growth stalled, but this is hiding high growth areas like mobile backhaul. Revenues declined by almost half in their terrestrial infrastructure segment, but this is a temporary delay. […]