BIO-Key Looks Set To Bounce From The Lows
The shares of BIO-Key are sitting on multi-year lows from which they have previously bounced and there are catalysts that could very well make that happen again. The company is […]
Majesco Could See Serious Multiple Expansion
The company is shifting to the cloud and its cloud business is growing very fast. It is building some innovative platforms and has some powerful partners in IBM and MetLife. […]
Ichor Holdings’ Downturn Should Be Short
Ichor Holdings has a lot going for it, growing considerably faster than the overall market, which is set to continue with the help of some smart acquisitions. The company generates […]
Better Globalization
The US economy has created as much wealth as any advanced economy, if not more so, but many have been left out of this wealth creation altogether. Trade has been […]
Boom Time At HD Supply; Can It Last?
Q2 growth was better than expected, and the company is enjoying multiple consecutive quarters with double-digit organic growth. We don’t think that is going to last into 2019 as tariffs […]
iClick’s Valuation Seems Way Too Low To Us
The company sits on a database of 750M Chinese consumers on 19 different datapoints, and a programmatic ad buying platform with AI smarts to make this work for advertisers. While […]
The Feel-Good Economy
While the economy is booming, it’s hard to detect a real break in the post-financial crisis recovery in hard data covering growth, job creation, and wages. The high growth in […]
DMC Global Thrives On The Fracking Boom
Despite the company beating expectations and producing all out, the shares crashed 20% on Q2 earnings as there are some cost increases related to capex and litigation. Capex will temporarily […]
Acxiom Is Still Very Attractive
While the shares have surged since the last time we wrote, we think that the shares are still very attractive. After Q1 the picture of LiveRamp, the business which remains […]
Mannatech Is Still Cheap
Actually still surprisingly cheap with a sales multiple of just 0.3, especially given a substantial dividend yield. However, there is no growth and no profits and cash generation also looks […]