A New Argentinean Default?
While the Macri government was dealt a very bad hand in terms of the economic situation they inherited, a large debt is not one of these. In a time span […]
Ctrip Is Thrown Out With The Bathwater
Ctrip has sold off massively on declining growth and the general malaise in Chinese shares. But we think this has mostly run its course, as valuation is really quite reasonable […]
RigNet Is Going Parabolic
RigNet has, largely through acquisitions built a much more sophisticated offering for clients, and that seems to work to land new ones. The host of other services it has acquired […]
What Does The U.S. Want From China?
The US government wants the Chinese to respect US intellectual property and a lower bilateral trade deficit. Unleashing a trade war isn’t likely to bring these goals closer, in fact […]
Gravity Finally Takes Hold Of eGain Corporation
The shares crashed violently after a mild revenue disappointment. While we think the shares had grown ahead of themselves a little, we also think the crash is exaggerated, so we […]
6 Reasons To Still Be Optimistic About DXC Technology Shares
On the one hand, revenues are stagnant, their traditional business a commodity and their business model linear and debt fairly significant. However, a new business is emerging that grows, is […]
A Hot Autumn For Stocks
We see five serious dangers to markets, and each of these could strike pretty soon. A trade escalation, the first innings of what could be a more general emerging market […]
SHU Portfolio: Finisar Should Embrace More Outsourcing
Finisar produced good Q1 results and the next couple of years look promising for the company. Upswings in telecom and 3D Sensing especially, and 5G and Finisar’s cheaper third generation […]
Adesto’s Acquisitions Will Propel The Company Forward
Adesto has acquired two smaller companies (Echelon is still pending, but expected to close this quarter). This will certainly propel Adesto forward through multiple opportunities for synergies and cross-selling and […]
SHU Portfolio: We Would Still Buy Inseego
Going through the SHU portfolio and kicking a few tires, we would still be buying shares of Inseego today, even after a doubling of the share price in recent months. […]