Fasten Your Seatbelts For Italy’s New Budget
Italy is likely to come back into focus for financial markets next month, when they will present their new budget. There are numerous plans circulating like a flat tax and […]
Ubiquiti Powers Ahead But It Faces Risks
The company is powering ahead and perhaps the most notable developments in 2018 is the explosion in cash flow and the massive buybacks. These buybacks are reaching their limits as […]
Viavi Has More Upside
Viavi shares have broken out on the back of strong Q4 results. We think this can last a little longer, as the next two quarters also promise to be strong […]
Fabrinet Has A Very Solid Quarter
Very solid growth in their non-optical communications sector is driving the company forward. But it seems that the larger optical communications sector is joining in the fun, at least to […]
The Bull Market Can Run For Years
We might have been too pessimistic about the impact of the tax cuts on the economy. New data about business investment and productivity growth paint a better picture; even if […]
KEMET Should Rebounce
The shares of KEMET have recently sold off quite substantially while the news out of the company isn’t really predicting any deterioration in its businesses. Quite the contrary, the company […]
MagnaChip’s OLED Bonanza Is Set To Continue
The boom in MagnaChip’s OLED display drivers is continuing at an impressive pace, and the company’s strategic choice to move out of low-margin LCD drivers looks right. Despite some headwinds, […]
TripAdvisor Should Concentrate On Its Paid Ads
TripAdvisor continues to make gains in its non-hotel business, most notably restaurants and experiences. The paid ads is a concept which has a lot of potential, given the size of […]
Re-Acceleration Of Growth At Five9
The company produced Q2 figures which beat expectations and the shares jumped higher. Investors should be aware that the re-acceleration of growth might not last, at least not to the […]
ShotSpotter Is On The Brink Of Profitability
Customers love ShotSpotter’s service, and this is spreading through word of mouth. The company still has a large market opportunity in front of it, both domestically as well as internationally, […]