Teradyne Is A Solid Buy
Its bread and butter testing business is a secular growth story and should recover in H2 and beyond from weakness in the mobile sector. But this sector generates lots of […]
SHU Portfolio: The Clouds Are Lifting For Inseego
Revenue and margins are turning in the plagued Mobile/IoT division. The company got rid of a substantial liability and achieved a big cash injection. It is well placed to take […]
Boingo Wireless Has To Digest A Smart Acquisition
Boingo acquired Elauwit to shoot it into additional verticals beyond the military – a sensible move. Carrier offloading is the main driver of company results, and the importance of this […]
IntriCon Goes Parabolic On The Coatails Of Medtronic
The shares of IntriCon have gone parabolic, and it’s not hard to see why. The main driver is the rapid increase in sales to Medtronic’s continuing glucose monitoring systems, and […]
LogMeIn Scores An Own Goal
The company was plagued by what management described as execution problems and the shares sold off big time. While the direct financial impact doesn’t seem to warrant the extent of […]
SunPower Concentrates On Its Core Competencies… We Applaud
Finally SunPower is actually choosing its markets according to its core competencies, those in efficient panels. As a result, the company is exiting a number of markets and selling three […]
Recovery At Acacia
Better times are ahead for Acacia, once the highflyer in the optical network sector. The company had been plagued by a slowdown of Chinese demand and lately also by the […]
Temporary Stagnation At Cirrus Logic
Revenue decline is pretty ugly due to saturation in the smartphone market, but management promises growth returns in 2020. The company has to make increased inroads in the Android space […]
Electro Scientific Was Priced For A Severe Downturn That Never Happened
We have been amazed with the price decline in Electro Scientific for some time, as we didn’t see the severe downturn that was being priced in. And as it turns […]
Cypress Impresses
The Cypress 3.0 strategy gives the company a sensible direction and management’s execution so far impresses once again. Some of the company’s products are slowly getting a more ingrained position […]