Northern Technologies Is Firing On All Cylinders
The company’s businesses are booming, with their new oil and gas business and Chinese subsidiary growing especially fast. The company has a couple of exciting new prospects to boot with […]
The Tax Cuts Might Not Stimulate The Economy At All
The tax cuts are not likely to boost business investment by much. But analysis from the San Francisco Fed show that fiscal stimulus during boom times is a lot less […]
Carvana: The Amazon Of Car Buying?
The company is doing a make-over of the used car market, with an interesting business model. The model has substantial leverage built in, some of which is already appearing even […]
IsoRay Has Exciting Prospects
The shares of the cancer therapy producer were buffeted by FDA approval and dilution. Their Cesium-131 based brachytherapy solutions show a lot of promise, not only in combating prostate cancer […]
Staffing 360 Solutions Could Be Acquiring Its Way Out Of Debt
The shares of Staffing 360 Solutions increased four-fold in a single day, on what seems to be fairly mundane acquisition news. However, digging deeper, two similar acquisitions last year are […]
ShotSpotter Is Unstoppable
The company has an attractive technology for which there is a large market and little competition. Growth is very substantial and the company is already generating operational leverage and are […]
Ferrari Still Has Room To Run
Shares of Ferrari are up almost 35% this year, but they came off their highs on trade tensions recently. We don’t think there is much room for further multiple expansion, […]
PAR Technology’s Emerging SaaS Businesses Could Be Gems
The shares of PAR Technology have doubled in less than half a year. Based on the aggregate numbers, there is nothing to warrant such a rise; in fact, one could […]
eGain’s Epic Rally Is One For The Record Books
The shares have increased almost ten-fold in the past 12 months. The main driver is the company’s transformation into a SaaS business platform. We think the shares are now fully […]
Acxiom Is On A Tear
The company exceeded expectations for the sale of its AMS business at $2.3B, which was almost equal the entire market cap at the time of announcement. The company that’s left, […]