Can China Withstand A Trade War?
Trade tensions are escalating between the US and China, and Trump argues that the US can’t lose. The Chinese economy is vulnerable at the moment, plagued by large debts which […]
Is IPG Photonics Still A Buy?
We think the shares are due for a technical rebound as they’ve sold off 15%+ and hit support levels. The company is still growing revenues fast, and cash flows even […]
Texas Instruments Keeps Bringing Up The Goods
The company thrives on the back of selling numerous specialty products, the result of a long and successful history. Shifting to faster growing markets, the company is accelerating growth a […]
Dormant Capital, An American Problem
Much of the effect of tax cuts for corporations depends on the notion that capital is scarce; it isn’t. Capital is abundant. The problem is much has accumulated at corporations […]
The Trump Economy Half A Year After The Tax Cuts
Half a year after the tax cuts the economy is on sound footing and unemployment at multi-decade lows. Proponents of the tax cuts claim they are responsible for an economic […]
Five9’s Share Correction Is Becoming Interesting
Shares of this cloud-based call center software have sharply corrected in the past week, and they’re off 15% of their recent all-time highs. There is little to suggest the company […]
Park Electrochemical Is Doing Well
The company is improving; its Q1 results were considerably above expectations with growth in both its segments. While that is very nice, what matters more for investors and potential investors […]
The Chinese Strikeback
The US President thinks the US can easily win a trade war with China as they export much more to the US than vice versa. While that is true, retaliatory […]
The U.S. Is Broke!
Debt scares once again resurface with US public debt at historically high levels and entitlement spending set to increase further. Some argue the US is basically broke. We will try […]
Apollo Endosurgery Makes Good Progress
The company’s endo-bariatric products are flying off the shelves even if this comes at the cost of lower gross margins. Demand is set to continue at this brisk pace. The […]