Ubiquiti Powers On Aided By 2 Growth Levers
Ubiquiti is a company with a curious business model that has its skeptics and critics. But on the basis of past history, that business model delivers powerful results. The company […]
Synaptics Is Cheap And Positioned Well For A Rebound
The company is buffeted a bit by shortages and a soft mobile market. We believe these are mostly transitory problems, apart from perhaps the somewhat declined prospects for their in-display […]
A Lost Year For Intevac?
The company has been hit by delays in two of their markets, but it looks like these are temporary. However, the company doesn’t show any sustained positive cash flows, which […]
Intrusion Turns A Profit, But It’s Not For The Faint-Hearted
Internet security player is seeing its fortunes turn after a strategy change, focusing on its legacy product. The company even turned in a considerable profit. While encouraging, it’s not yet […]
Electro Scientific Is Priced For The Worst-Case Scenario
Another booming quarter has the company raking in record profits and cash. While these boom times can’t last, the company is much better placed to deal with any cyclical downturns […]
The Market Myopia Regarding JD.Com
The company is still in the land-grab phase, but myopic investors don’t seem to notice. This is odd, because the contours of what is being created is hidden in plain […]
Fabrinet’s Cash Flow Bonanza Is Underappreciated
The company is diversifying revenue sources based on its capabilities, a sensible approach. Telecom revenue was up significantly for the quarter, and there are another couple of businesses that are […]
SHU Portfolio performance
One really big winner with Nutanix (NTNX) and a couple of useful performers like Lumentum (LITE) and The Trade Desk (TDD). The little ones are volatile, some of them have […]
Viavi Is Faced With Significant Opportunities
The company made a smart acquisition that positions it well in the 5G testing market. The company has another growth opportunity in 3D-Sensing, where it has a strong position in […]
Acacia Hit By ZTE Ban
Just when the Chinese market seemed to be recovering, the ZTE ban spoiled the party for Acacia. The fallout is substantial, but so was the share price crash. The company […]