SHU Portfolio: An Update On 22nd Century Group
The shares have fallen off lately, but this happens on a news-driven stock. It’s an attractive risk/reward play but the underlying story warrants patience but we still think that will […]
Strong Revenue Growth Is Powering Super Micro Ahead
The company is enjoying its sixth quarter of 20%+ revenue growth. However, the shares are still fairly modestly priced. There has been some margin pressure due to memory pricing, audit […]
Criteo Is Very Cheap
The shares halved on fears that haven’t really materialized; revenue is still growing. The company generates large amounts of free cash flow and almost a third of its market cap […]
11 Takeaways From The Lumentum Q3 Earnings
There is surprising strength in telecom, commercial lasers and even datacom demand, although the latter suffers from price erosion. The boom in 3D sensing is about to resume, and there […]
Time Is On The Side Of Shopify Investors
While growth is slowing down, it’s slowing down less than we feared, and the company is still in hyper-growth phase. To boot, it enjoys an entrenched market position, powerful platform […]
Travelzoo Explodes Higher, And With Good Reason
The shares of travel membership organization Travelzoo went parabolic, and with good reason even if the shares are heavily overbought. Although revenue growth was fairly modest, there was a big […]
MagnaChip’s Impressive Strategy Change Delivers
The company is producing an impressive change in strategy, concentrating resources and attention on higher margin business like OLED display drivers. The strategy change is already paying off pretty dramatically. […]
BOOM! Spectacular Turnaround At DMC Global
This is quite a turnaround. The company is hitting on all, or in any case on most cylinders. There are some snags, though, mostly in the form of possible anti-dumping […]
The Great Slowdown?
There are signs that world economic growth is slowing down, although it’s not clear whether this is just a blip or the beginning of a more lasting trend. Lower growth […]
Data I/O Should Bottom Out Here
Shares have gone down as fast as they rose last year, but we think both movements have been exaggerated. The quick downturn in the share price is on expectations that […]