An American Energy Dominance?
The Trump Administration goes all-in for fossil fuel dominance with across the board deregulation. It’s debatable how much of an effect deregulation has on production and it’s not without cost. […]
An Overheating U.S. Economy?
Fiscal policy has thrown fire on what is already a very prolonged economic upturn. With capacity tight and structural growth restrained, there are some signs of a possible overheating of […]
Electro Scientific Has Another Blast-Out Quarter
Electro Scientific is selling off nearly 20% on absolutely stellar results. There is nothing in the figures, nor was there anything remotely concerning that surfaced during the Q3CC. While not […]
Electro Scientific Has Another Blast-Out Quarter
Electro Scientific is selling off nearly 20% on absolutely stellar results. There is nothing in the figures, nor was there anything remotely concerning that surfaced during the Q3CC. While not […]
FormFactor Is In Good Shape
The company made a sensible acquisition a couple of years ago and has done much better since. The share price has fallen back quite a bit on sector worries, but […]
Coherent Seems In Good Health To Us
Not for the first time, Coherent shares sold off 20%+. This isn’t out of the ordinary for a company which experienced huge share gains and supplies at least in part […]
Lam Research Is Slowing Down But The Shares Are Still Attractive
Lam Research had another stellar quarter with shipments rising at 50% y/y. However, 2018 will see a considerable slowdown in this torrid pace. We’ll investigate the main growth drivers to […]
Just What The Doctor Ordered
Two years ago, the world economy looked downright scary, with secular stagnation ravaging much of the developed world, stagnant wages, low productivity growth and various serious crisis spots. But growth […]
KLA-Tencor Is Winning Market Share
With growth stalling for a couple of quarters and little room for margin expansion, there seem to be few levers left for the company to boost its share price substantially. […]
HollySys Automation Is Growing Again
The company seems to exit a few lean years when demand from railroads declined significantly. Industrial automation should provide it with a more stable, secular growth. Add to that foreign […]