Texas Instruments Will Consolidate Short Term
With earnings and Q1 guidance inline, rising inventories and a somewhat surprising tax charge, it’s only natural that the shares of Texas Instruments sold off. Especially after the shares already […]
Rising U.S. Risk Premium?
Contrary to the expectation of many pundits, the dollar has softened considerably. We explain why this is surprising and discuss one proposed theory in an attempt to explain this, looking […]
Colgate-Palmolive To Benefit From The Upturn In The Global Economy
We’re experiencing a synchronized boom in the world economy and the IMF has just increased its global growth outlook. Colgate-Palmolive should benefit from this, as well as the falling dollar. […]
A Trump Effect?
Apart from business sentiment and the stock market, hard data does not display a decisive acceleration in the economy. But it’s early days and the tax cuts have yet to […]
Everspin SST-MRAM Technology Could Gain Traction
Life isn’t easy for small innovative semiconductor stocks when trying to market new technologies. Everspin isn’t an exception, but at least they have growing revenues from another version of MRAM […]
Can Fuel Cell Vehicles Take Off?
At present, fuel cell vehicles are hampered by cost, lack of infrastructure, and lack of cheap and clean hydrogen production and distribution. The infrastructure and hydrogen production can benefit from […]
Fuel Cell’s Future Looks Bright But Buying The Shares Is A Leap Of Faith
The company is experiencing an impressive acceleration in business development. The market opportunities for Fuel Cell are potentially tremendous. However, its finances are murky and it isn’t at all clear […]
Hydrogenics: Possibly Profitable This Year But With Risks
Hydrogenics is experiencing an increased interest in its solutions on multiple fronts. A virtuous cycle is possible where the increased interest produces economies of scale and learning, driving down cost […]
Plug Power’s One-Stop Solution
We love Plug Power’s business model which contains several points of leverage. However, it is difficult to get a clear picture of its finances, and how the growth will improve […]
Ballard Power Systems Is On A Roll
Fuel cell adoption looks like being on an inflection point, with many segments in many areas experiencing increased, and sometimes accelerated, uptake. This is reflected in Ballard Power’s rising revenues […]