‘It Sounds Like Your Shorts Are Getting Nervous’
The title quote is from CEO Pera during the Q1CC and conveyed his confidence and the stock price recovery. We think most of these issues are settled now and we […]
Fabrinet Deserves A Higher Multiple
The company’s shares sell for very low multiples, and we think this is at least in part unwarranted. It is perceived as a low margin contract manufacturer exposed to the […]
Investors Can Take Some Solace From An Under-Reported Aspect Of The Applied Opto/Amazon Saga
A couple of weeks ago, we asked some tough questions relating to Applied Opto’s big drop in sales to Amazon, its biggest customer. We haven’t got most of the answers, […]
Synaptics Transitioning From Mobile To IoT
Synaptics has stalled for a couple of years and its shares sold off. Mobile is a mature market but they can still make money here with new products. We now […]
Acacia Networks: Biding Time
Waiting like much of the rest of the industry for demand, particularly from China, to return. But Acacia isn’t exactly doing nothing, it is introducing multiple new products that position […]
SunPower Is In A Mess Of Its Own Making
The solar market has been pretty good of late, with unusually stable ASPs and booming demand. Yet SunPower isn’t able to produce a profit under these benign conditions, even if […]
Some Basic Economics 101 For Trump’s Trade Team
America is threatening to turn its back on free trade. This risks retaliation from trade partners and even the undermining of the global economic order. These are considerable risks for […]
Plug Power’s Shot At Greatness
After a series of deals with big companies, Plug Power seems to have cornered the market for fuel cell powered warehouse equipment like forklift trucks. There is still much room […]
Electro Scientific Absolutely Kills It
Electro Scientific Industries is absolutely killing it, firing from all three cylinders, with the stock exploding. We wrote about this after the previous quarter just a couple of months ago, […]
SHU Portfolio: Value Versus Growth Stocks
We’ve mostly avoided growth stocks on a valuation basis in an already expensive and extended market. Given their high valuation, many growth stocks are liable to sudden big downdrafts on […]