United Technologies hasn’t shown much sustained growth in revenues nor earnings over the last five years. Nevertheless, the stock price has done pretty well over that time, most of the […]
Slowly but surely E*TRADE is shedding its troubled past. Metrics are improving and it’s likely this will continue. We think these are reasons the value gap with the competition will […]
Structural headwinds are setting upon the oil market, among which the shale revolution, the dramatic fall in price of alternatives and climate and environmental risks. Slowly but surely, investors will […]
The company acquired three companies on the cheap that double its revenues and add to cash flow and earnings in 2018. Despite initial cost of these acquisitions, there are signs […]
A disappointing quarter from Finisar, in which the catalysts are pushed out a quarter, in part due to a process change for VSCELs. Margins, inventories and capex all moved unfavorably, […]
Ambarella, building on its highly regarded video processing chip technology, is embarking on computer vision chip, the CV1. While not exclusive for automotive, management regards automotive as the most promising […]
Has Amazon become so big that it is starting to affect how the US economy behaves? The evidence is somewhat mixed, Amazon probably exerts downward pressure on prices, but not […]
After temporarily suspending his deflationary expectations, perma-bear Albert Edwards is back to his old ways, predicting a deflationary wave for the US economy. The bad news is, if he’s right, […]
The administration is arguing it’s now focused on tax reform, a major driver of the post-election rally in stocks. It would indeed be beneficial for stocks, but so far we […]
The high-flying stock seems to have entered some considerable turbulence. Its main revenue driver looks like topping out, at least for now. But the company is financially healthy and platform […]