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Entries Tagged as 'Uncategorized'

Kopin: From Investment To Revenue Generation 

May 12th, 2020 · Comments Off on Kopin: From Investment To Revenue Generation¬†

The shares of Kopin are off from the lows on prospects of ramping up military revenue, increased yield and cost cutting. The company has a strong technology position, in particular its innovative dual OLED backplane technology. But losses remain substantial, as well as cash outflow while investors await a real take-off in mass adoption of […]

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Cognizant Becoming A Digital Transformation Solutions Provider

July 20th, 2019 · Comments Off on Cognizant Becoming A Digital Transformation Solutions Provider

Cognizant’s core growth seems to be slowing, and it hit some turbulence in the first quarter as its two main segments experience cost pressures. The company does have things going for it. The digital transformation of customers and its platform business allows for faster and less linear growth. The company also produces copious amounts free […]

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There Is Life Left In Cesca Therapeutics

July 16th, 2019 · Comments Off on There Is Life Left In Cesca Therapeutics

The shares of Cesca Therapeutics have been sliding for a long time, producing large losses in the company accounts and for holders. However, there are signs of life lately, with a number of the company’s products starting to gain traction and finances improving on cost-cutting. There is little doubt that the company is faced with […]

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Realogy Holdings Is Cheap, But It Has To Prove It Can Deal With The Headwinds

July 13th, 2019 · Comments Off on Realogy Holdings Is Cheap, But It Has To Prove It Can Deal With The Headwinds

Lower volumes and some structural headwinds have got the better of the shares, which have sort of collapsed. The company is responding with a $70M cost-cutting program and a series of initiatives to bolster its position. It’s a little early to be able to tell how these initiatives are going. But if volumes are coming […]

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Tufin Software Shares Jump, Should You Get On Board?

June 26th, 2019 · Comments Off on Tufin Software Shares Jump, Should You Get On Board?

The company has carved out a valuable niche in the security market with central management and automation of organizational security policy. Giving the escalating connections and network complexity, the demand for this is growing firmly. While the company still has considerable losses and the shares, after a recent jump are fairly fully valued, they can […]

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Sierra Wireless Loading The Flywheel

June 26th, 2019 · Comments Off on Sierra Wireless Loading The Flywheel

The shares of Sierra Wireless are lingering on restructuring cost and some temporary headwinds from some part of the markets. But the rest of the year should be better as the revenues from their automotive clients start to ramp. But the company is undergoing a more structural transition into a more integrated IoT solutions provider, […]

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Micron, Western: DRAM, NAND Prices To Continue Higher, Says Macquarie – Barron’s

May 14th, 2017 · Comments Off on Micron, Western: DRAM, NAND Prices To Continue Higher, Says Macquarie – Barron’s

Worries that the market for DRAM and NAND chips will cool this year are flawed, writes Daniel Kim with Macquarie Research. He thinks prices will keep rising because supply will remain tight and Apple and other manufacturers have no other choice but to pay up to build their wares. That may be good for Micron […]

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SunPower’s Crash Is An Opportunity

July 18th, 2016 · Comments Off on SunPower’s Crash Is An Opportunity

SunPower’s shares have halved since the beginning of the year. But a couple of weaker quarters isn’t necessarily a big concern due to the volatility of quarterly figures. Apart from pricing in the power plant sector, we see little in terms of long-term trends turning unfavorable, and we think the shares will come back in […]

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January 2016

January 28th, 2016 · Comments Off on January 2016

This is what we argued yesterday Look at the Amazon earnings and earnings expectations (click the attachment): You see that from Q4 2015 onwards, there is a marked acceleration expected. This is, of course, largely based on the profitability of AWS, Amazon Web Services. But before we’ll buy, we like to have some confirmation that […]

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January 2016

January 19th, 2016 · Comments Off on January 2016

When bad news turns into good news, we could have reached the point where markets start to stabilize, at least for some time: Shares in Europe and Asia rose on Tuesday and the dollar gained after data showing China’s economy grew last year at its slowest pace in a quarter of a century led investors […]

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