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Eltek’s Improving Fundamentals Have Legs

September 22nd, 2020 · Comments Off on Eltek’s Improving Fundamentals Have Legs

  • Eltek operates in the high-end of the PCB market, mostly serving defense industries in the US and Israel.
  • The company has managed to produce decent growth and margin expansion the last couple of years, producing solid cash flows.
  • There are no immediate reasons to assume that these favorable developments can’t continue, and the shares aren’t expensive.

Source: Eltek’s Improving Fundamentals Have Legs (NASDAQ:ELTK) | Seeking Alpha

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Kopin Should Bounce From Here

September 22nd, 2020 · Comments Off on Kopin Should Bounce From Here

  • The company already has two military programs in production, with at least three more to follow before the end of next year.
  • This will provide a considerable revenue boost, reduce cash bleed and could further increase margins.
  • The technology developed for the military will be leveraged in the VR/AR market, which perennially is just around the corner.
  • While the company operates at the frontier of microdisplay technology, it’s a crowded field and the company still loses considerable amounts of cash.
  • We took a position for our marketplace SHU Growth Portfolio at $1.39 on Tuesday.

Source: Kopin Should Bounce From Here (NASDAQ:KOPN) | Seeking Alpha

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FormFactor Is Set To Continue Growing For Years

September 22nd, 2020 · Comments Off on FormFactor Is Set To Continue Growing For Years

  • FormFactor is a leading supplier of advanced probe cards, and the demand for these is likely to grow faster than the growth of the overall semiconductor market.
  • The company has a history of growth and steadily increasing finances, and we see no reasons for this to change anytime soon.
  • It has a healthy balance sheet, and the shares are not overly expensive in this market environment.

Source: FormFactor Is Set To Continue Growing For Years (NASDAQ:FORM) | Seeking Alpha

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Fulgent’s Epic Ramp In Testing Is One For The Ages

September 22nd, 2020 · Comments Off on Fulgent’s Epic Ramp In Testing Is One For The Ages

  • It’s only a relatively small player in the rapidly expanding field of genetic testing, but this is changing in front of our eyes.
  • It was already known for the quality of their platform which could develop new tests faster than most and at lower price points.
  • But what they have done with Covid testing is truly impressive, and the financial results are ramping hand in hand.

Source: Fulgent’s Epic Ramp In Testing Is One For The Ages (NASDAQ:FLGT) | Seeking Alpha

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Digital Turbine Is Killing It

September 20th, 2020 · Comments Off on Digital Turbine Is Killing It

  • Digital Turbine is benefiting from revenue synergies and past deal implementations. It’s even growing in a stagnating mobile device and ad market.
  • We see this continuing for years to come, as there are plenty of opportunities left.
  • And the company can do it all over again in the OTT market.

Source: Digital Turbine Is Killing It (NASDAQ:APPS) | Seeking Alpha

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Intevac Can Be Profitable This Year

September 20th, 2020 · Comments Off on Intevac Can Be Profitable This Year

  • The company produced surprising Q2 results on the unexpected sale of two 200 Lean systems, and management has gotten more optimistic about the year.
  • However, there are no 200 Lean sales expected in Q3, so this quarter will fall back quite a bit.
  • All of its businesses look set to have a good 2021, although significant uncertainty remains on the macro front.
  • The company is generating cash and has an ironclad balance sheet.

Source: Intevac Can Be Profitable This Year (NASDAQ:IVAC) | Seeking Alpha

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Avid Turnaround Has Considerably Further To Run

September 20th, 2020 · Comments Off on Avid Turnaround Has Considerably Further To Run

  • The company actually managed to turn profitable despite a pandemic induced headwind that cut 50% of their product sales.
  • The good results were produced by an ongoing shift to SaaS and aggressive reduction in COGS and OpEx.
  • Much of that is going to last when product sales gradually return.
  • We think the shares are well below where they should be considering the progress the company is making.

Source: Avid Turnaround Has Considerably Further To Run (NASDAQ:AVID) | Seeking Alpha

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Ceragon Has Further To Run

September 20th, 2020 · Comments Off on Ceragon Has Further To Run

  • The company had a good second quarter and there are several tailwinds blowing, despite the residual uncertainty with respect to the pandemic.
  • Gross profits are set to increase meaningfully in Q3 with the company returning to more normal revenue and gross margin ranges.
  • While a good deal of the recovery is already priced in, the shares have some further room to run.

Source: Ceragon Has Further To Run (NASDAQ:CRNT) | Seeking Alpha

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Video Is Booming, But Brightcove Is Only Benefiting At A Snail’s Pace

September 20th, 2020 · Comments Off on Video Is Booming, But Brightcove Is Only Benefiting At A Snail’s Pace

  • Video traffic already had secular tailwinds and now a host of institutions and companies have been forced by events to make much greater use of video.
  • The company is the market leader with its online video platform, but we find a curious disconnect between the optimistic language and the company’s results and guidance.
  • The company should still do well with the secular tailwind blowing and the shares are not expensive, but we expected more.

Source: Video Is Booming, But Brightcove Is Only Benefiting At A Snail’s Pace (NASDAQ:BCOV) | Seeking Alpha

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Crunch Time For FlexShopper

September 20th, 2020 · Comments Off on Crunch Time For FlexShopper

  • The company has a great business model that produces growth and significant operational leverage during good times. In that light, the shares are really quite cheap.
  • But the economic fallout from the pandemic is significantly increasing the uncertainty, even if the first couple of months didn’t produce anything alarming.
  • We prefer to wait for Q2 figures to get a much better picture about the size of the emerging risks.

Source: Crunch Time For FlexShopper (NASDAQ:FPAY) | Seeking Alpha

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