New Oriental Education Profits Jump On Tremendous Leverage
The company seems set for 20%-30% growth for some time to come as it is taking market share from smaller players. The company is enjoying a leverage bonanza and management […]
Boom Time At Lumentum
With basically all its segments booming, the company is experiencing the best of times. While Q3 will be seasonally weak in lasers and 3D-sensing, margins keep on expanding on product […]
Tentative Sign Of A Turnaround At Usio Inc.
The company’s operational performance has been on a long-winded gradual decline, and so has the share price. There are signs emerging that this could come to an end, but these […]
CVD Equipment Delayed Rally On Orders And Material Plants
The company’s shares have been on a prolonged decline that is suddenly reversing in January and the shares are 70%+ off the recent lows. This seems to be a belated […]
The Sell-Off In Napco Security Technologies Is Overdone
The shares sold off after disappointing hardware sales in Q2, but the worries seem very overdone to us. The company’s biggest distributor is running down inventory, as it’s in the […]
Misplaced Market Euphoria
There is still a lot we don’t know about the spread of the coronavirus, and with that, the economic impact of the measures aimed to contain it. With large parts […]
Increased Momentum At Agilysys
Revenue from professional services is accelerating, and this tends to be a leading indicator for subscription revenues. The company increasing its up-selling and cross-selling potential through innovation and adding modules, […]
Casa Systems: Waiting For Cable CapEx To Recover
The shares of Casa Systems have slumped 80%+ on declining cable CapEx. We see chances for a recovery in the shares preceding a recovery in financial results. The wait is […]
Realogy Benefitting From Growth Initiatives And Less Agent Competition
For years, the company has faced problems like an intensification of competition for agents, but this has eased in September and October. While very promising, it’s too early to say […]
Exciting Times At Rada Electronic Industries
The company is in the right place at the right time with the right technology, leading to runaway demand for their radar technology. What’s more, the market growth is still […]