SHU Portfolio; Inseego Is Planting Flags
Lots of new products and customer wins in the quarter don’t yet show up in the figures, as ramping is slow. But this is a matter of time. More wins […]
This Is How Fortunes Are Made
The best investments, the ones that build fortunes, are the home runs of companies beaten down. It is of course very difficult to spot these opportunities and you’ll have to […]
SHU Portfolio: We Would Still Buy Inseego
Going through the SHU portfolio and kicking a few tires, we would still be buying shares of Inseego today, even after a doubling of the share price in recent months. […]
SHU Portfolio: The Clouds Are Lifting For Inseego
Revenue and margins are turning in the plagued Mobile/IoT division. The company got rid of a substantial liability and achieved a big cash injection. It is well placed to take […]
SHU Portfolio: There Is A Bright Light At The End Of The Inseego Tunnel
The company’s financial results are still marred by the decline of the legacy MiFi business. But the restructuring has paid off already and the company already has several businesses growing […]
Inseego Is Making Solid Progress, Now For The Next Act
The company is in Act 1 of its turnaround plan and we can say, so far, so good as the company even turned in a small operating profit already. For […]
Inseego’s 5G Credentials Are Underappreciated
5G is going to provide a quantum leap in connectivity, enabling a host of new sectors to finally reach their potential, like the IoT, remote machine operating, remote AR/VR, etc. […]
SHU Puppies, The Best Smallcaps For Smallcap Season
We’re about to enter the season for smallcaps, where they often gain most of the returns for the year. This year could have additional fuel due to the likelihood of […]
Telematics Is Hot And CalAmp Has Multiple Growth Avenues
A telematics company with a world-wide presence and a couple of recent big customer wins. We see several more growth drivers for the future. However, 2017 had tough comps, so […]
SHU Speculative Corner; Inseego Is Turning The Corner
One company we bought for our corner with small speculative stocks is showing progress and could very well turn to profitability next year. The shares are range bound, but could […]