SHU Portfolio: Baozun Can Afford To Invest In Its Future
Investors seem to worry that management’s intention to invest more will come at the expense of margins and profits. The growth of the company and the higher margins, which are […]
SHU Portfolio performance
One really big winner with Nutanix (NTNX) and a couple of useful performers like Lumentum (LITE) and The Trade Desk (TDD). The little ones are volatile, some of them have […]
SHU Portfolio: Why We Just Bought Lumentum
Finisar, one of the stocks in our SHU portfolio, rallied 28% on a substantial investment from Apple. Shares in Lumentum sold off heavily on this news. We think that sell-off […]
2 More Small Caps For The Small Caps Season
Here are two more small-cap companies which had a good 2017, but the shares have pulled back lately. Both of these companies have fairly unique products that sets them up […]
SHU Portfolio: Finisar Struggling Short-Term, But Longer-Term Outlook Intact
The only misbehaving share in our SHU portfolio produced disappointing results. But there was also relief that the company is finally shipping significant quantities of VCSELs. While the longer term […]
SHU Portfolio: Why We’re Buying Apple
We’re considering buying Apple for the SHU portfolio and give you our considerations here. We think that the tailwinds are still likely to exceed the headwinds, the most important of […]
SHU Portfolio: JD.Com – Fast Growth, Increasing Margins
The shares of JD.com are plagued by bouts of worries about increasing competition. We believe that competition has always been a feature of the Chinese market, and JD.com has been […]
SHU Portfolio: Value Versus Growth Stocks
We’ve mostly avoided growth stocks on a valuation basis in an already expensive and extended market. Given their high valuation, many growth stocks are liable to sudden big downdrafts on […]
Skechers: Acquire On Weakness
While Skechers shares jumped 40% on a single day after very good third quarter results, they might have to digest that jump a little. However, the shares are still very […]
SHU Portfolio: What To Buy Next
Here are two stocks with catalysts. First Solar is likely to benefit from possible protectionism in its home market as a result of the Suniva/Solarworld case. Finisar is benefiting from […]