Sigma Design roars back
he magic words have been said, the inventory problems are a thing of the past, they got a (modest) upgrade, and now it appears that the IPTV market is taking […]
he magic words have been said, the inventory problems are a thing of the past, they got a (modest) upgrade, and now it appears that the IPTV market is taking […]
We haven’t written a lot about this company as nothing much has happened, but underneath, things seem to be improving. We called earlier that 15 would be the bottom, it […]
Just a quick review.
We haven’t written a lot about this company lately, as not much has happened. We argued earlier that it would probably form a bottom around $15. It temporarily went a […]
Well, we expected some of our stocks to rebound, and that’s what they did. Healthy rebounds in TSL, DRYS, SIGM, and EFUT.
In our latest post on Sigma yesterday, we argued that Sigma is leveraging it’s core capabilities. We can no give several examples from this from their conference call transcript. It […]
In this short analysis, one concept plays a key role, core capabilities. Sigma Design, the stock we’ve been covering is in trouble, and this concept could offer a way out. […]
Our other two plays are having a little bit of a difficult time, one more than the other.
Trina Solar first. This now looks like breaking support levels. It’s entirely sectoral, and as we reported the last couple of days, suddenly the sector is snuggling up to oil […]
We haven’t written about it for some time. We advised you to buy at $20, it had a nice run up, but now it’s running down again and we’re approaching […]