Exploring SYNA Valuation Discount
SYNA stock is down ~25% YTD, trading at EV/S of ~1x (vs. peer group at ~3x+), a valuation discount worth … Read more
SYNA stock is down ~25% YTD, trading at EV/S of ~1x (vs. peer group at ~3x+), a valuation discount worth … Read more
Today it is virtually impossible for individuals to buy investment advice in a fiduciary framework, without paying for full-on investment … Read more
FCAU (Fiat Chrysler Automobiles) appears to be attracting attention recently, with the stock up ~27% over the last 3 months … Read more
You and I use the word “risk” frequently in our lives, without really thinking about its definition or knowing whether … Read more
Earlier this week Micron Technology, Inc. (NASDAQ:MU) increased its earnings guidance for the quarter ending Nov-16, to be reported later … Read more
INFN stock is down ~50% YTD driven by sharp YoY declines in revenues and earnings (see chart below). Both company … Read more
Indexing either via Exchange Traded Funds (ETF) or via Robo Advisors is a trend in focus these days, for good … Read more
$CAVM traded down ~5% the day after the company reported a 3Q16 beat both on earnings and 4Q16 guidance. The … Read more
I previously wrote about Amazon.com, Inc. (NASDAQ:AMZN) valuation risk here, and valuation will often be a concern for high-growth companies. … Read more
Overview presentation of the book titled “Equity Research for the Technology Investor – Value Investing in Technology Stocks“, written by … Read more
Both Advanced Micro Devices, Inc. (NASDAQ:AMD) and NVIDIA Corporation (NASDAQ:NVDA) offer exposure to GPU Compute, arguably a very desirable capability … Read more
Micron Technology, Inc. (NASDAQ:MU)’s F4Q16 (C3Q16) earnings report highlights a YoY revenue inflection (chart below), with YoY revenue growth expected … Read more
My view is that catalysts for self-driving cars will also drive a transition to battery-powered electric vehicles. A shift from … Read more
Photronics (PLAB) makes photo masks for semiconductor and display panel manufacturing. The chart below shows PLAB’s revenue mix. Over the … Read more
The chart below suggests that InvenSense Inc (NASDAQ:INVN) stock price is tracking below NTM EPS projections, an understandable dynamic following … Read more