xijian Founded in 1991, RADCOM (NASDAQ:RDCM) is a company that provides a network quality assurance platform for telecommunication operators and communication service providers (CSP). All-time share performance has been disappointing since going public in 1997 at a price of $45.5. The stock initially performed quite well, hitting all-time high of $78 during the dot-com boom…
John Rensten/DigitalVision via Getty Images I posit that event-driven surges are frequently being mispriced as sustaining in nature. Identifying event-driven growth or event-driven headwinds that are being interpreted as secular presents substantial opportunity as prices correct. This idea will have 3 parts: The mechanics behind the opportunity Historical examples where mispricing of this nature clearly…
Jose Luis Pelaez Inc/DigitalVision via Getty Images Paymentus (NYSE:PAY) is a company providing bill payment technology and solutions for over 2,200 billers in North America. PAY generates most of its revenues from transaction fees, and therefore benefits from the fact that it focuses on non-discretionary target verticals, such as utilities, financial services, or healthcare. Despite…
J. Michael Jones/iStock Editorial via Getty Images Investment Thesis RTX Corporation (NYSE:RTX), formerly Raytheon Technologies, is an American defense contractor and aviation equipment manufacturer with a dominant footprint in both military and civilian sectors. In the defense sector, the United States and its NATO allies are ramping up their military spending in response to geopolitical…
metamorworks Investment Thesis Impinj (NASDAQ:PI) operates an innovative platform for wirelessly connecting billions of everyday items to the cloud, helping businesses track and analyze physical items to gain operational efficiencies. With leading market share in RAIN RFID technology, a large patent portfolio, and secular growth tailwinds from supply chain digitization, Impinj possesses exciting long-term potential….
monsitj Friday’s (12/8/23) November ’23 nonfarm payroll report’s headline business survey number was +199,000 net, new jobs created, but if you subtract the downward revisions to the prior two months of 35,000 and the 37,000 jobs cited by CNBC’s Steve Liesman as autoworkers returning from the recent UAW strike, then the “net, net” headline numbers…
alexsl The WisdomTree U.S. Efficient Core Fund (NYSEARCA:NTSX) is an interest asset allocation fund that effectively provides 1.5x leveraged returns to the traditional 60/40 portfolio. For investors that can stomach the higher volatilities, the NTSX ETF does provide higher returns than traditional ‘balanced’ funds. The key risk to NTSX is if inflation proves to be…
AContadini/E+ via Getty Images United Rentals, Inc. (NYSE:URI) is the market leader in equipment rental with a 17% market share. This figure represents a position of certain privilege which is also supported by consolidated competitive advantages and a sufficiently strong balance sheet. ‘Growth’ is probably the term that best identifies the path undertaken by the…
Vladimir_Timofeev/iStock via Getty Images Ceragon Networks Ltd (NASDAQ:CRNT) has carved a niche in wireless backhaul solutions, a sector that should benefit from the advent of 5G. In my view, this positions CRNT’s diverse offerings, from voice services to IoT connectivity, to profit from secular tailwinds. CRNT’s recent financial data indicates a promising margin improvement. Additionally,…
Super Micro Computer – Big Upside LeMusique/iStock via Getty Images If you like to invest in powerful secular growth opportunities, Super Micro Computer (NASDAQ:SMCI) has likely caught your eye. This developer and manufacturer of high-performance servers and storage systems is benefitting dramatically from explosive secular growth in artificial intelligence (“AI”) and high-powered computing. The total…