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Stock Investment Research – Analysis of Micron ($MU)

A leading provider (design and manufacture) of semiconductors and memory chips globally.  Micron trades at less than 4x 2018 earnings per share and has net cash. The sector is known for cyclical profitability, despite impressive secular growth driven by mobile, big data, analytics etc. This […]

Why Google (Alphabet) Shares Are Down 7% After Q1 Results

Google (aka Alphabet) released Q1 earnings after market close on April 29.  The stock dropped 7% in after hours trading on the results. This video reviews the main reason why the stock is down (disappointing advertising revenue growth) and revisits our Bull, Base and Bear […]

Investment Analysis of Quarterhill ($QTRH)

Net cash of ~$50M vs market cap of ~$150M. 3 year average (2015 – 2017) EV/EBITDA of less than 2x. The stock also pays a 4% dividend yield. We take a look at shares of $QTRH and examine key considerations for the stock including bull, […]

Investment Analysis of Alphabet / Google ($GOOG)

20%+ growth, $100B of net cash. Significant investments being made (both opex and capex) to drive future growth of core business as well as “Other Bets”. Trades at less than 25x earnings. We take a look at shares of $GOOGL and examine key considerations for […]