Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

Lattice Breaking The Slow Growth Barrier

Executive summary:

  1. Revenues are growing again and growth seems sustainable
  2. Technically well placed to monetize major trends like Wearable electronics, Internet Of Things (IOT) and Smartphones
  3. Consistent revenue growth, margin expansion and estimate revisions should drive the stock higher
  4. Stock has 30-40% upside in the near term

Lattice Semiconductor Corp. (NASDAQ:LSCC) stock is up 30-40% in the last 3 weeks and is trading at the same levels where it was three years ago. There are bound to be calls for profit booking, but correction in the stock price might be a good opportunity for long-term investors, as the stock seems poised for growth as earnings and valuation expectations get readjusted.

Lattice is not a slow growth, low

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