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Lou Basenese  

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  • The 10 Biggest Myths About Resonant
    Editors' Pick • Thu, Mar. 19 RESN 50 Comments

    Summary

    • Misinformation and misunderstandings have created a compelling buying opportunity under $10 for speculators. But do your own due diligence first.
    • Top-tier banks and institutions, including Barclays, are taking increasing interest in the company.
    • Securing a first design win with leading RF front end suppler, Skyworks, is the next key catalyst.
    • Once commercialization commences, performance of Skyworks' and Avago's stocks demonstrate upside is multiples higher for RESN, as RF industry is in a multi-year, rapid growth trend.
    • Risk averse investors should wait until after a design win is announced and technology risk is completely eliminated before entering a position.
  • Skyworks: Q1 Call Underscores Need To Acquire Resonant
    Editors' Pick • Wed, Jan. 28 SWKS 92 Comments

    Summary

    • “An explosion in analog complexity” propelled Skyworks to its ninth straight quarter of earnings growth and double-digit sales growth.
    • CEO David Adlrich acknowledges "our strength" is developing integrated solutions to the industry's complex signal processing challenges. And there's a “narrowing field of capable competitors”.
    • Despite Aldrich's confidence, development on a disruptive filter technology with Resonant is becoming more and more critical to maintaining Skyworks' competitive advantage.
    • Waiting to acquire Resonant makes no economic sense, as the company is on the cusp of signing multiple agreements with Skyworks' competitors. Once it does, a bidding war is likely.
  • Is Second Sight Medical Products The Most Interesting And Disruptive Technology IPO Of The Year?
    Nov. 19, 2014 EYES 9 Comments

    Summary

    • After successfully commercializing technology to restore hearing to the deaf, billionaire Alfred Mann is now setting out to restore vision to the blind.
    • Company has no direct competitors and is already commercializing its high-margin technology (roughly 90 patients treated to date).
    • Dominant IP portfolio provides distinct competitive advantage in a large addressable market.
    • Expansion plans into direct cortical stimulation holds potential for Second Sight to own a platform technology.
    • Heavily oversubscribed IPO, plus unique Long Term Investor Right could lead to significant price increase in first day of trading.
  • Skyworks: The Explosive Growth Catalyst Management Can't Talk About
    Editors' Pick • Nov. 11, 2014 SWKS 63 Comments

    Summary

    • Skyworks' business is firing on all cylinders, thanks to highly visible industry tailwinds.
    • "Connecting the dots" from public filings reveals a development agreement for a disruptive technology that could transform the company's profitability in a matter of months.
    • Margins for RF filters could increase as much as 55%.
    • A rare opportunity to exploit informational advantage.
  • Park City Group: ReposiTrak And The Billion-Dollar Food Safety Opportunity
    Oct. 16, 2014 PCYG 5 Comments

    Summary

    • Confirmed billion-dollar opportunity for ReposiTrak, plus core business growing at healthy double-digit rates.
    • SEC filings demonstrate clear plan and history of maximizing upside potential in ReposiTrak for PCYG shareholders.
    • Any assertions that ReposiTrak is an "imaginary customer" funded by PCYG stock transfers are not accurate.
  • Refuting The Short Thesis On Imageware (That I Predicted)
    Sep. 10, 2014 IWSY 25 Comments

    Summary

    • As I predicted last week, an anonymous short article was published on Imageware.
    • Although financing and execution risks remain, the short thesis completely overstates all other risks, especially technology. It also leaves out key facts and paints inaccurate pictures of commercial partnerships.
    • Expect shares to be volatile until management can announce another meaningful contract and provide concrete evidence the non-government business is ramping.
  • The Most Significant Apple Development No One Is Talking About
    Sep. 9, 2014 AAPL 37 Comments

    Summary

    • With the most anticipated Apple event in history about to kick off, a specific feature, not a product, promises to be the most significant development.
    • Rumors, backed by credible evidence in the form of a patent application suggest Apple's iWatch will offer wireless charging capabilities.
    • Apple is uniquely positioned to bring about the tipping point for consumer awareness and in turn, mass adoption.
    • Energous is the only pure play stock. It's novel RF approach makes it the potentially biggest winner of a wireless charging boom, sparked by Apple.
  • In Anticipation Of A Short Attack On ImageWare
    Sep. 4, 2014 IWSY 9 Comments

    Summary

    • Given the 40% rally since August 1 for IWSY, it's only a matter of time before bears attack.
    • The most likely arguments lack merit, while one in particular is downright laughable.
    • IWSY's success hinges upon signing more definitive agreements with large, recognizable customers.
    • In general, shorting disruptive technology stocks is a bad idea.
  • Imageware Makes It Official. With Wal-Mart?
    Sep. 2, 2014 IWSY 6 Comments

    Summary

    • Credible sources indicate definitive agreement signed with Wal-Mart.
    • If not Wal-Mart, evidence points to deal with another household name - Costco or the Home Depot.
    • Lake Street initiates coverage with a "Buy" and $4 price target.
    • Time to protect profits.
  • 2 Smart Grid Takeover Targets
    Aug. 19, 2014 SSNI, ITRI Comment!
  • Is Imageware's Inflection Point (Finally) Upon Us?
    Aug. 14, 2014 IWSY 8 Comments

    Summary

    • Just announced a "transformative" 3-year agreement in principle with one of largest international retailers.
    • Additional new revenue streams expected Q3 and Q4.
    • Foundational IP, plus a high-margin, recurring revenue model makes the company a natural takeover target. Fujitsu is an obvious suitor.
    • Up-listing to Nasdaq likely.
  • Why Twitter Investors Were Just Duped
    Aug. 6, 2014 2 Comments
  • Is It Time To Call Wall Street's Bluff?
    Aug. 1, 2014 SPY, DIA, QQQ 42 Comments
  • CEOs Suffer Through The Same Recurring Nightmare
    Apr. 4, 2014 SPY, DIA, QQQ 1 Comment
  • The One Sector Where Crash Helmets Are Advised
    Apr. 3, 2014 IBB, XBI, BIB 5 Comments
  • Why The Economy's Future Hangs In The Balance
    Apr. 1, 2014 SPY, DIA, QQQ 7 Comments
  • Wall Street 'Bloodbath' Captured On Live TV
    Mar. 27, 2014 AAPL 45 Comments
  • Caveat Emptor: 25% Of New ETFs Could Be 'Toxic'
    Mar. 26, 2014 GCC, SPY, NASH 8 Comments
  • Secret Ivy League Society Leaks Market's Next Move
    Mar. 25, 2014 SPY, QQQ, DIA 3 Comments
  • Conspiracy Theorists Finally Get Their 'Magic Bullet'
    Mar. 24, 2014 TSLA, BLDP, PLUG 6 Comments
  • Stress Test 'Red Flags' A Global Banking Giant
    Mar. 20, 2014 VGK, FEZ, IEV 2 Comments
  • The Scariest Margin Call Since 1792
    Mar. 17, 2014 SPY 53 Comments
  • Frozen Credit Markets Foreshadow Next Lehman Fiasco
    Mar. 13, 2014 FXI, PGJ, GXC 8 Comments
  • Bankruptcy Warning: RadioShack
    Mar. 11, 2014 RSH 38 Comments
  • A Hot Trend Warren Buffett Guarantees Will Continue
    Mar. 5, 2014 BRK.A, BRK.B 3 Comments
  • An Insidious Currency Even Scarier Than Bitcoin?
    Feb. 28, 2014 SPY, BTU, CYB 6 Comments
  • Warning: Expect The Internet To Get Hijacked Today
    Feb. 26, 2014 NFLX 20 Comments
  • Blackstone Introduces Weapon Of Mass Destruction
    Feb. 24, 2014 BX 17 Comments
  • Why Warren Buffett Might Sue Me Tomorrow
    Feb. 20, 2014 GLUU, XLK, VGT 21 Comments
  • Largest Bet Against S&P 500 In History ($1.3 Billion)?
    Feb. 19, 2014 SPY, QQQ 9 Comments
  • Why Does This Sector Keep Bludgeoning Investors?
    Feb. 18, 2014 JCP, SHLD, RSH 4 Comments
  • 2 Market Bubbles Finally Burst, Crush Shareholders
    Feb. 7, 2014 DDD, TWTR, DIA 11 Comments