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  • ChipMOS: Catalysts Plus Excess Capital Should Drive 50% Upside
       • Tue, May. 13 IMOS 35 Comments

    Summary

    • With all end-markets enjoying strong momentum, ChipMOS y/y comps should accelerate, potentially leading to a positive multiple re-rating.
    • Our analysis suggests upside to current consensus margin estimates.
    • Shares trade at substantial discount to Taiwan-listed holdings.
    • 1Q earnings on May 14th should provide a near-term catalyst.
    • If shares don't appreciate near term, significant excess capital supports buybacks that should drive shares to fair value.
  • Pro-Dex: Potential Insider Buys Suggest Dramatic Stock Rise
       • Thu, Jan. 23 PDEX 78 Comments
  • Valuable Insights Positions For 2014: Still An Abundance Of Unique Ideas In Small Caps
    Editors' Pick • Wed, Jan. 8 GOOG, DDD, HPQ 40 Comments
  • Crossroads: Data Storage Turnaround And IP Story Could Yield Multi-Bagger Return
       • Dec. 12, 2013 CRDS 55 Comments
  • Performance Technologies: Expect Serious Performance From This Potential Multi-Bagger
       • Nov. 21, 2013 SONS 72 Comments
  • On Track Innovations: Improving Ops And Valuable IP Is Formula For Multi-Bagger
       • Nov. 16, 2013 OTIV 57 Comments
  • Digirad: Fat Dividend Limits Risk, Operating Leverage Drives Potential 100% Upside
       • Nov. 9, 2013 DRAD 30 Comments
  • LoJack: Small Market Cap, Big Brand, Multi-Bagger Potential
       • Oct. 16, 2013 LOJN 22 Comments
  • 4 Questions That Will Determine If Micron Is Good Or Great
    Sep. 26, 2013 MU 61 Comments
  • LRAD Offers Catalysts And Asymmetric Risk/Reward
       • Aug. 27, 2013 LRAD 5 Comments
  • Major Change Could Accelerate Growth At Move Inc.
       • Jul. 30, 2013 MOVE 8 Comments
  • Radcom On Cusp Of Inflection, Shares Offer Multi-Bagger Potential
       • Jul. 20, 2013 RDCM 38 Comments
  • Harvard Bioscience Spin-Off Likely To Drive 50% Near-Term And 100%+ Long-Term Upside
       • Jul. 19, 2013 HBIO 32 Comments
  • ChipMOS: Stock Remains Dirt Cheap, 50%+ Upside By Year End
       • Jun. 18, 2013 IMOS 28 Comments
  • Buy Rubicon Ahead Of Cyclical And Secular Upturn
       • Jun. 4, 2013 RBCN 38 Comments
  • Micron: The Prime Beneficiary Of The War Between Apple And Samsung
    May. 28, 2013 MU 12 Comments
  • Silicon Motion Could Be The Next Himax
    Editors' Pick • Apr. 25, 2013 SIMO 27 Comments
  • Chipmos: Shares Have Over 100% Upside And Near-Term Catalysts
       • Mar. 28, 2013 IMOS 26 Comments
  • Nam Tai Story Intact, We Don't Believe The GM Guidance
       • Jan. 30, 2013 NTP 18 Comments
  • Nam Tai Shares Could Triple Despite Apple's Issues
       • Jan. 25, 2013 NTP 34 Comments
  • Applied Micro Circuits Is ARMed To Serve Up Further Gains
    Editors' Pick • Jan. 15, 2013 AMCC 41 Comments
  • LeapFrog Shares Could Double In 2013
       • Dec. 28, 2012 LF 75 Comments
  • Something's Gotta Give - Time To Buy Micron
    Nov. 5, 2012 MU 8 Comments
  • NamTai: Near-Term Looking Murkier For Apple Supplier
    Editors' Pick • Nov. 2, 2012 NTP 7 Comments
  • Intel Blew Its Mobile Business; More Losses To Come
    Nov. 2, 2012 INTC 62 Comments
  • ChipMOS Insiders Sell Despite 40% Free Cash Flow Yield - Lots More To The Story
    Oct. 31, 2012 IMOS 29 Comments
  • Millennial Media: Shares Could Fall 50% On Lock-Up Expiration And Competition
    Editors' Pick • Sep. 20, 2012 MM 41 Comments
  • Nam Tai: Shares Could Double By Year-End Driven By Apple Ramp
    Aug. 27, 2012 NTP 42 Comments
  • Today's ChipMOS Proxy Statement Bodes Well For Longs
    Jul. 17, 2012 IMOS 1 Comment
  • Intel: Risk-Reward Favors Being Long
    Jul. 16, 2012 INTC 1 Comment
  • ChipMOS - Expect Multiple Near-Term Catalysts To Drive Shares Higher
    Editors' Pick • Jul. 16, 2012 IMOS 5 Comments
  • Winners And Losers Of Potential DRAM Oligopoly, Part 2
    May. 7, 2012 AAPL, AMZN, BKS Comment!