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$SKYECHIP (KLSE/BURSAMY) - Similar to Broadcom
It is a malaysia stock under BURSA with 53% profit margin. The cap is still relatively small around $1B market cap. One of the director used to work in Intel, Broadcom and Altera. Lots of experience in overseeing technician work. Other director used to work in Intel and Altera as …
74x volume spike on TSX-V today – name change to “AI” + paid promo (we passed)
Hey r/ValueInvesting , Quick case study from today’s market action on the TSX-V. (Canadian venture market, my niche specialty) One micro-cap name (**MIVO.V – now Miivo AI**) saw its volume explode **74x** its average. The move? +3.9% on the day. **What drove it?** A name change riding the AI theme, …
Seneca Foods Corp ($SENEA) is a Small Cap Food-Packaging Company With Positive Recent Price Action and Numbers That Seem to Indicate This Could Be a Nice Value Play
Seneca Foods ($SENEA) is a vertically integrated food packaging company currently valued around $1 Billion Market Cap. It's business includes seed production, crop harvesting and packaging. Familiar brands include: Aunt Nellie's, Green Valley, and Libby's, to name a few. The stock price has seen a nice run up in the …
Smith & Nephew (SNN)?
I’ve been looking into Smith & Nephew recently and am considering starting a position at around the current price (\~1113p). A few things stand out to me. The share price is still well below where it was in 2021, yet the valuation doesn’t look demanding. Forward P/E is around 13x, …
Salesforce down 30% in 14 straight red days at 10.5x forward earnings. The software massacre has gone completely detached from fundamentals. What is anyone actually doing here?
Salesforce is now down roughly 30% in the last 14 trading days. 10.5x forward earnings. 14 straight red days. Lowest levels in $CRM since January 2023. One of the most dominant enterprise software companies on the planet, profitable, generating massive free cash flow, trading at a multiple you'd normally see …
CLSK is up on Meta AI talks and everyone's calling it a pivot play. Here's what the numbers say the narrative is missing.
Everyone on my feed is hyping CleanSpark ($CLSK) right now because of rumored talks to lease data centers to Meta for AI. The stock is pumping on this pivot narrative but if you actually open the 10-Q, the financials are a horror show... The classic trap here is looking at …
SanDisk is now worth more than Adobe, Paypal, Nike, Lululemon, Chipotle, and Ferrari all combined
Yes, this little company that used to sell usb flash disks is now worth more than all of these famous brands combined.
Nestlé India at ₹1,396: Does a 67x P/E Still Make Sense?
\> # Why This Stock Deserves Your Research Attention Nestlé India Limited is the domestic subsidiary of Swiss giant Nestlé S.A., operating across instant noodles (Maggi), chocolates (KitKat, Munch), beverages (Nescafé), and dairy products. Its brand portfolio commands near-institutional trust among Indian consumers, and with promoter holding at 62.76%, the …
A few names near 52-week lows with decent cash flow and valuation signals
Here are 4-6 that I think are worth digging into further. Not recommendations. Just research candidates. [Amdocs (DOX)](https://intrinsicalpha.com/stocks/nasdaq/dox/software-infrastructure/amdocs-limited-intrinsic-value) $51.47, \~2.8% above 52-week low Intrinsic value at \~$143/share, a 179% discount. FCF yield of 7.1%, ROIC 12.7%, debt/equity 0.32x. 6 consecutive years of positive FCF. The concern is recent revenue growth …
COTY ($1.95) — The Turnaround Nobody's Watching
**TL;DR:** Coty is a $5.8B fragrance/beauty company trading at 6x EBITDA with a new CEO who ran an $8-10B division at P&G for 7 years. The problems are a broken consumer cosmetics division (being sold or restructured) and 8 CEOs in 16 years. The fix is straightforward: cut G&A, launch …