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InvenSense: China Is Not That Important Yet

InvenSense hit a new multi-year low on the back of weakness in China. The company gets a decent amount of revenue from Chinese consumers, but it isn't the market leader at this point. InvenSense is too cheap to pass up at these levels. The latest selloff in InvenSense (NYSE: INVN ) caps off a disappointing year in a stock that's producing record revenues. The latest drop to multi-year lows is blamed on the collapse of the Chinese stock market that has investors fearing that consumers in the growing economy will buy less tech gadgets. Read the full article on Seeking Alpha. Disclosure: Long INVN. Please review the disclaimer page for more details. 

InvenSense: Leading the Always-On Revolution to Profits

Already a leader in motion sensing and tracking technology used in smartphones and game consoles, InvenSense ( NYSE: INVN     ) recently released some intriguing chips for the "always-on" revolution. The company has been a promising technology stock for a couple of years, based on speculation that it would add Apple to an already-strong customer base including Samsung ( NASDAQOTH: SSNLF     ) , LG Electronics , and Nintendo , among others. The latest chip releases suggest InvenSense could leap into the wearable market and unleash years of growth without obtaining Apple as a customer. Read the full article here . Disclosure: Long INVN. Please review the disclaimer page for more details. 

Trusting InvenSense Managment

Small-cap Insight A big part of investing requires trusting the management team of a stock. In most scenarios that is exactly what investors should be doing. In the case of InvenSense ( INVN ) , the company clearly laid out the case for a significant new customer that most all but assumed had to be Apple ( AAPL ) . Now after teardowns of the new iPhones, analysts have become concerned that InvenSense didn't win the Apple contract after all. Should investors trust management or spend endless time trying to prove out the case presented during the latest earnings call? InvenSense makes motion-tracking products used by the likes of Samsung and Nintendo in smartphones and game systems to improve the performance and accuracy of motion and gesture-based interfaces. The technology has numerous long-term benefits from optical image stabilization in cameras to motion tracking on all types of wearable devices of the future. Read the full article at Seeking Alpha. Disclo...

More Gains Ahead For InvenSense

Even after gaining 7.7% on Friday based on rumors that Apple ( AAPL ) is ramping with its products, InvenSense ( INVN ) still has more room to run. The stock is approaching 52-week highs around $16 and only spent a few weeks in the last year above the current price of $14.65. The maker of motion sensing technology has been long on potential ever since going public back in November 2011. The stock has struggled though due to the inability to correctly forecast earnings and a disconnect on the future of Apple as a customer. In fact, analysts have spent the last month dropping earnings estimates even though the noise in the market suggested a constant increase in a top producer of consumer goods as a customer. Read the full article at Seeking Alpha. Disclosure: Long INVN and AAPL. Please read the disclaimer page for more details. 

InvenSense Finally Turning The Corner

InvenSense (INVN) has remained an appealing technology firm with huge upside potential since its IPO back in 2011. Unfortunately, the company has had to continuously throttle back expectations including the guidance for Q3 2013 provided 90 days ago. As pointed out in previous articles, the maker of motion sensing technology had tons of potential held back by the inability to correctly forecast the growth potential. The company reported strong results Wednesday night. The stock soared 11% on Thursday after the guidance impressed investors downbeat on the stock for most of last year. The stock might finally be turning the corner with the new CEO. Read the full article at Seeking Alpha. Disclosure: Long INVN and AAPL. Please review the disclaimer page for more details. 

Sensing The Valuation Potential Of InvenSense

After the close on Tuesday, InvenSense, Inc. (INVN) reported earnings that, combined with the replacement of the CEO, sent the stock down as much as 20% at one point. This once high flying maker of motion sensing technology continues to struggle with forecasting the actual market growth of its products. In previous quarters, the company spoke of a bright future interrupted by a chip shortage from Qualcomm (QCOM) limiting the ability of handset makers to utilize the motion sensing technology for 4G LTE phones. Now the Q2 2013 earnings ending in September slightly beat estimates, but the company guided towards a weak December quarter. While still guiding strong yearly growth of 35%, the market is clearly disappointed that the higher end 40% growth rate wasn't reached. Read the full article at Seeking Alpha. Disclosure: Long INVN. Please review the disclaimer page for more details. 

Sensing The Valuation Potential Of InvenSense

After the close on Tuesday, InvenSense, Inc. (INVN) reported earnings that, combined with the replacement of the CEO, sent the stock down as much as 20% at one point. This once high flying maker of motion sensing technology continues to struggle with forecasting the actual market growth of its products. In previous quarters, the company spoke of a bright future interrupted by a chip shortage from Qualcomm (QCOM) limiting the ability of handset makers to utilize the motion sensing technology for 4G LTE phones. Now the Q2 2013 earnings ending in September slightly beat estimates, but the company guided towards a weak December quarter. While still guiding strong yearly growth of 35%, the market is clearly disappointed that the higher end 40% growth rate wasn't reached. Read the full article at Seeking Alpha. Disclosure: Long INVN and AAPL. Please review the disclaimer page for more details.