Out Fox The $treet

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...

Even after soaring following a great quarterly report and solid signals of signing up a major customer, InvenSense (NYSE: INVN ) doesn’t appear to be gaining much traction on the stock market. The stock soared the first day of trading following the report, but it has sold over the days since the report. Even after surging to new 52-week highs, the motion tracking stock trades with a valuation of only more » Disclosure: Long AAPL and INVN. Please review the disclaimer page for more details. 

InvenSense ( INVN ) has remained an incredible technology firm with huge upside potential since its IPO back in 2011. Yet the stock trades near the IPO pricing as the company has had to continuously throttle back expectations including the guidance for Q1 2014 provided on the earnings call. 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. Prior to earnings Thursday night, the stock traded at roughly 12x this year's earnings expectation yet the company just completed a year of over 100% growth. Even after a huge gain following the strong outlook for fiscal 2014, the stock might offer the most incredible price in the market. Read the full article at Seeking Alpha. Disclosure: Long INVN and AAPL. Please read the disclaimer page for more details. 

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.