CRUS

A Busy Week of Insider Buying 8-20-21 and $CASI, a 10 bagger in 2 Years

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For trade, details click on this link to the trades.  If there’s one name on this list that I think offers extraordinary opportunity, it would be Casi Pharmaceuticals. It’s been a painful holding for us but take a look at our analysis. CASI looks like a 10 bagger in two years or less. There is something very different now about this stock market than the one we started the year with.  There has been a steady collapse in speculative fervor across the entire market.  You only have to look at the embodiment of it, notable fund manager superstar, Kathie Woods … Read more

Follow up on Cirrus Logic Conversation with Managment

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We had an opportunity to speak to management today.  I’m not going to recap our entire conversation due to confidentiality reasons but these are my impressions. The rest of the year is pretty much coming in as expected.  No big upside surprises nor downside disappointments. The real question is about whether Cirrus chips are in the upcoming Apple iPhone 5.   My bet is that’s a secret held close to the belt and NO imminent announcement is coming out. Cirrus is hiring a lot of engineers mostly to meet anticipated product demand, not for quality and control issues. The Company has been buying stock … Read more