CAJFF News and Press, Canon Inc From 02/26/23

Summary Ushio is a cash and asset-rich business specializing in applied light sources in a wide array of sectors, with semiconductors being a core market. Recent trading is weak due to inventory corrections, increasing cost of parts and components, and a strengthening Japanese yen. ...

Summary A timely candid presentation laid the roadmap for production and commercialization as well as increased transparency into the business. Enovix's new COO has finetuned its production and ramp-up strategy and expects a doubling of shipments every quarter. Full transparency of ...

Summary Apple is still slightly overvalued vs. what I am willing to pay, namely $120 in price. I would prefer to purchase a stake with a positive inflation-adjusted, free cash flow yield in place. It remains a negative number today. A 15% to 20% price decline would also push the val...

Summary GEHC is the best performing unit of GE, and now you can buy the company on its own. With a moat across multiple industries, profitability, and innovation, I believe the fundamentals of the company are rock solid. The issue is predicting where the valuation will find equilibr...

Summary 2022 is the first year since 2019 that I have been able to resume extensive international travel, and so a good time to refresh my "World Tour of Blue Chips". In this article, I highlight one of my top picks from each of 10 countries where I'm seeing opportunities. Of these ...

Summary ASML Holding NV is the dominant player in the vibrant semiconductor sector that will shape every industry. The company's order pipeline and back orders suggest resilience even in the global downturn we expect. The biggest threat to ASML? Geopolitics. The risks are real...

Summary Ricoh Company, Ltd.'s shares are cheap on conventional metrics, with management making progress in transforming the business. Despite these efforts, the result is unlikely to be so positive that operating profit margins reach double digits and ROE reaches the low teens. ...

GE Healthcare will become an independent company in the first quarter of 2023. Pharmaceutical diagnostics revenue was $487 million in Q1 2022, up 2.7% QoQ. General Electric Healthcare has one of the largest profit margins in the GE structure. GE is expanding its business by ac...

With relatively lackluster performance over the last 3 years, the WisdomTree Japan SmallCap Dividend ETF is a singular and niche Japanese equities strategy. Delivering a patchy track record and managing an unwieldy 711 position make us believe the strategy is lacking in high...

Semiconductors are an important and fast growing sector, but they can be difficult to understand. There are dozens of semiconductor companies that each play a unique role in the ecosystem. This article will deep dive into the semiconductor industry and highlight what I believe are...