Stocks-in-depth

SID 0021 Power Integrations (POWI) - Part 2

Informações:

Sinopsis

In Part 1 of our podcast of analysis of Power Integrations' stock, we laid out how we saw it fitting in to stock market trends we've seen in 2016, which have been changing from the pattern followed since the credit crisis of 2008-2009.  This company has suffered from stagnant sales and compressed margins.  However, our methodology is to consider long-term trends and corporate milestones, and we think Power Integrations is beginning another such cycle, even if such episodes have in the past not been extremely robust ever since the company made a splash after its IPO in the late 1990s.  We believe InnoSwitch is the company's first major technological advance since 2008-2009, when it introduced LinkSwitch2.  In Part 2 of this podcast, we describe the strategic aspects of how the other major rapid charging competitor has entered the rapid charging market, and why Power Integrations may have taken the high ground in this intriguing opportunity to make external chargers possibly demanded by the roughly 1.2 billion