Where before there was uncertainty, coronavirus has created a precarious situation.
News & Analysis: Sierra Wireless
Semiconductor stocks slumped amid the ongoing coronavirus sell-off.
Investors need clarity on two key fronts before picking up shares of the wireless connectivity company.
Revenue is falling for both companies, but one is clearly prioritizing shareholder return.
The wireless and IoT modules maker is still struggling to overcome its macro and micro headwinds.
The “Internet of Things” didn’t leave the chipmaker behind in the fourth quarter -- it just got commoditized.
SWIR earnings call for the period ending December 31, 2019.
This unloved Internet of Things stock could stage a big comeback as its business expands and evolves.
Both companies are underperforming the market, but one is clearly the stronger buy.
Though the stock trades below book value, I doubt even Warren Buffett would touch it.