InvenSense (NYSE:INVN)

CAPS Rating: 5 out of 5

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Player Avatar ROEoutshinesGOLD (99.21) Submitted: 9/21/2012 11:56:02 AM : Outperform Start Price: $11.82 INVN Score: +48.29

INVN did not make its way inside an iPhone 5. STM is still the supplier of choice. Here's the tear-down:

http://www.ifixit.com/Teardown/iPhone-5-Teardown/10525/3

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Member Avatar youngblood58 (24.56) Submitted: 9/27/2012 8:04:32 PM
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Andre,

You mention that INVN did not make it into the iPhone 5, but you gave the stock a thumbs up. Did you mean to short?

Member Avatar ROEoutshinesGOLD (99.21) Submitted: 10/22/2012 3:09:21 PM
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Though I have made the mistake of accidentally pressing the wrong button (on several occasions), this call is as intended.
In my pitches, sometimes, I share news which may be good or bad for the company. (If nothing else, it's a way to keep notes.) Nonetheless, many times such news are irrelevant to the intrinsic fundamentals of a business and its long term potential.

Thank you for taking interest, youngblood58.

Member Avatar ROEoutshinesGOLD (99.21) Submitted: 12/10/2012 2:29:06 PM
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Analyst's opinion notes (Blair) :

"The standout derivative for the Nexus 7 and 10 is Invensense (INVN) who provides the accelerometer/gyro for the Nexus 7 and 10 and is also in the newly launched Nexus 4 smartphone."

Source:
blogs.barrons.com/techtraderdaily/2012/12/07/tablets-gaining-pcs-deteriorating-says-wedge-nexus-is-key-ipad-competitor/

... The iPad mini is turning out to dominate tablet sales this month, Blair declares, without citing sources for sales data. He thinks it will be big in 2013:

"Despite an initial adverse media reaction to the $329 price point due to its $130 premium to the various $199 Android offerings, the Mini is a now a certified hit and we continue to believe it could make up 50% of total iPad sales in 2013."

But the mini will have increasing competition from Google‘s (GOOG) “Nexus” series of devices, which are more important for Android than Amazon‘s (AMZN) Kindle Fire tablet, he opines:

"Google continues to improve how the Android OS functions on a tablet, these devices are likely to be iPad’s biggest threat (of all the Android tablet variants) and continue to see soid unit growth in 2013. We have added a unit contribution of 500,000 units to our overall Nexus unit expectations for Q4 of 4.5 million due to the new Nexus 10 that recently launched. The standout derivative for the Nexus 7 and 10 is Invensense (INVN) who provides the accelerometer/gyro for the Nexus 7 and 10 and is also in the newly launched Nexus 4 smartphone." ...

Today the stock has moved up by as much as 7.5%

Member Avatar ROEoutshinesGOLD (99.21) Submitted: 5/3/2013 12:21:33 PM
Recs: 0

"InvenSense Nearly Triples Net in Q4" :

fool.com/investing/general/2013/05/02/invensense-nearly-triples-net-in-q4.aspx

Member Avatar ROEoutshinesGOLD (99.21) Submitted: 7/31/2013 7:34:22 PM
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Earnings Update:

INVN posts $0.14 vs. $0.10 Q1 non-GAAP EPS on 43% revenue rise.
Roth raises estimates target, maintains buy.

(The stock is up today by 12.6% to $17.68)

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