Its 2 major businesses are Enterprise Group (52% of 2016 revenue, network servers and storage) and Enterprise Services (36% of 2016 revenue, services). Both are under sever attach by competitors: Dell (DVMT) for data storage and server. Its Enterprise Group competitors…
NewLonKong
NewLonKong: New York, London, Hong Kong, For Individual Investors
Year: 2017
Seagate (STX)
Seagate (STX) is the major harddisk drive (HDD) maker in the world (~ 90% of its sales are from HDD). Its main competitors are semiconductor storage makers (SSD), instead of hard disk drive makers, such as West Digital (WDC, merged…
Cobalt
Cobalt is a key metal used in lithium batteries for electric vehicles (EV), and is mainly produced in Congo Africa, by Glencore.
II-VI Incorporated (IIVI)
II-VI Incorporated (IIVI) a global leader in engineered materials and optoelectronic components, is a vertically integrated manufacturing company that develops innovative products for diversified applications in the industrial, optical communications, military, life sciences, semiconductor equipment, and consumer markets.
Lumentum Holdings Inc. (LITE)
Lumentum Holdings Inc. (LITE) is part of former JDSU, a leading supplier of VCSELs for 3D sensing to Apple.
Brookfield Global Listed Infrastructure Income Fund Inc. (INF)
Brookfield Global Listed Infrastructure Income Fund Inc. (INF) : securities of publicly traded infrastructure companies across the world. It pays dividends each month, about 7% return.
Palo Alto Networks, Inc. (PANW)
Palo Alto Networks, Inc. (PANW) allows firms, service providers and government bodies to impose stringent security measures through its network security platform. The company is gaining customer accounts and increasing penetration of existing customers, consequently driving revenue growth.
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