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Roubaix Capital: Growth in Sales of Scotts Miracle-Gro (SMG) is Unsustainable

Is Sequans Communications (SQNS) A Smart Long-Term Buy?

Is Sequans Communications (SQNS) A Smart Long-Term Buy? Roubaix Capital LLC, an investment management firm, published its ‘Roubaix Fund Composite’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return of 26.63% was recorded by the fund for the Q4 of 2020, outperforming its HFRI Equity Hedge benchmark that delivered a 14.50% return but below its Russell 2000 index that had a 31.37% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021. Roubaix Capital, in their Q4 2020 Investor Letter, said that Sequans Communications S.A. (NYSE: SQNS) could be a strong beneficiary from the demand of consumers for high speed data. Sequans Communications S.A. is a fabless mobile phone technology company that currently has a $253.1 million market cap. For the past 3 months, SQNS delivered an impressive 83.50% return and settled at $7.56 per share at the closing of February 16th.

Return of Travels Should Benefit GoPro, Inc (GPRO) Says Roubaix Capital

Is Raven Industries (RAVN) A Smart Long-Term Buy?

Is Raven Industries (RAVN) A Smart Long-Term Buy? Roubaix Capital LLC, an investment management firm, published its ‘Roubaix Fund Composite’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return of 26.63% was recorded by the fund for the Q4 of 2020, outperforming its HFRI Equity Hedge benchmark that delivered a 14.50% return but below its Russell 2000 index that had a 31.37% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021. Roubaix Capital, in their Q4 2020 Investor Letter, said that they see good opportunities in Raven Industries, Inc. (NASDAQ: RAVN). Raven Industries, Inc. is an agriculture products manufacturing company that currently has a $1.3 billion market cap. For the past 3 months, RAVN delivered a decent 57.68% return and settled at $37.86 per share at the closing of February 16th.

Is Anterix Inc (ATEX) A Smart Long-Term Buy?

Is Anterix Inc. (ATEX) A Smart Long-Term Buy? Roubaix Capital LLC, an investment management firm, published its ‘Roubaix Fund Composite’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return of 26.63% was recorded by the fund for the Q4 of 2020, outperforming its HFRI Equity Hedge benchmark that delivered a 14.50% return but below its Russell 2000 index that had a 31.37% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021. Roubaix Capital, in their Q4 2020 Investor Letter, said that Anterix Inc. (NASDAQ: ATEX) has a strong potential of joining the economy’s upward move post pandemic. Anterix Inc. is a wireless communications applications company that currently has a $713.1 million market cap. For the past 3 months, ATEX delivered a 47.40% return and settled at $40.55 per share at the closing of February 16th.

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