Research Notes: Earnings And Updates

We revisit a few past ideas — each of which still has promise

Cirrus Logic: Halfway Right In Q3

Our recommendation of chipmaker Cirrus Logic CRUS 0.00%↑ last month had two pillars. The first was that CRUS was selling off amid concerns about the company’s heavy reliance on Apple AAPL 0.00%↑, despite little evidence that the relationship had deteriorated. The second was that Cirrus Logic had the opportunity to jumpstart growth in its bus…