I got a question from my reader a while back. I decided that it is with everyone’s best interests to learn together after soughting his permission so here goes: Question: Hi James, I wonder if I could have your thoughts on the following companies: 1) UMS holdings and its foray into aerospace 2) Design Studio and the recent poor results 3) Spindex and the recent poor results I have held DS and Spindex for some time now and am not sure whether the recent earnings misses constitute drops in fundamentals for the 2 companies. Answer In order to keep it concise, the answers will be split into 3 different parts to cater for each question/stock. We will touch on the question for UMS holdings first. 1) UMS holdings and its foray into aerospace The core business of UMS holdings is strong as shown by the bright outlook for its key customer – Applied Materials ......