Canyon Bridge Capital, a newly-formed, private equity firm, announced this morning it intends to buy Lattice Semiconductor (LSCC)  for $8.30 per share in cash. We recommended purchase at $5.78 last March; it was also recommended in the old Roadrunner Stock Value Portfolio at $6.86 in February of 2015.The stock is currently… Read More

Last night On Assignment (NYSE: ASGN) missed earnings estimates for the third quarter by 10 cents and gave guidance below expectations for the December quarter. Most bearish is the trend in revenue growth, which had been in the mid-twenties and is now expected to be just 6% in the December… Read More

Pave your way to profits with this producer of ready mix concrete. U.S. Concrete (NSDQ: USCR) has built its way back from a 2011 bankruptcy with soaring sales and profits. Revenue is up 25% for the first half of the year and profits up 20%. Backlog orders rose 27% and… Read More

We are selling Weyco (NSDQ: WEYS). The stock is up slightly since we brought it over from the RoadRunner portfolio but the growth we’ve been waiting for to justify upgrading it to a buy never materialized.We will monitor the company’s progress in growing Bogs boots and its men’s footwear brands… Read More

 Supreme Industries (STS) is up about 50% in the four months since we recommended it. Such a huge move in a short period of time is a rare and beautiful thing in this market and we’re… Read More

Makeover your portfolio with Cynosure. The company develops non-invasive and minimally invasive aesthetic treatments. Its launch of the SculpSure product (non-invasive laser treatment for fat removal) last September is boosting profits. SculpSure’s  rave reviews and high patient satisfaction is making it popular with doctors.Cynosure’s has sold hyperthermic laser treatments for over 25… Read More

We are selling Express (NYSE: EXPR) out of the Growth Stock Strategist portfolio. The shriveling of mall traffic matched with a poor quarter of merchandising demolished estimates for the year. Earnings for this year are now $.98 versus $1.48 when… Read More

This specialty chemical company has been squeezing more profits from less revenue. A 2014 restructuring that included selling off less profitable lines, introducing more profitable specialized products and closing excess manufacturing capacity, has begun to bear fruit.Earnings more than doubled the first six months of the year and are expected… Read More

Cray cratered today on a bad number, dropping almost 30% from its close yesterday. Continued delays integrating new chips from Intel and Nvidia combined with a recent fire at a production facility took 2016 revenue estimates down over $100 million.Most of the revenue looks pushed out and not lost entirely but… Read More

Integrated Device Technology  is trading at about $20, down  $2 due to the loss of one of its cell phone chip customers. Although the company met earnings estimates of $.36 for the June quarter and beat revenue estimates slightly, the loss of this customer lowers 2017 estimates (year end March 2017)… Read More