Sluggish trends for its largest business line and a balance sheet issue inspired my sell of Integrated Devices and why Ambarella popped last week. Good news for the Gap and the truckers keeps on coming down the pike. Read More
Linda McDonough is a veteran hedge fund analyst who loves to break down company financial statements and identify market inefficiencies to uncover big opportunities. She believes in a boots-on-the-ground approach that includes surveying customers, interviewing company executives, or doing whatever it takes to see what others don't.
She's now brought her experience as a hedge fund analyst to subscribers of her Profit Catalyst Alert service. Her system identifies small- and mid-cap stocks that are about to move due to catalytic events that few others can identify...until it's too late. These events often times result in massive gains for her followers.
Analyst Articles
Integrated Device Technology Inc. is up 1% since my November 2016 recommendation but has seen many ups and downs in that period. A worrisome trend in accounts receivable and a sluggish communications business make me fear the company will not meet growth targets. Read More
Truckers have been moving up on increased demand from a healthy economy and logistical issues at railways. The stocks should move higher as hurricane related demand for building supplies layers on top of this already robust growth. Read More
A radical report by Moody's Investor Service insists Amazon is not as big of a threat to food companies as investors fear. Is this true and what stocks will be hurt or helped as Amazon enters the grocery business with its purchase of Whole Foods? Read More
Discipline demands that I sell a stock whose estimates are being slashed and Ambarella falls into that sad camp. On a brighter note, our infrastructure call options are soaring and retail is looking strong. Read More
I'm taking a tough loss on this video chip supplier. Several quarters of demand and component issues have resulted in lower estimates and lost confidence. Bright spots in security cameras and automotive demand aren't enough to compensate for a declining drone business. Read More
Book this tremendous two-day, triple-digit gain in Summit Materials. Read More
Although the Eagle and Vulcan calls never officially made it to the Profit Catalyst Portfolio because the prices ran so fast, I recommend those involved to sell for 60-70% two-day gains! Read More
Raise your limit on Granite calls but Eagle and Vulcan ran too fast. Read More
Both the bulls and the bears were surprised when Ulta Beauty fell almost $40 last week. How did both camps miss the pending slowdown in sales and what's next for this former beauty queen? Read More