The market digested the Snap IPO quite well. Maybe the most important lesson is that only a healthy market treats a frothy IPO so kindly. We examine the frenzy over Snap and divine what it means for investors. 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
Ambarella (NSDQ: AMBA) reported a strong quarter on Feb. 28. Earnings were $1.11, $0.17 higher than expected and up 100% from the prior year. However, the transition away from sick customer GoPro is not moving fast enough. First quarter earnings will be less than expected due to a draconian drop… Read More
A brutal environment for retail has produced a silver lining for some. Big Five Sporting Goods is a small-cap ($340 million) sporting goods retailer set to make hay from the demise of its competitors. With little brick and mortar competition standing, Big Five is cleaning up. Earnings are expected to… Read More
Chicago Bridge and Iron is wilting despite strength in the industrials group. Take advantage of this weakness and book a solid gain. Read More
New put positions in Chicago Bridge and Iron (CBI), Aecom (ACM) and Jacobs Engineering (JEC) swung wildly. First they sank due to a rumor of a delay in the federal infrastructure bill and then spiked because of a tweet from the president that he would announce “big” news about infrastructure… Read More
There’s a new world order for advertising and data is its king. Advertisers are hooked on any and all data regarding your TV viewing and web habits. I’ve been watching this trend, trying to unearth growth opportunities. TVision Insights, a technology startup based in New York, has found a way… Read More
I’m recommending a triple play of puts on infrastructure stocks. I’ve noted many times that these stocks have enjoyed a spectacular run on the expectations of a flood of fiscal funding for spending on roads and bridges. I expect them all to trade lower as reality sets in that even… Read More
Acuity Brands Acuity Brands has bounced 6% since its earnings miss on Jan. 10. An analyst at Wells Fargo encouraged investors to buy the stock last week. After meeting with Acuity’s management, the brokerage firm expects Acuity (NYSE: AYI) to disclose another customer similar in scope to Target this year. Read More
Ichor makes the picks and shovels used to produce the chips that power electronics. Read More
It leads the world’s shift to new environment-friendly coolants. Read More