Linda McDonough

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

Trade: Buy to open the March 17, 2017 put on Winnebago (WGO) with a strike price of $29 at 75c or lower (Symbol:WGO170317P29) Event: Winnebago will not report earnings until late March but commentary from competitor Thor Industries and customer Camping World in early March should send the stock lower. Read More

Sell Camping World (NYSE: CWH) The stock is up 46% in the three months since my October recommendation.  Although the newly public company continues to execute in acquiring new retail RV distribution points, I think the stock is fully valued at this time. I’ll keep Camping World on my radar… Read More

PayPal (PYPL) reported a solid fourth quarter last night. Revenue grew 19% and earnings grew 17% to 42c. The stock traded down a bit after hours with the headline that guidance was weak. This feels like market noise as guidance is right on target with Wall Street projections. In fact,… Read More

Caterpillar, on which I recommended a put Dec. 29, reported a mixed quarter this morning.  The headline adjusted earnings were 85c versus an estimate of 67c. However, revenue dropped 13% and was $200 million less than expected. Guidance for 2017 was weak- $2.90 versus current estimates of $3.07 and sales… Read More

Trade: Buy to open the March 17, 2017 call on H&E Equipment (HEES) with a strike price of $30 at 65c or lower (Symbol:HEES170317C30) Event: Fourth quarter earnings on or around Feb.25. Conference call  information to follow. Rationale: Oil rig counts have increased faster and more dramatically than… Read More

Profit Catalyst Alert holding Brunswick, and put option position Caterpillar, will both report before the open on Thursday Jan. 26. Later that same day, Integrated Device Technologies and call option position PayPal report earnings after the close. I’ll be issuing updates regarding any significant earnings updates for all positions. Camping… Read More

Acuity BrandsAcuity Brands (NYSE: AYI) missed first-quarter (ending November) estimates by 8% on Jan. 9. The stock dropped 15% before rebounding on the buy recommendations of brokerage firms. Management noted a marked drop in orders from small customers in November, primarily from those skittish about the election. Labor shortages for… Read More

Navigating the market these days feels like walking a tightrope. One day the market is ebullient because wages are rising and productivity is improving, and the next it’s sinking into the doldrums. Retailers, buried after reporting dismal holiday sales and earnings, soar 24 hours later on take-over scuttlebutt. Drug stocks,… Read More