I shouldn’t have been surprised when I read the news yesterday that Toys R Us was selling FAO Schwarz. Toys R Us bought FAO in 2009 as part of a strategy to take market share during the economic downturn and to raise its profile. Founded in 1862, FAO Schwarz was… 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
Camping World (NYSE: CWH) will price its initial public offering (IPO) either Friday (Oct. 7) or early next week. The eagerly-awaited deal gives investors the chance to partake in the growth of towable recreational vehicles. Subscribers are familiar with my enthusiasm for the RV market. Parts suppliers Drew Industries and… Read More
Buy to open the January 20, 2017 put on BIG with a strike price of $42.5 at $1.85 or lower. Symbol (BIG170120P42.5)Big Lots has had an impressive turn-around over the past two years but is running out of room to grow. Food sales, once a bright spot to lure customers in… Read More
Acuity Brands (NYSE: AYI) slipped 4% on Oct. 5 after missing estimates for its fourth quarter. Despite impressive 27% growth, earnings of $2.21 missed estimates by 18 cents. Revenue grew 22% but missed estimates by $21 million. Management blamed a manufacturing transition that cost the company $25 million in sales and… Read More
Traditional retailers are in a house of pain. The Sports Authority, PacSun and Aeropostale all filed for bankruptcy this year. Retail darlings Macy’s, Target and Kohl’s all reported declining second quarter sales and lowered estimates for the current quarter.But the Conference Board reported ebullient consumer confidence numbers last week. The… Read More
Apogee EnterprisesThe architectural glass company beat second-quarter estimates by 10 cents a share, reporting 77 cents versus estimates of 66 cents. Despite the beat and an increase in estimates for fiscal 2017 (ending February 2017), Apogee’s (NSDQ: APOG) stock dropped 6%. Analysts were concerned about a 13% decline in the… Read More
Despite solid results from several holdings, some of our tech stocks missed big time. As I’ve mentioned before, I’ve put stop-loss limits on the entire portfolio and continue to look for new names enjoying above-average growth. By their nature, growth stocks can be bumpy as growth rarely comes in a… Read More
Cashing in on surgery-free cosmetic treatments Read More
Brunswick (NYSE: BC) Imperial Capital initiated coverage on Brunswick (NYSE: BC) with an Outperform rating and a price target of $60, suggesting 23% upside. Analyst George Kelly commented, “Brunswick is a marine and fitness equipment company with many of the industry’s leading brands, including Mercury, Boston Whaler, 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