SolarEdge continues to trend lower in response to Tesla’s acquisition of SolarCity. Tesla has discussed long term plans to develop its own inverters for SolarCity. Obviously the headline is dramatic but the reality is that SolarCity has been reducing orders to SolarEdge for a few quarters yet SolarEdge continues to… 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
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
July is typically a slow month for real estate, but I recently heard a local realtor say she had to hire police officers to control the traffic at an open house last month. National numbers echo this strength. So much for the dog days of summer—at least in the housing… 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
- July 28, 2016
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The U.K.’s stunning vote to exit the EU shot a big dose of ambiguity into global investing. When asked about the vote’s impact to their companies, many global CEOs drew a blank. Changes in tax laws, trade agreements and employment for an “independent” U.K. can’t even be analyzed until the… Read More
- July 28, 2016
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Ethan AllenOn July 26 Ethan Allen (NSDQ: ETH) brought home some great numbers. Revenue grew 6% to $206 million, $5 million higher than estimates. Earnings per share grew 32% to 57 cents, 10% higher than analysts expected. Profit margins expanded once again as the company’s newly designed lines sold at… Read More
- July 28, 2016
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Cray Computers in demand by feds, drugmakers, academics ... Read More
An update for all subscribers who still own the VF Corporation August 62.5 puts (initial sale Alert was issued last week). The stock continues to drift lower and the puts traded at $1.83 this morning, close to the $1.90 high from last week. I think this is a good exit… Read More
Unilever just bought the privately held (and unprofitable) Dollar Shave Club for a cool billion dollars. Not a huge transaction for Unilever, but another seismic shift for retailing—and a shift that spells opportunity for those who can decipher these tremors.Dollar Shave Club (as explained in its quirky ads) ships razor… Read More
We’ve been patiently watching Masonite (NASD: DOOR), waiting for the right time to cross the threshold. The Florida-based maker of doors had relied on cutting costs to increase profits until recently.But now we’re seeing higher sales. Masonite finally caught the wave of improving home starts in the fourth quarter of last year. The stock… Read More