Investors are often compared to lemmings. In tumultuous times they’ve been known to blindly follow others off a cliff. When an industry is undergoing tremendous secular change, investors often buy or sell all stocks in that group without regard to each one’s fundamentals or valuation. These wholesale purges or binges… 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
Although you wouldn’t know it from its stock action, Criteo continues to knock the cover off the ball. A squeamish stock market sent the shares down almost 6% on a fabulous earnings report. I am pounding the table on this stock and raising my price target from $59 to $64… Read More
Here’s a roundup of important news on our portfolio holdings:ExpressU.S. retail sales fell in March by 0.3% after being unchanged in February. Investors sold Express and most other apparel retailers as they feared consumer demand would dry up. Based on Express’s strong fiscal Q4 2015 results we think this is… Read More
Integrated Device Technology (NSDQ: IDTI) is a sweet green beacon in a sea of red today. The purveyor of communications and industrial semiconductor chips reported revenue and earnings for its fiscal fourth quarter that were better than expected.Revenue grew 20% to $189 million, $2 million higher than forecasts. Earnings of $.36 were… Read More
Back the truck up for shares of this commercial vehicle manufacturer. Supreme Industries Inc. is reaping the benefits from investments in production facilities and a spunky new sales team. Quick turn around times for custom designed box trucks and increased exposure to national customers are driving revenue and profits up.Earnings… Read More
Brunswick shares (NYSE BC) sunk 6% yesterday despite reporting a strong first quarter. Earnings of $.71 met expectations but revenue missed by 1% due to currency headwinds. Investors apparently were disappointed that management didn’t boost annual guidance more than the $.03 offered considering the strength of its boating business.We’re on board with management,… Read More
Degrees of acquisition chaos, from real to bogus bids, push the share prices higher. Read More
Just as hockey great Wayne Gretzky skates to where the puck will be, investors put their money where profit growth is expected. And according to S&P Global Market Intelligence, profit growth will be in the consumer discretionary sector. The consumer discretionary exchange-traded fund, Financial Select Sector SPDR ETF (XLF), is… Read More
After reporting strong earnings last night On Assignment (ASGN) is up 10% today and will likely move higher.Revenue rose an impressive 35% and beat estimates by $50 million. Even without the contribution from recent acquisitions, revenue increased 18%. Earnings of $.66 beat estimates by 6 cents and guidance for the… Read More
I was lucky enough to enjoy a can of Heady Topper this weekend. Beer enthusiasts, wipe that drool from your chin. This insanely popular, imperial India Pale Ale, rated the number one beer in the world by Beer Advocate, is notoriously difficult to get your hands on. Brewed by The… Read More