An explosion of supply is hurting large manufacturers of beer and spirits and the companies that supply them. Despite acquisitions and new product introductions these goliaths can't get away from a decline in the majority of their business. 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
A brief rally in the auto stocks arrived on NAFTA hopes before hitting the brakes but Steelcase delivered some welcome green on terrific earnings. Read More
Ford is bouncing nicely today on investor confidence that a NAFTA resolution is imminent. Book this 30% gain. Read More
Not a lot went right last week but I've reassessed the news causing some weakness in our stocks and feel comfortable with the recommendations. Why NXP dropped and how to handle the Allergan put options. Read More
Allergan's had the preventative migraine market all to itself for years. Amgen and Teva are entering the market with more convenient and as effective products which should slow the growth of therapeutic Botox sales. Read More
I'm selling Ichor and Entegris as I fear the downside risk outweighs the upside as estimates drop for the whole group. Old Dominion outshines other truckers and the auto stocks tread water. Read More
Sell both of these stocks with a minor loss or breaking even. News last week confirms the slowdown in demand for semiconductor equipment will endure longer than expected. Both are on my watch list for future purchase when the cycle turns. Read More
BJ's rebounded from a slight dip post-earnings as investors decided the stock is a great value and needs to be in their portfolios. A bit more on my short-term bullish call on the auto companies and a quick update on SmartSand. Read More
Auto stocks have been crushed due to higher steel prices and uncertainty over trade terms with NAFTA. The stocks look to reflect a worst-case scenario and I expect a bounce as trade deal is resolved. Read More
Target knocked it out of the park with a fabulous earnings report but BJ's has a high hurdle of hope when it reports this week. NXP Semi makes the transition from Watch List to Buy and more news from the PCA portfolio. Read More