William Romov

Analyst Articles

Four stocks have been sold out of the Special Situations portfolio and one buy limit was adjusted in the Breakthrough Tech portfolio.Click on the company name for a link to the original article.Special Situations Sells:Bel Fuse (NSDQ: BELFB)NXP Semiconductors (NSDQ: NXPI)NICE Systems (NSDQ: NICE)Juno Therapeutics (NSDQ: JUNO)Breakthrough… Read More

CrayShares of Cray (NSDQ: CRAY) fell 30% in the first week of August, dropping from $31 to $21.80. On Aug. 2 the company reported greater-than-expected second-quarter losses of 29 cents per share compared to analyst expectations of 26 cents. Revenue of $100 million for the quarter missed analyst expectations of… Read More

Air Transport Services GroupThe company reported second-quarter 2016 earnings on Aug. 8 that were in line with analysts’ expectations. Earnings per share for the quarter were 13 cents, which beat analyst estimates by a penny. And second-quarter 2016 revenue of $176.5 million was up 19% from second-quarter 2015 revenue of… Read More

BrunswickOn July 28 Brunswick (BC) announced its second quarter numbers, in which it beat earnings estimates by 2 cents ($1.19) but missed revenue by 0.6%. The stock price has remained unchanged.The company’s financials continue to increase steadily. Second quarter revenue increased 8.8% over the same quarter a year prior. This… Read More

Number 2 Best Buy Southern Company (NYSE: SO), has been one of our favorite holdings since we launched Global Income Edge in August of 2014. However, the company is currently being investigated by the Securities and Exchange Commission for allegations of mismanagement and fraud in the construction of its Kemper,… Read More

The company reported excellent first-quarter fiscal 2017 earnings last week that sent shares up 9% to more than $45. Earnings per share of 61 cents beat analyst expectations of 49 cents by 24.5%. Management raised full-year fiscal 2017 earnings guidance 5 cents to range between $2.70 and $2.85.Revenue for the… Read More

Air Transport Services GroupA recent survey by UPS of online shoppers demonstrates the shift in consumers’ online shopping habits. More than half of participants’ purchases were online versus in physical stores, and 20% chose two day shipping, twice the number of shoppers who did so in 2014. This overwhelming trend… Read More

These five stocks have been added to the Breakthrough Tech Profits Portfolios. Special Situations Portfolio:Buy Applied Optoelectronics (AAOI) up to $12.Buy Synaptics (SYNA) up to $75. Breakthrough Tech Portfolio:Buy Xilinx (XLNX) up to $53.Buy Amabrella (AMBA) up to $57. Smart Tech 50:Buy IBM (IBM) up to $155. Read More

Air Transport Services GroupThe company announced its credit limit with its bankers was raised $100 million. Quint Turner, chief financial officer, said that the company will use the extra credit to keep up with demand for its planes. The company also announced it had approved an additional $25 million for… Read More