The supercomputer company Cray (NASD: CRAY) got super trashed in May when it lowered near term earnings due to a component shortage. Those components, powerful new chips designed by Intel and Nvidia, are now available and should put Cray’s shipments back on track. Cray’s supercomputers are increasingly being used by commercial customers… Read More

No one likes surprises, especially bad ones. After a raucous week of trading the stock market had decided that the likelihood of the U.K. voting to exit the E.U. was low. The shocking news of a exit vote by the citizens of the U.K. this morning is taking the market… Read More

Move Installed Building Products (NYSE: IBP), a residential insulation company, to your portfolio. A strategy of geographic expansion married with local acquisitions has propelled revenue and earnings well above industry rates.Our conservative $46 target offers investors 30% upside.We’ve been digging through a pile of stocks that supply product to home… Read More

Supreme Industries (NSDQ: STS) is getting steam rolled today from a downgrade by Sidoti. The brokerage firm changed its recommendation on the stock to neutral from buy as it got close to the firm’s $15 target. We don’t have access to the report but spoke with Matt Dennis at Supreme who had read… Read More

The tightfisted consumer has claimed another victim. Express (NYSE: EXPR) missed first quarter earnings by $.02 and lowered numbers dramatically for the second quarter and the fiscal year. To date the company’s focus on young professionals has enabled it to grow revenue but it was unable to avoid the dramatic… Read More

A more confident tone from management and a stable quarterly report pushed Lattice Semiconductor up 9% today.Revenue was a few million less than hoped for; a $6 million payment that had been penciled into the quarter was not received.Product margins were much better than expected, mainly due to higher sales of more… 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

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

Ethan Allen (NYSE: ETH) reported earnings of $.34 last night, beating estimates by 13%. Revenue grew 10%, the highest rate since 2011, and earnings exploded 88%. The stock, as of this moment, is up 10%.This confirms our thesis that the market is undervaluing the fundamental changes at this old-line furniture retailer. While… Read More