After our pre-spring cleaning, I put down the dust rag and focus on what’s left in the portfolio. 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
The negative sentiment to drug makers is escalating. Despite both companies having success with individual drugs, overwhelming fears of price caps will likely keep a lid on these stocks for the near-term. Read More
A quick review of the positive metrics in PayPal's quarter, an explanation of why I'm worried about retail stocks and a bit of bullish news for Smart Sand. Read More
Despite meeting or beating expectations each of these retail stocks failed to respond accordingly. The government shutdown married with ferocious winter weather likely dampened recent sales trends. In an unforgiving market, I suggest exiting these positions. Read More
Masco stock has behaved well and the options are up roughly 30% in less than one month. Recent weakness in some other housing suppliers makes me a bit nervous so I suggest booking the gain. Read More
How my suggested bearish trade on McDonalds and Wendy's went astray, Synchrony's friendly resolution with Walmart and more... Read More
Sell these puts to collect any premium remaining. Both expire mid-February and will lose value as we closer to the expiration unless the stocks fall dramatically. Some may choose to place stop losses at the suggested prices but volume will also dry up as the days pass. Read More
Carbonite has been a tremendous stock for Profit Catalyst Alert but will soon lap its purchase of Mozy, which may put pressure on revenue growth. Book the gain and think about revisiting this as a long after the fourth quarter is announced in mid-February. Read More
Paypal gets a vote of confidence from a fundamental and a technical analyst, Masco gets splattered (temporarily, I believe) by problems at a paint maker and more. Read More
We're coming back for a second helping on the bearish burger trade. Commentary from recent industry events highlights the pain of increasing labor expenses and lackluster traffic. Buy puts on McDonalds and Wendy's Company. Read More