Carbonite enjoyed an excellent week as investors celebrated its purchase of competitor Mozy. Vulcan got stuck in the mud (or cement) due to increased expenses but is optimistic about 2018 and a bit about how to win regardless of the market direction. 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
Emergent BioSolutions has been zigzagging with the market. I still like the stock but know how fickle investors can be with healthcare stocks. Book this solid gain and we'll revisit the name for more trades in the future. Read More
Target's been knocking it out of the park with its refreshed inventory while Big Lots is hitting the wall on furniture sales. Target's recent introduction of popular Casper mattresses will crunch Big Lots' already crunched furniture sales. Both report earnings in the next four weeks. Read More
The last of the truckers delivered robust earnings but the stock hit a flat. What's in the cards for these stocks and what to look for as Carbonite and Vulcan report this week. Read More
Despite reporting solid quarters, trucking companies Werner Enterprises and SAIA got smacked by the market. Competitor Old Dominion reports this Thursday. Warren Buffet's plan to team up with Amazon and JP Morgan to form a plan for lower healthcare costs is noble but far off. Read More
I am increasing the buy up to price on the Old Dominion Freight February Call Options. See details below. Read More
Tremendous gains in some positions are pushing me to prune the portfolio this earnings season. A flurry of reports begins this week. Werner Enterprises is on deck tonight followed by Mueller Water and SAIA later this week. Read More
Celgene has been one busy company since I recommended the March calls last December. Now that investors have digested the news of its two recent acquisitions and seen its robust earnings, I expect the stock to move higher. Those March calls are on sale for subscribers looking for a new option trade. Read More
The Chemours Company has been propelled by a steady ramp in demand for its low global warming refrigerant, Opteon. A pause in the deadlines for global mandates makes me uneasy about a lull in that growth. Read More
A trifecta of good news lifted the semiconductor equipment stocks well above the strike prices of each of our calls. We booked the 43% and 53% gains and tried to catch three truckers traveling in the fast lane. More on Celgene and its possible purchase of Juno. Read More