There’s never a dull moment in this stock market. After the GOP’s failure to pass the Health Care bill last week, the stock market is losing faith that President Trump will be successful in passing tax and infrastructure bills. I recommended selling the Aecom (NYSE: ACM) and the Jacobs Engineering… 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 realization that President Trump will have a rocky road ahead passing funding bills is weighing on these stocks. As both of these options expire in just one month, I’d take profits before the time value begins to fade. The Aecom (NYSE: ACM) puts are up… Read More
Sell U.S. Concrete (NSDQ: USCR) U.S. Concrete is falling hard today on news of its CFO departure AND a change in auditors. This is highly unusual and despite the company saying the changes are not related to each other, it seems unlikely. The previous auditors signed off on the company’s… Read More
Sell to close the May 19, 2017 put on Campbell Soup (NYSE: CPB) with a strike price of $57.50 at $2.27 or higher for a 64% gain. Symbol (CPB170519P57.5) As predicted, General Mills’ (NYSE: GIS) disappointing quarter yesterday showcased how little appetite consumers have for packaged… Read More
Our option positions have a busy week ahead. There are three events which could weigh in on the trading of our bearish food positions. We entered three new put positions last week in the following stocks: Campbell Soup Company (NYSE: CPB), Kroger (NYSE: KR) and… Read More
My timing on the H&E Equipment (NSDQ: HEES) call purchase could not have been worse. We bought the calls just as oil prices were rolling over. Despite the fact that just a fraction of H&E’s revenue is reliant on new oil discovery the stock traded down with the group. Earnings… Read More
I’m feeling queasy over food stocks. A global slowdown in demand for processed goods and increasingly expensive acquisitions are weighing down profits. The small bump in growth provided by the expansion of food aisles in Target and Walmart has dissipated. Many have reached for growth via high priced… Read More
Earnings season is quieting down. Air Transport Services Group reported last Tuesday but otherwise it will be about a month before some of the early birds start reporting in May. Overall our stocks enjoyed a great season with many seeing big surges in revenue and earnings. Read More
Winnebago (NYSE:WGO) has finally started to drop and I expect it will be weaker today due to a downgrade from Outperform to Market Perform by BMO Capital. The brokerage firm lowered the price target by 28% to $29. The firm is worried that Winnebago’s turnaround could be stalling out. Competitor… Read More
Ambarella (NSDQ: AMBA) reported a strong quarter on Feb. 28. Earnings were $1.11, $0.17 higher than expected and up 100% from the prior year. However, the transition away from sick customer GoPro is not moving fast enough. First quarter earnings will be less than expected due to a draconian drop… Read More