Camping World (NYSE: CWH) will price its initial public offering (IPO) either Friday (Oct. 7) or early next week. The eagerly-awaited deal gives investors the chance to partake in the growth of towable recreational vehicles. Subscribers are familiar with my enthusiasm for the RV market. Parts suppliers Drew Industries and… 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
Buy to open the January 20, 2017 put on BIG with a strike price of $42.5 at $1.85 or lower. Symbol (BIG170120P42.5)Big Lots has had an impressive turn-around over the past two years but is running out of room to grow. Food sales, once a bright spot to lure customers in… Read More
Acuity Brands (NYSE: AYI) slipped 4% on Oct. 5 after missing estimates for its fourth quarter. Despite impressive 27% growth, earnings of $2.21 missed estimates by 18 cents. Revenue grew 22% but missed estimates by $21 million. Management blamed a manufacturing transition that cost the company $25 million in sales and… Read More
Brunswick (NYSE: BC) Imperial Capital initiated coverage on Brunswick (NYSE: BC) with an Outperform rating and a price target of $60, suggesting 23% upside. Analyst George Kelly commented, “Brunswick is a marine and fitness equipment company with many of the industry’s leading brands, including Mercury, Boston Whaler, and… Read More
Acuity BrandsThree of Acuity Brand’s (NYSE: AYI) decorative LED luminaires won a 2016 Lighting for Tomorrow award. The prestigious competition recognizes the best decorative, energy-efficient luminaires in the market and is organized by the American Lighting Association, the Consortium for Energy Efficiency, and Underwriters Laboratories. Acuity’s unusual lighting products showcase… Read More
GMS (NYSE: GMS) is a leading distributor of wallboard and suspending ceiling products in North America. The company just came public in May 2016 and currently trades just above its IPO price. A mid-September report that just missed analysts’ revenue estimate sent the stock down 8% giving investors the rare… Read More
Buy Patrick Industries (PATK) makes building and component products for the recreational vehicle, manufactured housing and industrial markets. Like portfolio holding Drew Industries (DW), Patrick is enjoying the secular rise in demand for RVs. Earnings are expected to grow almost 30% this year.Jump on board as baby-boomers and millennials pump up… Read More
Making sense of earnings reports. Read More
We’re selling SolarEdge (SEDG). Without a doubt it has been one of the most frustrating stocks I’ve worked with in my career. Solid earnings and the best balance sheet in the sector have not been enough to fight against negative industry sentiment. I… Read More
Play the green revolution with Acuity Brands. Read More