Criteo

Last month five of SteelHouse’s former clients said that they were deceived by the company, supporting Criteo’s (NSDQ: CRTO) allegations against their rival. Back in June Criteo initiated a lawsuit against SteelHouse alleging that the rival ran a “counterfeit click fraud scheme.” The former clients include popular bodybuilding website, BodyBuilding.com, as well as Tom’s Shoes, who have both suspended service from SteelHouse and demanded a full refund. These developments support Criteo’s initial allegations and indicate that the company has an advantage that its rivals are struggling to compete with legitimately.

SolarEdge

Last week Yingli, one of the largest global manufacturers of solar panels, announced it will be integrating SolarEdge’s (NSDQ: SEDG) power modules into its products. Although Yingli has struggled with massive debt, it is growing and expects to ship 2.8 gigawatts of power this year versus a large player like SolarCity who expects to ship 1.1 gigawatt. The majority of Yingli’s customers are in China and Japan, giving SolarEdge exposure outside of the U.S.

Vera Bradley

Vera (NSDQ: VRA) was able to sidestep the poor mall traffic that has devastated so many retailers. On September 1,the company reported $.14 for the second quarter, one penny better than expected. Revenue was $119.2 million, slightly more than estimates. Although the company lowered 2017 estimates by 4 cents to $.90, excitement over new licensing deals in stationery, a newly opened SoHo flagship store and a new line of footwear carried the stock higher. Most of the reduction in estimates is due to a 3c asset impairment charge taken in the second quarter, which means there is little change in the profit estimates for the basic business.

VF Corp.

On Sept. 2, Buckingham analyst David Glick downgraded VF Corp. (NYSE: VFC) to Neutral and lowered his price target for the shares to $60 from $70. We remain long VFC 62.5 November puts with the expectation that revenue for the third and fourth quarters will disappoint investors.