BrunswickMalibu Boats, which makes high-performance speed boats, recently gave us a small window into the current state of retail boat sales. Earlier in May the company noted that domestic unit sales are up high single digits and prices up 11%. International sales continue to be dampened by a weak European… Read More

Investors are often compared to lemmings. In tumultuous times they’ve been known to blindly follow others off a cliff. When an industry is undergoing tremendous secular change, investors often buy or sell all stocks in that group without regard to each one’s fundamentals or valuation.  These wholesale purges or binges… Read More

I was lucky enough to enjoy a can of Heady Topper this weekend. Beer enthusiasts, wipe that drool from your chin. This insanely popular, imperial India Pale Ale, rated the number one beer in the world by Beer Advocate, is notoriously difficult to get your hands on.Brewed by The Alchemist… Read More

In yoga, “drishti” means where your eyes focus. Depending on how you’re contorted, your drishti (pronounced drish-dee) could be your inner knee, or it could be the horizon. The idea is that by focusing on a single point you are able to harness your energy and “see” the world more… Read More

I am adjusting the Profit Catalyst Alert data table to replace the buy limit prices with  target prices. I do not expect any other major changes in the table. This isn’t a change in my investment philosophy or how I value stocks. It is simply a change  to help… Read More

In my unrelenting search for Profit Catalyst Alert candidates I look at a slew of stocks. In the course of just one week I typically review over one hundred names. I take extensive notes on each one and keep long lists of those that didn’t make the cut, detailing… Read More

When is one-tenth of a percent worth more than one hundred million dollars? The answer: when Shake Shack disappointed a highly fickle investor base with a lower than expected sales number.The beloved purveyor of high end burgers and shakes saw its market value seared by almost $140 million when it… Read More

I have a new Jack Russell puppy. Thank you for the condolences.  He’s quite cute but likes to chew, especially stuffed dog toys. He attacks them with gusto and the sole mission of finding and removing the squeaker. A brief moment of play is followed by systematic, singularly-focused exploratory surgery… Read More

We’re a day after Leap Day, that awkward 366th day jammed into the calendar every four years. Most of us have heard the fuzzy explanation that the additional 24 hours are required because a solar year is a hair longer than our standard 365-day year. It is widely assumed that… Read More

It’s hard to believe from the dark clouds hovering over SolarEdge Technology’s stock price, but the company’s future has never looked brighter.The company (NSDQ: SEDG) reported earnings of 44c on Feb. 3, 22% better than estimates. Guidance was above estimates for the March quarter. Estimates have been increased to $1.68… Read More