Profit Catalyst Alert subscribers came out on top after a wild ride in some of our retail names. I remain bullish on the group as we enter the holiday frenzy. Ichor's top customers are growing by leaps and bounds; a good sign for the materials supplier. Read More
Profit Catalyst Weekly
Smart Sand and Masonite beat a nervous market but portfolio trimming is necessary. A big week ahead for retailers. Read More
Profit Catalyst Alert had a whirlwind week. Read on for recaps of the nine portfolio stocks who reported last week. Buy The Chemours Company and Steven Madden on dips and place a stop loss on Criteo. Read More
We booked big gains in a bearish option on Pinnacle Foods and a bullish one on trucker SAIA Inc. Great numbers from PRA Health keep us recommending the stock and a busy week ahead with eight earnings reports on tap. Stay tuned for updates throughout the week. Read More
VF Corp. delivered a stinging blow to the bears this morning. Despite continued weakness in sales to retail stores, robust growth in its Van's sneaker stores and a shipment to Amazon helped lift revenue. Encouraging news from trucking company Werner Enterprises last week is a good omen for SAIA's results which come late this week. Read More
ANI Pharma rockets upward on speculation of a takeover and Ichor launches on an announcement of a new deal. The news is coming fast and furious with earnings season hitting full tilt. Read on for details of next week's five calls- how to dial in and what to listen for. Read More
Grocery store Kroger will talk to analysts this Wednesday about its strategy to grow sales. I expect it will include bad news for packaged food companies Post and Pinnacle. Criteo gains a new fan and a bearish analyst pedals back on Akamai. Read More
A quick tutorial on Profit Catalyst Alert- how my idea process works, what trade alerts look like and how to track the portfolio on the website. Also, an update on VF Corporation and Columbia put positions who both report this month. Read More
Online and mobile ad delivery firm Criteo got clocked last week due to a new software release by Apple and a bear raid. Find out why I don't think either is a game changer. Gap Inc. continues to win accolades from Wall Street analysts and Smart Sand continues to fight against skeptics. Read More
Sluggish trends for its largest business line and a balance sheet issue inspired my sell of Integrated Devices and why Ambarella popped last week. Good news for the Gap and the truckers keeps on coming down the pike. Read More