Discipline demands that I sell a stock whose estimates are being slashed and Ambarella falls into that sad camp. On a brighter note, our infrastructure call options are soaring and retail is looking strong. Read More

Why the increasingly bullish sentiment for retail stocks is good for some of our recent picks and a dissection of past trades to help boost double digit returns. Read More

Despite delivering a solid quarter, Gap shares crept lower on fears of a retail apocalypse this holiday season. These shares and other retailers likely offer great long-term entry points. VF Corp's acquisition of Dickies and Workrite owner left us scratching our heads and more from the Profit Catalyst Portfolio. Read More

Profit Catalyst Alert says goodbye to Supreme Industries which delivered a 26% gain in 38 days and its calls which rose 250% in the same time frame. A review of earnings uncovers fabulous buying opportunities in Ichor, Jazz Pharma and SmartSand. Read More

After a dizzying spell of earnings last week, this week is not exactly a vacation, but a bit quieter. We have six final earnings releases for companies on a June quarter. Although the market averages punched in a new high in the last eight consecutive sessions, volatility is bubbling beneath… Read More

Profit Catalyst Alert's portfolio is in the eye of the storm with earnings reports. Three reported last week and look like great long and short bargains to me. Nine stocks report this week so buckle your seat belts and check the site for mid-week updates. Read More

Profit Catalyst Alert scored big time with a 100% gain in Sturm & Ruger puts while news from VF Corp looks to support our bearish thesis.  Weakness in sporting goods competitors does not necessarily translate into disaster for Big Five and more tidbits around the portfolio. Read More

Gap Inc. finished the week on a high note after Target noted an unexpected jump in sales and the stock was added to the J.P. Morgan focus list. A rekindling of investors' love affair with tech helped some names in the portfolio but company specific news at Ambarella and Criteo should extend their bullish trends. Read More

Smart Sand's tight correlation to oil is dragging the stock down but experts predict a jump in oil is inevitable. The Chemours Company gains a new fan at Citi and robust economic numbers support another leg in the bull market. Read More

The dog days of summer have arrived and with little earnings news to drive it upward, the market is being flipped around by central bank commentary. Keep your eyes on company specific news for longer term moves. Read More