Improvements from Synchrony's tighter lending standards and a partnership with juggernaut PayPal should drive earnings higher. Read More
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Despegar.com is capitalizing on the growing Latin American travel market. A rare combination of exploding growth and expanding margins are propelling earnings. Read More
Some spring cleaning resulted in three names being sold from the portfolio due to lack of catalysts. New names are taking root and the news abounds for current holdings. Why Ichor got hit so hard last week and more... Read More
Vulcan is down 9% since my January 2016 recommendation. The hype surrounding new government infrastructure dollars has yet to translate into significant earnings momentum at Vulcan. The stock is likely to drift without a near-term catalyst. Read More
Mueller is down 14% since my recommendation last April. Despite the aging and often failing water infrastructure in parts of the U.S., tight municipal budgets are weighing on new orders. Mueller has not been able to gain traction in sales or profits so it's time to move on. Read More
Big Five Sporting Goods has picked up some incremental customers with the closure of competitor's stores but hasn't been able to translate those sales into profits due to the intense price cutting in athletic and sporting gear. It's time for us to move on to new ideas. Read More
Werner's results should give us some insight into just how tight the labor market for truck drivers really is and Steven Madden will report on Friday. I'll be listening to hear Omnicom's take on digital advertising on Tuesday. Read More
Threats of more cuts in SNAP funding will take a bite out of an already dwindling revenue source. Each one of these retailers is already experiencing some pain due to heightened competition. Any further jolts to their low-income shoppers will send the stocks lower. Read More
An unending string of volatile days helped us close out some quick options gains. How increased volatility helps long option plays, my plan for the Omnicom puts and truckers get accolades from analysts. Read More
Snap shut this nice two-week gain. Snap has dropped along with Facebook as investors question the longevity of growth in digital ad revenue amidst the data scandal. Read More