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
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While VFC's revenue growth in its Van's sneaker business is impressive, other metrics are not so bullish. Guidance for the fourth quarter, in particular, implies the company shifted some benefits into the third quarter from the fourth. Read More
Sell to close the December 15, 2017, put on Post Holdings Inc. (POST) with a strike price of $85 at $3.20 or higher for a quick 45% gain. Symbol (POST171215P85) Post has declined markedly on comments from Unilever and Reckitt Benckiser, a British multinational consumer goods company, who… 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
Sell Akamai for a minor loss. A recent press release hints to a potential lowering of future guidance. After two disappointing quarters, this new indication lowers my confidence in the company's ability to deliver improving earnings. Read More
This distributor of industrial products is transforming its business model with the shuttering of its money-losing consumer electronics division and the growth of more profitable private label industrial products. 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
Packaged food companies have been suffering all year due to seismic shifts in consumer taste. These two companies have tried to mask a deteriorating business with large acquisitions. Near-term earnings announcements should show the weakness in their basic businesses. Read More