Ambarella (NSDQ: AMBA) stock price weakened slightly due to rumors that sales of GoPro wearable cameras were weak this holiday season. Ambarella management had already warned that sales of camera chips to GoPro would be light this quarter. The company’s growth is more reliant on sales to drone maker DJI… Read More
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Sell to close the January 20, 2017 call on NVS with a strike price of $72.50 at $2.10 or higher for a 75% gain in 14 trading days. Symbol (NVS170120C72.5)Novartis has steadily marched higher as investors rotate into drug stocks. Although the stock will likely move higher these call expire… Read More
Buy to open the February 17, 2017 put on Caterpillar Inc.(NYSE: CAT) with a strike price of $92.50 at $3.70 or lower. Symbol (CAT170217P92.5)Caterpillar stock is up 11% since the presidential election based on hopes for big infrastructure spending. Although new dollars may be allocated to building projects, it is… Read More
Carbonite (NSDQ: CARB) is a leading provider of cloud and backup services for consumers and is making big strides in the small to mid-size business markets (SMB). The company’s acquisition of EVault from Seagate Technology last winter was met with skepticism. Yet recent results showcase stronger than expected profitability for this… Read More
Brunswick (NYSE: BC) was initiated with a buy rating by brokerage firm CL King. The firm’s price target is $65, slightly lower than my $67 target. We won’t get any updates from the company until its fourth quarter earnings release in late January. Winnebago Industries, who is a supplier of RV’s… Read More
Buy to open the February 17, 2017 call on Paypal Holdings (PYPL) with a strike price of $41.00 at $1.32 or lower. Symbol (PYPL170217C41)I expect 2017 to be the year when digital wallets gain traction as payment services partner to consolidate volume. Paypal Holdings is at the epicenter of digital… Read More
Acuity BrandsAcuity Brands (NYSE: AYI) was initiated with a buy rating by Deutsche Bank. The firm has a $300 target on the stock and loves its “unique competitive advantage” in the lighting market. I couldn’t agree more. Acuity has a full portfolio of lighting solutions that incorporate economical LED lights… Read More
This gravel producer has seen construction booms before and thinks another one is coming. Read More
First, the good news: Our long portfolio is doing quite well with several names up double digits since last month’s letter. Camping World (NYSE: CWH) shot up 25% in the past month and now is bumping up against my $30 target. I’m revisiting the fundamentals to see if I can… Read More