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Acuity Brands (NYSE: AYI) coverage was started with a buy rating by Deutsche Bank. The firm has a $300 target on the stock (currently it’s around $251) and loves its “unique competitive advantage” in the lighting market. I couldn’t agree more. Acuity has a full portfolio of lighting solutions that… Read More

Sell Drew Industries (NYSE: DW) for a 35% gain in six months. The stock traded above my $100 target last week so we are booking this gain. I recommended Drew on June 1 based on the company’s strong position supplying parts for RV’s. The company has delivered with earnings growth of… Read More

Sell Lydall (NYSE: LDL) for a gain of 38% in less than five months.I recommended Lydall on July 13 due to its focus on materials used for roadway engineering but such a large move in a short period of time requires booking the gain.  It has gone up faster than I… Read More

I’m adding U.S. Concrete (NSDQ: USCR) and Integrated Device Technology (NSDQ: IDTI) to the portfolio. Both are  special situation stocks with near term catalysts to drive them higher:Buy U.S. Concrete (NSDQ: USCR) Pave your way to profits with this producer of ready mix concrete. U.S. Concrete has built its way… Read More

Buy to Open the January 20, 2017 put on Dave and Buster’s Entertainment (NSDQ: PLAY) with a strike price of $45 at $2.65 or lower. Symbol (PLAY170120P45)These puts should be purchased before the company reports its third quarter (ends October). This date has not been formally announced but is expected… Read More

Air Transport Services GroupFinally, Air Transport (NSDQ: ATSG) broke out of its holding pattern when it reported earnings Nov. 3. Revenue of $193 million rose 36% and beat estimates by $10 million. Earnings per share were up 40% to 14 cents and in line with expectations. Demand for Air Transport’s… Read More