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We humans love rankings. In a world of chaos, we like the fictional supposition that life and all of its messy data can be corralled into neat silos. We love our top 10 song lists and rankings of the best colleges.Earnings season provides the perfect data set to create meaningful… Read More

BrunswickOn Tuesday Brunswick named Eric Hendrickson as president of the company’s Crestliner brand of freshwater boats. Prior to working at Brunswick, Hendrickson worked at Hollister in various roles including product development, engineering, marketing and operations.CriteoThe Paris-based digital-advertising company filed a lawsuit on Monday that alleges that rival firm SteelHouse ran… Read More

Air Transport Services GroupThe company announced its credit limit with its bankers was raised $100 million. Quint Turner, chief financial officer, said that the company will use the extra credit to keep up with demand for its planes. The company also announced it had approved an additional $25 million for… Read More

BrunswickMalibu Boats, which makes high-performance speed boats, recently gave us a small window into the current state of retail boat sales. Earlier in May the company noted that domestic unit sales are up high single digits and prices up 11%. International sales continue to be dampened by a weak European… Read More

 We’ve been waiting for Drew Industries (NYSE: DW) to hit a speed bump so that we could recommend the stock at a lower price but it shows no sign of slowing down. Even at this level the stock offers at least a 30% upside to investors.The manufacturer of RV and motor… Read More

Criteo dropped 2% yesterday on a report that Facebook had closed its ad exchange to third party tech companies.But Criteo (NSDQ: CRTO) remains a strong partner to Facebook with its dynamic product advertising software that matches relevant ads to users. In any case, the particular ad exchange (named FBX) that Facebook closed, and which Criteo… Read More

Photronics (Nasdaq:PLAB) SELLWe are issuing a sell on Photronics (PLAB). Our original buy recommendation was based on strength in  high-end photomasks that produce higher than average profits. Although the company has seen strength in some of these, weakness in lower-end masks has outweighed any benefit that might have been seen.We did… Read More

Air Transport Services GroupThe plane-leasing company reported higher-than-expected revenue for the first quarter with earnings a penny light. Higher expenses for training the flight crews to man Amazon’s 20 leased planes will dissipate in the second half of the year. Management didn’t change its guidance for the year, and noted… Read More