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Is Amazon taking over the world? Like a giant squid, Amazon’s tentacles are spreading out in all directions. Not only does it want to deliver every conceivable item directly to your door, it wants to carry that package across the land, sea and air all by itself.And when a $336… Read More

Investors are often compared to lemmings. In tumultuous times they’ve been known to blindly follow others off a cliff. When an industry is undergoing tremendous secular change, investors often buy or sell all stocks in that group without regard to each one’s fundamentals or valuation.  These wholesale purges or binges… Read More

 Although you wouldn’t know it from its stock action, Criteo continues to knock the cover off the ball. A squeamish stock market sent the shares down almost 6% on a fabulous earnings report. I am pounding the table on this stock and raising my price target from $59 to $64… Read More

Brunswick shares (NYSE BC) sunk 6% yesterday despite reporting a strong first quarter. Earnings of $.71 met expectations but revenue missed by 1% due to currency headwinds. Investors apparently were disappointed that management didn’t boost annual guidance more than the $.03 offered considering the strength of its boating business.We’re on board with management,… Read More

I was lucky enough to enjoy a can of Heady Topper this weekend. Beer enthusiasts, wipe that drool from your chin. This insanely popular, imperial India Pale Ale, rated the number one beer in the world by Beer Advocate, is notoriously difficult to get your hands on.Brewed by The Alchemist… Read More

 Brunswick (NYSE: BC) has been a nice winner so far for Profit Catalyst. It’s up 18% since we recommended it 10 weeks ago, but could motor up another 40% as investors recognize its potential.Brunswick will report first-quarter earnings on April 28. This will be the first quarter that includes results from newly acquired Cybex. Just… Read More

SolarEdge is down about 14% since I recommended it in January, but it remains my favorite stock. The reason is simple energy economics: Solar technology finally works well at a relatively low price (the price of solar systems is down 80% since 1995), and the cost will continue to drop. Read More