Ethan Allen (NYSE: ETH) After pre-announcing results from its first quarter (ending September) on Oct. 18, Ethan Allen gave investors more information at its Analysts’ Day on October 26. Most of the excitement swirled around the Disney branded children’s furniture launch slated for Nov. 18 (Mickey Mouse’s birthday of course). Read More

U.S. Concrete will capitalize on the infrastructure boom. Read More

Ethan Allen (NYSE: ETH) jumped 7% after providing a preliminary view of its first quarter. The company gave investors a quick look at first quarter (ending September) numbers ahead of its Oct. 26 analyst day. Although earnings will be 7 cents less than expected due to higher marketing expenses, sales… Read More

Cashing in on surgery-free cosmetic treatments Read More

Apogee Enterprises (NSDQ: APOG) beat second quarter estimates by $.10, reporting $.77 versus estimates of $.66. Despite the beat and an increase in estimates for fiscal 2017 (ending February 2017) the stock dropped 6%. Analysts expressed concern over a 13% decline in the company’s backlog.Due to the size of some… Read More

Apogee EnterprisesDemand for Apogee’s (NSDQ: APOG) specialty glass is closely correlated to new commercial buildings. The July Architectural Billings Index (ABI) came in at 51.5, down slightly from June’s level but still above the average for the first six months of the year. New design contract rebounded to 51.8 from… Read More

CrayCray (NSDQ: CRAY) could benefit from one of the largest awards given to academic research for supercomputers this year. The National Science Foundation granted $110 million to The Extreme Science and Engineering Discovery Environment, known as XSEDE for a big data project. That money could be used to buy Cray computers. Read More

This firm squeezes more profits from less revenue. Read More

Cray Computers in demand by feds, drugmakers, academics ... Read More

This supply company profits from a home-building boom. Read More

Apogee EnterprisesApogee will announce its fiscal 2016 first quarter results after the market closes on June 22. The company will host a call with investors the following day after the market opens. Expectations are for a 20% jump in earnings to $.49 and a 3% increase in revenue.ExactechThe company’s share… Read More

Earnings, iPhone Boost Integrated StockFollowing strong fourth-quarter earnings results in early May and the technology sector’s big rally, Integrated’s (NSDQ: IDTI) stock finished May up nearly 20% from $19.70 to $23.60.Reports of higher-than-expected Apple iPhone 7 production might keep the momentum going for the California-based chipmaker. Taiwan’s Economic Daily reported that… Read More

Double-digit earnings growth keeps this maker of commercial trucks in the fast lane. Read More

Here is recent news on four portfolio holdings:Apogee EnterprisesThe Architecture Billings Index, a leading indicator for future non-residential building demand, posted three consecutive months of increasing demand for architecture designs, which bodes well for Apogee, the architectural glass maker. The score for the new design contracts index jumped to 54.3… Read More

Decreased consumer spending and slower online sales are hurting clothing retailers, including Macy’s, Gap and Fossil. But our portfolio pick, Express (EXPR), does not share all the problems of its peers.  Yesterday, Macy’s reported a 6.7% decline in Q1 2016 earnings compared to the same quarter last year. Between Gap’s… Read More

Here’s a roundup of important news on our portfolio holdings:ExpressU.S. retail sales fell in March by 0.3% after being unchanged in February. Investors sold Express and most other apparel retailers as they feared consumer demand would dry up. Based on Express’s strong fiscal Q4 2015 results we think this is… Read More

Express turns around by targeting young professionals instead of fickle teens. Read More

Earnings season for the Growth Stock Strategist portfolio kicks into high gear next week.  Ethan Allen reports on Monday followed by Exactech on Tuesday. Wednesday ushers in a report from On Assignment.The following week we’ll hear from Integrated Device Technology and Weyco Group. Lattice wraps up the results with a… Read More

I’m a big believer that smaller can be better. My Subaru Outback lets me park in the teensiest spaces on Boston’s narrow streets. My small dog fits into a crate in the corner of the house, and a small suitcase lets me avoid the hassles of checking luggage.And small cap… Read More

It’s been a pleasure to research and advise you on small-cap value and momentum stocks for the past few years, but I’m now handing the reins to my colleague, Linda McDonough.You’ll recognize Linda’s name from some stories she’s written for Roadrunner issues over the past year. She’s a Chartered Financial… Read More