Mueller is down 14% since my recommendation last April. Despite the aging and often failing water infrastructure in parts of the U.S., tight municipal budgets are weighing on new orders. Mueller has not been able to gain traction in sales or profits so it's time to move on. Read More
Linda McDonough is a veteran hedge fund analyst who loves to break down company financial statements and identify market inefficiencies to uncover big opportunities. She believes in a boots-on-the-ground approach that includes surveying customers, interviewing company executives, or doing whatever it takes to see what others don't.
She's now brought her experience as a hedge fund analyst to subscribers of her Profit Catalyst Alert service. Her system identifies small- and mid-cap stocks that are about to move due to catalytic events that few others can identify...until it's too late. These events often times result in massive gains for her followers.
Big Five Sporting Goods has picked up some incremental customers with the closure of competitor's stores but hasn't been able to translate those sales into profits due to the intense price cutting in athletic and sporting gear. It's time for us to move on to new ideas. Read More
Werner's results should give us some insight into just how tight the labor market for truck drivers really is and Steven Madden will report on Friday. I'll be listening to hear Omnicom's take on digital advertising on Tuesday. Read More
Threats of more cuts in SNAP funding will take a bite out of an already dwindling revenue source. Each one of these retailers is already experiencing some pain due to heightened competition. Any further jolts to their low-income shoppers will send the stocks lower. Read More
An unending string of volatile days helped us close out some quick options gains. How increased volatility helps long option plays, my plan for the Omnicom puts and truckers get accolades from analysts. Read More
What recent selling in Tesla and Facebook means for the overall market. A new bull push for trucker SAIA and payroll cuts for Snap point these stocks in opposite directions. Read More
Heaps of private equity have been filling the coffers of private companies, allowing them to grow into unicorns. A record year for new investments in private equity should result in a whole new herd of unicorns and that's not good news for the 2018 class of IPOs. Read More