Masonite is flat after being in the portfolio for almost two years. I believe risks in the housing market outweigh the possible return so I suggest selling the stock. Read More
Analyst Articles
I am still very bullish on Entegris (NSDQ: ENTG) stock, which is still a holding in the portfolio. However, I almost always suggest booking a significant gain in an option, especially when it happens in such a short period of time. Read More
ZTE was given up for dead because of trade sanctions, but the Chinese telecom found new (albeit tenuous) life. Here are the takeaways for investors. Read More
Sell to close the Lindsay put options for a small profit. The options expire mid-August and will lose time value quickly if the stock rallies above the $95 strike price. Read More
Why watching the World Cup is easier than managing a portfolio, what happens if Synchrony loses Walmart and why soybean price matter. Read More
Entegris' focus on consumable products for semiconductor manufacturing help to insulate it from the wild swings in capital equipment spending. Diversification of customers and industries also help support consistent growth. Read More
How dollar cost averaging can help reduce risk in your portfolio. How bad is the soybean tariff news for the Farm Belt and why biotech stocks were so strong last week. Read More
BJ's returned to the public markets last week with an IPO. Analysts have not published earnings estimates yet due to the required quiet period. I expect those estimates to reflect robust earnings growth due to improving profit margins and steady revenue growth. Read More
Pulling apart Lindsay Corp's backlog, and why it matters. Analysts boost Steven Madden and Tapestry and more. Read More
A primer on how Profit Catalyst Alert works options into the mix of trade suggestions. Also, in defense of Steelcase, which got whacked unfairly, and why I like Chemours so much. Read More