Estimates have been creeping up on Systemax as its basic distribution business shines. In response, I'm increasing my target and buy up to price limit on the stock. Read More

While VFC's revenue growth in its Van's sneaker business is impressive, other metrics are not so bullish. Guidance for the fourth quarter, in particular, implies the company shifted some benefits into the third quarter from the fourth. Read More

Below I include Criteo's response to allegations from Gotham City Research which alleges Criteo engages in fraudulent behavior to generate revenue. Read More

Although the Eagle and Vulcan calls never officially made it to the Profit Catalyst Portfolio because the prices ran so fast, I recommend those involved to sell for 60-70% two-day gains! Read More

There’s never a dull moment in this stock market. After the GOP’s failure to pass the Health Care bill last week, the stock market is losing faith that President Trump will be successful in passing tax and infrastructure bills. I recommended selling the Aecom (NYSE: ACM) and the Jacobs Engineering… Read More

Acuity Brands Acuity Brands has bounced 6% since its earnings miss on Jan. 10. An analyst at Wells Fargo encouraged investors to buy the stock last week. After meeting with Acuity’s management, the brokerage firm expects Acuity (NYSE: AYI) to disclose another customer similar in scope to Target this year. Read More

Acuity BrandsAcuity Brands (NYSE: AYI) missed first-quarter (ending November) estimates by 8% on Jan. 9. The stock dropped 15% before rebounding on the buy recommendations of brokerage firms. Management noted a marked drop in orders from small customers in November, primarily from those skittish about the election. Labor shortages for… Read More

Acuity BrandsAcuity Brands (NYSE: AYI) was initiated with a buy rating by Deutsche Bank. The firm has a $300 target on the stock and loves its “unique competitive advantage” in the lighting market. I couldn’t agree more. Acuity has a full portfolio of lighting solutions that incorporate economical LED lights… Read More