Despegar.com is capitalizing on the growing Latin American travel market. A rare combination of exploding growth and expanding margins are propelling earnings.  Read More

Vulcan is down 9% since my January 2016 recommendation. The hype surrounding new government infrastructure dollars has yet to translate into significant earnings momentum at Vulcan. The stock is likely to drift without a near-term catalyst. Read More

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

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

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

Snap shut this nice two-week gain. Snap has dropped along with Facebook as investors question the longevity of growth in digital ad revenue amidst the data scandal. Read More