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Air Transport Services GroupOn June 22 Air Transport (NSDQ: ATSG) bought 3.8 million shares from its largest shareholder for $13.07 per share, a 3% discount to the closing price. The shareholder, Red Mountain Capital, now owns 11.5% of Air Transport’s shares, down from 17.5% previously. Thanks to its strong… Read More

Profit Catalyst Alert just passed its six month birthday. While I’m pleased at how most of the portfolio weathered the rocky start to the year and am more confident than ever in the names I’ve picked, I’m eager to share with you more picks and more ways to make money… Read More

Get on the road with Lydall (NYSE: LDL) this manufacturer of specialty industrial materials. Lydall’s July 8 purchase of Texel diversifies its business beyond the auto industry and wraps in highly profitable geosynthetic products. These products are used for roadway engineering, flood management and landscape architecture. Large gains… Read More

On June 22 Air Transport Group (NASD: ATSG) bought 3.8 million shares from its largest shareholder for  $13.07 a share, a 3% discount to its closing price the previous night. The shareholder, Red Mountain Capital, owned 11.2 million shares as of the end of the first quarter. A private transaction… Read More

SolarEdge is getting clobbered today by a bearish story published by The Street Sweeper, a Web-based free research service. The basic premise of the story is that SolarEdge is suffering due to price cuts by rival Enphase. As an active short seller in my previous life, I take these stories… Read More

Air Transport Services GroupA recent survey by UPS of online shoppers demonstrates the shift in consumers’ online shopping habits. More than half of participants’ purchases were online versus in physical stores, and 20% chose two day shipping, twice the number of shoppers who did so in 2014. This overwhelming trend… Read More

We humans love rankings. In a world of chaos, we like the fictional supposition that life and all of its messy data can be corralled into neat silos. We love our top 10 song lists and rankings of the best colleges.Earnings season provides the perfect data set to create meaningful… Read More