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I had targeted a $28-$29 entry point for Culp coming out of Q4 earnings - but Q1 earnings make that look a bit optimistic. FY18... [Read More]
AVAV soared post-earnings for the second consecutive quarter, hitting an all-time high in the process. There's a lot of good news in Q1, and new... [Read More]
The bull case for PFSweb is based on 2017 improvement, coming from both organic growth and fixing some overaggressive projects taken out last year. Q1... [Read More]
Castle Brands has an intriguing story, with multi-year revenue and case growth in whiskey, rum, and ginger beer. But margin expansion is a concern, given... [Read More]
SPOK trades near its lowest levels after what looks like the sell-off of a reasonably large position over the past few sessions. Ramped-up investments this... [Read More]
RBC's fiscal Q1 seems to set up a strong FY18, and share gains at Boeing seem to imply a strong FY19 as well. But the... [Read More]
Smart & Final shares were struggling ahead of the announcement that Amazon was buying Whole Foods; they've been pounded further since. Fears about competition f... [Read More]
SCHL's earnings are resetting in FY18, given a drop-off in sales from Harry Potter. But management believes it is driving double-digit EBIT growth excluding tha... [Read More]
A third consecutive strong earnings report sent DWCH to its highest levels in almost three years before a recent pullback. A long history of disappointment... [Read More]
HNI's 19-month roller coaster ride has left it not terribly far from where it started. A disappointing Q2 puts a lot of pressure on the... [Read More]
Plexus posted a strong fiscal Q3 report, combined with optimistic guidance for FQ4 and a strong outlook on FY18. But there's still major margin questions,... [Read More]
PERY shares have bounced off a 52-week low after a strong Q2 report and reiterated full-year guidance. But at 10.4x the midpoint of EPS guidance,... [Read More]
Tile Shop had worked to regain investor trust under new management, and seemed to have succeeded after an impressive Q1. But weak comps in Q2... [Read More]
LW still looks like one of the better plays in frozen foods, with a reasonable valuation against other plays and protection from the grocery space.... [Read More]
Craft Brew Alliance's Q2 report didn't strike me as that impressive - but it's good enough to stay long. Still, the risk here is clear:... [Read More]
Tractor Supply Company has bounced almost 20% after hitting a four-year low in July. Q2 numbers were better than feared, but not great, and back-half... [Read More]
Perion has overhauled management - but the strategy seems to be same. The company is ramping up investment in a dying search business, while Undertone... [Read More]
Vera Bradley's Q2 numbers beat expectations - but still show a business in continued decline. A three-year turnaround hasn't progressed, as even management admi... [Read More]
EVRI shares have better than tripled in 2017 alone. Given a sizable amount of leverage, enterprise value hasn't increased nearly as much as the stock... [Read More]
AE has fallen 20% over the past month - which implies a whopping ~50% decline in its enterprise value. The key Marketing business did stabilize... [Read More]