As a longtime golfer, I was excited to discover respected golf equipment maker Adams Golf in the sweet spot of a turnaround. Net income has improved impressively 4 straight quarters even in a stagnant golf equipment market. That's largely because Adams is growing sales faster than bigger rivals like Taylormade and Callaway Golf. [more]
Power One (PWER) looks poised to continue it's rise of the last year. The company recently reported outstanding growth in revenues and profit margins. There are two divisions: renewable energy (high growth) and power products (lagging). All the excitement is clearly due to the sweet spot they are in with solar inverters. As per their recent conference call, in the last year alone Power One has grown from the 9th largest in the industry to the 4th largest. They have set their aim even higher than that. [more]
I don't often recommend a company after the recent resignation of its CEO. However, I believe in this case the CEO was more or less forced out because the family with controlling interest in the company wants to sell its stake. That is the Mclean family, the remaining relatives of Malcom Mclean, the father of modern containerization himself. [more]
Kirkland's Home (KIRK) looks interesting at $2. It's been hit hard by the perfect storm of the housing crisis. It's too small to rate on Caps, but do some due diligence. Getting back to its roots of modest elegance for the home at a value price. Closing least profitable stores, and letting leases expire in expensive mall locations in favor of cheaper locales. Everyone I ask seems to like the stores, and foot traffic has started to improve for the first quarter in 16. Next report should shed better light if this is a trend. [more]
all other stock picks of mine please take with an even greater grain of salt!