Weekly Comments – August 7, 2017 – BCPC, CBM, DAR, ERII, KVHI, LCII, MRCY, OLED, POWL, STS, TTEK, WATT

BCPC  –  Strong sales, earnings delivered in second quarter.  Balchem Corporation reported sales in the second quarter ending June 2017, that topped expectations, but earnings fell short of the consensus estimate.  That was apparently of no concern to … CBM  –  Updated view following earnings report.  Cambrex reported 13% year-over-year growth at the top-line in […]

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Weekly Comments – May 22, 2017 – DAR, IRBT, LCII, OLED, REX

DAR  –  Recent technical developments.  Just over a week ago investors expressed their displeasure with financial performance in Darling Ingredients first quarter ending March 2017.  The shares were pulled downward by a round of selling activity beginning of the… IRBT  –  Updated view following price movement.  Last week shares of iRobot set a new 52-week […]

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Weekly Comments – May 15, 2017 – BCPC, DAR, HCKT, WATT

BCPC  –  Updated view following earnings report.  Last week Balchem Corporation reported sales in-line with expectations, but earnings disappointed.  The Company earned $15.5 million or $0.48 per share compared favorably to the prior year quarter,… DAR  –  Revised outlook after quarter report.  In the first quarter ending March 2017, Darling Ingredients reported sales and earnings […]

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