Weekly Comments – October 16, 2017 – FIX, FVHI, LCII

FIX  –  Technical developments.   Shares of Comfort Systems set a new 52-week high price in the final day of trading last week.  Management is apparently meeting with success in framing strategic reorganization and integration of acquired operations.… KVHI  –  Technical developments.  Last week KVH Industries announced availability of new map display functionality for its TACNAV […]

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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 – March 6, 2017 – ABM, BCPC, DAR, ERII, KVHI, STS

ABM  –  Quarter earnings report preview.  ABM Industries is expected to report fiscal first quarter financial results on Tuesday this week after the market close.  A conference call is scheduled for the following morning.  The consensus estimate for the… BCPC  –  Updated view and estimates following year-end earnings report.  Shares of Balchem set a new […]

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