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Riverbed Technology, Inc. (RVBD) slipped 2.0% during the month, [but] their future is bright. They have an upcoming event titled ‘Data Where You Need It; Control Where You Want It.’ At the event, the company will unveil breakthroughs in software defined data center deployments with Granite technology that extend the...

“Enerflex Ltd. (EFX, Toronto) rents and sells equipment and services for natural gas production, including compression and processing plants, refrigeration equipment and power generators. The company has a strong position in three expanding markets: U.S. and Canadian shale gas production; Australian natural gas from coal beds; and conventional...

“At the beginning of the year, Matthews Asian Growth & Income Fund (MACSX) was my top dividend pick. MACSX gained in the first half of 2013 (and held up far better than other Asia Pacific funds), but currently other funds, like TCW Dividend Focus (TGIGX), are doing appreciably better. TGIGX...

From Stock Prospector: “DG FastChannel, Inc. (DGIT) reported terrific 4Q revenues of $76.1 million, up 32%, and earnings of $14.6 million, or $0.76 per share, up 55%. The company is streamlining its...

“Primoris Services Corp. (PRIM), a specialty contractor and infrastructure company, has reeled off six consecutive quarters of sales growth, up 42% or more. Most recently, Primoris reported June-quarter revenue of $352 million, up 73%, or 28% excluding acquisitions. Per-share profits surged 75% to $0.28, exceeding the consensus by...

“Fair Isaac Corp. (FICO) already dominates the market for software used by businesses around the world to make better decisions on customer creditworthiness with its FICO Scores product. Now the company is profiting from the rising use of credit cards around the world, especially in emerging markets. For...

“Ross Stores, Inc. (ROST) has a downright enviable track record when it comes to accelerating monthly same-store sales—in May the bargain fashion chain reported an 8% jump in sales—leaving the 5.2% consensus estimate in the dust. And that is because Ross Stores is a lean, mean operating machine. “Ross may have...

“Ancestry.com, Inc. (ACOM) operates the world’s largest online family history database. With over 10 billion records, the company’s archives include ship passenger lists, birth and death records and U.S. Census information. A growing collection of user- generated data has boosted content. Ancestry.com had 1.87 million subscribers on March 31, up...

Toll Brothers (TOL), a U.S. luxury homebuilder, reported its fiscal 2014 earnings on December 12. Earnings continue to rebound in line with the recovery of the U.S. economy and American home prices. TOL’s adjusted earnings doubled in fiscal 2014 and revenues per share were up 40%. Based...

From The National Investor Bolstered by a stronger-than-expected operating quarter and an earnings beat, Potash Corp. of Saskatchewan has also just announced a dividend increase; from 35 cents/share to 38 cents per share effective with the next payment in May. The final quarter of 2014 saw a strong jump in net earnings...

Shipping via highway has become more difficult thanks to increased congestion, higher costs for fuel, shortages of drivers, and increased regulation of motor carriers. According to Intermodal Association of North America CEO Joni Casey, America’s rail companies have stepped in to fill the void by...

from Capitalist Times In its fiscal third quarter ended March 31, 2015, Student Transportation (STB) grew its revenue by 13% and its cash flow by 20%. Operating margins also widened to 20.6% from 19.3% a year ago, thanks to lower fuel costs and efficiency gains. In recent years, the company has sought...

MarketWatch’s Peter Brimelow quotes Paul Goodwin, editor of top performing Cabot China & Emerging Markets Report, as urging caution.

Weatherford International (WFT) Weatherford International (WFT) management indicated that the firm’s planned divestments are on course for completion in the second half of the year and that the onshore rig business would go public in the first quarter of 2015. The company would use the proceeds, along with free cash flow...

This is one of the two weeks a year where Cabot Top Ten Trader is not published, which means there won’t be a new Profit Booster covered call trade this week. That being said, I did want to note that our four open positions (AA, UBER, ADNT, CDE) are all in good shape.

Five Below (FIVE) has been unable to pull out of its tailspin following a good-but-not-great quarterly report last week, so we’re selling the stock today and booking our small profit.

This is a short week but I wanted to give you some news on a couple of my recommendations that have been making news.

Our latest recommendation, pulled back sharply after reporting earnings Friday morning.

Today’s move pushed our Cabot Tides back into a negative stance, so we’re raising our cash position to around 40%.

Qualcomm’s (QCOM, Nasdaq) overall Quadrix score of 61 reflects below-average scores for Value, Earnings Estimates, and Performance — all languishing in the low 40s. But Wall Street profit estimates have stabilized recently, and the stock has rallied nearly 16% since Qualcomm posted solid September-quarter results. The company’s outlook will be...