Next Week's Big Movers: June 30, 2014
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3 Stocks That Could Make Huge Moves
CalAmp Corp. (Nasdaq: CAMP)
Why Are Investors So Negative?1. In April, CalAmp reported quarterly results
that came in well below analyst expectations.
2. Currently, shares trade hands at an expensive 34 times free-cash-flow.
3. Many wonder if CalAmp’s position in the Machine-to-Machine (M2M) industry will really help it become the king of “The Internet of Things.”
Here’s What to WatchWall Street Expectations• Currently, 8% of CalAmp
shares are sold short.
• Analysts are expecting the company to report revenues of $58 million.
• Earnings per share are expected to come in at $0.18.
What to Really Watch• Fleet management is the
company’s bread-and-butter right now, so expect continued moderate growth here.
• The company’s recent growth has come from insurance telematics, where insurance companies use CalAmp’s products to monitor driver behavior and offer lower premiums. Look for continued double-digit growth here.
Micron Tech. (Nasdaq: MU)
Why Are Investors So Negative?1. The stock has been on a roll lately, up
almost 500% since late 2012. Some believe it has gone up too quickly.
2. Earnings are actually predicted to decline over the next two years, as competition crimps margins.
Here’s What to WatchWall Street Expectations• Currently, 10% of Micron
shares are sold short.
• Analysts are predicting revenue of $3.9 billion when the company reports.
• Earnings per share are expected to register at $0.68.
What to Really Watch• Pay close attention to
the average selling price for Micron’s chips. – Demand from mobile
devices have turned things around for the company.
– If there’s tight supply, that would be a good thing for Micron.
– However, these chips can be easily commoditized, which results in lower selling prices.
Barnes & Noble (NYSE: BKS)
Why Are Investors So Negative?1. Remember Borders? Barnes & Noble
came out with the Nook to avoid the same fate as Borders, but even the Nook is unprofitable for the company.
2. Revenue is still shrinking, and competition is becoming stronger by the day, leading many to believe that the company’s days are numbered.
Here’s What to WatchWall Street Expectations• Currently, 21% of
Barnes & Noble shares are sold short.
• Revenue is expected to come in at $1.2 billion.
• Analysts are predicting a loss of $0.59 per share.
What to Really Watch• Listen in to see if the
company will be trimming its total square-footage, leading to leaner operations.
• Any stabilization in retail and college-bookstore sales would be a huge positive.
Who Will Control “The Internet of Things”?Will CalAmp beat out the competition to own the future “Internet of Things”? Find out which company our analysts think is perfectly positioned to dominate in this special free report:
Are You Ready for this $14.4 Trillion Revolution?