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PBH has been on an investment cycle to expand production capacity in recent years, which has ramped up its capital investments meaningfully. That being said, the company has shown some early signs of a complete investment cycle and could be poised to reaccelerate growth in the near term. We think investors need some patience with PBH. A few catalysts that could make PBH interesting again include:

-Capital expenditures come down

-Organic growth accelerates

-Free cash flow recovers

We think a combination of these factors could lead to a significant multiple re-rate in share price. 
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We do not really have a specific reason here. It has had no company news in more than a month. Investors may be shifting to other hotter sectors. Trump has made comments about capping interest rates. The last quarter was not a blow-out. It's been more than a year since the last dividend hike. There is a CEO transition. At less than 10X earnings, we are not particularly concerned here. The company has adapted and thrived in all sorts of challenges and economic backdrops. We think 'now' is attractive, and at $150 (close to its prior low) very attractive. 
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Canadian Companies & Equity Capital: Struggling companies investors should stay away from

Negative book value could be a concern for companies if they are unprofitable, cyclical, possessing minimum pricing power and highly capital-intensive. The situation could get worse if these businesses produced losses and secular headwinds in the business model. Consequently, negative equity capital is just a result of the cumulative losses over the years. These companies are the ones investors should stay away from at all costs, no matter how cheaply they trade.

Overall, accounting figures may confuse investors. At the end of the day, what matters to investors is the underlying fundamentals of the business, which would dictate investment results over time. 
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Was upgraded today based on accelerating pet food sales. It reports Wednesday. He thinks that the incoming Health & Human Services Secretary, Robert Kennedy, will promote healthy eating, which clashes with GM's money-making sugary cereals.

It reports Wednesday. It had a nice rally today. He hopes they tell a positive story about all their chips, not just the high bandwidth ones.

It reports Wednesday. The housing stocks were hammered this weak about Toll Brothers reported a weak quarter and were downgraded. Also, mortgage rates remain stubbornly high.

It reports Thursday. Olive Garden still drives this company, but the street is focused on the Texas Roadhouse and Brinker chains. Are consumers pushing against high prices?

It reports Thursday. The CEO will need to explain how the company will reignite the brand globally and show innovation. It's amazing how much damage the last CEO did, something that won't be easy to fix.

It reports Thursday. They're working hard to reduce costs and improve gross margins. This is a nervous period for them because of the coming holiday season.

It reports Friday. Cruiselines are the most bullish industry on the S&P. You make money anywhere in this group; the street loves it. He expects a good quarter.

The market needs to get past the upcoming Fed meeting and rate announcement before it can welcome the Santa Claus rally.

It's the only Chinese stock he will recommend. Maybe Trump will do something more creative than Biden did towards China.

Is up 41% this year. It's doing a great job.

Has long liked this stock, because they make solid faux-wood products and they consistently outperform in this sector. Shares are up 40% this year and reported a good quarter when the housing sector is struggling.

It's a tech platform for tradespeople. It just went public with a bang, soaring 42% yesterday in its market debut. Now, shares are expensive, but he's glad for their success during this IPO drought. They boasted 31% revenue growth in the last fiscal year and 24% in the first six months of the current year. They have found a great niche.  Operating margins in the first six months of this fiscal year rose 5% vs. -5% in the year before. However, their growth rate and the operating margin when added together total 29 and fall short of 40 (the Wall Street test of passing 40 for tech software stocks). That said TTAN is trending in the right direction and looks promising overall. True, their PE is rich, but not unreasonable. It's worth buying at a lower 10x sales.