All posts by : dane spotts

iRobot: The reality of the robot invasion is true and today we trade the king of domestic robots – maker of the Roomba

It is an invasion. With the rise of AI and bots that can do things around the house like the roomba cleaner – this is the company on the forefront of the domestic robot revolution. Today we trade them and are expecting a nice jump move.

The question for investors is: Are vacuum-cleaning robots worth investing in? It may not seem like the kind of product investors should be excited about, but investing in robotic vacuums may be a smarter move than you think.

The technology that separates iRobot in RVCs from competitors like Dyson, Samsung, and Hoover is its sensing and mapping technology. Roombas simply perform better than their competitors, and that allows iRobot to spread its research and development (R&D) spending across more devices, which ultimately leads to higher profits. And the fact that it has greater scale in RVCs lowers costs as well. The leverage dynamic can be seen below, with gross margin and net income both on the rise over the last five years. It’s tough to gauge whether or not competitors are seeing higher margins because they’re either private (Dyson) or vacuums are a small portion of sales (Samsung), but iRobot’s trends indicate a strong position in the market.

But what about earnings?

The company pulled off an impressive average positive earnings surprise of 113.01% over the preceding four quarters. Notably, iRobot’s adjusted earnings per share in fourth-quarter 2017 came in at 54 cents per share, beating the Zacks Consensus Estimate of 26 cents.

Let’s see how things are shaping up prior to this announcement.

Get Your Jump Report Here

iRobot (IRBT), maker of Roomba vacuuming robots, fell 6% ahead of Tuesday’s results, tumbling $3.93 to $59.95. IRobot CEO Colin Angle told Barron’s in a statement: “We are in a time of rapid advances and increased adoption of connected robotic technologies and applications in the home. While we have no knowledge of anything that Amazon is working on, I have always said that the potential for home robot innovation is virtually endless.

Get Your ‘IRBT’ Jump Report Here

iRobot, Inc. (IRBT) will be posting its FQ1-18 quarterly earnings results today at close. [IRBT] is expected to post earnings of $.50 per share on revenue of $215.61 Million. In the last quarter, the company reported $.16 earnings per share MISSING the analysts’ consensus estimate of $.25

Last 3 Quarters – “Jump Zone” Move: -32.3%, -13.91%, 24.45%

Consensus Estimates: ($NA whisper) ($.57 estimize) ($.50 wall street)

The last 4 quarters of earnings releases

Huge jump zones on this one. Today we expect double digit profit in your pocket.

Someday it will be fun to tell your robot maid to clean up the dishes. For today, lets clean up on this one in the trade room.

Robots begin.

The Line Up This Week — Starts With This Heath and Fitness Giant You May Not Have Heard Of — With Double Digit Jump Zones

They are called Tivity.

Tivity Health, Inc. is a leading provider of fitness and health improvement programs, with strong capabilities in developing and managing network solutions. Through its existing three networks, SilverSneakers® – the nation’s leading community fitness program for older adults, Prime® Fitness, and WholeHealth Living™, Tivity Health is focused on targeted population health for those 50 and over.

With more than 15.6 million Americans eligible for SilverSneakers, over 10,000 fitness centers in the Prime Fitness Network, and more than 25 years of clinical and operational expertise in managing specialty health benefits and networks, including chiropractic services, physical therapy, occupational therapy, speech therapy, acupuncture, massage and complementary and alternative medicine (CAM) services, the Company touches millions of consumers across the country and works directly with hundreds of healthcare practitioners and many of the nation’s largest payers and employers.

Who knew.

And their last 4 quarters have all been beats and made double digit profit jumps. Our first time trading them is today and we look forward to rocking it – long or short.

Check out the rest of the weeks jumps here…

(link)

Get Your Jump Report Here

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SilverSneakers is a program encouraging older adults to participate in physical activities that will help them to maintain greater control of their health. It sponsors activities and social events designed to keep seniors healthy while encouraging social interaction. They seem to have monetized this is a great way. Look at their past earnings history below.

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Get Your ‘TVTY’ Jump Report Here
TIVITY HEALTH., Inc. (TVTY) will be posting its FQ1-18 quarterly earnings results today at close. [TVTY] is expected to post earnings of $.49 per share on revenue of $153.7 Million. In the last quarter, the company reported $.41 earnings per share BEATING the analysts’ consensus estimate of $.32

Last 3 Quarters – “Jump Zone” Move: 16.55%, 19.49%, 5.59%

Consensus Estimates: ($NA whisper) ($.50 estimize) ($.49 wall street)

The last 4 quarters of earnings releases

Get your dumbells and pump some iron today and lets get physical and make some mola in the trading room.

See you there.

UPDATE: next day… yeah – SMELL THOSE STINKY FEET.

We really had this one dialed in for a cool 29% PROFIT. Yeah, I am not kidding. Here is what we said in our jump report;

—————————-> GO SHORT

“ANALYSIS: StockJumpers trajectory analysis reveals a beat (slightly) on the EPS numbers and revenue may be in-line. However, we see the stock dropping post-release based on other metrics possibly same-store sales and future guidance which may be weaker than expectations. The stock may be in overbought territory and that is why we are not optimistic of a pop today.

We are overall SHORT for the event – but expecting an initial move up end of day before the release.”

Well – without bragging too much like Donald Trump. THAT IS EXACTLY WHAT HAPPENED. Cha-Ching one of the largest easiest jumps of all time.

(And, a little sauce for the goose… our SNAP trade which was [TEAM] we got a nice 10% on top of it.)

—————————–

Sketchers: Smell The Money, After All – The Analysts Are Upbeat About The Feet.

Today we play Sketchers (SKX). And what fun we will have trading their earnings release in a few hours. Looking at the chart this morning what strikes me. Unless they report stellar numbers the price is too high. We traded the s__t out of them last fall on a 42% jump that we had dialed in and rode on the heels of the pop in February. The question today is can it keep going.

Here is what Jim Cramer has to say…. Skechers SKX : “I think Skechers is doing well. I happened to particularly like that Tony Romo ad. I’m not kidding. I think it’s really good. Skechers is doing fine. I think that the boys who run that company have done a good job. They’ve weathered a lot.”

Oh my.. and they gave this guy a TV show. The key metric today will be same-store sales and how the future looks, assuming they beat.

This was taken outside the store in the USA’s largest mall in Minnesota. The Mall of America. You get lost inside just trying on a pair of shoes.

Get Your ‘SKX’ Jump Report Here
Skechers U.S.A., Inc. (SKX) will be posting its FQ1-18 quarterly earnings results today at close. [SKX] is expected to post earnings of $.75 per share on revenue of $1198 Million. In the last quarter, the company reported $.21 earnings per share BEATING the analysts’ consensus estimate of $.13 The stock is currently trading at $41.98 per share.

Last 3 Quarters – “Jump Zone” Move: 11.91%, 42.86%, -6.18%

Consensus Estimates: ($.78 whisper) ($.79 estimize) ($.75 wall street)

The last 4 quarters of earnings releases

Tie up your laces and let’s go for a run on this one. We have some catching up to do on this weeks performance, which has not been up to our standards.

See you in the trade room.

UPDATE: next day… yeah – SMELL THOSE STINKY FEET.

We really had this one dialed in for a cool 29% PROFIT. Yeah, I am not kidding. Here is what we said in our jump report;

—————————-> GO SHORT

“ANALYSIS: StockJumpers trajectory analysis reveals a beat (slightly) on the EPS numbers and revenue may be in-line. However, we see the stock dropping post-release based on other metrics possibly same-store sales and future guidance which may be weaker than expectations. The stock may be in overbought territory and that is why we are not optimistic of a pop today.

We are overall SHORT for the event – but expecting an initial move up end of day before the release.”

Well – without bragging too much like Donald Trump. THAT IS EXACTLY WHAT HAPPENED. Cha-Ching one of the largest easiest jumps of all time.

(And, a little sauce for the goose… our SNAP trade which was [TEAM] we got a nice 10% on top of it.)

—————————–

Sketchers: Smell The Money, After All – The Analysts Are Upbeat About The Feet.

Today we play Sketchers (SKX). And what fun we will have trading their earnings release in a few hours. Looking at the chart this morning what strikes me. Unless they report stellar numbers the price is too high. We traded the s__t out of them last fall on a 42% jump that we had dialed in and rode on the heels of the pop in February. The question today is can it keep going.

Here is what Jim Cramer has to say…. Skechers SKX : “I think Skechers is doing well. I happened to particularly like that Tony Romo ad. I’m not kidding. I think it’s really good. Skechers is doing fine. I think that the boys who run that company have done a good job. They’ve weathered a lot.”

Oh my.. and they gave this guy a TV show. The key metric today will be same-store sales and how the future looks, assuming they beat.

This was taken outside the store in the USA’s largest mall in Minnesota. The Mall of America. You get lost inside just trying on a pair of shoes.

Get Your ‘SKX’ Jump Report Here
Skechers U.S.A., Inc. (SKX) will be posting its FQ1-18 quarterly earnings results today at close. [SKX] is expected to post earnings of $.75 per share on revenue of $1198 Million. In the last quarter, the company reported $.21 earnings per share BEATING the analysts’ consensus estimate of $.13 The stock is currently trading at $41.98 per share.

Last 3 Quarters – “Jump Zone” Move: 11.91%, 42.86%, -6.18%

Consensus Estimates: ($.78 whisper) ($.79 estimize) ($.75 wall street)

The last 4 quarters of earnings releases

Tie up your laces and let’s go for a run on this one. We have some catching up to do on this weeks performance, which has not been up to our standards.

See you in the trade room.

2 Questions For You – Pier-1 (PIR) Reports in a few hours. How will this troubled retailer do today….?

Can you pocket a cool 20% either way? Of course you can. Here’s why…

Remember last quarter? We traded PIR short and it dumped 33%. We made a ton off of this dog, because we had the data. It wasn’t inside trading… as thats illegal. What we had was better. Our trajectory analysis study which dialed in the move perfectly.

So what’s in store for this store today? That is the question.

Well its trading at a 41% discount, so any good news here and it will pop big. But the fundamentals are in question and they need a beat and nice clean forward guide. And though the value investors will be looking closing today for a bargin, the folks at StockJumpers dig way deeper though the piles of info clutter for the real truth. After all – what we care about is what the sentiment is TODAY – not tomorrow.

Here is how we have it dialed in.

Get Your Jump Report Here

This looks like a junk store now. But at one time – this was a high-flyer in the specialty retail space. Its trading today for just 3.50/share. A penny stock But will today’s news be a turnaround as management heals its wounds and offers dramatic plans for a revival of its core biz… or more of the same? Stay tuned.

Get Your ‘PIR’ Jump Report Here
Pier 1 Imports, Inc. (PIR) will be posting its FQ4-18 quarterly earnings results today at close. [PIR] is expected to post earnings of $.19 per share on revenue of $538 Million. In the last quarter, the company reported $.09 earnings per share BELOW the analysts’ consensus estimate of $.12 The stock is currently trading at $3.37 per share.

Last 3 Quarters – “Jump Zone” Move: -31.33%, -11.33%, -14.31%

Consensus Estimates: ($.20 whisper) ($.19 estimize) ($.19 wall street)

The last 4 quarters of earnings releases

In the market for some incense and and nonsense to today. Surely not… but I love trading PIR – cause of all that green it produces. See you in the Trade Room – with bells on

ADTRAN Invented a New Cloud Based Modem That May Transform The Home Wireless Internet Biz. Will It Jump Big Today?

This leading provider of next-generation open networking solutions, \announced its new cloud-managed whole home mesh Wi-Fi solution, which provides ubiquitous coverage, automated Wi-Fi performance enhancements and improved security.

And the timing could not be better… with their earnings release today.

But is this just a cover for more bad news (losses) or will they beat expectations and show a positive forward look to boot?

Up or down 12% that’s how it will unfold today. We have it dialed in here

Get Your Jump Report Here

ADTRAN Launches Cloud-Managed Residential Wi-Fi Solution Powered by Enterprise-Class Technology
“Consumers will see a dramatic improvement in how their Wi-Fi performs throughout their home—Wi-Fi that just works,” ADTRAN Wi-Fi Technology and Strategy Manager Ken Fernandes said. “We’re bringing ADTRAN’s proven enterprise-class technology to resolve new challenges in the home around coverage, interference and capacity.”

But what is today’s performance is what matters. Will they beat? StockJumpers has it dialed in..

Get Your ‘ADTN’ Jump Report Here
ADTRAN, Inc. (ADTN) will be posting its FQ1-18 quarterly earnings results today at close. [ADTN] is expected to post earnings of $-.15 per share on revenue of $126 Million. In the last quarter, the company reported $.05 earnings per share ABOVE the analysts’ consensus estimate of $-.04 The stock is currently trading at $15.55 per share.

Last 3 Quarters – “Jump Zone” Move: -4.61%, -7.11%, 10.48%

Consensus Estimates: ($-.16 whisper) ($-.11 estimize) ($-.15 wall street)

The last 4 quarters of earnings releases

A competitive business for sure… but expectations are lower today. So will they pop. Come see me in the Trade Room at 3:30 EST. We will make 12% on this one.

Note To Self:
ADTRAN Earnings Call
When: 9:30 a.m. Central Time on Wednesday, April 18, 2018
Where: www.adtran.com/investor