Action to Take: Buy Shares of MRCY

Action to Take: Buy Shares of Mercury Systems (MRCY)  On February 6, after the market closed, Mercury Systems (Nasdaq: MRCY) reported earnings for its second quarter 2024 fiscal year – for the period ending December 2023.  As is often the case with companies in a turnaround mode, the results were not good. In fact, company
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Action to Take: Sell Catalent at a Profit

On February 5, drug manufacturer Catalent (NYSE: CTLT) announced it would sell itself to Novo Nordisk (NYSE: NVO) for $63.50 per share in cash – about $11.5 billion in total.  This share price is a 17% premium to the prior closing price of $54.51 on Friday, February 2, and an increase of 40% since we
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This Is Spinal Tap

In this issue, we focus on a medical-device company that specializes in both orthopedic and spinal products used by doctors and surgeons across the globe. A mismanaged merger and other changes in strategy have sent the stock to record lows. Now, with an activist investor involved, we see good things happening for this company.
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An Under-the-Radar Defense Giant Set to Soar Higher

War is a growth industry in today’s world – in Ukraine, the Middle East, and many other fronts. The company we recommend in this issue is a key player in supplying defense technology including drones, fighter jets, and light tactical vehicles.
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