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    Systems & Software

    RBC Bearings Visit With Management Confirms Strong Aerospace Growth Remains On Track

    By Lisa BoweMarch 29, 2014

    We met with RBC Bearings management on Thursday at the company’s headquarters in Oxford, CT, and came away confident that…

    Financial

    Garrison Capital Inc. Management Continues to Execute

    By Ross ShultzMarch 28, 2014

    Garrison Capital reported solid fourth-quarter results on Thursday. Net income, which includes unrealized and realized gains/losses on investments, was $0.40…

    Diversified Tech

    Williams-Sonoma, Inc. Healthy Fourth Quarter Despite Noisy Backdrop

    By Erik WitlenMarch 28, 2014

    Williams-Sonoma fourth-quarter operating EPS of $1.38 exceeded our $1.36 estimate, the $1.35 consensus, and the $1.30-$1.37 guidance. Upside reflected stronger-than-expected…

    Communications Equipment A Bright Picture for Optical – Recent Trends and Highlights From OFC 2014

    By Stefan LevyMarch 28, 2014

    We attended the annual Optical Fiber Communications (OFC) technical conference held in San Francisco this week and over the course…

    Diversified Tech

    Cbeyond Fourth Quarter in Line With Estimates as Churn Remains Elevated

    By Mike UnderwoodMarch 27, 2014

    Cbeyond’s fourth quarter 2013 revenue and EBITDA were in line with the consensus expectations. With the company’s emphasis on high-bandwidth…

    BioTech

    KaloBios Pharmaceuticals, Inc. Earnings Highlighted by Potential for Two Trial Readouts Before Year End

    By Mike UnderwoodMarch 27, 2014

    After the markets closed on Thursday, KaloBios reported fourth-quarter financial results and an update of clinical programs. While the financial…

    Diversified Tech

    Progressive Corp Adverse Development Drive Earnings Miss

    By Mike UnderwoodMarch 27, 2014

    Progressive February results were a little uneven given severe non-catastrophe winter weather and adverse development on the 2013 accident year.…

    Financial

    Mattress Firm Holdings Acquisitions Continue to Bolster Growth Amid Weak Industry Trends

    By Lisa BoweMarch 27, 2014

    Mattress Firm Holdings Corp fourth-quarter results and the underlying 2014 outlook were in line with the company’s prea-nnouncement on February…

    Diversified Tech

    United Technologies Corporation Integrating Building and Industrial Systems

    By Lisa BoweMarch 27, 2014

    United Technologies is focused on integrating Otis with Climate, Control, and Security Systems and successfully ramping up production for its…

    Diversified Tech

    Zumiez Fourth-Quarter EPS Beat Expectations but First Quarter Will Be Dampened by Markdowns

    By Thomas LarsonMarch 27, 2014

    Zumiez’s fourth-quarter adjusted EPS declined 10%, to $0.68, above guidance of $0.61 to $0.64, our estimate of $0.61, and consensus…

    BioTech

    Sonic Corp. Lowering Second-Quarter Estimate on Likely Weather Impact

    By Stefan LevyMarch 26, 2014

    Analysts are lowering the fiscal second-quarter EPS estimate for Sonic by $0.02, to $0.03, below the consensus of $0.06 and…

    BioTech

    Aratana Therapeutics Fourth-Quarter Analysis

    By Thomas LarsonMarch 26, 2014

    Aratana Therapeutics reported positive net income of $7.1 million in the fourth quarter due to a one-time $15.5 million tax…

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