Allot Communications Ltd. (ALLT)
think about the internet, networks, bandwidth and mobile, Allot is one
companies that probably not what comes to mind first, but their
services play an integral part in how we are using all of them.
You also may
have a distain for companies like ALLT because they are the folks who
technology track, meter and somewhat enforce bandwidth
As consumers are surfing the web on their
mobile devices, Allots’ solutions monitor, route and record details for
providers like AT&T, Verizon and others to manage traffic per
per subscriber, per cell, per service plan, and according to local
streaming video and IM traffic grow, so does potential business for
Allot. “Deep packet inspection technology” or Allots’
“Dynamic Actionable Recognition Technology” (DART) allows carriers to
what programs and services being used by consumers are sucking up
bandwidth. Carriers in turn, can optimize
networks and charge you for what you use.
They say it’s better for all, but at the end of the day, consumers’
usage is being capped and carriers are making more money, I wouldn’t
The days of
wireless, unlimited bandwidth usage are going away (for the time being
least) and just about every American carrier has now moved to pay per
platforms as opposed to flat fee for unlimited usage.
& Recent Developments
Allot is a
small-cap (663 million mar-cap) based in Israel. Because the company is
small, its analyst coverage is limited to only 2. In its most
recent report, the company
reported 12 cents per share in earnings compared to the Zacks Consensus
of 10 cents.
internet company saw year over year sales growth of almost 36% on $77.8
in total 2011 sales and a Quarterly sales increase of roughly
They are currently trading at 45 times
finally moved into positive territory for ALLT. Expectations are for
to earn 10 cents when they report quarterly earnings on May 8th
(est). Analyst targets have been steady over the past month or
Zacks Analysts also rate the stock as a
For those who
are open to more speculative investments, ALLT may be a company to
trading around $22.75 per share, ALLT has outpaced the S&P 500
over the past year and outperformed the broad market by over 20% in the
Volume is on
the light side, but the stock remains firmly above its 50 and 200 day
of $18.23 and $15.46 respectively.
Week's Momentum Zacks Rank Buy Stocks:
created a lifestyle and in my mind, they were the original social
network. Harley owners and other bikers shared a common
transcended culture, social status, gender and
ethnicity. Over the
past two decades, Harley has expanded its appeal beyond the middle
circles that made it famous. Yuppies and younger, hipper,
have stepped up and put a Harley in their garage. If you look
prices of their bikes and accessories, it’s a wonder that the middle
could ever afford one. Many of their showrooms rival some of
expensive automotive brands in the world in their layout, décor and
But even with
a favorable cultural shift, the past couple years have been a bit rough
company. Just recently they made cuts to their hourly
shutdown one of their plants in Wauwatosa WI. Earlier this
50 years as head of styling, Willie G. Davidson, who is also the
founder of William A Davidson, stepped down.
For a diehard
Harley fan and owner like me, one has to wonder what the effect will be
Harley lineup with Willie G. gone. I think that they will not
continue to produce quality and consistency in their machines, but
will begin to explore some unique designs that are still true Harleys
Fads come and
go, but Harley remains tried and true to its roots in many
ways. You may
have a chopper, bobber or custom bike, but for most of us who ride,
long distances; there is nothing like a Harley. I believe their
story is one to watch as is the fact that the “chopper” fads are
steering more customers to Harley’s new, aggressive designs.
Cost Plus (aka World Market) operates 258 stores nationwide that offer
eclectic mix of everything from exotic (but economical) furnishings to
and foods from around the world.
Last time CPWM hit the Zacks Rank #1
buy list on January 24, 2011 it was
a $12 dollar stock; fast forward less than two months and the
up 50%, now trading close to $18 after hitting a 5 year high of $18.66.
In January my focus was on World
Market’s unique positioning, growth
prospects and expansion. I also saw analysts moving their estimates
ahead of the earnings report which can be one of the best indicators if
is going to maintain momentum.
All of these factors combined made
CPWM a solid Zacks Rank Buy
candidate. The retailer delivered those anticipated bullish
March 22nd, beating Zacks Consensus Estimates and sending shares
The question now is whether this momentum can continue?
After pounding a couple pints of your favorite beer, the stresses of
modern day society may seem just a little bit less severe.
Anheuser-Busch InBev’s most recent earnings report and outlook, it
the world might be doing just that. It’s also the choice of much of the
class and beer is, after all, the original social network.
Anheuser-Busch InBev claims anyway).
According to the Beer Institute, (yes
there is such a thing) sales of the
hoppy beverage rose more than 2% globally in 2011. Total
sales for the
year came in at $98 billion here in the US.
Americans are the
global kings of beer consumption compared to wine and hard
Nielsen research noted that the rise
in sales revenue is coming largely
in part by the high-end beer business. The sale of imports, crafts and
above-premium beers sold “off-premises” was up nearly 3 percent.
It may be a good thing that “The King
of Beers” joined forces with Inbev
in 2008 because much of the growth is coming from “local” and “craft”
beers. Some of the major US brands (like Bud Light, Coors and
actually losing market share as consumers’ tastes change.
however has been gained some international love and so have shares of
is on a
roll. New store openings and a strong brand are pushing shares of this
Rank (Strong Buy) into new territory.
Cabela's is a specialty retailer of
hunting, fishing, camping and outdoor
merchandise. You may know it from its big log cabin stores. It operates
stores in the United States and 2 in Canada. The company also has a
order and Internet business.
Cabela's also issues Cabela’s CLUB
Visa credit card, which is its primary
customer loyalty program. It is operated through a wholly-owned
World's Foremost Bank.
A Levy is the Momentum Stock
Strategist for Zacks.com. He is also the Editor in charge of the
Whisper Trader Service.