I'm also short CMT and UVE .... just joined you and Hweb in the STS short ... sure looks like good risk/reward at $18+. Backlog flat y/y, the sector is in a cyclical downturn, yet the stock is up 125% y/y.
CYBE now seems to be popping this afternoon on the buy reiteration before the open. Weird. Hey ramp it up right into earnings next Tuesday. Expectations will be so incredibly high that even a good report might spark a 'sell the news' event. And any weakness in Q3 results or Q4 guidance could result in a drop below $20. Adding to my short position.
Ever look at LNTH? Can't believe momo traders chasing this one over $9 again. Right before the company reports a flattish comp at best in 2 weeks. Zero growth and horrible balance sheet. Great short here imo.
STS report tonite should be interesting. They should have a favorable earnings comp. Guessing earnings could be .25/share vs. .16/share last year. Management has done a nice job improving margins. But revenues probably flattish. And guessing backlog will be flat to down with monthly truck orders cooling off in recent months. Think the commentary will be more cautious as well. Not sure what the stock does, but I'm guessing it drops.
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