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CASE STUDIES

Why Did the Top Bank Executive Leave?
No one at the bank would explain. Within two days, OnCall Research not only discovered where the EVP had relocated, but...
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Families Flocked to the Movies During the Recession, We Pounced on Cinema Stocks.
Going to the movies has never been more popular as 3-D technology and improved customer service at new cinemas brought in more profits.  We studied a basket of cinema related companies and recommended Cinemark at $9.50 and IMAX at $12.  The rest is movie history.

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When the First Lady Chose Their Sweaters, We Chose Their Stock.
The mall outside Boston was a ghost town except at J. Crew.  We got critical information on
 J. Crew JCG and called for a buy at $18 in May 2009 and a sell to take profits at $46 by year end.

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Ah!  That Stretch Feels So Good!
Lululemon Athletica LULU was selling out of their stylish, high tech athletic apparel at full price when other stores were empty.  We called a buy in May 2009 at $8 on this coveted apparel and a sell to take profits at $42.

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What Floats Your Boat?
We have followed West Marine WMAR for almost 20 years through hurricanes and recessions.  West Marine thrived when Boater’s World closed. West Marine was getting their business ship-shape during the Recession.

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Apple Was Shining When All the Other Stores were Dark.
Anyone could pick Apple at $195 a few months ago, but we said buy, buy, buy when  AAPL was less than $100.  The Apple Store was packed with everyone from toddlers to savvy seniors even when the Recession was at its deepest .

 

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Principals

 

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