John Ransom

Welcome to John Ransom’s Stocks in the News where the headlines meet the trendlines.

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Stock number one: Liberty Global plc

Pace recovers from supply chain disruptions—FT.com

Pace, the set-top box maker, has reported double-digit earnings growth over the past year as the company recovered from disruptions to its supply chain caused by floods in Thailand and the Fukushima nuclear disaster in 2011.

But the company’s long-term prospects could be affected by the rise of so-called “cord cutters” – people who abandon their set-top boxes and cable subscriptions to instead watch shows on the internet.

Buyers of Pace’s hardware include Comcast, DirecTV and Liberty Global.

Symbol: LBTYA

Trailing PE: NA; Forward PE: 22

PEG: 25.78

Dividend: NA

Estimate Trend: Flat

Ransom Note Trendline: Avoid Liberty Global

LBTYA Chart

LBTYA data by YCharts

Stock number two: INSYS Therapeutics, Inc.

Insys Therapeutics announces three-for-two stock split—Fly on the Wall

The Insys Therapeutics board has approved a three-for-two stock split of its common stock to be effected through a stock dividend. The record date for the stock split is the close of business on March 17, with share distribution scheduled for March 28.

Symbol: INSY

Trailing PE: 17.38 Forward PE: 43.22

PEG: 2.51

Dividend: NA

Estimate Trend: Flat

Ransom Note Trendline: Hold Insys

INSY Chart

INSY data by YCharts

Stock number three: FuelCell Energy Inc.

FuelCell Energy (FCEL) Catches Eye: Stock Rises 11.3%- Zacks

FuelCell Energy Inc. (FCEL) was a big mover last session with its shares rising over 11% on the day. The move came on solid volume too with far more shares changing hands than in a normal session. This continues the recent uptrend for the company, as the stock has gained nearly 54% in the past one-month time frame.

This alternative energy provider has seen no estimate revision in the last 7 days. The Zacks Consensus Estimate has also remained unchanged over the same period. Yesterday’s rally is encouraging though, so make sure to keep a close watch on this firm in the near future.

Symbol: FCEL

Trailing PE: NA; Forward PE: NA

PEG: -1.60%

Dividend: NA

Estimate Trend: Flat

Ransom Note Trendline: Avoid FuelCell Energy

FCEL Chart

FCEL data by YCharts


John Ransom

John Ransom’s writings on politics and finance have appeared in the Los Angeles Business Journal, the Colorado Statesman, Pajamas Media and Registered Rep Magazine amongst others. Until 9/11, Ransom worked primarily in finance as an investment executive for NYSE member firm Raymond James and Associates, JW Charles and as a new business development executive at Mutual Service Corporation. He lives in San Diego. You can follow him on twitter @bamransom.


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