Take a look at the futures right now. Dow off about 30 points. NASDAQ off about 13 points. The S&P 500 off just about four points.Joining us right now is uh Kevin M uh president and chief investment officer of uh Hennian and Walsh Asset Management. Good morning to you, sir. >> Good morning, Andrew.>> Okay, so here we are on Christmas Eve. What What do we think 2026 could possibly look like. >> Yeah, what a year this has been, right.41 record closes for the S&P 500, a total return of just over 18%. And we re ...

Core Viewpoint - Qualstar Corporation plans to reincorporate from California to Nevada and execute a 3:1 stock split, which has been approved by the Board of Directors and approximately 77.9% of shareholders [1][2]. Group 1: Reincorporation Plan - The reincorporation plan has received approval from the Company's Board of Directors and shareholders holding about 77.9% of the outstanding shares, meeting the requirements under California law [2]. - Shareholders who did not support the conversion have the right to dissent and can receive the appraised fair market value of their shares in cash, provided they follow specified procedures [2]. - If dissenting shareholders exceed 1% of the outstanding shares, the Board may choose to abandon the reincorporation [2]. Group 2: Implementation Timeline - A Notice detailing the plan of conversion will be mailed to shareholders on December 12, 2025, outlining the differences between California and Nevada corporate laws and the dissenters' rights [3]. - The reincorporation will take effect upon filing the necessary documentation with the Secretaries of State of California and Nevada, expected around January 12, 2026, unless the Board decides to abandon the plan [4]. Group 3: Company Overview - Qualstar Corporation, established in 1984, specializes in manufacturing and marketing data storage systems and high-efficiency power solutions [5]. - The data storage systems, marketed under the Qualstar™ brand, include scalable automated magnetic tape libraries designed for electronic data management in network computing environments [6]. - The power solutions, marketed under the N2Power™ brand, offer OEM designers enhanced functionality while minimizing thermal loads and operating costs across various markets [7].

Pioneer Power Solutions, Inc. (NASDAQ:PPSI) is one of the best EV charging stocks to buy now. On November 14, H.C. Wainwright reiterated a Buy rating on Pioneer Power Solutions, Inc. (NASDAQ:PPSI) and kept the price target on the stock unchanged at $12. According to the analysts, Pioneer Power Solutions (PPS) is likely to experience massive revenue jumps over the next decade, backed by steady demand in power solutions for EVs, fleets, and data centers. Other factors cited by the firm include smart moves li ...

Core Viewpoint - Eaton is well-positioned to benefit from the growing demand for electrical and cooling solutions driven by the rapid buildout of data centers, particularly in the context of artificial intelligence [1][12]. Company Overview - Eaton provides essential electrical solutions globally, focusing on products such as circuit breakers, switchgear, transformers, and power distribution units, which are crucial for managing electricity in various sectors including commercial factories and data centers [3]. - The company also serves the aerospace industry and automakers, supplying components that enhance fuel efficiency and support electric vehicle development [4]. Market Demand and Growth - The demand for data centers is a significant growth driver for Eaton, with orders in the data center vertical increasing by 70% in Q3 compared to the previous year [7]. - Eaton's backlog in the Electrical Americas segment reached a record $12 billion in Q3, reflecting a 20% increase year-over-year, indicating strong demand across its segments [6]. Strategic Acquisitions - To capitalize on the growth in data centers, Eaton announced a $9.5 billion acquisition of Boyd's thermal business, which is expected to generate $1.7 billion in sales next year, representing a 70% year-over-year growth [8][9]. - The acquisition aims to enhance Eaton's capabilities in providing cooling solutions for data centers, leveraging Boyd's expertise and existing relationships with major chip manufacturers [10]. Future Outlook - The company anticipates continued growth driven by data centers, distributed IT, and electric vehicle markets, with expectations of double-digit growth over the next several years [12]. - Eaton is expanding its domestic manufacturing capabilities by increasing production capacity across 12 facilities to meet the rising demand and fulfill its backlog [11].

Core Insights - Clear Blue Technologies International Inc. reported significant financial growth in Q3 2025, with new bookings increasing by 682% and revenue rising by 158% compared to Q3 2024 [3] - The company anticipates stronger demand in the telecom sector due to larger-scale customers executing their 2026 roll-out plans [2] - Clear Blue has secured a repeat order worth $1.5 million from iSat Africa, expected to ship over the next two quarters [3] Financial Performance - Q3 2025 new bookings were $745,175, up from $95,277 in Q3 2024 [3] - Q3 2025 revenue reached $953,972, compared to $369,297 in Q3 2024, driven by increased North American lighting activity [3] - Recurring revenue for Q3 2025 was $164,032, a 60% increase from $102,686 in Q3 2024 [3] - Gross Profit for Q3 2025 was $352,574, an increase of 108% from $169,323 in Q3 2024, with a gross margin percentage of 37% [3] - Year-to-date bookings as of September 30, 2025, were $4,203,699, a 192% increase from $1,441,444 in the same period in 2024 [3] - For the nine months ended September 30, 2025, revenue was $3,139,229, a 43% increase from $2,192,540 in the previous period [3] Management Commentary - The CEO of Clear Blue expressed confidence in achieving improved financial results in the coming year through revenue growth with key commercial partners and ongoing expense management [2][4] - The company identified an opportunity to reduce operating expenses by approximately $200,000 in 2026 through cloud software license cost optimizations [3] Private Placement - Clear Blue closed an initial tranche of a non-brokered private placement, raising $300,000, with plans for further tranches [4][5] - The offering involved issuing 6,000,000 units at a price of $0.05 per unit, with each unit consisting of one common share and one warrant [5] - The net proceeds from the offering are intended for sales, business development, and working capital [5]

Core Insights - Clear Blue Technologies International Inc. will provide a corporate update and report its financial results for Q3 2025 on November 26, 2025, after market close [1] - A conference call is scheduled for November 27, 2025, at 11:00 a.m. Eastern Time to discuss these developments and the outlook for 2026 [1] Company Overview - Clear Blue Technologies specializes in Smart Off-Grid™ power solutions for critical infrastructure, including telecommunications, IoT, and street lighting [2] - The company's technology focuses on cost savings, predictive maintenance, and reliable power in remote or challenging environments [2]

Core Viewpoint - Pioneer Power Solutions, Inc. (PPSI) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Stock Ratings - The Zacks rating system is based solely on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The Zacks rating upgrade reflects an optimistic earnings outlook for Pioneer Power Solutions, which could lead to increased buying pressure and a rise in stock price [4][6]. Impact of Earnings Estimate Revisions - Changes in future earnings potential, as shown by earnings estimate revisions, are strongly correlated with near-term stock price movements, particularly due to institutional investors' reliance on these estimates for fair value calculations [5]. - Rising earnings estimates and the subsequent rating upgrade suggest an improvement in Pioneer Power Solutions' underlying business, which should encourage investors to drive the stock price higher [6]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [8]. - The upgrade of Pioneer Power Solutions to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [11]. Recent Earnings Estimate Trends - For the fiscal year ending December 2025, Pioneer Power Solutions is expected to earn -$0.60 per share, showing no year-over-year change, but the Zacks Consensus Estimate has increased by 3.2% over the past three months [9].

Core Insights - Clear Blue Technologies is showcasing significant progress in its Clear Blue 2.0 initiative, focusing on revenue growth, achieving positive Adjusted EBITDA, and cash generation as it enters 2026 [2][7]. Financial Performance - Preliminary Q3 2025 revenues were approximately $953,972, representing a 158% increase compared to the same period last year, while revenues for the nine months ended were $3,139,229, a 43% increase [13]. - Adjusted EBITDA for Q3 2025 was approximately ($332,264), showing a 54% improvement year-over-year, and year-to-date Adjusted EBITDA was approximately ($944,159), reflecting a 47% improvement [13]. - The net loss for Q3 2025 was approximately $789,437, a 50% improvement compared to the same quarter last year, and year-to-date net loss was approximately $1,174,335, representing a 71% improvement [13]. - Operating expenses for Q3 2025 were approximately $861,614, a reduction of 36% year-over-year, and year-to-date operating expenses were $2,809,421, a 26% reduction [13]. Order Bookings and Revenue Composition - As of November 18, 2025, order bookings totaled $5,734,699, a 161% increase compared to $2,196,669 for the entire 2024 calendar year [6][13]. - Recurring Energy-as-a-Service fees accounted for $1.2 million of the bookings, indicating a shift towards more stable, contracted revenues [6]. - The average recurring revenue component increased from 6% of new orders in 2024 to 20% in 2025, enhancing long-term growth potential [13]. Strategic Developments - Clear Blue has reduced debt levels and operating costs while building sales traction, creating a foundation for future growth [3][7]. - The company has entered full commercialization of its four product lines (Pico, Nano, Micro, Lighting) as R&D spending decreases [4]. - Key partnerships with organizations such as Eutelsat Group and Cooper Lighting are expected to drive market traction and order volume [5][8]. Future Outlook - The company anticipates that 2026 will present opportunities to leverage a growing sales pipeline and improve financial performance, supported by restructuring efforts and favorable market conditions [7][8]. - The Canadian government's proposed budget includes an enhanced SR&ED tax credit rate of 35%, which could provide significant cash flow to Clear Blue in 2026 [8].

Core Viewpoint - Power Solutions International (PSIX) shares experienced a significant decline of approximately 30% following the Q3 2025 earnings report, indicating a volatile market reaction to the company's financial performance [1]. Company Summary - The company had previously received a strong buy recommendation, highlighting a shift in sentiment following the earnings report [1]. - The focus on uncovering high-upside opportunities in overlooked sectors, particularly small-cap, energy, and commodities, suggests a strategic emphasis on niche markets [1]. Investment Strategy - The investment strategy employed is based on the CAN SLIM framework, which incorporates fundamental momentum indicators such as Earnings Per Share (EPS), Return on Equity (ROE), and revenue growth [1]. - Additional methodologies include price-volume confirmation and macroeconomic filters, indicating a comprehensive approach to investment analysis [1]. - The use of econometric tools like GARCH and Granger causality reflects a sophisticated understanding of risk and market cycles [1]. Market Positioning - The analysis emphasizes the importance of building conviction across technicals, fundamentals, and catalysts, suggesting a multi-faceted approach to investment decisions [1]. - The focus on areas where the market may be mispricing opportunities indicates a contrarian investment philosophy [1].

Core Insights - Power Solutions International (PSIX) has experienced significant stock volatility, with a recent decline of 8% and a further 20% drop in premarket trading [1] Company Performance - The stock of Power Solutions International has seen a notable decrease, indicating potential challenges in its market performance [1] Investment Sentiment - The current market sentiment towards PSIX appears negative, as evidenced by the sharp decline in stock price [1]