nathan Hamilton

Liquidity Services's share price in 2014 relies heavily upon a DoD surplus contract that expires in February. If not renewed, the company stands to lose 30% of its business to competitors. A contract win could be the event that alleviates concerns over Liquidity Services's growth trajectory.

EIA forecasts continue to support natural gas as a cheap alternative to crude oil, thus providing a backdrop for growth among players developing natural gas infrastructure. What does this mean for companies tied to the fate of natural gas or automakers like Ford?

Texas Railroad Commission data for drilling activity, permits, and oil-field discoveries points to a slowdown in Eagle Ford drilling from 2013's elevated levels. While true, major players in the Eagle Ford with large acreage positions have significant runway to continue drilling at current levels.

Potbelly's store growth is outpacing the industry with elevated restaurant-level margins supporting further expansion nationally. Although store growth will continue, investors are fairly valuing shares currently as same store sales are underperforming peers.

Sometimes the reality of an outcome is far different from what our perceptions would tell us. Such is the case with The ADT Corporation (NYSE: ADT) and the perceived effects that new market entrants are having upon its operations.