>A New York-based portfolio manager points to several pending developments that can move Cleveland Biolabs stock (NASDAQ: CBLI, $7.44). A BARDA grant is one potential near-term catalyst. Other catalysts possible later this year include the HHS issuing an RFP for an anti-radiation drug where we may learn how much the agency plans to allocate for an emergency stockpile, the company starting trials with its CBLB502 drug seeking to reduce negative side effects of radiation treatment on cancer patients, and publication of research papers.

>A New York presenter remains just as bullish on Palomar’s prospects as he was two months ago when he presented the name at one of our small cap idea forums (NASDAQ: PMTI, $14.07). He noted then that the stock had a very big and fast run up and would likely take a breather to offer an even better entry point. PMTI has dropped substantially from the $16 level, as he predicted. The presenter argues that it’s a 2-3 year story that has the potential to work well enough to double the stock price over that time.

>Craig Johnson, President, Customer Growth Partners and Chair of Roulston Research Retail Group, has recently been quoted in various media outlets, discussing the outlook for some individual companies in the retail space. He will appear on Bloomberg TV & Radio this Wednesday, March 23, in the 5:00 PM ET hour. He will be discussing retail outlook and WMT vs TGT vs Aldi in particular.

Craig Johnson is President of Customer Growth Partners of New Canaan, CT, consultants serving the retail and other consumer industries. He has three decades of experience in consumer service industries, in both senior executive and consulting roles, and has advised institutional investors and private equity participants on opportunities in the consumer discretionary sector. He is cited as an authority on retail and consumer issues in publications such as Business Week, Fortune, New York Times, The Times (London), USA Today, and the Wall Street Journal. His retail clients have included firms such as BJ’s Wholesale, Crutchfield Electronics, JC Penney, Lands’ End, Lowe’s, Perry Ellis, Simon Group, Toys R Us, Walt Disney, Westfield America and Williams-Sonoma.

>A Boston presenter shared his thoughts on Summer Infant’s (NASDAQ: SUMR, $7.05) Q4 results and outlook. He is disappointed the company’s new car seat roll-out is taking longer than expected, but is encouraged that SUMR has “cleared the desk” per the CEO in regards to one-time charges. The presenter is also apprehensive about the company’s longer-term plans to make a transformative acquisition.

>A Boston presenter recommended NETGEAR (NASDAQ: NTGR, $31.15) as a buy. This developer of networking and security products for home and small business markets is capitalizing on the growing demand for routers, switches, and security software and devices, as both consumers and small businesses are rapidly increasing their consumption and sharing of digital media. A lean business model allows the company to maintain margins in a fiercely competitive space, but NETGEAR’s higher reliability and quality remains the key to its prospects going forward. The company is led by a very experienced management team. A pristine balance sheet is another plus for potential investors. The company introduced 80 new products last year and remains a leader in innovation in this segment, with another 20 products marking their debut this quarter.

>A Boston presenter recommends shorting OpenTable (NASDAQ: OPEN, $89.11). The stock has moved close to 200% in the past year and the current valuation is based on unrealistic assumptions about the company’s growth potential, according to the presenter. There is limited competition currently, but recent entries into the space signal threats to the company’s dominance in online restaurant reservations. There are also indications that the National Restaurant Association could be considering its own reservation system as part of the membership package. Smaller establishments, which account for a vast majority of domestic restaurants, are unlikely to go with OPEN’s pricey offering.

>A New York presenter maintains a conviction short on LogMeIn (NASDAQ: LOGM, $34.87). He stresses that the number of customers the company is adding outside its main product, the Ignition application, has been declining. These customers carry more value, since the accounts generate recurring revenues, as opposed to a one-time fee the company collects for Ignition. Furthermore, Ignition reviews continue to point to free alternatives. Finally, Windows 7 has a built-in functionality duplicating what Ignition does.