Cintas (CTAS) Continues to Look Like a Low Double-Digit Grower, Profit-Wise
Cintas’ (CTAS) stock continues to grow at a rate it usually does. But with a P/E of 33, this 12%-or-so profit grower seems fairly valued.
Zscaler (ZS) Delivered Exceptional Results as Demand for Cybersecurity is Robust
Zscaler (ZS) is clicking on all cylanders as the demand for cybersecurity remains high as profit and revenue growth is strong.
Broadcom (AVGO) Relies on AI for Growth as Company Goes through Soft Landing
Broadcom’s (AVGO) would have had flattish year-over-year revenue growth last quarter if it were not for sales for generative AI.
Lululemon (LULU) Continues to Show Growth in Profits, Sales, & Profit Margins
Lululemon (LULU) is one retailer that’s still growing strong in this weak economy. Profits grew 22% last qtr on 18% sales growth.
Software Stocks Look Ripe to Rally
Software stocks with rapid revenue growth are looking like the places to be heading into the 4th quarter of 2023. Here’s five I like:
Sherwin Williams (SHW) Delivers Very Strong Results as Paint Stores Shine
Sherwin Williams (SHW) delivered profits well above expectations last qtr as Paint Stores had strong sales and raw material costs fell.
Palantir (PLTR) Stock Has Lost its Momentum as Revenue Growth Slows
Palantir (PLTR) stock has been going sideways lately as revenue growth has slowed to 13% last qtr from 18% two quarters ago.
Salesforce (CRM) Continues to Expand Margins with Huge Percentage Gains
Salesforce (CRM) enjoyed its second consecutive qtr in which its operating margin grew more than 10 percentage points.
Weakness in Retail and Higher Theft are Bringing Down Five Below (FIVE) Stock
Five Below’s (FIVE) stock has been dropping like many other retailers. But now the stock is at a good place to buy in.
GitLab (GTLB) is a Software Development App that Looks Like a Boom or Bust Stock
GitLab (GTLB) allows their customers/organizations to build and optimize software, while intensifying security along the way.
Crowdstrike (CRWD) Delivers Strong Qtr; Introduces its AI Engine: Charlotte
Crowdstrike (CRWD) delivered a strong qtr with record performance for Cloud Security, LogScale, and non-GAAP operating margin.
Slow Sales & High Theft Cause Dollar General’s (DG) Profits (and Stock) to Fall
Dollar general (DG) is having trouble with slow sales, high theft, high prices, and not enough labor. This stock is down-and-out.