Floor & Decor is the Hottest Thing in Retail
Floor & Decor (FND) is the hottest thing in bricks & mortar retail. FND stock tried to break out this week — and failed. Let’s take a closer look at Floor & Decor and see if now’s the time to buy.
Let’s Look at JP Morgan Before it Reports Earnings
JP Morgan (JPM is set to report earnings next week, and I expect good things as the bank has beaten the street the past 4 qtrs. But, the stock is extended here. Let’s take a look at the numbers.
Facebook Claims Expenses Will Eat Into Profits
Facebook (FB) reported profits that blew past estimates, then claimed expenses would be high in 2018 and eart into profits. But they always say this, then beat the street.
Stryker Could Exceed My Expectations With Acquisitions
Shares of Stryker (SYK) are up around 30% in 2017, leaving little upside to my 2018 Fair Value. Still, continued acquisitions could lead to further gains.
LinkedIn Helps Microsoft’s Numbers Look Pretty
Investors were all giddy about Microsoft’s (MSFT) latest qtr, as sales jumped 12%. But without the help of LinkedIn, sales would have increased just 7%.
Better Profits Expected for Illumina in 2018
Illumina (ILMN) is expected to have accelerating profit growth in 2018 as its new gene sequencing system is generating momentum. But is the good news priced into ILMN stock?
Ultimate Software’s P/E Should Continue to Fall
Ultimate Software (ULTI) used to have a 65 P/E. But the P/E has been coming down the past couple of years — to 43 now — but I envision the decline continuing.
Polishing the Portfolio
My flagship Growth Portfolio is up north of 40% year-to-date, and I’m not waiting on the year to end. These portfolio’s aren’t finished. I need to do some polishing.
Domino’s Pizza Delivered 32% Profit Growth Last Quarter
Domino’s (DPZ) continues to deliver the goods as profits surged 32% last qtr. With this dip in the stock, DPZ now has 41% upside.
Mobile Payments are Boosting PayPal’s Growth
Mobile payments are increasing in popularity as people buy more things with their cell phones. PayPal’s (PYPL) Venmo app is taking a big chunk of those payments.
Apple Just Kicked it Up a Notch
Apple (AAPL) just kicked it up a notch as its profits swelled 24% last qtr. What’s more is qtrly Estimates are for 12%, 39%, 32% and 20% profit growth the next 4 qtrs.
World Economies, Lower US Dollar Helping 3M
3M (MMM) is having a barrer year. The stock is up 30% so far in 2017. But 2017’s success has left the stock extended with a valuation much higher than normal.