Visa’s Profit Growth is Back to Normal
Visa (V) had a nice run of 20% plus profit growth as it benefited from the Visa Europe acquisition. But now the deal is more than a year old, and growth is back to normal.
BlackRock Perfectly Positioned For Today and Beyond
Investment manager BlackRock (BLK) is positioned perfectly for for today and beyond with its investment approach, that caters to ETFs, Index funds and AI.
UnitedHealth’s Momentum Continues
UnitedHealth’s (UNH) momentum continued to roll last qtr as the nation’s largest health insurer delivered 23% profit growth. Here’s my outlook for 2018.
Baidu is Trying to Be a Leader in Artificial Intelligence
Baidu (BIDU) is still getting a majority of its revenue from search engine advertising, but Baidu seems to be making strides in Artificial Intelligence. Will it succeed?
Johnson & Johnson Just Took Growth to Another Level
Johnson & Johnson (JNJ) just took sales growth and profit growth to another level — the double digit level. And with a P/E of 18 the stock is quite reasonable.
Illinois Tool is Executing on a Very High Level
Illinois Tool Works (ITW) is executing at a very high level right now, with profits are growing around 15% a qtr, and with the economy strong I see continued success ahead.
Netflix Has Got a Low P/E. By Its Standards
Netflix’s (NFLX) P/E is 85 (when we look at 2018 est). That’s low by Netflix standards. And with triple-digit profit growth expected in 3 of the next 4 qtrs, the stock’s looking good.
Constellation Brands is Having a Perfect Year
Constellation BRands (STZ) is having a perfect 2017. But qtrly profit estimates don’t look that great, and with a perfect chart pattern the stock could use some rest.
McCormick Smells Pretty Good Right Now
Shares of McCormick (MKC) have been basing for a year-and-a-half now, and I think it might be ready to make a move higher as it expands on its new Frank’s Red Hot line.
Walgreen’s is a Value Down Here
Drugstore stocks like Walgreen’s (WBA) have had a hard time winning with fears Amazon will someday ship drugs to people directly. But with a P/E of 13, WBA is a value.
Pepsico Moves Towards Non Carbonated Beverages
Pepsico (PEP) is down a bit due to the consumers’ shift away from carbonated beverages. But snack sales are strong, and Pepsico has more non-carb beverages to offer.
Investors Spooked By Trade Desk Comments
Investors got spooked after The Trade Desk (TTD) made comments about a slowdown in spending among big advertisers, specifically retail. But TTD upped guidance, as always.