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David Sharek

David Sharek is stock portfolio manager at Shareks Stock Portfolios and the founder of The School of Hard Stocks. Sharek's Growth Stock Portfolio has delivered its investors an average return of 18% per year since inception vs. the S&P 500's 10% during that time (2003-2020). David's delivered five years of +40% returns in his 18 year career, including 106% during 2020. David Sharek's book The School of Hard Stocks can be found on Amazon.com.

Disney Looks to Infinity and Beyond

Disney (DIS) is expected to have 2017 profits roughly in line with 2016’s as the company plans for the future with its app and Star Wars lands, which are both due in 2019.

Ball Set to Grow Profits +20% in 3-of-4 Qtrs

Packaging company Ball (BLL), the largest manufacturer of beverage cans in the world, is expected to grow profits +20% in three of the next four qtrs as it integrates Rexam.

It’s Still Too Early to Buy CVS

CVS (CVS) was a great stock for three-and-a-half decades, then slower sales and profits brought the stock down. I feel CVS will make a comeback, but not just yet.

Coke Must Be Eyeing Up Monster Beverage

Monster Beverage (MNST) is growing profits around 20% yet has an astronomical P/E of 38. Why is the stock so high? Perhaps Coca-Cola is eying the company.

Bright Horizons Continues To Move Higher

Bright Horizons Family Solutions (BFAM), an on-site employer sponsored childcare, continues to move higher (with a strong economy) as profit growth eclipses 20%.

Expect TJX’s Profit Growth To Pick Up Next Qtr

It looks to me like TJX Companies (TJX) has turned up on the one-year chart, and with profit growth expected to average 15% the next 4 qts TJX could continue higher.

Alibaba is Doing Better Than People Think

Alibaba (BABA) was big news after its IPO in 2014. Then the stock went down during 2015 and people lost interest. Today the company is doing better than people think.

Ecolab’s Profits Expected to Accelerate

Ecolab (ECL) expects growth to accelerate during the 2nd half of the year, and with reduced F/X that should help profits grow at double-digit rates.

Becton Dickinson Rallies Ahead of Merger

The merger between Becton Dickinson (BDX) and C.R. Bard is expected to close in the 4th qtr of this year, and BDX stock is rallying ahead of the big event.

Phone to Phone Payments Fueling Fiserv

Phone-to-phone (P2P) payments were up 20% last qtr at Fiserv (FISV), which operates financial software banks utilize to operate their businesses.

Alphabet’s Profit Estimates Lowered — Again

For the second time in the past year Alphabet’s (GOOGL) profit estimates got slashed. GOOGL was expected to make $40 in profits this year, now it’s looking like $30.

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