Oligopolies THRIVE with NVIDIA
Alphabet, Amazon and Microsoft breaking out today after reporting earnings last night. These companies dominate — other companies can’t keep up — because of NVIDIA (NVDA).
Neteast Gets Profit Estimates Slashed
Netease (NTES) just missed profit estimates, and had future estimates slashed. But Chinese Internet stocks remain hot and NTES has a P/E of just 19. Time to sell?
Regeneron Estimates Rise for the 1st Time Since 2015
Analysts had been taking down 2017 profit estimates for Regeneron (REGN) since 2015. Wow! But that all changed last qtr when REGN beat the street and numbers rose.
Weibo Still Looks Amazing to Me
Weibo’s (WB) up from $21 to $98 since I added it to the Growth Portfolio, and even after that run the stock still looks amazing to me. Here’s my full take.
Strong Worldwide Economy Boosts Priceline
With markets at their highs and economies strong around the globe, Priceline (PCLN) and its travel sites continue to see strong demand as people have money.
Global Payments is Still Under the Radar of Investors
Global Payments (GPN) provide payment solutions for credit card companies — and now small businesses. GPN is a great stock, but is under the radar of average investors.
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.