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David Sharek

David Sharek is stock portfolio manager and CEO of DavidSharek.com. David believes a company's profits ultimately drive the price of its stock. His book The School of Hard Stocks can be found on Amazon.com.

This 15% Grower is Worth 30 Times Earnings

Expeditors International (EXPD) is a 15% grower over the long-term, yet the stock is worth 30 times earnings. Here's why -- and where I would like to buy the stock.

Climbing Back

Bridgepoint Education (BPI) stock looks like a roller coaster. After getting creamed last summer, the stock is now showing signs of coming back. If BPI can earn a P/E of 12 this stock could go from $20 to $30 this year.

Jeffries Thinks MR is a Buy?

Today, Jefferies initiated Mindray Medical (MR) with a Buy and a $31 price target. I think the analyst needs to look into MR's history.

Good Growth Coming

MasterCard (MA) looks like one of the best Financial stocks to own in 2011 as the low P/E of 14 and good profit growth ahead give this stock solid upside in both 2011 and 2012 -- you just have to deal with the politics.

Business Has Never Been Better

Catalyst Health Solutions' (CHSI) business has never been better. The company just said revenues could climb 30% in 2011. With a P/E of 20 and expected profit growth of around 30%, this stable stock has ample upside.

First Niagara is a Major Player

First Niagara Financial Group (FNFG) is a major player in regional banking. Just this year its moved from being a top 35 bank in assets to a top 25 bank. What I really like aout FNFG isn't what it is, its where it is.

The Sweet Spot

Cognizant Technology Solutions (CTSH) is in a sweet spot in technology spending that should continue to fuel profit growth and revenue growth of 20% or more in 2011.

Turned the Corner

Joy Global (JOYG) makes the big machines that mine raw materials from the ground. Think coal, copper, iron ore, oils sands, gold, silver -- these materials are in heavy demand and it takes heavy machinery to feed the enourmous demand. But as you can see from the numbers, this stock is good-not-great, so I'll keep it on my radar for now.

Show Me the Money

Rovi (ROVI) has a slow quarter coming up, but that hasn't hurt the stock. New cable subscribers and lackluster TV sales will hamper profits this quarter, but opportunities over the internet keep the stock rising.

LRN is Learning

K12 (LRN) missed estimates last quarter and had its 2011 outlook lowered. Yet management patted itself on the back in its earnings release. Management still has some learning to do.

Oh, What a Life

Herbalife (HLF) has had a good life this year. Opening the year around $40, the shares have had a nice ride to $70. Since Retail & Restaurants is the best sector right now, the shares could keep going higher. Here's how much:

Hey look at me! I’m going up — and out!

Strayer Education (STRA) is trending up instead of down. I think the stock is getting relief from the vicious selling that's happened in the Education sector. I'm going to use the strength to sell my position in STRA. Here's why...