Catalyst Health Solutions (CHSI) just pulled off a coup, buying Walgreens’ pharmacy benefit business. Customers will rise from 7 million to 18 million — but profits estimates didn’t jump. Where’s the beef? All I see here is bun.
My new BFF has a boomin BODY.
Today I will sell Cognizant Tech. Solutions (CTSH) and Bridgepoint Education (BPI) and buy Body Central (BODY) in the Growth Portfolio. I like BODY so much that it will also replace Express Scripts (ESRX) in the Aggressive Growth Portfolio.
Chipotle (CMG) has gone from $85 to $285 in just five quarters. The P/E of 42 makes the stock expensive. You could say the run is almost over, but solid same store sales growth could push the stock even higher.
I updated my charts on Deckers (DECK) yesterday — there’s a lot of positives — and as I write this article today the stock is breaking out. Deckers stock has legs.
Cognizant Technology Solutions (CTSH) has had an almost-perfect decade, as the ten-year chart shows. But 2011 profits are expected to rise 15% and the stock is moving up like a 40% grower. This shouldn’t be happening.
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…
Earnings season is upon us, now its time to see if our stocks truly deserve the gains they made during September. Here’s my take on each at-bat. Leading off is Apple (AAPL) .
Is this the end for Strayer (STRA)? Or is it a great buying opportunity?
The Department of Education states that only 25% of Strayer graduates are paying back principle on their student loans. But Strayer is a hundred-year-old school — how can this be?