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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.

China Lodging Goes Parabolic As Profits Soar

China Lodging (HTHT) has more than doubled this year as profits have grown at a rate of 65% in 2016 & 2017. But after a parabolic run the stock's too high.

Grubhub is Flying High While Signing Deals

Grubhub (GRUB) has been a big winner this year as it's signed up new restaurant chains, signed a partnership with Groupon, and acquired Yelp's Eat24 business.

Illumina Breaks Out On Strong NovaSeq Demand

Shares of Illumina (ILMN) broke out and went into All-Time high territory after the company said demand for its new NovaSeq machine has been solid.

Tesla Up As China Set to Ban Gasoline Cars

Tesla (TSLA) jumped 6% today on news China will set a timeline to eliminate gasoline powered vehicles. With the stock close to breaking out, let's take a look.

Financial Engines Down As Stock Market Rises

Financial Engines (FNGN) helps people manage their retirement through 401k plans. But FNGN is down while the market is up. Strange. I think the stock's a good value.

Amazon’s Aggressive Spending Limits Taxation

As Amazon's (AMZN) invests to grow its business, the company reduces the amount it pays in taxes, giving AMZN even more money to invest and grow with.

MasterCard At All-Time Highs on Intl Growth

MasterCard (MA) stock is at All-Time highs as International growth helped to push profits up 15% last qtr. But with a P/E of 30, this stock has a high price.

Hurricane Season Could Help Tractor Supply

Tractor Supply (TSCO) has been down-and-out for the past year. Now with hurricane season in full effect, TSCO could beat lowered expectations this qtr.

Is Paycom Software’s Growth Slowing?

Slowing growth is often the death knell of great growth stocks, and Paycom Software (PAY) just delivered the slowest growth since it went public.

ServiceNow is Like a Younger Salesforce.com

ServiceNow (NOW) is one of the world's fastest growing software companies. It reminds me a lot of Salesforce.com. But NOW has a P/E of 94, which makes it high to buy.

Apple Set to Increase Profit Growth With New iPhone

Apple (AAPL) is expected to debut its new iPhone 8 on September 12th. That should be good for profits. Also, service revenue is becoming a bigger piece of the AAPL.

Is the Auto Parts Industry Doomed?

O'Reilly Automotive (ORLY) has tanked after it reported earnings the past two qtrs. The P/E is now just 17, way below the 28 it used to be. But is this industry done?