Home David Sharek

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.

Baozun Continues to Post Solid Results

Chinese Internet stocks are having a rough time in 2018, but Baozun (BZUN) continues to post solid results. Perhaps its time for a comeback?

Autohome Looks to Be a Good Buy

Autohome (ATHM) provides websites that connect car buyers & sellers in China. ATHM is down a lot from its highs, is this a buy?

Tencent’s in a Downturn as China Isn’t Approving New Games

Tencent (TCEHY) has gone from $60 to $40 as (1) Chinese stocks are down 15% this year and (2) China isn't approving video games.

Huazhu Hotels Are Still in Demand in China

Chinese hotel operator Huazhu (HTHT) stock is still growing strong even though the stock down around 35% from its highs.

NVIDIA Has a NEW Catalyst in its RTX 2000 Processor

NVIDIA (NVDA) stock soared in 2016 after the company launched its last new gaming chip, and now the company has an even better one.

Is Booking’s Growth Slowing? Apparently Not

The word-on-the-street Booking's (BKNG) growth was slowing. Apparently not. BKNG delivered 37% profit growth last qtr.

Home Depot Comes Through With a Monster Qtr

Home Depot (HD) reported profit growth of 36% last qtr, which blew away estimates of 26%. And with a P/E of 22, HD is a good buy.

Upland Software Didn’t Have a Big Beat

Upland Software (UPLD) had been beating the street by a wide margin, but missed estimates by a penny last qtr.

Alibaba’s Cost of Revenue Soars

Alibaba's (BABA) cost of revenue soared to 54% last qtr, way higher than the 35% it had last year. Here are the reasons why.

Paycom Software Continues Triple Digit Growth

Last qtr, Paycom Software (PAYC) delivered its second straight qtr of triple-digit profit growth, here's what Sharek thinks PAY is worth.

Disney Lowers Estimates, But Who Cares

Shares of Disney (DIS) dropped after the company missed/lowered earnings estimates. Who cares? The subscription service can be huge.

Square Stock Seems to be Really Overvalued

Shares of payment processor Square (SQ) seem really overvalued with a P/E of 202 -- unless you value SQ on potential.