UnitedHealth is Advancing its Telemedicine Capabilities
UnitedHealth (UNH) can improve profits in the upcoming years as it improves its telemedicine capabilities.
UnitedHealth (UNH) can improve profits in the upcoming years as it improves its telemedicine capabilities.
Nike (NKE) is doing great with its digital revenue and sales in China. But is the good news already reflected in the stock?
Accenture (ACN) just had a HUGE quarter with new bookings, and that should translate to better business in 2021.
Microsoft (MSFT) had a spended qtr with 34% profit growth as the company is benefiting from digital transformation.
PerkinElmer (PKI) is making a lot of money off of COVID-19 products. Now that there’s a vaccine, profits are uncertain.
Adobe (ADBE) is growing good — 23% profit growth last qtr — but with a P/E of 44, the stock seems fairly valued here.
Dollar General (DG) is a bargain as its P/E is only 20. Our Fair Value is a P/E of 30, which is $320 a share for 2021.
Costco (COST) has a catalyst in ecommerce sales, especially groceries. Last qtr, online grocery sales jumped more than 300%.
Salesforce (CRM) is buying Slack, which is great. But most of CRM’s profits last qtr came from gains from the Snowflake IPO.
Target (TGT) has been rolling this past year. And what’s been boosting business is same-day pick-up and delivery.
Walmart (WMT) has a catalyst in ecommerce, which had U.S. sales growth of 79% last qtr. And Walmart+ is another catalyst.
TJX (TJX) reported +4% profit growth last qtr even though many stores were closed. Now, e-commerce might be a catalyst.