I’ve given Green Mountain Coffee (GMCR) lots of room to grow over the last three years. Now it’s time to say goodbye to one of this decades best.
Green Mountain (GMCR) crapped the bed last quarter. The stock’s now $26 after hitting a high of $116 last September. What to do now? Value GMCR like a food stock.
Everything’s cranking at Green Mountain Coffee (GMCR) — brewer sales, K-Cup sales, royalties, profit margins and most importantly profits.
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.