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Growth Portfolio

TenCent Has Doubled Already in 2017

TenCent’s (TCEHY) up 10% in the last week alone — taking its 2017 gain to more than 100%. But now the question is: does the stock have upside in 2018?

Financial Engines Misses Profit Estimates

Shares of Financial Engines (FNGN) crashed 27% on Friday after the company missed profit estimates and delivered 0% profit growth. I think it’s time to move on from FNGN.

Ulta’s Down, But the Numbers Still Look Good

Ulta Beauty (ULTA) has fallen from $300 to $200 in the last six months, yet the numbers still look good. Is this stock ready to bounce back or is there something we don’t know?

YY Beats the Street in a Big Way Once Again

Chinese social site YY (YY) beat profit estimates in a big way for the third straight qtr. Here’s what I think of YY, or what I like to call the MySpace of China.

JD Losses Momentum After it Only Beat By a Little

Two qtrs ago JD.com (JD) broke out after it whipped profit estimates. But last qtr the company only beat by a little, the stock lost momentum, and could be breaking down.

Neteast Gets Profit Estimates Slashed

Netease (NTES) just missed profit estimates, and had future estimates slashed. But Chinese Internet stocks remain hot and NTES has a P/E of just 19. Time to sell?

Weibo Still Looks Amazing to Me

Weibo’s (WB) up from $21 to $98 since I added it to the Growth Portfolio, and even after that run the stock still looks amazing to me. Here’s my full take.

Strong Worldwide Economy Boosts Priceline

With markets at their highs and economies strong around the globe, Priceline (PCLN) and its travel sites continue to see strong demand as people have money.

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