Palo ALto Networks (PANW) has some good numbers. LIke profit growth of 48%, 45%, 84% and 35% the last 4 qtrs. But is it worth a P/E of 46?
NVDA is up ten-fold in two years, and I’ve missed it all the way up. This company is the brains behind the new AI economy, with facial recognition, autonomous cars, and Bitcoin.
Bright Horizon Family Solutions (BFAM) operates childcare centers in large businesses. A strong economy is good for labor, and this new tax break helps too.
Align Technologies (ALGN) was one of the stock market’s best stocks in 2017 as it more than doubled. The maker of Invisalign clear braces is making waves as teenagers buy, buy, buy.
MasterCard (MA) has been fabulous in the last year as the stock’s gone from $110 to $150. And now profit growth just accelerated from 17% to 24% — with 30% growth expected next qtr.
TAL Education (EDU) is expanding its tutorial services throughout China, and is growing sales more than 60% a year. Investors took notice in 2017 as the stock more than doubled in price.
Grubhub (GRUB) has been a hot stock — it’s doubled in the last year. And now that it’s acquired Foodler, OrderUp and Eat24 profit growth is expected to average a solid 32% the next four qtrs.
2018 looks to be a bounceback year for Under Armour (UA), which had its stock drop 46% in 2018. But with profit estimates still on the decline, I don’t know if UA can get its groove back.
Illumina (ILMN) is expected to have accelerating profit growth in 2018 as its new gene sequencing system is generating momentum. But is the good news priced into ILMN stock?
Ultimate Software (ULTI) used to have a 65 P/E. But the P/E has been coming down the past couple of years — to 43 now — but I envision the decline continuing.
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