Wingstop Seems Absurdly Expensive — Yet Rises

July 16, 2019 December 16, 2019 / WING

Wingstop’s (WING) P/E is 131 even though profit growth is expected to be -12% this year. WING seems too expensive every qtr.

Twillio’s Valuation is Sky High

July 14, 2019 September 27, 2019 / TWLO

Twillio’s (TWLO) P/E is 1185. That’s extremely high. And profit growth is expected to be -33% and -86% the next 2 qtrs.

July 8, 2019 September 22, 2019 / BFAM

Bright Horizons (BFAM) is a childcare center for working adults with kids. This is a 13% grower with a P/E of 42. That’s high.

July 3, 2019 September 2, 2019 / EDU

New Oriental Education (EDU) is a rapidly growing company with a stock that has low certainty. Still, I like EDU.

June 21, 2019 November 19, 2019 / SHOP

Shopify (SHOP) stock is one of the hottest in the stock market. But now the stock has gotten dangerously high to buy.

May 21, 2019 February 15, 2021 / STZ

Constellation Brands (STZ) is experiencing weakness in its wine and spirit business, while spending on beer & cannabis.

May 10, 2019 April 21, 2022 / MELI

MercadoLibre is like South America’s combination of eBay, PayPal and Shopify rolled into one company. Let’s take a look.

May 8, 2019 August 8, 2019 / TEAM

Atlassian (TEAM) is a software stock that fits the mold we are looking for. But with a P/E of 134 is TEAM too high to buy?

April 23, 2019 July 14, 2019 / TWLO

Twillio (TWLO) stock has gone parabolic as its up from $25 to $125 in 14 months. Stocks that go parabolic are dangerous, especially with a 1257 P/E.

April 19, 2019 June 21, 2019 / SHOP

Shopify (SHOP) has established itself as a franchise stock, and these stocks can often fly higher even when the P/E is at extremes.

April 17, 2019 July 16, 2019 / WING

Wingstop (WING) has a 101 P/E. Wow! And profits are expected to decline in 2019. There’s more to the story here: Dividends.

April 15, 2019 July 8, 2019 / BFAM

The Trump Economy has sparked GDP growth, which helps employment, which means more kids at Bright Horizons (BFAM).