Grubhub is Flying High While Signing Deals
Grubhub (GRUB) has been a big winner this year as it’s signed up new restaurant chains, signed a partnership with Groupon, and acquired Yelp’s Eat24 business.
Growth Radar
Illumina Breaks Out On Strong NovaSeq Demand
Shares of Illumina (ILMN) broke out and went into All-Time high territory after the company said demand for its new NovaSeq machine has been solid.
MasterCard At All-Time Highs on Intl Growth
MasterCard (MA) stock is at All-Time highs as International growth helped to push profits up 15% last qtr. But with a P/E of 30, this stock has a high price.
ServiceNow is Like a Younger Salesforce.com
ServiceNow (NOW) is one of the world’s fastest growing software companies. It reminds me a lot of Salesforce.com. But NOW has a P/E of 94, which makes it high to buy.
TAL Education is Too High to Buy
TAL Education (TAL) has been one of the greatest stocks of this past year — rising from $10 to $30. It’s too high to buy now, but I’ll keep an eye on it.
Investors Like Under Armour More than Consumers
Under Armour (UA) stock is down from an All-TIme high of more than $50 to less than $20. Yet still this stock has a p/E of 43 — as profits are declining.
Ollie’s Bargain Outlet is Beloved By Investors
Ollie’s Bargain Outlet (OLLI) has “good stuff cheap” but OLLI’s stock sure isn’t cheap. It has a P/E of 36, double its Estimated Long Term Growth Rate of 18%.
NVDA Has a Chance to Become the Next Qualcomm
Let’s take a look at NVIDIA (NVDA), the chip stock that’s transforming the world with the brains for automated cars, advanced games, and artificial intelligence.
Is Regeneron Worth the High Price it Sells for?
Is Regeneron (REGN) worth the five hundred or so dollars a share the stock is selling for? Or is it up because of renewed appreciation for Biotechs.
Illumina Is In Need of Some Upgrades
Illumina (ILMN) is in need of upgrades. Not analyst upgrades, customer upgrades. ILMN’s NovaSeq is superior to its HiSeqX machines, but costs to upgrade are high.
Bright Horizons Brings Childcare to the Workplace
Bright Horizons Family Solutions (BFAM) brings childcare to the workplace — literally — with its on-site sponsored childcare, where companies pay 20% of the cost.
MasterCard Continues to Climb Higher
MasterCard (MA) shares continue to climb higher. Profits rose 17% last qtr as the number of transactions grew 17%. But with a 19 P/E is MA too high?