I’m Not as Bullish on NVIDIA, and It’s a Problem

I’m Not as Bullish on NVIDIA, and It’s a Problem

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.

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Tax Law Changes Benefit Bright Horizons

Tax Law Changes Benefit Bright Horizons

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.

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Align Technologies Was One of 2017’s Best Stocks

Align Technologies Was One of 2017’s Best Stocks

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.

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MasterCard’s Profit Growth is Accelerating

MasterCard’s Profit Growth is Accelerating

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.

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TAL Education Has Soared on Anticipated Profits

TAL Education Has Soared on Anticipated Profits

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.

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Grubhub Setting Up for Another Banner Year

Grubhub Setting Up for Another Banner Year

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.

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