Nike Beats the Street and Lowers Guidance Again

October 17, 2018 January 29, 2019 / NKE

Nike (NKE) has this bad habit of beating qtrly profit estimates, then lowering next qtr’s estimate. I’m not a fan of that strategy.

Dollar General Grew Profits 38% Last Quarter

October 16, 2018 January 24, 2019 / DG

Dollar General (DG) grew profits 38% last qtr, with the help from a lower tax rate and easy comparisons. DG isn’t a bad buy with a 17 P/E.

October 16, 2018 November 26, 2018 / GRUB

Today I will be buying into GrubHub (GRUB) well off its highs as Eat24, KFC and Taco Bell are fueling growth now and in the future.

October 16, 2018 January 24, 2019 / ROST

Ross Stores (ROST) management just raised its long-term projected store potential from 2,500 locations to 3,000.

October 15, 2018 January 24, 2019 / TJX

TJX (TJX) — parent of TJ Maxx and Marshalls — is having a profit party, and the stock can’t stop won’t stop. Even in this crappy market.

October 15, 2018 January 24, 2019 / TD

TD Bank (TD) is benefiting from a good economic backdrop — both in the United States and Canada. I like TD’s 11 P/E and high yield.

October 15, 2018 January 24, 2019 / VEEV

Veeva Systems (VEEV) is a cloud software provider that works with Healthcare companies. Business is good –and just kicked up a notch.

October 11, 2018 December 14, 2018 / ALGN

Today I will buy Align Technologies (ALGN) as the stock just bounced off its 200-day moving average. Read the fully story here.

October 10, 2018 December 21, 2018 / CRM

Salesforce (CRM) management just upped 2018 profit estimates. But analysts didn’t increase qtrly estimates. CRM could beat the street.

October 9, 2018 January 5, 2019 / BZUN

Chinese Internet stocks are having a rough time in 2018, but Baozun (BZUN) continues to post solid results. Perhaps its time for a comeback?

October 3, 2018 January 10, 2019 / ATHM

Autohome (ATHM) provides websites that connect car buyers & sellers in China. ATHM is down a lot from its highs, is this a buy?

October 2, 2018 January 10, 2019 / TCEHY

Tencent (TCEHY) has gone from $60 to $40 as (1) Chinese stocks are down 15% this year and (2) China isn’t approving video games.