Natural Disasters Set to Boost Home Depot in 2018

Natural disasters such as wildfires in California and Hurricanes in the Southern US are expected to boost profits for Home Depot in 2018. And a good housing market helps too.

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Monster’s Tax Rate Set to Decline from 32% to 21%

Monster Energy (MNST) expects to have its tax rate decline from 32% to 21% in 2018, which will mean a huge boost for profits. That could boost the stock higher, as could a buyout offer from Coke.

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Something’s Holding Baozun Back

Baozun (BZUN) stock has doubled in the last year, but still carries a P/E of only 33 — with an Est. LTG of 69% a year! I think something’s holding this stock back.

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Palo Alto Networks Numbers are Looking Good

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?

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Hurricanes, Earthquakes & Fires Hurt Ball’s Performance

Ball Corporation (BLL), the largest manufacturer of beverage cans in the world, has a California facility that was affected by weather. The employees couldn’t work. So last qtr was bad.

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Regeneron’s Acting Bad, But Looking Good

Regeneron (REGN) stock has been acting bad lately, but the Biotech’s got a P/E around 20, making it a good bet for long-term patient investors. At least I think so.

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Disney’s Deal with Fox Give it Content for Streaming

Disney (DIS) is expected to launch its streaming video service later this year, and now it’s acquired 21st Century Fox to add the content it needs to be more like Netflix.

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Becton Dickinson is a Powerhouse with CR Bard

Becton, Dickinson (BDX) closed out 2017 with profit growth of 15%. Now with the merger of CR Bard, the new company will be a powerhouse in the field of hospital supplies.

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Netease Creating Barbie Video Games With Mattel

Netease (NTES) and Mattel have started a joint venture to bring Mattel’s vast array of toy brands to life in the video game market. Here’s my take on NTES stock for now and in the future.

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No Ill Effects From Competition Seen at Costco

Investors slammed shares of Costco (COST) back in June when you-know-who acquired Whole Foods. Is the competition hurting Costco? Hell no.

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