Workday’s (WDAY) software helps companies track and analyze sales, then figure payroll. And with the economy strong, business is good.
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.
Live streaming video is hot in China, and YY (YY) is growing rapidly because of it. And even though this stock has doubled since July, it still has a low P/E of just 16.
Weibo (WB) is a Twitter-like social platform in China that has the best fundamentals of any stock I follow. Videos and live-streaming are propelling WB’s stellar rise.
Alibaba (BABA) is growing faster than I ever anticipated. Profits soared 74% last qtr on a steep 61% gain in sales. BABA rose 95% in 2017, but does it have room to run in 2018?
Chemical company Ecolab (ECL) hasn’t been itself due to a slowdown in the Energy sector and F/X costs. Investors should expect more Ecolab-like results in 2018.
Tractor Supply (TSCO) has been on a wild ride the past two years as it went from $90 to $50. But now TSCO is back in a big way. Is this time to sell?
Public Storage (PSA) stock is down as higher interest rates are hurting REIT stocks. But with a 4% yield and a dominant market position, this stock is a good value for the long-term.
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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