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Research Reports

Where’s the Beef?

Catalyst Health Solutions (CHSI) just pulled off a coup, buying Walgreens’ pharmacy benefit business. Customers will rise from 7 million to 18 million — but profits estimates didn’t jump. Where’s the beef? All I see here is bun.

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My New BFF

My new BFF has a boomin BODY.

Today I will sell Cognizant Tech. Solutions (CTSH) and Bridgepoint Education (BPI) and buy Body Central (BODY) in the Growth Portfolio. I like BODY so much that it will also replace Express Scripts (ESRX) in the Aggressive Growth Portfolio.

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When Will it End?

Chipotle (CMG) has gone from $85 to $285 in just five quarters. The P/E of 42 makes the stock expensive. You could say the run is almost over, but solid same store sales growth could push the stock even higher.

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Break Out Baby!

I updated my charts on Deckers (DECK) yesterday — there’s a lot of positives — and as I write this article today the stock is breaking out. Deckers stock has legs.

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This Stock Shouldn’t Be Going Up

Cognizant Technology Solutions (CTSH) has had an almost-perfect decade, as the ten-year chart shows. But 2011 profits are expected to rise 15% and the stock is moving up like a 40% grower. This shouldn’t be happening.

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Sales are Growing, Profits are Not

China Lodging (HTHT) should grow revenue around 37% in each of the next two years. Unfortunately profits likely won’t do the same. Right now it looks like -13% growth this year and 84% next year.

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No Street Cred

Herbalife’s (HLF) on a tear — but it should be higher. This stock has no street cred even though it looks like a Green Mountain mini-me.

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Selling ROVI

Rovi’s (ROVI) profit’s have slowed — and don’t even look to pick up again until four quarters from now. I will sell ROVI from the Growth Portfolio today.

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Travel Delay

Ctrip.com (CTRP) is experiencing travel delays. The company slightly-lowered earnings estimates for this year and next. I’m not so hot on this stock — Travelzoo (TZOO) is better.

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Doin Deals

Today I will purchase Travelzoo (TZOO) for the Growth Portfolio and Aggressive Growth Portfolio, replacing Camelot Information Systems (CIS) in both portfolios. TZOO is going to have a banner year with its restaurant deals.

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We Have More Oil

Suncor (SU) has been solid in 2010 as oil prices have gone higher. Although the one-year chart looks great, this stock is fairly valued right now.

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Points Plus

Weight Watchers (WTW) is scoring big with its new Points Plus program, but online sales are really where the company is making the money.

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Worse Now, Better Later

Peabody Energy (BTU) missed by a little and lowered next quarter’s estimates by 45%. But 2011 and 2012 estimates went a bit higher and the stock continues to climb. There’s good upside potential here.

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Small Business Advertising

Baidu (BIDU) is the king of small business advertising in China as more than 99% of all its customers are small companies. When large corporations decide to jump on the bandwagon, we could see BIDU on steroids.

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Adding Weight

Today I will add Weight Watchers (WTW) to the Growth Portfolio. Also, WTW will replace Ctrip.com (CTRP) in the Aggressive Growth Portfolio.

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Things Have Turned Up

Lots of things have turned up for Intuitive Surgical (ISRG) in 2011 — most notably the stock price. Hysterectomy proceedures are providing growth opportunity for the da Vinci.

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We Need More Oil

We need more oil — in our portfolios. Although Egypt and Exxon are getting headlines in regards to oil, economies are needing more oil anyway. Suncor (SU) will be purchased for the Grwoth Portfolio today and should help quench our thirst.

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Be Patient

China Lodging (HTHT) has great growth opportunity ahead — ahead of 2011 that is. Although revenue’s should climb solidly this year, profit growth might be flat in fiscal year 2011.

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IT Outsourcing Will Be Hot in 2011

Today I will purchase Camelot Information Systems (CIS) in the Growth Portfolio. I will replace Cognizant Technology Solutions with CIS in the Aggressive Growth Portfolio as CIS is a younger faster-growing IT outsourcer. With companies looking to grow in 2011, IT outsourcing should have its best year ever.

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Don’t Hate the Player

Green Mountain Coffee (GMCR) has a lot of haters, but its got one of the best games in town. Skeptics claim the growth story is done because a lot of people already own Keurigs. But profit growth of 59% or better coming the next four quarters keep GMCR a top-ten stock.

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Combining Retail with Technology

I will be adding Ancestory.com (ACOM) to the Growth Portfolio and Aggressive Growth Portfolio today. ACOM charges a fee (Retail) to allow people to access a vast database of family history records and track their family tree on the Internet (Technology).

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Climbing Back

Bridgepoint Education (BPI) stock looks like a roller coaster. After getting creamed last summer, the stock is now showing signs of coming back. If BPI can earn a P/E of 12 this stock could go from $20 to $30 this year.

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Good Growth Coming

MasterCard (MA) looks like one of the best Financial stocks to own in 2011 as the low P/E of 14 and good profit growth ahead give this stock solid upside in both 2011 and 2012 — you just have to deal with the politics.

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Business Has Never Been Better

Catalyst Health Solutions’ (CHSI) business has never been better. The company just said revenues could climb 30% in 2011. With a P/E of 20 and expected profit growth of around 30%, this stable stock has ample upside.

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The Sweet Spot

Cognizant Technology Solutions (CTSH) is in a sweet spot in technology spending that should continue to fuel profit growth and revenue growth of 20% or more in 2011.

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Show Me the Money

Rovi (ROVI) has a slow quarter coming up, but that hasn’t hurt the stock. New cable subscribers and lackluster TV sales will hamper profits this quarter, but opportunities over the internet keep the stock rising.

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Oh, What a Life

Herbalife (HLF) has had a good life this year. Opening the year around $40, the shares have had a nice ride to $70. Since Retail & Restaurants is the best sector right now, the shares could keep going higher. Here’s how much:

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Hey look at me! I’m going up — and out!

Strayer Education (STRA) is trending up instead of down. I think the stock is getting relief from the vicious selling that’s happened in the Education sector. I’m going to use the strength to sell my position in STRA. Here’s why…

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The Diamond is in Coal

The Cheat Sheet says Energy is the place to invest in 2011, and I’m getting a jump start in 2010 by adding coal producer Peabody Energy (BTU) to the Growth Portfolio today. BTU can feed China’s growth.

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How much can Tom Brady help DECK stock?

Deckers (DECK) made big news yesterday when it announed a deal to have Tom Brady be the face behind UGG’s line of men’s shoes and accessories. DECK stock is already up 74% since I wrote last quarter’s update. Here’s what I feel the Brady affect will do for DECK stock in 2011.

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Also a Cup-and-Handle

With Express Scripts (ESRX) you know what you’re getting. Steady profit growth and a low P/E. The stock’s also formed a cup-and-handle. Here’s where I think the stock goes if it breaks out.

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A Cup-and-Handle

Buffalo Wild Wings (BWLD) has formed a perfect cup-and-handle. Management just announced profit growth should be 18% in 2011. With both those things in mind, here where I think the stock will go if it breaks out.

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No Longer “An Expensive Trip”

Last quarter, I thought Ctrip.com (CTRP) was “an expensive trip”. That was then (P/E of 51), this is now (P/E 37). So CTRP has gone from expensive to slightly undervalued. Upside for long-term investors is

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Welcome to China Lodging

China Lodging Group (HTHT) is an economy hotel chain that opened its first hotel in 2005 and has grown to 326 at the end of last quarter. There is vast growth opportunity in China’s travel market and I will purchase HTHT in the Growth Portfolio today.

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An Expensive Trip

Ctrip.com (CTRP) broke out to an all-time high last month. Usually that bodes well for a stock — but right now Ctrip is one expensive trip.

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From $195 to $341

Priceline.com (PCLN) has gone from $195 to $341 since last quarter. The reason for the rise is a reversal of fortune. As you can see from the one-year chart on the left, the stock’s made investors a fortune.


Left: PCLN had 53% profit growth last quarter — which is great — but the stock’s almost doubled since July and is in desperate need of a breather.

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MA ten-year chart

The Claim of 20 Percent Growth

Mastercard (MA) expectes profit growth of more than 20% for the next three years. With a P/E of 16, this stock is undervalued and has good upside potential. Here’s when I expect MA to eclipse its all-time high.






Left: MA’s ten-year chart shows the company has growth profits consistently even through tough economic times.

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STRA ten-year chart

STRA – Didn’t Pass the Test

Is this the end for Strayer (STRA)? Or is it a great buying opportunity?

The Department of Education states that only 25% of Strayer graduates are paying back principle on their student loans. But Strayer is a hundred-year-old school — how can this be?

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BPI

BPI – Passed the Test

Bridgepoint Education (BPI) passed the Department of Education’s test — now its time for investors to take notice. Although BPI’s down-and-out, it could be worth double what its selling for now.

Left: BPI’s P/E of 7 and estimated Long Term Growth Rate of 25% a year give this stock huge upside potential.

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Green Mountain’s Business is on Fire

Green Mountain Coffee (GMCR) is on fire. Catalysts like Ice Tea, Mr. Coffee brewers and cappuccino makers keep GMCR moving in 5th gear.

Left: GMCR’s one-year chart shows profits are expected to climb 82% and 133% during the next two quarters.

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A Cure for Your Correction Blues

Express Scripts (ESRX) moves up in the Power Rankings as the stock market has just started a correction.

Left: ESRX’s ten-year chart shows the stock has been a solid investment during the last decade.

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Back on Track

Buffalo WIld Wings (BWLD) is back on track to do 20% profit growth again. With the stock selling for 20% earnings, there’s good potential here in the short-term and the long-term.

Left: Buffalo WIld Wings should do well with football season approaching.

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I’m Trying to be Nice

Amazon.com (AMZN) just had profit estimates lowered, now 20% profit growth may not happen again until four quarters from now due to expansion costs. A 48 P/E is high, to be nice. Although I love AMZN’s long-term perspective, I will sell the stock from the Growth Portfolio today. Here’s why:

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A Top-Tier Growth Stock Again

Cognizant Technology Solutions (CTSH) is back! Revenue growth was 42% last quarter and the company expected sales to climb at least 36% this year. Today I will replace Mindray Medical (MR) with CTSH in the Growth Portfolio and I will purchase CTSH in the Aggressive Growth Portfolio as well.

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This Could Be Big

Rovi (ROVI) is the company that makes menu guides on your TV set and cable box. That stuff isn’t new but imagine the growth opportunity of a menu guide that also incorporated your movies, pictures and songs on your home computer.

Left: ROVI’s had solid profit growth during the prior three quarters but growth could slow to 16% two quarters from now.

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I’ll Take a Herbalife

Herbalife (HLF) has a new idea for people who want to work for themselves. Until then, we can own HLF stock in the meantime. Is this the next Avon?

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Break Out Baby!

Baidu.com (BIDU) just broke out today after the company took business to a new level last quarter. China’s internet search leader is now growing faster than ever — that means its stock should be higher than ever.

Left: BIDU’s one-year chart shows profits are expected to continue to grow in the triple-digits for the the next two quarters.

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Earnings

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