Huazhu is Going Through Some Growing Pains
Huazhu (HTHT), a large hotel operator in China, is making more midscale and upscale hotels, which is hurting profits. For now.
Lot of Little Things Pulled Down Booking’s Profits
Booking.com (BKNG) has a lot of little things bringing down profits last qtr. Should we be concerned or will profits bounce back?
Ollie’s Profit Growth Slows from 39% to 12%
Ollie’s Bargain Outlet’s (OLLI) profit growth just slowed from 39% two qtrs ago to 12% last qtr. Is this a time to sell?
Wingstop Seems Absurdly Expensive — Yet Rises
Wingstop’s (WING) P/E is 131 even though profit growth is expected to be -12% this year. WING seems too expensive every qtr.
Is Business — i.e. Demand — Slowing at Floor & Decor?
Big-box flooring retailer Floor & Decor (FND) just lowered same store sales estimates. Is business slowing for FND?
Tencent Has China’s Largest Mobile Payment Platform
Tencent (TCEHY) operates the largest mobile payment platform in China. TCEHY’s FinTech revenue grew 44% last qtr.
Alibaba’s Looking Inside China for Future Growth
Alibaba’s (BABA) management says the Chinese economy is shifting from an export economy to a domestic consumption economy.
Twillio’s Valuation is Sky High
Twillio’s (TWLO) P/E is 1185. That’s extremely high. And profit growth is expected to be -33% and -86% the next 2 qtrs.
Arista Networks is Seeing Slowing Demand
Arista Networks (ANET) beat the street last qtr, but lowered guidance due to slow demand. This might be time to sell.
Investors looking for Yield are Liking Public Storage
With the Federal Reserve set to lower interest rates, investors are looking for high yielding stocks like Public Storage (PSA).
Look to the Future of Disney to See its Potential
We have to look to the future of Walt Disney (DIS) to see the stock’s real potential as Disney+ will be a catalyst for growth.
Is Payment Processor Square Ready to Move Higher?
Payment processor Square (SQ) has been digesting its 2018 gains for the last 6 months. Is SQ now ready to move higher?