Square Has Been on a Roller Coaster Ride
Square (SQ) has been on a roller coaster ride the past two years as its gone from $15 to $100, down to $50 and back up to $72. Here’s what I think SQ stock is worth.
Tencent Game Sales Decline as Advertising Expands
China’s approving video games again, which is good news for Tencent (TCEHY), China’s leading game company. Meanwhile, and advertising revenue continues to shine.
Adobe Provides the End-to-End Solution for the Internet
Adobe (ADBE) was already the leader in image and movie making software. Now the company can offer website development and marketing automation software.
Ollie’s Bargain Outlet Keeps Delivering the Deals
Olli’s Bargain Outlet (OLLI) keeps delivering the deals –and profits. And with Toys-R-Us’ closure, OLLI has gotten some “good stuff cheap” in the real estate market.
Workday’s Adored, But the Numbers Don’t Match
Workday (WDAY) cut profit estimates last qtr, then went onto beat those lowered estimates. Let’s sift through the numbers to see whats going on
Loyalty Members are Boosting Ulta Beauty (ULTA)
Ulta Salon (ULTA) has more than 30 million loyalty members (up 15% year-over-year) who now represent a staggering 95% of total sales.
Profit Estimates Surge Higher at SS&C Technologies
Profit estimates surged at SS&C Technology (SSNC) this qtr. But fear hedge funds going-out-of-business is a major concern.
Upland Software is Quietly Growing Rapidly
Upland Software (UPLD), a provider of cloud-based work management software, just delivered 52% profit growth with a P/E of just 17.
China’s Baozun is Down, But Not Out
Baozun (BZUN) is the China’s leading e-commerce solution for International brands. BZUN stock may be down, but it’s certainly not out as Baozun delivered the goods.
J&J Snack Foods May Be Stuck in Neutral a While
J&J Snack Foods (JJSF) is delivering poor results. Profits declined 11% last qtr. Yet this 9% grower still sells for a lofty 29 times 2019 earnings estimates.
Chinese Car Market Isn’t Helping Out Autohome
China Auto sales just declined for the first time in nine years. Will that hurt Chinese website Autohome (ATHM)? If not the stock looks ready to roll.
Toy Maker Funko Has a Lot of Great Products
Funko (FNKO) is a leading toymaker of vinyl figures. Sales are growing good, and Funko is sending its characters into backpacks, video games, apparel and even PEZ dispensers.