Why Higher Supply Costs for Paint Benefits Sherwin-Williams
Sherwin-Williams (SHW) is having to pay more for raw materials, so it raised paint prices, which could result in higher profits.
Shares of ServiceNow Now Seem Too-High To Buy
ServiceNow (NOW) continues to deliver solid growth of around 30%. But with a 110 P/E, the shares look overvalued by 20%.
Floor & Decor Has Some Tough Comparisons Ahead
Floor & Decor (FND) has delivered amazing results the past four qtrs, now comparisons to the year-ago periods get tough.
Asana Software Seems Great, The Valuation Not So Much
Asana (ASAN) software provides backbone for getting projects on a timeline. ASAN stock has been very hot — maybe too hot.
Shopify Could Be on the Verge of Another Run Higher
Shopify (SHOP) has formed a cup-and-handle chart formation in the one-year chart, & could be ready to move higher.
Invitae Stock Has Been Sucky; But There’s Good Upside Now
Invitae (NVTA) was a $50 stock. Now its around $30, But NVTA has ~50% upside as revenue is expected to grow ~50% long-term.
Pool Corp Achieved Spectacular Results; Demand Remains High
Pool Corp (POOL) says demand remains high for its pool maintenance products. But the ten-year chart is looking toppy.
JD.com Stock Has Too Much Political Uncertainty
JD.com (JD) has had political pressure from China as it tries to expand its business. And that might be taking a toll on profits.
Update: StoneCo’s Stock is Weak Due to Credit Issues
StoneCo’s (STNE) is weak due to revenue well below estimates, trouble with its credit portfolio, and political uncertainty in Brazil.
Twitter’s New Catalysts Aren’t Really Working Out
Twitter (TWTR) was expected to have three catalysts in Fleets, Spaces, and Blue. But these aren’t bringing in more users.
Let’s Look Ahead to Where Visa Can Be When Travel Resumes
Visa (V) is back to growing profits again, but limited travel is still hampering results. Prepare for a return to traveling in 2022.
Domino’s Continues to Thrive Even as People Eat Out Again
Domino’s (DPZ) had stellar results a year-ago duet pandemic lockdowns. Surprisingly, that momentum has continued.