Costco’s Stock Seems Overvalued on China Hype
Costco (COST) is a very hot stock, perhaps because its China store. But so far, the story is more hype than substance.
Lululemon Sees Significant Opportunities in China
Lululemon (LULU) management sees significant opportunities in China, with significant opportunities in Tier 2 cities.
UPDATE: Sea Breaks Out to an All-Time High
Sea (SE), a young Internet company out of Singapore that’s like an Alibaba/Tencent, is hitting new-highs on a broker upgrade.
Ollie’s Bargain Outlet’s Stock is “Good Stuff Cheap”
Two qtrs ago, Ollie’s (OLLI) stock crashed on weak profits. Last qtr profits were good, but OLLI is still weak. Why?
Five Below Sees a Light Christmas Quarter Coming Up
Five Below (FIVE) sees a light Christmas season coming up, and this news sent FIVE shares lower — temporarily.
Workday Has a High P/E, Uninspiring Profit Estimates
Workday’s (WDAY) P/E is 83 while profits are expected to climb an average of 10% the next 4 qtrs. The stock is high.
Direct to Consumer is Driving Yeti’s Strong Performance
Direct to consumer sales increased a robust 31% for Yeti (YETI) last qtr, and helped boost total YETI profits by 28%.
TJX Sets its Sights on the Russian Market
TJX (TJX) has invested in a 25% stake in Familia, Russia’s only major off-price apparel and home fashions retailer.
Investing in Splunk is Like Investing in the Future of Data
An investment is Splunk (SPLK) is like an investment in data analytics as the industry is expected to climb 6-fold in 4 years.
Veeva Has a Goal of Tripling Revenue in Five Years
Veva Systems (VEEV), which makes software for the pharmaceutical companies, is trying to triple revenue by 2025.
Dollar General is Transforming into a Retail Machine
Dollar General (DG) is transforming from a local store to a retail machine, with fresh produce and a speedy checkout.
Salesforce Stock Gets All-Hyped-Up After Broker Upgrade
Salesforce (CRM) stock jumped this month after a brokerage firm upgrade. To Sharek this seems to be all-hype.