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David Sharek

David Sharek is stock portfolio manager at Shareks Stock Portfolios and the founder of The School of Hard Stocks. Sharek's Growth Stock Portfolio has delivered its investors an average return of 18% per year since inception vs. the S&P 500's 10% during that time (2003-2020). David's delivered five years of +40% returns in his 18 year career, including 106% during 2020. David Sharek's book The School of Hard Stocks can be found on Amazon.com.

Weibo Has the Best Fundamentals

Weibo (WB) is a Twitter-like social platform in China that has the best fundamentals of any stock I follow. Videos and live-streaming are propelling WB’s stellar rise.

Alibiba is Growing at a Phenominal Rate

Alibaba (BABA) is growing faster than I ever anticipated. Profits soared 74% last qtr on a steep 61% gain in sales. BABA rose 95% in 2017, but does it have room to run in 2018?

Ecolab to Have Ecolab-like Results in 2018

Chemical company Ecolab (ECL) hasn’t been itself due to a slowdown in the Energy sector and F/X costs. Investors should expect more Ecolab-like results in 2018.

Public Storage Down as Interest Rates Hurt REITs

Public Storage (PSA) stock is down as higher interest rates are hurting REIT stocks. But with a 4% yield and a dominant market position, this stock is a good value for the long-term.

Align Technologies Was One of 2017’s Best Stocks

Align Technologies (ALGN) was one of the stock market’s best stocks in 2017 as it more than doubled. The maker of Invisalign clear braces is making waves as teenagers buy, buy, buy.

MasterCard’s Profit Growth is Accelerating

MasterCard (MA) has been fabulous in the last year as the stock’s gone from $110 to $150. And now profit growth just accelerated from 17% to 24% — with 30% growth expected next qtr.

Google is Experiencing Accelerated Growth

Alphabet (GOOGL) has revenue growth accelerate to 24% last qtr — the best qtr in years. Now I feel this stock’s P/E could rise to 30, which could mean a $1500 stock sometime in 2019.

TAL Education Has Soared on Anticipated Profits

TAL Education (EDU) is expanding its tutorial services throughout China, and is growing sales more than 60% a year. Investors took notice in 2017 as the stock more than doubled in price.

Celgene Sinks After Cutting Long-Term Targets

Celgens (CELG) sank 20% after the company reported last qtr’s profits, and lowered long-term profit targets. There’s multiple issues going on here, but the stock is now cheap with a P/E of 12.

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