fbpx

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.

Grubhub Setting Up for Another Banner Year

Grubhub (GRUB) has been a hot stock — it’s doubled in the last year. And now that it’s acquired Foodler, OrderUp and Eat24 profit growth is expected to average a solid 32% the next four qtrs.

Fiserv Needs to Step Up its Sales Growth

Fiserv (FISV) has missed profit estimates the past two qtrs as sales growth slowed from 5% to 2% to 1%. Now FISV is expected to see sales growth pick up to 6%. Let’s wait and see.

Modern Initiatives Boosting Growth at McDonald’s

McDonald’s (MCD) Experience the Future campaign give its restaurants new modern look, digital self-service kiosks, and McCafe desert counters, but more importantly boost profit growth.

Servicenow Break Out to an All-Time High

Software company Servicenow (NOW) broke out to an All-Time high last week. NOW has an exceptional Estimated Long-Term Growth Rate of 52% a year, but a high P/E to go along with it.

Crypto-Currency Craze Could Boost SS&C Technologies

The crypto-currency craze could provide a long-term boost to SS&C Technologies (SSNC), the largest alternative-fund administrator in the world. SSNC is cheap too, with a P/E of just 18.

Amazon Breaks Out After Strong Holiday Sales

Amazon (AMZN) broke out after a strong holiday season that saw sales jump 34% last qtr with help from Whole Foods and 42% sales growth in Amazon Web Services.

New Oriental Education Delivering 30% Growth

New Oriental Education (EDU) is China’s largest private education provider. EDU has been great the past two years, but is still under the radar of investors even as it grows 30% a year.

One Week In, Under Armour is a Top Stock in 2018

2018 looks to be a bounceback year for Under Armour (UA), which had its stock drop 46% in 2018. But with profit estimates still on the decline, I don’t know if UA can get its groove back.

Amgen’s Growth Has Been Better than Expected

Amgen’s (AMGN) expected to grow profits just 1% in 2018. And the way I see it, stock growth could likely correlate with profit growth, and I want more than 1% stock growth.

Tesla Misses Model 3 Sales Estimates

Yesterday Tesla (TSLA) announced it missed Model 3 sales estimates, and then lowered future sales targets for the 2nd time in two qtrs. With the stock having lost momentum, I’m reducing my position.

Hurricanes & Earthquakes Hurt Sherwin-Williams Results

Hurricanes and earthquakes across Texas, Florida, Georgia, the Caribbean and Mexico hurt Sherwin-Williams’ (SHW) profits last qtr. But these areas need rebuilding — and that means paint.

Floor & Decor is the Hottest Thing in Retail

Floor & Decor (FND) is the hottest thing in bricks & mortar retail. FND stock tried to break out this week — and failed. Let’s take a closer look at Floor & Decor and see if now’s the time to buy.

Not a member? Sign up here for $25 a month.