Ultimate Software’s P/E Should Continue to Fall
Ultimate Software (ULTI) used to have a 65 P/E. But the P/E has been coming down the past couple of years — to 43 now — but I envision the decline continuing.
Polishing the Portfolio
My flagship Growth Portfolio is up north of 40% year-to-date, and I’m not waiting on the year to end. These portfolio’s aren’t finished. I need to do some polishing.
Domino’s Pizza Delivered 32% Profit Growth Last Quarter
Domino’s (DPZ) continues to deliver the goods as profits surged 32% last qtr. With this dip in the stock, DPZ now has 41% upside.
Mobile Payments are Boosting PayPal’s Growth
Mobile payments are increasing in popularity as people buy more things with their cell phones. PayPal’s (PYPL) Venmo app is taking a big chunk of those payments.
Apple Just Kicked it Up a Notch
Apple (AAPL) just kicked it up a notch as its profits swelled 24% last qtr. What’s more is qtrly Estimates are for 12%, 39%, 32% and 20% profit growth the next 4 qtrs.
World Economies, Lower US Dollar Helping 3M
3M (MMM) is having a barrer year. The stock is up 30% so far in 2017. But 2017’s success has left the stock extended with a valuation much higher than normal.
Visa’s Profit Growth is Back to Normal
Visa (V) had a nice run of 20% plus profit growth as it benefited from the Visa Europe acquisition. But now the deal is more than a year old, and growth is back to normal.
BlackRock Perfectly Positioned For Today and Beyond
Investment manager BlackRock (BLK) is positioned perfectly for for today and beyond with its investment approach, that caters to ETFs, Index funds and AI.
UnitedHealth’s Momentum Continues
UnitedHealth’s (UNH) momentum continued to roll last qtr as the nation’s largest health insurer delivered 23% profit growth. Here’s my outlook for 2018.
Baidu is Trying to Be a Leader in Artificial Intelligence
Baidu (BIDU) is still getting a majority of its revenue from search engine advertising, but Baidu seems to be making strides in Artificial Intelligence. Will it succeed?
Johnson & Johnson Just Took Growth to Another Level
Johnson & Johnson (JNJ) just took sales growth and profit growth to another level — the double digit level. And with a P/E of 18 the stock is quite reasonable.
Illinois Tool is Executing on a Very High Level
Illinois Tool Works (ITW) is executing at a very high level right now, with profits are growing around 15% a qtr, and with the economy strong I see continued success ahead.