Facebook Claims Expenses Will Eat Into Profits
Facebook (FB) reported profits that blew past estimates, then claimed expenses would be high in 2018 and eart into profits. But they always say this, then beat the street.
Facebook (FB) reported profits that blew past estimates, then claimed expenses would be high in 2018 and eart into profits. But they always say this, then beat the street.
Shares of Stryker (SYK) are up around 30% in 2017, leaving little upside to my 2018 Fair Value. Still, continued acquisitions could lead to further gains.
Investors were all giddy about Microsoft’s (MSFT) latest qtr, as sales jumped 12%. But without the help of LinkedIn, sales would have increased just 7%.
Illumina (ILMN) is expected to have accelerating profit growth in 2018 as its new gene sequencing system is generating momentum. But is the good news priced into ILMN stock?
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.
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 (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 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 (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.
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 (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.
Investment manager BlackRock (BLK) is positioned perfectly for for today and beyond with its investment approach, that caters to ETFs, Index funds and AI.