Costco is Fine, But It’s Multiple is Down
There’s a lot of hoopla over Amazon taking business from Costco (COST, but the latter still grew profits 18% last qtr — Nice! What has been hurt is COST’s multiple.
Lots of Good Things Going on at TD Bank
TD Bank (TD) has lots of good things going for it right now, including strength in both its Canadian and U.S. banks and an influx of fresh blood from Scottrade.
Salesforce Teaming With Google Will Help Companies
Salesforce (CRM) is teaming up with Google to make it even easier (and more effective) to get new customers with Salesforce’s software and Google ads.
TenCent Has Doubled Already in 2017
TenCent’s (TCEHY) up 10% in the last week alone — taking its 2017 gain to more than 100%. But now the question is: does the stock have upside in 2018?
Financial Engines Misses Profit Estimates
Shares of Financial Engines (FNGN) crashed 27% on Friday after the company missed profit estimates and delivered 0% profit growth. I think it’s time to move on from FNGN.
Dollar General Shoots Up While Profits Still Sag
Shares of Dollar General (DG) shot up last qtr, even though profit growth continues to be around 1%. With a P/E of 9, I think a lot of good news is already priced in.
Ulta’s Down, But the Numbers Still Look Good
Ulta Beauty (ULTA) has fallen from $300 to $200 in the last six months, yet the numbers still look good. Is this stock ready to bounce back or is there something we don’t know?
Ross Stores Continues to Pump Out the Goods
Last qtr Ross Stores (ROST) was down-and-out with the Retail sector. This qtr ROST is up in a big way. And really, nothing’s changed. Ross continues to pump out the goods.
YY Beats the Street in a Big Way Once Again
Chinese social site YY (YY) beat profit estimates in a big way for the third straight qtr. Here’s what I think of YY, or what I like to call the MySpace of China.
Hormel Shows No Signs of a Turnaround
Hormel (HRL) is going through weakness as is Jennie-O Turkey division is hurting. This stock is down and out, with the profit picture continuing to erode.
Dollar Tree is a Hot Stock Again
Dollar Tree (DLTR) has been in rally-mode since it beat the street last qtr. The numbers here look good, but there are questions about demand and competition.
JD Losses Momentum After it Only Beat By a Little
Two qtrs ago JD.com (JD) broke out after it whipped profit estimates. But last qtr the company only beat by a little, the stock lost momentum, and could be breaking down.