David Sharek

David Sharek is stock portfolio manager at Shareks Stock Portfolios and the founder of The School of Hard Stocks. David's posted four years of +40% returns in his 16 year career. His Growth Portfolio has averaged investors 13% per year since 2003, 5% better than the S&P 500's 8% during that time. His book The School of Hard Stocks can be found on Amazon.com.

The Levee Has to Break

Apple (AAPL) almost doubled profits last quarter — crushing analyst estimates along the way. This stock should have a P/E of 35 and instead its 14. The pressure is building. The levee has to break.

I’m Just Not Into This Stock

I’m just not into right now. The numbers look good — growth is strong — its just that the energy sector isn’t doing anything right now.

Market Goes into Correction

The Osama Factor didn’t cause the stock market to climb — in fact the market has just entered into a correction.

How High Can it Go?

Travelzoo’s (TZOO) on a tear. With earnings estimates jumping big-time, there’s no telling how high this stock can go.

How Much is Recurring Revenue Worth?

Intuitive Surgical (ISRG) has a solid stream or recurring revenue coming in each quarter from hospitals that purchase da Vinci replacement parts. How much is that dependable revenue worth?

Google Doesn’t Care What You Think

Google (GOOG) doesn’t care what you — or Wall Street analysts — think of how its running its business. They are gonna do what they are gonna do and if you want to own the stock then own it.

Gonna Try for $1000

Priceline’s (PCLN) half way to $1000 — and business continues to heat up. This stock is so high. My thoughts on this stock may surprise you.

Stuck in Neutral

Express Scripts (ESRX) has great numbers and a safe, solid business. Its also undervalued and has solid upside. I love this stock for the long-run, its just not going anywhere right now.

Where’s the Beef?

Catalyst Health Solutions (CHSI) just pulled off a coup, buying Walgreens’ pharmacy benefit business. Customers will rise from 7 million to 18 million — but profits estimates didn’t jump. Where’s the beef? All I see here is bun.