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.
Good Economy, Strong Housing Market Power Home Depot
A strong economy is good for housing, and Home Depot (HD) stock has been a winner with strong sales of pipes, power tools, wire, flooring, storage, and patio furniture.
Chinese Internet Stocks Taking Portfolios to Another Level
The FANG stocks (Facebook, Amazon, Netflix and Alphabet i.e. Google) are in the news a lot this year, but the best growth stocks for 2017 have been Chinese Internet stocks.
Oligopolies THRIVE with NVIDIA
Alphabet, Amazon and Microsoft breaking out today after reporting earnings last night. These companies dominate — other companies can’t keep up — because of NVIDIA (NVDA).
Neteast Gets Profit Estimates Slashed
Netease (NTES) just missed profit estimates, and had future estimates slashed. But Chinese Internet stocks remain hot and NTES has a P/E of just 19. Time to sell?
Regeneron Estimates Rise for the 1st Time Since 2015
Analysts had been taking down 2017 profit estimates for Regeneron (REGN) since 2015. Wow! But that all changed last qtr when REGN beat the street and numbers rose.
Weibo Still Looks Amazing to Me
Weibo’s (WB) up from $21 to $98 since I added it to the Growth Portfolio, and even after that run the stock still looks amazing to me. Here’s my full take.