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David Sharek

David Sharek is stock portfolio manager and CEO of DavidSharek.com. David believes a company's profits ultimately drive the price of its stock. His book The School of Hard Stocks can be found on Amazon.com.

We Need More Oil

We need more oil -- in our portfolios. Although Egypt and Exxon are getting headlines in regards to oil, economies are needing more oil anyway. Suncor (SU) will be purchased for the Grwoth Portfolio today and should help quench our thirst.

Earnings Scorecard – 2011 Q1

2010's in the books -- now let's dive into 2011. Apple (AAPL) once again beats the street and makes us wonder how fast a big company can grow.

Be Patient

China Lodging (HTHT) has great growth opportunity ahead -- ahead of 2011 that is. Although revenue's should climb solidly this year, profit growth might be flat in fiscal year 2011.

2011 is the Year to Buy this Stock

Home Inne & Hotels (HMIN) is the cheapest its been in a long time. This stock is at the top of my radar, but might not make a move until later in the year.

The Best Stocks We Missed in 2010

Here's three of the Best Stocks of 2010. The charts below are as-of the end of the callendar year. To keep things simple and consistent, let's assume Fair Value on of these companies are worth 40 times earnings. Let's see if we should buy now...

What to do with Lululemon

Ok, I dropped the ball not getting Lululemon (LULU) last year (or the year before). Now, every time I evaluate the stock, it doesn't seem like a great value

$600 is the Lucky Number

$600 is the lucky number -- and there are a couple of reasons why I think this stock should hit that price in 2011.

IT Outsourcing Will Be Hot in 2011

Today I will purchase Camelot Information Systems (CIS) in the Growth Portfolio. I will replace Cognizant Technology Solutions with CIS in the Aggressive Growth Portfolio as CIS is a younger faster-growing IT outsourcer. With companies looking to grow in 2011, IT outsourcing should have its best year ever.

Don’t Hate the Player

Green Mountain Coffee (GMCR) has a lot of haters, but its got one of the best games in town. Skeptics claim the growth story is done because a lot of people already own Keurigs. But profit growth of 59% or better coming the next four quarters keep GMCR a top-ten stock.

Combining Retail with Technology

I will be adding Ancestory.com (ACOM) to the Growth Portfolio and Aggressive Growth Portfolio today. ACOM charges a fee (Retail) to allow people to access a vast database of family history records and track their family tree on the Internet (Technology).

This 15% Grower is Worth 30 Times Earnings

Expeditors International (EXPD) is a 15% grower over the long-term, yet the stock is worth 30 times earnings. Here's why -- and where I would like to buy the stock.

Climbing Back

Bridgepoint Education (BPI) stock looks like a roller coaster. After getting creamed last summer, the stock is now showing signs of coming back. If BPI can earn a P/E of 12 this stock could go from $20 to $30 this year.