fbpx

David Sharek

David Sharek is stock portfolio manager at Shareks Stock Portfolios and the founder of The School of Hard Stocks. Sharek's Growth Stock Portfolio has delivered its investors an average return of 18% per year since inception vs. the S&P 500's 10% during that time (2003-2020). David's delivered five years of +40% returns in his 18 year career, including 106% during 2020. David Sharek's book The School of Hard Stocks can be found on Amazon.com.

McDonald’s is Now A Technology Stock

McDonald’s (MCD) quick embrace of electronic ordering kiosks and UberEATS has made it somewhat of a technology stock. And tech stocks deserve higher multiples.

Perhaps It’s Time Microsoft Stock Simmered Down

Microsoft’s (MSFT) up around 25% during the last year — as profits rose 19% on a 5% gain in sales. But with a P/E if 22 and profits set to decline, MSFT could take a breather.

BlackRock Has the Wind at its Back With ETFs

BlackRock (BLK) has the wind at its back as investors are going more-and-more towards index funds and ETFs — which is two-thirds of BlackRock’s business.

McCormick Scores With Frank’s Red Hot

McCormick (MKC) is acquiring French’s Mustard and Frank’s Red Hot Sauce, but the big positive is the decline of the U.S. dollar which could help profits grow 10% this year.

Pepsico Shows Why Growth is Better Than Value

The Growth vs. Value debate was raging last weekend, with many pundits thinking value stocks are due to rise. Pepsico (PEP) is a great example of why that thesis is flawed.

Is Passive Investing Hurting Factset Research?

Is passive investing — i.e. people putting money into index funds and ETFs — hurting Factset Research (FDS)? Yes. But the pendulum is about to swing the other way.

Not a member? Sign up here for $25 a month.