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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.

I’m Trying to be Nice

Amazon.com (AMZN) just had profit estimates lowered, now 20% profit growth may not happen again until four quarters from now due to expansion costs. A 48 P/E is high, to be nice. Although I love AMZN's long-term perspective, I will sell the stock from the Growth Portfolio today. Here's why:

Momentum is Slowing — But Business is Strong

Chipotle (CMG) has been a fabulous stock in 2010, but tough comparisons might mean it's time for this stock to take a breather. Left: CMG's P/E is in black, signifying the stock is neither undervalued (green) or overvalued (red).

A Top-Tier Growth Stock Again

Cognizant Technology Solutions (CTSH) is back! Revenue growth was 42% last quarter and the company expected sales to climb at least 36% this year. Today I will replace Mindray Medical (MR) with CTSH in the Growth Portfolio and I will purchase CTSH in the Aggressive Growth Portfolio as well.

This Could Be Big

Rovi (ROVI) is the company that makes menu guides on your TV set and cable box. That stuff isn't new but imagine the growth opportunity of a menu guide that also incorporated your movies, pictures and songs on your home computer. Left: ROVI's had solid profit growth during the prior three quarters but growth could slow to 16% two quarters from now.

No Herbalife

Vitamin Shoppe's (VSI) one-year chart makes the stock look buyable, but estimates three and four quarters out show 25% and 17% growth coming. I thought VSI might take off like Herbalife (HLF) did last week but after analyzing VSI's earnings table, I'm not smitten. I'll continue to keep VSI on the radar.

Same Old Solid Results

Stock (Symbol) Stock Price Deckers Outdoor (DECK) $46 Data is as of Expected to Report Sector August 11, 2010 Oct 22 Retail & Restaurant Company Description Deckers Outdoor Corporation is engaged in designing, producing, marketing and brand managing of footwear and accessories. The Company sells its products, including accessories, such as handbags, headwear, packs and […]

I’ll Take a Herbalife

Herbalife (HLF) has a new idea for people who want to work for themselves. Until then, we can own HLF stock in the meantime. Is this the next Avon?

Break Out Baby!

Baidu.com (BIDU) just broke out today after the company took business to a new level last quarter. China's internet search leader is now growing faster than ever -- that means its stock should be higher than ever. Left: BIDU's one-year chart shows profits are expected to continue to grow in the triple-digits for the the next two quarters.

Hold on to Your Hats

Apple (AAPL) has all the characteristics to go on an explosive move higher. Strong profit growth & a low P/E give this stock huge upside. Here's why a double seems realistic in the short term.

JOSB – Trying to Digest a Poor Year

At this point, it looks like JOSB is trying to digest a poor year, and for 12 times earnings, the stock has an opportunity to get back on track.

Growth Stock Newsletter — November 2003 — Stock Price Doesn’t Matter

Click the image above to download David Sharek's Growth Stock Newsletter   One misconception investors believe when considering purchasing a new stock is that a lower priced stock (share price) is actually more attractive than a higher priced stock, since it allows the investor to be able to buy more shares. Many people would consider […]