Merger Momentum
With Walgreens (WBA) on a dip, I will add it to the Growth Portfolio as the stock has strong momentum from the Alliance Boots merger.
Conservative Growth
Investors looking for conservative double-digit returns should take a look at Express Scripts (ESRX), but growth investors might want faster growth.
Dropping Like A Rock
CaesarStone (CSTE) is dropping due to slower US demand, tightening margins, and poor quartz quality. I have to remove it from the Growth Portfolio until the dust settles.
A New Way of Doing Human Relations
Paycom Software (PAYC) allows businesses to do their human relations using the cloud, and business is booming.
Could Faster Growth Return?
Facebook’s (FB) could have 30% profit growth returning in 2016, which could push the stock well past $100.
On Another Level
Cognizant Technology Solutions (CTSH) might be the most consistent tech stock of our generation, and is deserving of a higher multiple.
A Little Banged Up
Stericycle (SRCL) delivers double-digit profit growth year-after-year. But SRCL’s price is high.
We Missed Our Chance
Buffalo Wild Wings (BWLD) gapped up after ok earnings, and now we missed out chance to get in lower.
A Transformation
Ambulance operator AmSurg (AMSG) is a faster grower now that it provides physician services. I’ll buy AMSG for the Growth Portfolio and Aggressive Growth Portfolio today.
Growing By Leaps and Bounds
Acadia Healthcare (ACHC) is growing by leaps and bounds by expanding internally and externally using cash.
Stryker is Overdelivering
Stryker (SYK) isn’t the 20% grower like it used to be — not even close. So why is the stock up around 25% in the last year and sporting a 20 P/E ratio? It’s overdelivering.
A Chinese Stock to Watch
Chinese stocks continue to get bashed, but Chinese tutoring company TAL Education (XRS) might be one to get if it takes a tumble.