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.
Look Out Below
Baidu.com (BIDU) just slashed profit estimates as it spends to grow, but the stock is free-falling and thus I will sell it from the Growth Portfolio.
Breaking BABA
Today I will sell Alibaba (BABA) as the Chinese online retailer is set to open at a 52-week low, breaking support levels. Look out below.
C.R. Bard Breaks Out
Medical device maker C.R. Bard (BCR) broke out to new highs after it beat the street, amazing that it could do so with the strong dollar. But at 22x earnings this 11% grower is fairly valued right now.
The Heavy Hitters
GIlead Sciences’ (GILD) HIV and hepatitis C drugs continue to power the company. Now, what does GILD do for its next act?