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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.

The Levee Broke at Apple

Last quarter in my Apple (AAPL) article, I wrote “The pressure is building. The levee has to break”. Well the levee has broke and the stock has hit all-time highs — yet to me the stock is cheaper. Here’s why…

Big Blue Set to Get Bigger

International Business Machines (IBM) is one reason I think this market will push higher in in the next year. Big Blue has good profit growth, a reasonable P/E, and is undervalued. IBM could push the Dow higher.

Google’s Out of Rehab

Investors have gone Googleisious over Google (GOOG) again after a great earnings reeport last quarter. It’s as if the stock has gotten out of rehab and told investors it won’t hurt them again. Here’s what I think of GOOG today.

Bad Netflix News is Good to See

If you’re like me, you’ve missed out on Netflix (NFLX) stock as it went from $30 to $300 since the end of 2008. Yesterday’s poor eranings results combined with bad P.R. from soon-to-be price increase could give us our chance to get in.

Growth Mode

Body Central (BODY) is in growth mode, and this specialty retailer is a bargain at 20 times earnings. One thing I wasn’t impressed with is quarterly estimates didn’t increase after BODY reported.

We Expected too Much

Ctrip.com (CTRP), China’s leading travel site, is having having a tough time competing against last year’s high expectations. Travel is coming in below plan, and that’s holding back this stock.

Stock Market’s Done Spinning its Wheels

We think 2011 has been about International upheaval. The truth is the market is up 5% year to date and my calculations show we could be up 20% before its said-and-done.

MasterCard is Through the Woods

MasterCard (MA) stock is free to roam now that the Federal Reserve didn’t cut the fees banks charge retailers for debit transactions as much as anticipated.

Estimates are Eroding

After researching stocks in the Chinese Hotel market, its clear to me the long term potential is enourmous, but 2011 looks like a wasted year for investment dollars. I’ll sell China Lodging (HTHT) today.

At Halftime — the Market’s Cheap & Growing

Going into the second half of 2011, the stock market’s not only inexpensive, but growing well too. I see good things ahead for the rest of the year, here’s why.

Still slammin it

I don’t know why people be hatin on Priceline (PCLN) stock. Priceline’s still slammin it. A fall from $560 to $485 is only 13%. No biggie. We so serious?

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