Should be a Banner 2015
I think 2015 will be a year where money flows away from big internet names and into Celgene (CELG).
Where There’s Smoke There’s Fire
Leju’s (LEJU) 2014 revenue will come in below expectations so I’m selling the stock from the Growth Portfolio and Aggressive Growth Portfolio.
Not Much Cheaper
IBM (IBM) crashed after it reported earnings, but IBM’s still not much cheaper. Here’s why…
Does ACT + AGN = $500?
Actavis (ACT) is buying Allergan (AGN) and my numbers say ACT could go to $500.
A New Top Dog
Baidu (BIDU) beat the street & raised estimates again, and moves up to #1 in my Power Rankings.
Buffett Dumps PG While its High
Berkshire Hathaway traded its shares of Proctor & Gable (PG) for Duracell. Good, Buffett sold PG high.
Even After the Slump, McDonald’s is No Deal
Even though McDonald’s (MCD) stock has slumped, MCD still isn’t a deal.
A Look At TAL Education
TAL Education (XRS) is teaching more-and-more kids in China, and that makes XRS a stock to watch.
How the Mighty Have Fallen
The stocks that have given investors solid returns have fallen from grace as 2015 looks like a period of slower growth.
Lowering the Bar
Facebook’s (FB) higher spending and slower sales growth = slower profit growth in 2015.
Costs Higher, Growth Slower
Google (GOOGL) didn’t have a good qtr, and now the stock doesn’t have much upside going into 2015.
Netflix Slashes Estimates
Netflix (NFLX) slashed estimates this quarter, and now profit growth is set to go down next quarter.