David Sharek

David Sharek is stock portfolio manager at Shareks Stock Portfolios and the founder of The School of Hard Stocks. His Growth Portfolio has averaged investors 12% per year since 2003, 4% better than the S&P 500's 8% during that time. David's posted four years of +40% returns in his 16 year career. His book The School of Hard Stocks can be found on Amazon.com.

M&T Bank, I’m Sorry. Please Come Back.

I sold M&T Bank (MTB) before it went on a tear higher after Trump got elected. Now I’m sorry I sold, and am looking to get back in on a dip.

Tax Reform Has Visa’s Profits Flying High

Tax reform took Visa’s (V) profit growth from 17% to 26% last qtr as payment volume growth increased a solid 10%. But has V stock gone too high?

Sharek’s Hot Take on the Facebook Scandal

If you wanted Facebook (FB) stock, you would have already owned it. Also, annual profit growth is expected to slow from 46% last year to 18% this year. Here’s my take on FB stock.

Experience the Future at McDonald’s Today

McDonald’s (MCD) is making things happen in the restaurant world, with a fresh look, ordering kiosks and UberEats delivery. And now the stock is on a dip. Time to buy?

Commercial Cloud & LinkedIn Boosting Microsoft

Last qtr, Microsoft (MSFT) had 56% sales growth in its commercial cloud division. Wow. No wonder the stock is up 50% in a year. LinkedIn has also played a part in sales/profit growth.

Could Competition Hurt Paypal Stock?

Ebay has decided to allow customers to have more payment choices, which sent shares of Paypal (PYPL) lower. Is heightened competition a concern for PYPL stock?

Align’s Invisalign is Still Smoking Hot

Align Technology (ALGN) makes the Invisalign clear braces, which are red hot right now. Especially with teenagers. But after a run from $100 to $250 in a year, is ALGN too high?

Stryker’s Profit Growth Has Simmered Down

Stryker (SYK) has been on a nice run the past 5 years. But profit growth is expected to slow to 10% in 2018, and SYK will likely need acquisitions and stock buybacks to enhance results.