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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.

Vitamin Shoppe Needs to Keep Upping

Vitamin Shoppe (VSI) needs to keep upping estimates for the stock to keep rising. I think it will, but I’m not buying the stock yet.

Fossil Looks Tempting

Shares of Fossil (FOSL) used to be too high, now they have come down. The stock looks tempting here, but there’s uncertainty.

New Rally Started Friday

Investors Business Daily reported today that the stock Nasdaq started a new rally on Friday. That’s great, I just don’t think the rally will be a strong one.

Synergies After the Merger?

Express Scripts (ESRX) is merging with Medco (MHS) and the deal could be completed this quarter. Synergies could produce better-than-expected profits.

Its a Buy

Shares of Priceline.com (PCLN) have declined from a high of $767 in April to $620 as of yesterday’s close. At 20 times earnings, it’s is a buy.

Waiting for the Merger

Catalyst Health Systems (CHSI) is going through a merger with (more like be acquired by) SXC Health Solutions (SXCI). I’m holding CHSI and waiting.

Rackspace is Still Too High

Rackspace Hosting (RAX) is one of the fastest growing companies around. But even after the stock market’s fall during May, RAX is still too high.

Building Cash

Today I will sell Joy Global (JOY) and Cognizant Technology Solutions (CTSH) from the Growth Portfolio. I wish to build a bigger cash position to invest more money into Priceline.com (PCLN).

Too Low to Go

Body Central (BODY) warned after reporting earnings last quarter. BODY dropped from $29 to $15 on the news. Now its too low to sell.

Facebook Could Be Worth $10

Facebook (FB) has three big clouds hanging over it. Could Facebook’s be maturing? If so the stock could be worth $10. Yes, ten dollars a share. Here’s my take…

A Market Leader

MasterCard (MA) is proving to be a Steady Eddie in the current stock market correction. MA’s certainty, consistency and growth opportunity make it a top four stock.

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