fbpx

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.

Our Growth Portfolio Grew 31% Last Quarter

2012 has been a great year for our clients. The Growth Portfolio is up 31% through the first quarter of the year. The more concentrated Aggressive Growth Portfolio grew 35% in Q1.

Stocks Aren’t As Cheap As They Used to Be

The stock market’s gains made in the first quarter of 2012 has taken away half the upside potential the market had. Stocks just aren’t as cheap as they used to be.

Stock Market’s in a Correction

The stock market went into a correction yesterday. Good. Things were getting rtoo easy, we needed to take a break and wash out the weak investors.

Is This Stock Worth 50 Times Earnings?

Could a retail stock be worth 50 times earnings? Well Lululemon Athletica (LULU) might be worth it. LULU’s got great momentum right now.

Jeremy Siegel Sees the Market Climbing

Jeremy Siegel — one of the best stock minds of our time — says “compared to bonds it’s one of the cheapest markets — stock markets — I’ve seen.”

Accretive Health’s Drop is No Surprise

Accretive Health (AH) closed at $24 yesterday and is $20 at the open due to news of a revenue shortfall. To me this wasn’t a surprise.

Selling While The Market’s High

The market’s been on a tear, and I’m going to build cash while I can. Today I’ll sell F5 Networks (FFIV) and VMware (VMW) from the Growth Portfolio.

The Hidden Costs of Mutual Funds

Mutual fund investors are paying behind the scenes more than they might think. American funds charge 1.53% plus broker commisions of 1%, annually. British funds charge even more.

Not a member? Sign up here for $25 a month.