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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.

Apple’s got a 16 P/E

Apple’s (AAPL) got a 16 P/E. Apple’s got a 16 P/E. Apple’s got a 16 P/E. The iPhone and iPad awesome, and I’m going to tell you about something that could be even bigger.

Don’t Depend on Google

Google (GOOG) had results last qtr that were better than expected. Of course only a qtr earlier results disappointed. What do I make of this?

Earnings Scorecard – 2010 Q4

Earnings season is upon us, now its time to see if our stocks truly deserve the gains they made during September. Here’s my take on each at-bat. Leading off is Apple (AAPL) .

Welcome to China Lodging

China Lodging Group (HTHT) is an economy hotel chain that opened its first hotel in 2005 and has grown to 326 at the end of last quarter. There is vast growth opportunity in China’s travel market and I will purchase HTHT in the Growth Portfolio today.

An Expensive Trip

Ctrip.com (CTRP) broke out to an all-time high last month. Usually that bodes well for a stock — but right now Ctrip is one expensive trip.

From $195 to $341

Priceline.com (PCLN) has gone from $195 to $341 since last quarter. The reason for the rise is a reversal of fortune. As you can see from the one-year chart on the left, the stock’s made investors a fortune.


Left: PCLN had 53% profit growth last quarter — which is great — but the stock’s almost doubled since July and is in desperate need of a breather.

CHSI one-year chart

Right Where it Should Be

Catalyst Health Solutions (CHSI) took a little tumble last month. In the grand scheme of things, this stock is selling right where it should be.

MA ten-year chart

The Claim of 20 Percent Growth

Mastercard (MA) expectes profit growth of more than 20% for the next three years. With a P/E of 16, this stock is undervalued and has good upside potential. Here’s when I expect MA to eclipse its all-time high.






Left: MA’s ten-year chart shows the company has growth profits consistently even through tough economic times.

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