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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.

Back on Track

Buffalo WIld Wings (BWLD) is back on track to do 20% profit growth again. With the stock selling for 20% earnings, there’s good potential here in the short-term and the long-term.

Left: Buffalo WIld Wings should do well with football season approaching.

I’m Trying to be Nice

Amazon.com (AMZN) just had profit estimates lowered, now 20% profit growth may not happen again until four quarters from now due to expansion costs. A 48 P/E is high, to be nice. Although I love AMZN’s long-term perspective, I will sell the stock from the Growth Portfolio today. Here’s why:

Momentum is Slowing — But Business is Strong

Chipotle (CMG) has been a fabulous stock in 2010, but tough comparisons might mean it’s time for this stock to take a breather.

Left: CMG’s P/E is in black, signifying the stock is neither undervalued (green) or overvalued (red).

Click the above image to Download David Sharek's Growth Stock Newsletter

Which Will Hit 1000 First?

Which will hit $1000 first — Google (it’s around $500) or Apple (it’s around $250)???

A Top-Tier Growth Stock Again

Cognizant Technology Solutions (CTSH) is back! Revenue growth was 42% last quarter and the company expected sales to climb at least 36% this year. Today I will replace Mindray Medical (MR) with CTSH in the Growth Portfolio and I will purchase CTSH in the Aggressive Growth Portfolio as well.

This Could Be Big

Rovi (ROVI) is the company that makes menu guides on your TV set and cable box. That stuff isn’t new but imagine the growth opportunity of a menu guide that also incorporated your movies, pictures and songs on your home computer.

Left: ROVI’s had solid profit growth during the prior three quarters but growth could slow to 16% two quarters from now.

No Herbalife

Vitamin Shoppe’s (VSI) one-year chart makes the stock look buyable, but estimates three and four quarters out show 25% and 17% growth coming. I thought VSI might take off like Herbalife (HLF) did last week but after analyzing VSI’s earnings table, I’m not smitten. I’ll continue to keep VSI on the radar.

Same Old Solid Results

Stock (Symbol) Stock Price Deckers Outdoor (DECK) $46 Data is as of Expected to Report Sector August 11, 2010 Oct 22 Retail & Restaurant Company Description Deckers Outdoor Corporation is engaged in designing, producing, marketing and brand managing of footwear and accessories. The Company sells its products, including accessories, such as handbags, headwear, packs and …

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I’ll Take a Herbalife

Herbalife (HLF) has a new idea for people who want to work for themselves. Until then, we can own HLF stock in the meantime. Is this the next Avon?

Break Out Baby!

Baidu.com (BIDU) just broke out today after the company took business to a new level last quarter. China’s internet search leader is now growing faster than ever — that means its stock should be higher than ever.

Left: BIDU’s one-year chart shows profits are expected to continue to grow in the triple-digits for the the next two quarters.

Hold on to Your Hats With Apple Stock

Apple (AAPL) has all the characteristics to go on an explosive move higher. Strong profit growth & a low P/E give this stock huge upside. Here’s why a double seems realistic in the short term.

Young Talent

I think most of the stocks out there to buy are fairly valued. We need to find some Young Talent for our portfolios.

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