Nike (NKE) Resolves Inventory Issue; Sales Rise in China But Slow Elsewhere
Nike (NKE) has overcome issues with China growth and high inventory. Now it has to deal with sluggish sales growth worldwide.
Nike (NKE) has overcome issues with China growth and high inventory. Now it has to deal with sluggish sales growth worldwide.
CrowdStrike (CRWD) continues t deliver impressive growth, and now the stock is reasonably priced with good upside potential.
Zscaler’s (ZS) billing growth increased an impressive 40% last quarter, causing the stock to jump. We still see good upside ahead.
Broadcom Inc (AVGO) enjoyed a near-vertical rally to its all-time highs after it anounced an agreement with Apple to produce 5G chips.
DoubleVerify (DV) is used by companies to track ads. DV is seeing good growth in social media and Connected TV ad measurement.
Grainger (GWW) is seeing continued profit gowht and increased profit margins as its supply chain returned to pre-pandemic levels.
Paycom Software (PAYC) is remarkably undervalued with a P/E of just 37. And PAYC has nice certainty with the labor market strong.
Arista Networks’ (ANET) results weren’t that impressive last quarter. But that could be a seasonality issue, as next qtr could be strong.
It’s hard to find deals in this stock market nowadays. But Fiserv (FISV) is still a bargain with an Est. LTG of 14% and a P/E of only 16.
Palantir (PLTR) is one of the most admired stocks right now as the combination of company profits and AI have the shares surging.
Microsoft’s parternship with OpenAI is combining Azure, Bing, and Office with with ChatGPT, giving MSFT growth opporunity ahead.
American Express (AXP) is growing revenue nicely due to tremendous demand for travel. Millennials and Gen Zers are signing up.