Grubhub Keeps Spending to Grow
Grubhub (GRUB) is growing like mad and entering new markets with a big delivery and ad budget, which is hurting profits.
Stock Research
Electronic Arts Has a Catalyst in Apex Legends
Video game maker Electronic Arts (EA) has a catalyst with its blockbuster game Apex Legends. But will that be enough for the stock to soar?
Altassian and the New Wave of Software Stocks
Atlassian (TEAM) is one of the new wave of software companies making companies more efficient. But is TEAM too high to buy?
Twitter Beats the Street then Lowers Estimates
Twitter (TWTR) just beat the street and delivered 63% profit growth. Great! But the company then lowered profit estimates. Hmmmm.
China Offers Huge Growth Opportunity for Invisalign
Align Technologies (ALGN), makers of the Invisalign braces, has margin pressure which is zapping profit growth. But a new China plant could change that.
M&T Bank is Putting Up Some Amazing Numbers
M&T Bank (MTB) is putting out some amazing results. Profits are growing good while MTB is beating the street & upping estimates. All for a P/E of 12.
JP Morgan Stock is in the Bargain Basement
Shares of JP Morgan (JPM) sell for a bargain-basement 10x earnings. The stock seems to have good upside here, but it’s still in a downtrend.
Now New Oriental Education is Upping Estimates
New Oriental Education (EDU) is China’s largest education provider. But management is jerking profit estimates around and I don’t like the uncertainty.
Netflix is Raising its Prices in the U.S. This Year
Netflix (NFLX) stock is up around 30% so far this year, and now it’s raising prices on its subscription plans in the U.S., thus my long-term price target moves as well.
UnitedHealth is the Rare Quadruple-Play
UnitedHealth (UNH) is a rare quadruple-play as its a safe stock with double-digit profit growth, a dividend, and a stock buyback plan.
Blackrock’s Lowering Fees, Hurting Profits
Asset manager BlackRock (BLK) is moving its business towards lower-expense investments like ETFs. But will this strategic move pay off in the end?
Can Cannabis Offset Weaker Wine at Constellation Brands?
Constellation Brands (STZ) is a producer of beer, wine, spirits and now cannabis. But wine is weak. Can marijuana sales (and profits) fill the void?