Disney’s Deal with Fox Give it Content for Streaming
Disney (DIS) is expected to launch its streaming video service later this year, and now it’s acquired 21st Century Fox to add the content it needs to be more like Netflix.
Conservative Stocks
Becton Dickinson is a Powerhouse with CR Bard
Becton, Dickinson (BDX) closed out 2017 with profit growth of 15%. Now with the merger of CR Bard, the new company will be a powerhouse in the field of hospital supplies.
No Ill Effects From Competition Seen at Costco
Investors slammed shares of Costco (COST) back in June when you-know-who acquired Whole Foods. Is the competition hurting Costco? Hell no.
Grainger is Back in a Big Way After A Huge Quarter
Industrial supply company Grainger (GWW) is up BIG after a blowout qtr that saw profits rise 20%. A weak dollar as well as strong construction and infrastructure spending is good for GWW.
Starbucks Looks to Continue its Sideways Move
Even though Starbucks (SBUX) has been building a base for more than two years, the stock still isn’t undervalued by my measures and looks to continue its sideways chart pattern.
Ecolab to Have Ecolab-like Results in 2018
Chemical company Ecolab (ECL) hasn’t been itself due to a slowdown in the Energy sector and F/X costs. Investors should expect more Ecolab-like results in 2018.
Tractor Supply Turns the Corner, Shoots Higher
Tractor Supply (TSCO) has been on a wild ride the past two years as it went from $90 to $50. But now TSCO is back in a big way. Is this time to sell?
Public Storage Down as Interest Rates Hurt REITs
Public Storage (PSA) stock is down as higher interest rates are hurting REIT stocks. But with a 4% yield and a dominant market position, this stock is a good value for the long-term.
MasterCard’s Profit Growth is Accelerating
MasterCard (MA) has been fabulous in the last year as the stock’s gone from $110 to $150. And now profit growth just accelerated from 17% to 24% — with 30% growth expected next qtr.
Google is Experiencing Accelerated Growth
Alphabet (GOOGL) has revenue growth accelerate to 24% last qtr — the best qtr in years. Now I feel this stock’s P/E could rise to 30, which could mean a $1500 stock sometime in 2019.
Celgene Sinks After Cutting Long-Term Targets
Celgens (CELG) sank 20% after the company reported last qtr’s profits, and lowered long-term profit targets. There’s multiple issues going on here, but the stock is now cheap with a P/E of 12.
Fiserv Needs to Step Up its Sales Growth
Fiserv (FISV) has missed profit estimates the past two qtrs as sales growth slowed from 5% to 2% to 1%. Now FISV is expected to see sales growth pick up to 6%. Let’s wait and see.