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.
Growth Portfolio
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.
STRA – Didn’t Pass the Test
Is this the end for Strayer (STRA)? Or is it a great buying opportunity?
The Department of Education states that only 25% of Strayer graduates are paying back principle on their student loans. But Strayer is a hundred-year-old school — how can this be?
BPI – Passed the Test
Bridgepoint Education (BPI) passed the Department of Education’s test — now its time for investors to take notice. Although BPI’s down-and-out, it could be worth double what its selling for now.
Left: BPI’s P/E of 7 and estimated Long Term Growth Rate of 25% a year give this stock huge upside potential.
Green Mountain’s Business is on Fire
Green Mountain Coffee (GMCR) is on fire. Catalysts like Ice Tea, Mr. Coffee brewers and cappuccino makers keep GMCR moving in 5th gear. Left: GMCR’s one-year chart shows profits are expected to climb 82% and 133% during the next two quarters.
A Cure for Your Correction Blues
Express Scripts (ESRX) moves up in the Power Rankings as the stock market has just started a correction.
Left: ESRX’s ten-year chart shows the stock has been a solid investment during the last decade.
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).
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.
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 …