Weibo Continues to Deliver Rapid Growth

July 24, 2018 September 17, 2018 / WB

WIth tthe Chinese Yuan on a rapid decline, Chinese stocks have had profit estimates cut. Not Weibo’s (WB) which continues to grow rapidly.

Booking is Still Churning Out 20% Growth

July 20, 2018 October 2, 2018 / BKNG, PCLN

Booking (BKNG) has been growing like a weed the last decade, yet even at this large scale was still able to deliver 21% profit growth last qtr.

YY’s Low Valuation Should Create a Floor

July 20, 2018 August 21, 2018 / YY

Chinese stocks have been down as the Chinese Yuan has been in a free-fall. But YY (YY) stock shouldn’t go down much, it has a P/E of only 14.

China Lodging Changes its Name to Huazu Group

July 13, 2018 September 21, 2018 / HTHT

China Lodging has changed its name to Huazhu (HTHT). Still, the growth story remains the same — this is one of China’s fastest growing hotel chains. Is the stock a buy here?

JD.com Expands While Profit Estimates Erode

July 11, 2018 May 2, 2020 / JD

JD.com (JD) continues to expand its online marketplace, but this is the 2nd straight qtr that JD missed while profit estimates declined.

NVIDIA Just Took Profits To Another Level

July 5, 2018 September 17, 2018 / NVDA

NVIdia (NVDA) usually has a soft first qtr, where profits are lower than the 4th qtr from the prior year. But this year things are different.

Floor & Decor’s 2018 Estimates Didn’t Rise this Qtr

July 3, 2018 September 14, 2018 / FND

Wow! Floor & Decor (FND) is one of my top picks for being the next great stock market winner. But I may be too optimistic about FND, as it didn’t raise 2018 estimates this qtr.

Paycom Software is One of the Hottest Stocks Around

July 1, 2018 September 5, 2018 / PAYC

Paycom Software (PAYC) is one of the hottest stocks around — because it’s profit history since the stock went public in 2014 is sensational — from $0.19 then to maybe $2.50 this year.