Salesforce Gets a Big Boost in Estimates
Lower taxes and an accounting change has boosted Salesforce.com’s (CRM) 2018 outlook, which ups our Fair Value on the stock.
Growth Portfolio
Something’s Wrong with Tesla Stock
Tesla (TSLA) has the greatest cars. I’m a fan of them — and the stock too. But something is wrong with TSLA. It looks to be sliding down a mountain.
China Lodging Cools Off After Missing Estimates
Former hot-stock China Lodging (HTHT) has cooled off recently after the company missed estimates, and 2018 estimates fell. Is the run done?
Weibo’s Down Off its Highs as Growth Slows
Weibo’s (WB) profit growth slowed from to triple-digits this qtr (but still was good). And the stock is down a bit from its highs.
China’s Baozun Breaks Out on High Volume
Baozun (BZUN) stock broke out on HUGE volume last qtr after the company beat profit estimates handily. But I’m concerned about something.
Home Depot Has a Lot of Good Catalysts
There’s a lot of good things going on at Home Depot (HD). E-commerce sales, big ticket sales and professional sales are leading the charge.
SS&C Technologies Pops After Buy of DST Systems
SS&C Technologies popped after news to acquire DST Systems. Now SS&C will be able t offer tech support and outsourcing projects to clients.
Global Payments Keeps Chugging Along
Today Global Payments (GPN) just celebrated its 15th Anniversary of being on the NYSE. The stock’s gone from $8 to $112 since (14x).
Domino’s Will Now Deliver to Your Hotspots
Domino’s (DPZ) stock has been on a serious roll for seven years. Now Domino’s Hotspots will deliver hot food to beaches, parks and stadiums — giving DPZ yet another catalyst.
Why Did Paycom’s Profit Estimates Just Surge?
Paycom Software’s (PAY) 2018 profit estimates just surged from $1.54 to $2.46. Wow! But why did this happen? Let’s take a look.
NVIDIA on a Dip? Is it Time To Buy In?
Shares of NVIDIA (NVDA) are in a dip, is it time to buy into this chip company? But the stock has more than doubled in the last year, and is high.
Netease’s Estimates Have Been Declining
Netease’s (NTES) profit estimates have been on the decline for three straight qtrs. But with a P/E of 20 the stock is nicely priced. Time to sell now?