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Growth Portfolio

Facebook’s Pain is Google’s Gain

Facebook’s under pressure for selling user data, and companies are reacting by pulling ads from that site, which is good news for Google (GOOGL).

Sherwin-Williams Still Looks Amazing

Sherwin-Williams (SHW) just went on a run from $100 to $400 over a span of six years. Even after that amazing run, the stock still looks amazing.

Tax Reform Has Visa’s Profits Flying High

Tax reform took Visa’s (V) profit growth from 17% to 26% last qtr as payment volume growth increased a solid 10%. But has V stock gone too high?

Sharek’s Hot Take on the Facebook Scandal

If you wanted Facebook (FB) stock, you would have already owned it. Also, annual profit growth is expected to slow from 46% last year to 18% this year. Here’s my take on FB stock.

Could Competition Hurt Paypal Stock?

Ebay has decided to allow customers to have more payment choices, which sent shares of Paypal (PYPL) lower. Is heightened competition a concern for PYPL stock?

ServiceNow Stock Needs to Simmer Down Some

ServiceNow (NOW) is clicking on all cylinders as sales, profits and subscription revenue grew more than 40% last qtr. But after a quick run higher, I feel NOW needs to simmer down.

Upland Software Breaks Out Just Before Earnings

Upland Software (UPLD) stock broke out on high volume Monday. After closer examination I noticed UPLD is growing profits in the triple-digits, and has a P/E of just 22.

Will Square Be the Way People Can Spend Bitcoin?

Payment processor Square (SQ) lets people buy and sell Bitcoin. But the future is allowing people an avenue to spend Bitcoin on goods and services. Is Square the answer?

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