Update: Buying GrubHub Well Off its Highs

October 16, 2018 November 26, 2018 / GRUB

Today I will be buying into GrubHub (GRUB) well off its highs as Eat24, KFC and Taco Bell are fueling growth now and in the future.

Autohome Looks to Be a Good Buy

October 3, 2018 January 10, 2019 / ATHM

Autohome (ATHM) provides websites that connect car buyers & sellers in China. ATHM is down a lot from its highs, is this a buy?

Investors are Valuing Wingstop on its Potential

September 16, 2018 December 28, 2018 / WING

Investors are valuing Wingstop (WING) stock on the growth opportunity the company has, both in the U.S. and Internationally. I think a 27 P/E for 22% growth is high.

Illimina Soars as Genome Growth Continues to Grow

September 11, 2018 November 20, 2018 / ILMN

Shares of Illumina (ILMN) have soared from $210 to $350 as demand for genome machines and consumables continue to climb.

Ultimate Software Seems Overvalued. But its Software.

September 10, 2018 November 20, 2018 / ULTI

Ultimate Software (ULTI) stock seems overvalued at 56 times earnings. But it’s a software company, and software stocks are hot.

Bright Horizons’ Valuation has Gotten Extreme

September 6, 2018 December 21, 2018 / BFAM

Daycare operator Bright Horizons (BFAM) is growing profits 18% a qtr and has a 38 P/E. I feel this $120 stock is worth less than $100.

Assets Continue to Flow into S&P Index ETFs

August 30, 2018 December 24, 2018 / SPGI

The S&P 500 is up 9% year-to-date as investors continue to pour money into S&P ETFs, which is good for S&P Global (SPGI).

All Aboard the Etsy Hype Train

August 25, 2018 November 30, 2018 / ETSY

Shares of homemade goods e-commerce store Etsy (ETSY) are all-hyped up as the plan to charge more fees to help its online sellers looks to be a hit. But we don’t know for sure.