Tax Law Changes Benefit Bright Horizons
Bright Horizon Family Solutions (BFAM) operates childcare centers in large businesses. A strong economy is good for labor, and this new tax break helps too.
Growth Radar
Align Technologies Was One of 2017’s Best Stocks
Align Technologies (ALGN) was one of the stock market’s best stocks in 2017 as it more than doubled. The maker of Invisalign clear braces is making waves as teenagers buy, buy, buy.
MasterCard’s Profit Growth is Accelerating
MasterCard (MA) has been fabulous in the last year as the stock’s gone from $110 to $150. And now profit growth just accelerated from 17% to 24% — with 30% growth expected next qtr.
TAL Education Has Soared on Anticipated Profits
TAL Education (EDU) is expanding its tutorial services throughout China, and is growing sales more than 60% a year. Investors took notice in 2017 as the stock more than doubled in price.
Grubhub Setting Up for Another Banner Year
Grubhub (GRUB) has been a hot stock — it’s doubled in the last year. And now that it’s acquired Foodler, OrderUp and Eat24 profit growth is expected to average a solid 32% the next four qtrs.
One Week In, Under Armour is a Top Stock in 2018
2018 looks to be a bounceback year for Under Armour (UA), which had its stock drop 46% in 2018. But with profit estimates still on the decline, I don’t know if UA can get its groove back.
Better Profits Expected for Illumina in 2018
Illumina (ILMN) is expected to have accelerating profit growth in 2018 as its new gene sequencing system is generating momentum. But is the good news priced into ILMN stock?
Ultimate Software’s P/E Should Continue to Fall
Ultimate Software (ULTI) used to have a 65 P/E. But the P/E has been coming down the past couple of years — to 43 now — but I envision the decline continuing.
Ollie’s Bargain Outlet is Still a Little High
Ollie’s Bargain Outlet (OLLI) is putting out some fantastic numbers, such as 25% to 29% profit growth. But it carries a P/E of 38, double its Estimated Long-Term Growth Rate.
Oligopolies THRIVE with NVIDIA
Alphabet, Amazon and Microsoft breaking out today after reporting earnings last night. These companies dominate — other companies can’t keep up — because of NVIDIA (NVDA).
Bright Horizons Continues To Move Higher
Bright Horizons Family Solutions (BFAM), an on-site employer sponsored childcare, continues to move higher (with a strong economy) as profit growth eclipses 20%.
Domino’s is On a Dip, But the Valuation Remains High
Domino’s (DPZ) has gone up ten-fold in six years. But the stock is off its highs on news International sales growth has slowed. But the P/E ratio is still high.