Let’s Look at Global Payments

December 1, 2015 February 20, 2017 / GPN

A parabolic move and high valuation makes me cautious on shares of merchant service company Global Payments (GPN).

The Healthcare Internet

November 24, 2015 March 4, 2017 / ATHN

Athenahealth (ATHN) is building the Healthcare Internet. But at around 100x earnings the stock is rich.

November 19, 2015 March 4, 2017 / BIDU

Baidu (BIDU) has been rising even though its fundamentals are declining at an alarming rate.

November 18, 2015 February 20, 2017 / NFLX

Let’s re-do the math on Netflix (NFLX) to see what the stock is worth now, and what it can be worth long-term.

November 16, 2015 November 16, 2015 / PII

Polaris (PII) has fallen so much its a bargain, but the selling pressure is so intense I want to wait to see where PII falls to before buying.

November 16, 2015 August 29, 2017 / TAL, XRS

Chinese tutoring service TAL Education (TAL) has made a big move higher. Let’s take a look at TAL today.

November 7, 2015 February 26, 2017 / ILMN

Illumina (ILMN) is at a rare buying opportunity, but with profit growth looking weak the next two qtrs the stock may sit here a while.

November 4, 2015 February 19, 2017 / CRM

Salesforce.com (CRM) has a sky-high valuation — as it always does. The thing to do is buy CRM on a dip, regardless of the P/E.

November 4, 2015 February 20, 2017 / ICLR

ICON (ICLR) helps drug companies do research. But with legislators looking to cut back drug prices, ICLR could get cut back too.

November 4, 2015 February 20, 2017 / PANW

Palo Alto Networks (PANW) is on a dip so let’s take a look at PANW and see if this is a good time to buy.

October 26, 2015 March 4, 2017 / CMG

Chipotle (CMG) is down from $750 to $650 in two weeks. Does CMG look appetizing now?

October 22, 2015 March 4, 2017 / ULTA

Shares of Ulta Salon (ULTA) are having a banner year. Let’s take a look at ULTA stock.