F/X Killing Growth

May 4, 2015 May 4, 2015 / PII

Foreign exchange rates are hurting Polaris’ (PII) EPS, but PII stock is looking good.

Don’t Sweat the Big Stuff

May 1, 2015 May 1, 2015 / IBM

Investors nit-picking the big picture with IBM (IBM) are missing an opportunity to buy on a dip.

April 29, 2015 April 29, 2015 / MTB

What M&T Bank (MTB) needs is higher interest rates. Until then MTB will likely keep treading water.

April 27, 2015 April 27, 2015 / NFLX

How much can Netflix (NFLX) ultimately earn? Where will the stock be? Is NFLX worth buying now?

April 24, 2015 April 24, 2015 / BLK

With possibly flat profit growth the next two qtrs BlackRock (BLK) is a little too high at 18x earnings.

February 23, 2015 February 23, 2015 / BWLD

The valuation of Buffalo Wild Wings (BWLD) shows just how irrational the market is right now.

February 20, 2015 February 20, 2015 / CMG

This is a good time to short Chipotle (CMG) as the stock is worth $150 less than CMG is selling for.

February 3, 2015 February 3, 2015 / PG

A strong dollar took profit growth from +6% to -12% last qtr for Procter & Gamble (PG).

February 2, 2015 February 2, 2015 / IBM

IBM (IBM) is like a ship with many leaks, and I feel the stock won’t rise until IBM’s earnings estimates do.

January 28, 2015 January 28, 2015 / NFLX

Shares of Netflix (NFLX) just soared on subscriber additions, even though profit estimates declined.

January 22, 2015 January 22, 2015 / LNKD

LinkedIn (LNKD) is always too-high-to-buy, but perhaps the stock will fall after it reports earnings Feb 5th.

January 6, 2015 January 6, 2015 / UA

Under Aemour (UA) stock give investors high growth, but at a high price.