RAX is Always High
Gosh, Rackspace (RAX) is such a good stock — if you own it. If not, you’re always looking up, RAX is always too high to buy.
Growth Radar
10% SSS Can’t Last
Vitamin Shoppe (VSI) is doing well becasue same store is strong. Still, I feel this stock is fully valued and people should invest in GNC (GNC) instead.
Where Do You Buy?
LinkedIn (LNKD) was $99 this quarter. It’s worth $77 next year and $128 the year after. Where do you buy? Hold out for the low-$90.
Earnings Miss Cools Down Hot Stock
Altisource Portfolio Solutions (ASPS) has been one of the hottest stocks of 12. ASPS just missed, that settled the stock down, but I still see ASPS going higher.
AMZN Continues to Build
Amazon.com (AMZN) continues to build new order fulfillment centers across the globe. That’s hurting profits now, but will help profits in the (far) future.
Best of the Builders
The best stock in the Homebuilder sector isn’t a homebuilder at all, its Tractor Supply (TSCO), a company that systematically puts out 20% profit growth.
Back to the 70s
F5 Networks is in the cloud like VMware (VMW). Like VMW, FFIV looks to be going to the 70s. Unlike VMW, FFIV isn’t a good buy if it gets there.
Long Term Support at $75
VMware (VMW) is where it should be. I would focus on the long-term support line and see if you could get in just above $75 a share.
The Skinny on Facebook
Facebook (FB) popped on 9% profit growth last quarter (meh). Growth is now set to accelerate to 40%. I think FB is worth 30x earnings, or $19 a share.
The Stocks You Want to Fall Don’t
The stocks you wish would fall, don’t. Ulta Salon (ULTA) is one of them. We’re in a stock market correction, if ULTA falls, I want some.
Qihoo Has Issues
Baidu.com (BIDU) is under pressure because Qihoo 360 (QIHU) came out with a competing search engine. Should we buy QIHU? It has issues.
IBM is a Mirror of the Market
Looking at IBM (IBM) gives me a synopsis of the stock market right now. Things will be slighlty-under plan, yet shares have huge upside.