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.
Growth Radar
VSI, Why is Your P/E So High?
Vitamin Shoppe (VS) should be selling for 20 times earnings yet the P/E is a lofty 29. Why is this? Because VSI beats the street and raises estimates.
Salesforce is a Good Short
I usually don’t suggest investors short a stock, but Salesforce.com (CRM) is an exception. I just don’t think CRM can go higher.
Rackspace is Just Crazy
Shares of Rackspace Hosting (RAX) have jumped from the low-$40s to $70 sincs early August. That’s just crazy. The P/E is 93. Crazy.
Don’t Chase LinkedIn
Shares of LinkedIn (LNKD) just shy of their all-time high. Is this a good stock? Yes. Is this a good time to buy? No. It’s got a 200 P/E.
Here’s My Price for the Top Stock
Francescas Holdings (FRAN) is the top stock on my radar — I look at it every day. FRAN is more than $30 now and if it dips to $25 I want in.
Real Estate Company No Longer On Sale
Altisource Portfolio Solutions (ASPS) has gone from $40 to $90 during the last year. Then: the P/E was 12. Now: it’s 19. ASPS is no longer on sale.
NUS is a Bargain
Nu Skin (NUS) is a bargain. The P/E is only 13 and the company is expected to grow 15% a year plus pay a 2% dividend. But there’s a catch…
Not Ripe Yet
Deckers (DECK) popped after reporting earnings next quarter, but after reviewing the numbers, the stock isnt’ ripe enough yet.
Still as Beautiful as Ever
After all these years, Ulta Salon (ULTA) is still as beautiful as ever. Here’s how good the stock looks like today — and where I’d buy it.
VMware (VMW) Stock is Not Worth What it Used to Be
VMware (VWM) was sold on strength last year. I wanted a dip to get back in. Now the stock is lower, but it isn’t worth as much as it used to be.
Tractor Supply (TSCO) is a Farmer’s Solid Ground
Tractor Supply (TSCO) is solid. The company almost always grows profits as it grows into fertile ground. This is a good investment — when it dips.