Already Fried In
There’s a lot of good news for Buffalo Wild Wings (BWLD) investors (including lower wing prices). Unfortunately the good news is already “fried” into the stock price.
Growth Stocks
China’s Dot-Com Craze
I feel China is in a real-life dot-com craze — fueled by staggering profit growth. YY (YY), a music social network, will be added to the Growth Portfolio and Aggressive Growth Portfolio before it goes any higher.
Not Doing Anything
Shares of Allergan (AGN) aren’t doing much of anything. Still, there’s good potential in this conservative growth stock. You just might have to sit & wait.
Slowing Momentum
Shares of Franklin Resources (BEN) have no momentum because mutual fund inflows have slowed. Still, these conservativee shares are a good long-term investment.
Rising Under the Radar
Portfolio Recovery Associates (PRAA) keeps rising — yet the stock continues to be under the radar of most investors. PRAA has it all: profit growth, a low P/E, and stock momentum.
How Much Can It Make?
Quihoo 360 (QIHU) has gone from $29 to $86 since being added to the Growth Portfolio last December. How high can QIHU go? The real question is how much can it make.
Ready to Fly
My China syndrome continues. Today I will buy NQ Mobile (NQ) for the Growth Portfolio and Aggressive Growth Portfolio.
Maximum Overdrive
MasterCard (MA) is on a roll with solid momentum that’s tough to slow. The stock is in maximum overdrive, even though its more expensive than its been in years.
Chinese Hot Stocks
Noah Holdings (NOAH) is the latest Chinese Hot Stock in the Growth Portfolio and Aggressive Growth Portfolio.
Humming Along
O’Reilly Automotive (ORLY) is clicking on all cylinders right now. The problem with ORLY is the stock is selling at historic highs.
From $85 to $140. Seriously.
Shares of Baidu.com (BIDU) have shot from $85 to $140 since last quarter. Seriously. China’s largest search engine just bought a video company and a wireless company.
Stay Away From HomeAway
HomeAway (AWAY) is a growth stock in a young, growing area. But with a P/E of 50 and slow profit growth coming up, I’d stay away from AWAY.