Good Growth Coming
MasterCard (MA) looks like one of the best Financial stocks to own in 2011 as the low P/E of 14 and good profit growth ahead give this stock solid upside in both 2011 and 2012 — you just have to deal with the politics.
Growth Stocks
Business Has Never Been Better
Catalyst Health Solutions’ (CHSI) business has never been better. The company just said revenues could climb 30% in 2011. With a P/E of 20 and expected profit growth of around 30%, this stable stock has ample upside.
The Sweet Spot
Cognizant Technology Solutions (CTSH) is in a sweet spot in technology spending that should continue to fuel profit growth and revenue growth of 20% or more in 2011.
Joy Global Has Turned the Corner
Joy Global (JOYG) makes the big machines that mine raw materials from the ground. Think coal, copper, and iron ore.
Show Me the Money
Rovi (ROVI) has a slow quarter coming up, but that hasn’t hurt the stock. New cable subscribers and lackluster TV sales will hamper profits this quarter, but opportunities over the internet keep the stock rising.
For-Profit School K12 is Still Learning
K12 (LRN) missed estimates last quarter and had its 2011 outlook lowered. Yet management patted itself on the back in its earnings release. Management still has some learning to do.
Oh, What a Life
Herbalife (HLF) has had a good life this year. Opening the year around $40, the shares have had a nice ride to $70. Since Retail & Restaurants is the best sector right now, the shares could keep going higher. Here’s how much:
Hey look at me! I’m going up — and out!
Strayer Education (STRA) is trending up instead of down. I think the stock is getting relief from the vicious selling that’s happened in the Education sector. I’m going to use the strength to sell my position in STRA. Here’s why…
The Diamond is in Coal
The Cheat Sheet says Energy is the place to invest in 2011, and I’m getting a jump start in 2010 by adding coal producer Peabody Energy (BTU) to the Growth Portfolio today. BTU can feed China’s growth.
Oil is on the Radar
With The Cheat Sheet saying we should be looking into Oil stocks, Canada’s Suncor (SU) is a stock I will be watching. Suncor is the first company to develop oil-sands. …
I Would Sell Any and All My CISG
CNinsure (CISG) is getting clobbered today. The news is bad, I would sell any shares of CIGS I owned. Here’s why:
How much can Tom Brady help DECK stock?
Deckers (DECK) made big news yesterday when it announed a deal to have Tom Brady be the face behind UGG’s line of men’s shoes and accessories. DECK stock is already up 74% since I wrote last quarter’s update. Here’s what I feel the Brady affect will do for DECK stock in 2011.