Amazon.com (AMZN) just had profit estimates lowered, now 20% profit growth may not happen again until four quarters from now due to expansion costs. A 48 P/E is high, to be nice. Although I love AMZN’s long-term perspective, I will sell the stock from the Growth Portfolio today. Here’s why:
I’m Trying to be Nice Read More »
Chipotle (CMG) has been a fabulous stock in 2010, but tough comparisons might mean it’s time for this stock to take a breather.
Left: CMG’s P/E is in black, signifying the stock is neither undervalued (green) or overvalued (red).
Momentum is Slowing — But Business is Strong Read More »
Cognizant Technology Solutions (CTSH) is back! Revenue growth was 42% last quarter and the company expected sales to climb at least 36% this year. Today I will replace Mindray Medical (MR) with CTSH in the Growth Portfolio and I will purchase CTSH in the Aggressive Growth Portfolio as well.
A Top-Tier Growth Stock Again Read More »
Rovi (ROVI) is the company that makes menu guides on your TV set and cable box. That stuff isn’t new but imagine the growth opportunity of a menu guide that also incorporated your movies, pictures and songs on your home computer.
Left: ROVI’s had solid profit growth during the prior three quarters but growth could slow to 16% two quarters from now.
Vitamin Shoppe’s (VSI) one-year chart makes the stock look buyable, but estimates three and four quarters out show 25% and 17% growth coming. I thought VSI might take off like Herbalife (HLF) did last week but after analyzing VSI’s earnings table, I’m not smitten. I’ll continue to keep VSI on the radar.
Herbalife (HLF) has a new idea for people who want to work for themselves. Until then, we can own HLF stock in the meantime. Is this the next Avon?
I’ll Take a Herbalife Read More »
Baidu.com (BIDU) just broke out today after the company took business to a new level last quarter. China’s internet search leader is now growing faster than ever — that means its stock should be higher than ever.
Left: BIDU’s one-year chart shows profits are expected to continue to grow in the triple-digits for the the next two quarters.
Apple (AAPL) has all the characteristics to go on an explosive move higher. Strong profit growth & a low P/E give this stock huge upside. Here’s why a double seems realistic in the short term.
Hold on to Your Hats With Apple Stock Read More »
