Alibaba’s Looking Inside China for Future Growth

July 15, 2019 October 14, 2019 / BABA

Alibaba’s (BABA) management says the Chinese economy is shifting from an export economy to a domestic consumption economy.

Twillio’s Valuation is Sky High

July 14, 2019 September 27, 2019 / TWLO

Twillio’s (TWLO) P/E is 1185. That’s extremely high. And profit growth is expected to be -33% and -86% the next 2 qtrs.

July 14, 2019 September 26, 2019 / ANET

Arista Networks (ANET) beat the street last qtr, but lowered guidance due to slow demand. This might be time to sell.

July 12, 2019 September 20, 2019 / PSA

With the Federal Reserve set to lower interest rates, investors are looking for high yielding stocks like Public Storage (PSA).

July 11, 2019 September 25, 2019 / DIS

We have to look to the future of Walt Disney (DIS) to see the stock’s real potential as Disney+ will be a catalyst for growth.

July 10, 2019 September 24, 2019 / SQ

Payment processor Square (SQ) has been digesting its 2018 gains for the last 6 months. Is SQ now ready to move higher?

July 9, 2019 September 18, 2019 / GPN

Global Payments (GPN) is merging with Total System Services (TSS), making GPN a bigger player in payment processing.

July 9, 2019 March 18, 2020 / ECL

Chemical cleaner company Ecolab (ECL) is a master at delivering record profit growth, but the stock is richly priced right now.

July 8, 2019 September 22, 2019 / BFAM

Bright Horizons (BFAM) is a childcare center for working adults with kids. This is a 13% grower with a P/E of 42. That’s high.

July 8, 2019 September 6, 2019 / FI

Fiserv (FISV) hit a record high last week, but the stock’s P/E of 27 is higher than the 23 P/E FISV had in 2017 & 2018.

July 7, 2019 January 19, 2023 / DPZ

Domino’s (DPZ) is going through a slower growth period right now as qtrly profit growth just declined from 25% to 10%.

July 7, 2019 December 1, 2019 / SPGI

S&P Global’s Market Intelligence — a subscription platform for financial data — is leading the company (and its shares) higher.