Exiting Hypergrowth
Michael Kors (KORS) is exiting its hypergrowth stage, but is very undervalued at 17 times earnings.
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A Solid Breakout
Yesterday Alexion Pharmaceuticals (ALXN) broke out to $200. My 2016 Fair Value is $280. Let me show you.
Tougher Comparisons
Buffalo Wild Wings (BWLD) is selling for more than I think the stock will be in 2016, thus I will sell it from the Growth Portfoliom making clients around 800%.
Business is Good, Upside is Not
Catamaran (CTRX) has a strong pipeline of new business, and is keeping 98% of its current customers, but upside isn’t great, so I’m selling CTRX.
Thinking About Amazon After Cyber Monday?
Thinking about buying Amazon (AMZN) after Cyber Monday? Think again.
Better Than I Ever Expected
Shares of O’Reilly Auto (ORLY) continued to perform better than I ever expected. Here’s my 2015 outlook.
Still Smokin
Chipotle (CMG) is still smokin with 20% same store sales growth. Here’s what I think CMG is worth.
Take Some Profits in Alibaba
Alibaba (BABA) is up from $85 to $112 and with 10% profit growth this is a good time to take profits.
Should be a Banner 2015
I think 2015 will be a year where money flows away from big internet names and into Celgene (CELG).
Where There’s Smoke There’s Fire
Leju’s (LEJU) 2014 revenue will come in below expectations so I’m selling the stock from the Growth Portfolio and Aggressive Growth Portfolio.
Not Much Cheaper
IBM (IBM) crashed after it reported earnings, but IBM’s still not much cheaper. Here’s why…
Does ACT + AGN = $500?
Actavis (ACT) is buying Allergan (AGN) and my numbers say ACT could go to $500.