Digesting 2013 Gains
MasterCard (MA) stock jumped 70% in 2013. In 2014 MA’s digesting those gains.
Research Reports
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Same Stance as Last Qtr
As I said last qtr, Catamaran (CTRX) is fairly valued here, but CTRX is a good stock for the long-term,
Don’t Get Too Excited
Express Scripts (ESRX) should have higher profit growth later this year, but don’t get too excited about ESRX.
Reasons I’m Not Buying ATHM on the Breakout
Autohome (ATHM) is breaking ou today. ATHM fits the mold, is on my radar, but I’m not buying. Here’s why:
Divergence
Chinese real estate portals SouFun (SFUN) and Leju (LEJU) are having a divergence in demand.
Discount Coupons
Coupons selling homes in China, so I will sell SouFun (SFUN) and buy Leju (LEJU) in both the Growth Portfolio and Aggressive Growth Portfolio.
Celgene Broke Out
Shares of Celgene (CELG) Just broke out, are on their way to $100, and I think CELG’s worth $132 in 2015.
Profit Growth Will Slow
Can Buffalo Wild Wings (BWLD) continue to be a top stock now that profit growth will slow?
Allergan Looks to Salix to Fight Off Valeant
Allergan (AGN) is fighting off Valeant (VRX). Now Salix could be the help AGN needs.
They Figured Out Mobile
Baidu.com (BIDU) has figured out mobile ads and now profits are set to soar through 2016. I will add BIDU to the Aggressive Growth Portfolio.
Just Not Moving
Alexion Pharmaceuticals (ALXN) is doing well right now, but the stock’s not moving, so I’ll sell ALXN from the Aggressive Growth Portfolio.
Is the Upside Worth It?
O’Reilly Automotive (ORLY) is clicking in all cylinders, but is 20% upside to 2015’s Fair Value worth holding ORLY?