Sweet 16
Apple’s (AAPL) sweet 16. Not the stock price, the P/E. Apple’s business is actually accelerating — with estimates jumping higher. This is one of the top investments of our time.
Research Reports
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Exxon’s a Good Stock
Exxon (XOM)’s a good stock to own. The only problem I have with buying XOM here is the stock’s been on a run already.
We Need More Oil
We need more oil — in our portfolios. Although Egypt and Exxon are getting headlines in regards to oil, economies are needing more oil anyway. Suncor (SU) will be purchased for the Grwoth Portfolio today and should help quench our thirst.
Be Patient
China Lodging (HTHT) has great growth opportunity ahead — ahead of 2011 that is. Although revenue’s should climb solidly this year, profit growth might be flat in fiscal year 2011.
2011 is the Year to Buy this Stock
Home Inne & Hotels (HMIN) is the cheapest its been in a long time. This stock is at the top of my radar, but might not make a move until later in the year.
The Best Stocks We Missed in 2010
Here’s three of the Best Stocks we missed as they ran higher in 2010: Netflix (NFLX), Salesforce.com (CRM) and Opentable (OPEN).
What to do with Lululemon
Ok, I dropped the ball not getting Lululemon (LULU) last year (or the year before). Now, every time I evaluate the stock, it doesn’t seem like a great value
$600 is the Lucky Number
$600 is the lucky number — and there are a couple of reasons why I think this stock should hit that price in 2011.
IT Outsourcing Will Be Hot in 2011
Today I will purchase Camelot Information Systems (CIS) in the Growth Portfolio. I will replace Cognizant Technology Solutions with CIS in the Aggressive Growth Portfolio as CIS is a younger faster-growing IT outsourcer. With companies looking to grow in 2011, IT outsourcing should have its best year ever.
Don’t Hate the Player
Green Mountain Coffee (GMCR) has a lot of haters, but its got one of the best games in town. Skeptics claim the growth story is done because a lot of people already own Keurigs. But profit growth of 59% or better coming the next four quarters keep GMCR a top-ten stock.
Combining Retail with Technology
I will be adding Ancestory.com (ACOM) to the Growth Portfolio and Aggressive Growth Portfolio today. ACOM charges a fee (Retail) to allow people to access a vast database of family history records and track their family tree on the Internet (Technology).
This 15% Grower is Worth 30 Times Earnings
Expeditors International (EXPD) is a 15% grower over the long-term, yet the stock is worth 30 times earnings. Here’s why — and where I would like to buy the stock.