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Research Reports

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BPI

BPI – Passed the Test

Bridgepoint Education (BPI) passed the Department of Education’s test — now its time for investors to take notice. Although BPI’s down-and-out, it could be worth double what its selling for now.

Left: BPI’s P/E of 7 and estimated Long Term Growth Rate of 25% a year give this stock huge upside potential.

Green Mountain’s Business is on Fire

Green Mountain Coffee (GMCR) is on fire. Catalysts like Ice Tea, Mr. Coffee brewers and cappuccino makers keep GMCR moving in 5th gear.

Left: GMCR’s one-year chart shows profits are expected to climb 82% and 133% during the next two quarters.

A Cure for Your Correction Blues

Express Scripts (ESRX) moves up in the Power Rankings as the stock market has just started a correction.

Left: ESRX’s ten-year chart shows the stock has been a solid investment during the last decade.

Back on Track

Buffalo WIld Wings (BWLD) is back on track to do 20% profit growth again. With the stock selling for 20% earnings, there’s good potential here in the short-term and the long-term.

Left: Buffalo WIld Wings should do well with football season approaching.

I’m Trying to be Nice

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:

Momentum is Slowing — But Business is Strong

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).

A Top-Tier Growth Stock Again

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.

This Could Be Big

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.

No Herbalife

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.

I’ll Take a Herbalife

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?

Break Out Baby!

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.

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