David Sharek
David Sharek is stock portfolio manager at Shareks Stock Portfolios and the founder of The School of Hard Stocks.
Sharek's Growth Stock Portfolio has delivered its investors an average return of 18% per year since inception vs. the S&P 500's 10% during that time (2003-2020).
David's delivered five years of +40% returns in his 18 year career, including 106% during 2020.
David Sharek's book The School of Hard Stocks can be found on Amazon.com.
I will purchase Camelot Information Systems (CIS) in the 
CIS’s one-year chart shows a double since the stock went public last summer. Profits have grown rapidly and that looks to continue. CIS is breaking out to new highs today — it’s up $2 to $26 right now.
Profit growth was 53% last quarter. Sales have risen 46%, 72%, 90% and 57% the past four quarters. That’s great because I want sales to climb around 45% each quarter for the stock to deserve the P/E I estimated in the Fair Value section below.
I had a tough time figuring what CIS’s P/E should be. Maybe 25 because that’s the estimated Long Term Growth Rate? Well the stock’s got a 30 P/E and it’s going up on high volume right now. I went with a P/E of 45 as CIS’s Fair Value because that’s what CTSH used to be worth when it was growing rapidly.
Camelot just went public last July, so there’s not much in the ten-year chart. There is data before CIS was publicly traded, here are the annual profits (in earnings per share or EPS) since 2005:
