| Stock (Symbol) | Stock Price | |
Hoah Holdings (NOAH) |
$14 |
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| Data is as of | Expected to Report | Sector |
May 30, 2014 |
N/A |
Financial |
| Sharek’s Take | ||
 Chinese wealth manager (brokerage firm) Noah Holdings (NOAH) just put out 68% profit growth, and with an 11 P/E this stock should be running higher. Instead, NOAH is just floating along. It always seems to be between $13 and $15. So I sit and wait. One concern is 2015’s profits are expected to rise only 9%, and another is Annual Profit Estimates aren’t rising much at all. Still, I think NOAH’s one of the best values in the market, with 53% upside to its 2014 Fair Value. But the stock’s not moving. |
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| One-Year Chart | ||
 This stock just died. Even as profit growth was 68% last quarter. I love the Est. Long Term Growth Rate of 25%. Estimates look good, the P/E gooks great. |
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| Earnings Table | ||
 Noah’s revenue rose 54% last quarter, profits soared 68%. This stock needs a strong breakout to get moving. Fee-based business rose 89% to $31 million and commission business rose 19% to $18 million, with most investments going into bonds.NOAH beat by four cents last quarter. Annual Profit Estimates aren’t rising and 2015 doesn’t look like a great year for growth, surprising because things are going so well now. Quarterly profit growth estimates look good, but came down a bit. |
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| Fair Value | ||
 I’m taking my Fair Value P/E on NOAH down from 20 to 17, because 2015 estimates don’t look great. Still this stock should be 50% higher. |
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| Ten-Year Chart | ||
 What a wild ride this stock has been on, even as Annual Profits look good. |
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| Power Ranking | Bottom Line | |
Growth Portfolio
15 of 25 |
Noah Holdings is growing rapidly and sells for only 11 times earnings, but the stock is just floating. I’m just sitting with the stock. It’s got great upside. NOAH ranks 15th of 25 stocks in the Growth Portfolio Power Rankings. I would like it in the Aggressive Growth Portfolio but the stock’s gotta break out first. |
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Aggressive Growth Portfolio
N/A |
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