Cintas (CTAS) is like a machine in regards to growing sales, profit margins, and profits. But investors have pushed the stock too high.
Accenture (ACN) stock dropped as management lowered guidance. Although companies are doing big projects, its slow to develop.
LIke many brick-and-mortar retailers, Dollar General (DG) is experiencing a lot of shoplifting, which is hurting margins (and profits).
DoubleVerify (DV) lowered 2024 guidance in a big way after the company reported last quarter’s earnings. Let’s look at why.
GitLab (GTLB) lowered revenue and earnings guidance, which caused the stock to take a deep dive. Here’s my outlook on the stock.
Costco (COST) is growing sales in Canad and other IInternational markets nicely (+9% last qtr). But the stock’s P/E is still too high.
Snowflake (SNOW) has work to do in bringing AI into the company. Meanwhile, SNOW is being thought of as just a data warehouse.
Five Below (FIVE) is growing sales and profits at a solid rate (both 19% last quarter). But investors are concerned about shoplifting.
Salesforce (CRM) has evolved into a faster growing company with its two catalysts: Data Cloud and Einstein its AI chatbot.
Celsius (CELH) broke out after it delivered exceptional revenue growth of 95% last qtr. But after this latest run, has the stock peaked?
Booking (BKNG) had solid profit growth of 29% last quarter lead by bookings growth of 16% including a 46% jump in airline bookings.
Crowdstrike (CRWD) delivered a superior quarter in terms of new deals. But with the stock’s recent rise, what’s the upside for the stock?
Broadcom (AVGO) is already reigning in revenue from AI infrastructure. Now it seems the company can compete with NVIDIA.
Zscaler (ZS) is considered a peer to Crowdstrike in the cybersecurity space. But this quarter, ZS is a better value with higher upside.
After a big run-up in software stocks this year, HubSpot (HUBS) stock now looks to be one of the best values in software space.
Palantir (PLTR) is doing bootcamps to show potential corporate customers use cases, and its creating a flood of demand.
Cadence Design Systems (CDNS) builds software that produces advanced computers. CDNS has been hot due to new advances in AI.
Floor & Decor’s (FND) business is hampered buy high mortgage rates which are hurting housing demand. Still, the stock flies higher.
The Trade Desk (TTD) provides electronic targeted ads to Connected TVs. Now the company is seeing strength Internationally.
MercadoLibre (MELI) stock fell after a tax situation zapped profits last qtr. But the long-term outlook is still as good as ever.
Vertiv (VRT) makes infrastructure for AI datacenters. Its acquisition of CoolTera allows VRT to grow its liquid cooling exponentially.
Palo Alto Networks (PANW) wants to be the one-stop shop for cybersecurity, and is giving away services to strive for this goal.
Domino’s (DPZ) is offering its customers MORE bang for their buck with $20 meal deals which include pizza, bread sticks, and more.
Wingstop (WING) has impressed investors with its robost same store sales growth, which clocked in at 21% last quarter in the US.
Uber Technologies (UBER) has been a red-hot stock this past year as profits have been rising rapidly. Here’s my 1st look at UBER:
TJX (TJX) had profits surge 37% last qtr as margins rose due to lower freight costs, less theft, strong markups & lower markdowns.
Pool Corp (POOL) is still reporting poor results as high interest rates and past inflation makes it more expensive to buy a pool.
NVIDIA (NVDA) has gone from around $250 to around $850 durint the past year. And I think the stock is still undervalued.
Grainger (GWW) had been growing profits briskly with the help of higher product price inflation. Now, growth should normalize.
Arista Networks (ANET) has been one of the hottest stocks lately. But there are a couple of things that make me think the run is done.
Confluent (CFLT) stock bounced back from a bad selloff a few months earlier as investors were pleased business has stabilized.
O’Reilly Automotive (ORLY) lowered profit estimates heading into 2024, as inflation on auto parts isn’t what it used to be.
S&P Global (SPGI) is seeing a pick up in bind issuance, which helped its Ratings division grow revenue a solid 19% last quarter.
Pepsico (PEP) has entered a slower growth phase. Still, with a P/E of only 21, this Blude Chip stock has some upside potential.
Datadog (DDOG) cut 2024 profit estimates. But investors didn’t seem to mind. Let’s take a look into this tech stock’s situation.
Fortinet (FTNT) is seeing a slowdown in Product sales (-10%) while Service sales are doing well (+25%) as the stock flies higher.
CLoudflare (NET) closed out 2023 with robust momentum as is landed a slew of large customers, including government deals.
Meta (META) shares just broke through $500 as profit estimates continue to climb. With a P/E of just 25, this stock could push to $600.
Waste Management (WM) just delivered a blowout quarteer with profits up 34%. The stock soared on the news as 2024 looks good.
Old Dominion (ODFL) is delivering lackluster results in a soft economy. But the stock is telling me better times might be ahead.
Paycom Software (PAYC) has cut profit estimates the past two quarters. Now I’m wondering if digital HR is a saturated market.
Amazon (AMZN) shows its past the sluggish growth of 2023 as it delivered accelerated revenue growth in every division last qtr.
Fiserv (FI) delivered a solid quarter with 15% profit growht as POS system Clover and money transfer app Zelle lead the way.
Chipotle (CMG) continues to get more out of each store as same store sales increased 8.4% last qtr with help from Chipotlanes.
AMD (AMD) is seeing strong demand for its new AI infrastructure from big enterprises including Meta, Amazon and Microsoft.
Tractor Supply (TSCO) seems to be in a slow-growth period. In addition, the stock doesn’t seem to have much upside at these levels.
McDonald’s (MCD) has a new concept called CosMc’s that just launched. CosMc’s specializes in cold drinks, like slushes and teas.
Alphabet (GOOGL) is implimenting AI into al its products. And this looks to be paying dividends in Search, Cloud and YouTube Ads.
Microsoft (MSFT) continues to climb higher as profits grow 20%-plus a quarter. But does the stock have the power to go higher?
Apple’s ) Vision Pro needs to be a catalyst for company profits to give the stock fuel to move higher. But I don’t envision it.
American Express (AXP) stock shot higher after the company reported earnings last qtr. And with a PE of 16, AXP is still cheap.
Visa (V) is growing good with stable growth in payments volume and processed transactions. Plus, its stock seems undervalued.
MasterCard (MA) is seeing healthy consumer spending, with revenue and profits coming in above expectations as the stock climbs.
Starbucks (SBUX) missed profit and revenue expectations due to China weakness and political issues. But the stock looks good..
With countries around the world increasing defense budgets, Lockeed Martin (LMT) should be growing nicely. But its not.
Slow sales and declining profit margins are hampering Tesla (TSLA). This stock needs a catalyst to get moving higher again.
Supermicro Computer (SMCI) said this AI boom will last for many quarters, if not years. And demand could last for decades to come.
Sherwin Williams (SHW) is in a slow-growth period in terms of sales and profit growth. Lower morgage rates could boost demand.
DR Horton (DHI) is in a sweet spot where more people are needing homes. Especially with immigrants crossing over the border.
ServiceNow (NOW) Is rolling in new business as its AI offerings are leading the software space. And its stock is flying high.
Johnson & Johnson (JNJ) is a very safe holding with a 3% dividend yield. But investors have to accept JNJ’s sluggish stock growth,
UnitedHealth (UNH) is experiencing higher costs due to Medicare Advantage. But the stock is still delivering profits like usual.
RH (RH) posted a loss last quarter as th company dissapointed investors once again. But the stock does have long-term potential.
Adobe (ADBE) has some great new AI features like Adobe Firefly for digital artists, and that’s helping boost the stock higher.
Costco (COST) is paying a special $15 dividend today to its shareholders. But with a high P/E and a soppy chart, it may be time to sell.
Nike (NKE) had a glut of inventory to discount during 2022 & 2023. Now that issue has passed and profits are back again baby!
Factset Research (FDS) is seeing slow profit growth right now. But the company has some AI initiatives that can boost revenue.
Dollar General’s (DG) profits are way down due to high shoplifting. And management doesn’t seem to have good plans for a fix,
Accenture (AI) is seeing significant demand for cloud migration and modernization including Generative AI platforms and security.
Eli Lilly (LLY) could be a leading stock for 2024 as its diabetes drug Mounjaro and its weight loss drug Zepbound are now available.
TJX (TJX) delivered solid profit growth last quarter which management says came from an increase in customer traffic across all brands.
Five Below (FIVE) is growing sales nicely (+14% last qtr) but profits are poor (-10%) as shoplifting is taking down profit margins.
S&P Global (SPGI) had accelerated revenue growth across all divisions last quarter. And analysts see better things in store in 2024.
MongoDB (MDB) has been on a nice run higher the past year. But growth is expected to slow, and that could mean a lower valuation.
Snowflake (SNOW) is finally seeing signs the macro environment for data consumption is picking up. And its AI offerings are helping.
Cadence Design Systems (CDNS) is benefiting from generational trends like AI that are boosting demand for semiconductors.
The Trade Desk (TTD) continues ot deliver solid results in a suppressed ad market as people continue to move away from cable TV.
Lululemon (LULU) is having a busy holiday shopping season. But the stock’s recent run higher has zapped a lot of its upside.
DR Horton (DHI) stock has surged this month as investors anticipate lower interest rates in 2024, which should boost housing sales.
Merck (MRK) delivered good results last quarter. But this slow-growing company has a stock that’s been lackluster during 2023.
Shares of AMD (AMD) broke out after the company introduces its MI300 line of AI chipsets. But now shares of NVIDIA look better.
Generative AI is allowing loopholes that hackers can use to get to an organizations network. Zscaler (ZS) can help with that.
CrowdStrike (CRWD) continues to deliver excellent results. Investors have noticed, and they’ve been pushing the stock higher.
Broadcom (AVGO) is expected to have revenue jump 40% 2024, but profits are estimated to rise just 10% as it integrates VMware.
Palo Alto Networks (PANW) is seeing strong demand for cybersecurity as high profile hacks are hitting large organizations.
Salesforce (CRM) grew its $1 million deals 80% year-over-year as its customers are loving its Data Cloud and Einstein GPT Copilot.
Celsius Energy (CELH) hd renue growht of 104% last quarter as the company is raping the rewards of its PepsiCo distribution deal.
NVIDIA (NVDA) stock went on a serious run higher in early 2023. Now the stock is digesting its gains, and is poised to move in 2024.
GitLab (GTLB) posted good results last quarter, which pushed the stock to new highs. But was this due to price increases not demand?
MasterCard (MA) delivered accelerating profit growth last quarter as its customers are paying up for its fraud prevention services.
Floor & Decor (FND) has been deliving some poor revenue and profit growth. But investors are looking ahead to better times.
Bill.com (BILL) dropped an egg in its last earnings report. And although the stock seems like a deal now, 2024 growth looks terrible.
HubSpot (HUBS) has been adding to its AI repertoire while expanding profit margins at the same time. The future is bright here.
Cloudflare (NET) could be a leader in the AI space with its Workers AI platform which allows users to run machine learning models.
Booking.com (BKNG) continues to delivers strong growth. But is the travel trend slowing down? Let’s take a closer look.
Fiserv (V) is a true value as profits are growing at a high-teens rate yet the stock has a P/E of just 15. I envision a solid move higher.
Ecolab (ECP) stock used to be a steady riser. But inflation and COVID knocked profits (and the stock) down. Now ECL looks good again.
DoubleVerify (DV) monitors digital ads for advertisers. The ad space has been weak, but now it looks like ad spending is back.
Last quarter, Palantir’s (PLTR) US commercial business grew 33% year-over-year driven by the company’s AI Platform (AIP).
Palantir (PLTR) is expected to report qtrly profits (EPS) and revenues:
Profits Estimates: $0.08 vs. $0.05 = +60%
Revenue Est: +19%
