I have to sell Travelzoo (TZOO) from the Growth Portfolio today. TZOO keeps lowering profit estimates because Local Deals are weak.
By the Hundreds
February 22, 2012 By
MasterCard (MA) is touching $400. Although the company just went from rapid-profit-growth to moderate-profit-growth, $500 and $600 look to be on the horizon.
Double Digit Same Store Sales
February 17, 2012 By
Double digit same store sales continue to fuel Chipotle’s (CMG) run. Now profit growth is set to accelerate too. Still, CMG is high. I wouldn’t buy.
Everything’s Cranking
February 16, 2012 By
Everything’s cranking at Green Mountain Coffee (GMCR) — brewer sales, K-Cup sales, royalties, profit margins and most importantly profits.
Liftoff to $500
February 14, 2012 By
Just before Apple (AAPL) reported last quarter’s earnings, the stock was $420. Now it’s pushed through $500 and could make a parabolic move.
Lowered Estimates — Again
February 13, 2012 By
Amazon.com (AMZN) lowered earnings estimates once again. Whew, the numbers are almost all red. This stock is a speculative investment for now.
I Don’t Even Know What this Company is Worth
February 8, 2012 By
Netflix (NFLX) has been on a tear higher because it stopped loosing customers (as I knew it would). Where’s the stock headed? Your guess is as good as mine.
No Catalyst
February 7, 2012 By
VMWave (VMW) doesn’t have a catalyst to move the stock higher. Take profits when VMW goes over $100 a share. This stock is basing.
Estimate Jumps are Pushing this Stock
February 7, 2012 By
Intuitive Surgical (ISRG) is on a streak of raising 2012 estimates. This is the third straight quarter 2012 estimates jumped by almost 50 cents.
I Wish You Were More Dependable
February 7, 2012 By
I wish Google (GOOG) was more dependable. The stock will be sold from the Aggressive Growth Portfolio today. I’ll hold GOOG in the Growth Portfolio cuz its a good value.
