Joy Global (JOY) is a great buying opportunity right now for investors who can sit on the stock. I’ll buy it for the Growth Portfolio today.
I Want to Buy FRAN, It Just Doesn’t Give Me a Reason To
April 24, 2012 By
I’m watching Francescas Holdings (FRAN) every day. I want to buy the stock, it just doesn’t give me a reason too. Here’s what I mean…
Our Growth Portfolio Grew 31% Last Quarter
April 10, 2012 By
2012 has been a great year for our clients. The Growth Portfolio is up 31% through the first quarter of the year. The more concentrated Aggressive Growth Portfolio grew 35% in Q1.
Is This Stock Worth 50 Times Earnings?
April 4, 2012 By
Could a retail stock be worth 50 times earnings? Well Lululemon Athletica (LULU) might be worth it. LULU’s got great momentum right now.
CRM Lowers Estimates, Stock Bolts From $100 to $150
March 30, 2012 By
Ok, this makes no sense. Salesforce.com (CRM) just bolted from $100 to $150. Now the stock has a P/E of 111. Yes, one hundred and eleven.
Accretive Health’s Drop is No Surprise
March 29, 2012 By
Accretive Health (AH) closed at $24 yesterday and is $20 at the open due to news of a revenue shortfall. To me this wasn’t a surprise.
Selling While The Market’s High
March 28, 2012 By
The market’s been on a tear, and I’m going to build cash while I can. Today I’ll sell F5 Networks (FFIV) and VMware (VMW) from the Growth Portfolio.
Not In Style
March 22, 2012 By
Body Central (BODY) didn’t stock the right clothes for Spring, thus profits will be light the next 2 quarters. I’ll sell BODY from the Aggressive Growth Portfolio.
All About the Beats
March 21, 2012 By
Herbalife’s (HLF) on a roll becasue the company keeps beating the street. It needs to continue that, because estimates aren’t so hot.
Big Time Move
March 14, 2012 By
Priceline.com (PCLN) has shot from $475 to $640 this year. That’s a big time move. Here’s where I think the stock is going next.
