Searching for Tomorrow's Stock Market Winners Today
The stock market’s been up for two straight years. But just as people are comfortable again, we are about to enter a new stage of the market — a point in time where the the market will shift. Present day winners will fall and new leadership will emerge. Where should we go? The Cheat Sheet tells all.
About David SharekDavid Sharek is stock portfolio manager and CEO of DavidSharek.com. David believes a company's profits ultimately drive the price of its stock. His book The School of Hard Stocks can be found on Amazon.com and BN.com.
IBM (IBM) reported profits better than expectations, and the stock fell. I think this is an indicator of what other stocks will do this quarter.
SodaStream (SODA) stock went up then down. Profit growth will flatten out for a couple quarters in 2012, but over the long-term this company still looks to be a 33% grower — selling for 23 times earnings.
Fueled by a plethora of hot stocks, the Growth Portfolio rose 17% last quarter. The Aggressive Growth Portfolio did even better — jumping 24%.