What You’ll Learn
– Sales growth is a key driver of long term stock performance.
– How to screen stocks for sales growth and profit.
– LOW, NVDA, ADBE are 3 stocks that meet the sales and profit criteria with a look at how it’s been achieved.
These 3 Stocks Have Richly Rewarded Shareholders
6 Data Driven Reasons Why Micron Has 20% Upside
What You’ll Learn
– DRAM generates huge amounts of FCF.
– Fundamental metrics are pointing in the right direction with valuation multiples showing that MU is not expensive.
– Business risks exist with MU.
– Fair value from $58 to $75 with average fair value of $66.
Why This Is Not The Time To Buy Under Armour
What You’ll Learn
– Under Armour needs to improve performance and it has to be reflected in the financials first.
– Issues with inventory management. Quality factors are on the low end.
– Optimistic valuation is near current price.
Why Facebook Is Still Not Worth $174
What You’ll Learn
– The media had its fun during the month-long stint and is grasping at straws for attention.
– Master of Valuation Prof. Damodaran’s take on Facebook.
– Another look at Facebook’s valuation using a different valuation technique showing the fair value is around $210.
Facebook is Not Worth $169
What You’ll Learn
– News about Cambridge Analytica is non-material to FB as an investment.
– 2 fundamental indicators showing just how strong FB is.
– A look at the different valuation methods used to show whether FB is a buy or not.
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Walmart is Not the Perfect Stock. So What?
What You’ll Learn
– Why the recent headlines are wrong
– What type of growth to expect from Walmart
– The fair value range for Walmart in its current state
Continue reading to learn more…
Does Quality and Value Matter for Juniper Networks?
What You’ll Learn
– Whether Juniper Networks is worth buying
– What the Quality, Value and Growth factors show
– Why it’s important to not get stuck in the numbers
Continue reading…
Do Cheap Stocks Still Exist?
I haven’t been looking for cheap stocks lately, but this shows they are out there. A 70% return in a couple of months means there are always pockets of value you can take advantage of before the market catches on.
How about we use the same idea and see what else is out there?
4 Years and 500% Later. Revisiting Gravity Co (GRVY).
A look back at my initial investment in Gravity (GRVY), where it is today and what happened inbetween.
YTD GRVY is up 624%, but let’s get into the bigger details of whether it’s sustainable and legit.
Why People Are Wrong About Wal-Mart
“Wal-Mart will go to $100”.
“Wal-Mart is inexpensive and it is the inexpensive alternative to Amazon.”
I’ll share real reasons for why Wal-Mart (WMT) is inexpensive through a unique perspective experienced over the past 6 months.
