This month's selections are both known for their high customer satisfaction index scores...and delighted customers go hand in hand with delighted shareholders.
Salesforce.com (CRM)
Positives:
Outstanding revenue growth (31%).
Positive cash flows ($0.9B).
Negatives:
Frighteningly high 102 forward P/E, 5.57 PEG.
Negative profit (-7%) and operating (-5%) margins, ROA (-2%), ROE (-10%).
More debt ($2.4B) than cash ($0.6B).
Whole Foods Market (WFM)
Positives:
Decent revenue (12%) and earnings (21%) growth.
Solid ROA (10%) and ROE (15%).
0.7% dividend yield.
Negatives:
Thin margins (4% profit, 7% operating).
Somewhat expensive 41 P/E, 34 forward P/E.
Here's my current portfolio (growth, dividend, and speculative). As always, I believe in all of these stocks - until I sell them.
Tesla Motors (TSLA) 10.66%
Apple (AAPL) 9.61%
Baidu (BIDU) 7.14%
Google (GOOG) 7.13%
Amazon (AMZN) 4.29%
Ace Limited (ACE) 3.61%
Southern Copper (SCCO) 3.57%
Qihoo 360 (QIHU) 3.45%
3D Systems (DDD) 2.76%
Intuitive Surgical (ISRG) 2.64%
Blackstone (BX) 2.60%
Stratasys (SSYS) 2.40%
American Software (AMSWA) 2.10%
Under Armour (UA) 2.06%
Vodafone (VOD) 1.89%
Kinder Morgan Energy Partners (KMP) 1.72%
Apache (APA) 1.69%
DuPont (DD) 1.63%
McDonald's (MCD) 1.62%
Prospect Capital (PSEC) 1.60%
Intel (INTC) 1.47%
Wynn Resorts (WYNN) 1.44%
Las Vegas Sands (LVS) 1.43%
Nike (NKE) 1.41%
Ansys (ANSS) 1.32%
Starbucks (SBUX) 1.31%
ConocoPhillips (COP) 1.26%
American Express (AXP) 1.20%
Computer Programs and Systems (CPSI) 1.16%
Hershey (HSY) 1.15%
Cisco (CSCO) 1.12%
Wells Fargo (WFC) 1.07%
China Mobile (CHL) 1.06%
Canadian National Railway (CNI) 1.02%
Coca-Cola (KO) 1.00%
Microsoft (MSFT) 1.00%
International Business Machines (IBM) 0.99%
BlackRock (BLK) 0.97%
F5 Networks (FFIV) 0.96%
Whole Foods Market (WFM) 0.96%
Salesforce.com (CRM) 0.95%
The Distressed (BEBE, GSOL, LZB, MSI, TMUS) 0.80%
ExOne (XONE) 0.66%
