Looking for some cheap growth...so I went back to my "Losers" for the second month in a row.
Qihoo 360 (QIHU)
Positives:
Excellent revenue (100%) and earnings (30%) growth.
Positive cash flows ($326M operating, $89M free).
24% insider holdings.
Outstanding PEG ratio of 0.59 (if you believe in such things).
Negatives:
Expensive 49 P/E, though forward P/E of 16 is very reasonable.
Modest profit (14%) and operating (18%) margins.
Twitter (TWTR)
Positives:
Beyond excellent revenue growth (114%!).
$3.6B cash vs. $1.5B debt.
Positive cash flows ($36M operating, $296M free).
Negatives:
Beyond expensive forward P/E of 117.
Terrible margins (-83% profit, -81% operating), ROA (-18%), ROE (-46%).
Significantly shorted (9%).
Here's my current portfolio (growth and dividend). As always, I believe in all of these stocks - until I sell them.
Apple (AAPL) 13.55%
Tesla Motors (TSLA) 9.04%
Baidu (BIDU) 6.81%
Google (GOOG/GOOGL) 6.00%
3D Systems (DDD) 4.20%
Under Armour (UA) 3.66%
Amazon (AMZN) 3.42%
Ace Limited (ACE) 2.99%
Stratasys (SSYS) 2.88%
Twitter (TWTR) 2.87%
Blackstone (BX) 2.73%
Southern Copper (SCCO) 2.67%
Intuitive Surgical (ISRG) 2.55%
Qihoo 360 (QIHU) 2.37%
Nike (NKE) 2.05%
Wells Fargo (WFC) 1.78%
BlackRock (BLK) 1.77%
American Software (AMSWA) 1.63%
ConocoPhillips (COP) 1.61%
Boeing (BA) 1.57%
Intel (INTC) 1.52%
Microsoft (MSFT) 1.51%
DuPont (DD) 1.43%
Alibaba (BABA) 1.25%
EMC (EMC) 1.21%
McDonald's (MCD) 1.12%
Starbucks (SBUX) 1.05%
Wynn Resorts (WYNN) 0.98%
Canadian National Railway (CNI) 0.96%
American Express (AXP) 0.95%
Hershey (HSY) 0.92%
Cisco (CSCO) 0.92%
Lululemon Athletica (LULU) 0.92%
Ansys (ANSS) 0.89%
China Mobile (CHL) 0.88%
Las Vegas Sands (LVS) 0.87%
Costco Wholesale (COST) 0.87%
F5 Networks (FFIV) 0.85%
Coca-Cola (KO) 0.78%
Groupon (GRPN) 0.76%
Salesforce.com (CRM) 0.74%
Computer Programs and Systems (CPSI) 0.69%
International Business Machines (IBM) 0.60%
iRobot (IRBT) 0.55%
SolarCity (SCTY) 0.51%
