Chipotle's Earnings Confirm Its Growth Story

Check out my new article for The Motley Fool on Chipotle Mexican Grill (CMG). Click here to read and enjoy!

Philip

Disney Just Made History

The Walt Disney Company (DIS) has done it again! The company's Marvel unit is now the most successful film brand ever and it shows no signs of stopping anytime soon!

Click here to learn about the other top film franchises. Enjoy!

Philip

Here's How Boston Beer Is Working For You

Management at Boston Beer (SAM) is forsaking short-term earnings in order to improve long-term growth. While sure to create some volatility in the near-term, the strategy is a sound one and should reward patient investors.

Click here to read more. Enjoy!

Philip

The Fresh Market: Fresh Or Rotten?

With shares of The Fresh Market (TFM) near 52-week lows, investors can begin to consider the healthy grocer for long-term growth. Despite a showdown in new store openings, the company will still remain a beneficiary of the trend towards healthy living in The United States.

Click here to read more. Enjoy!

Philip

Church & Dwight: Methodically Expanding Across The World

For a company with such a direct focus on the domestic market, Church & Dwight (CHD) has done well in recent years to increase its international exposure. Although still primarily an American-based consumer goods company, management at Church & Dwight has a methodical plan to focus on key foreign markets and increase the company's global footprint in the years ahead.

Click here to read more. Enjoy!

Philip

Panera 2.0 Is Coming, But Will It Work?

As Panera Bread (PNRA) continues to try to stimulate growth by focusing on its customer service performance, shareholders have to be excited about management's approach. The team has identified major weaknesses in the company's operations and is in the process of not only correcting them but enhancing the overall customer experience for the future.

Click here to read more. Enjoy!

Philip

Boston Beer Is Brewing Big Growth

As the craft beer market continues to rise despite overall flat beer industry sales, no public company remains better positioned to capitalize than Boston Beer Co (SAM). The small brewer is constantly evolving its product mix and entering new markets, making long-term growth almost assured.

Click here to read more. Enjoy!

Philip

For Bouder Brands, It Pays To Be Gluten-Free

As the gluten-free market continues to expand, driven in part by increased awareness of celiac disease, few companies stand to benefit as much as the small-cap food producer Boulder Brands (BDBD). With a direct focus on the expanding niche market, the company is projected for serious growth going forward.

Click here to read more. Enjoy!

Philip

Rite Aid Is More Than Just A Turnaround Story Now

While the story of Rite Aid (RAD) has been one of a comeback in recent years, the company must now be considered more than that. The fact is that Rite Aid is growing, both organically and through acquisition. The pharmacy retailer is getting aggressive in its approach to expansion and is worth considering for long-term growth.

Click here to read more. Enjoy!

Philip

In The Battle Between Marvel and Lucasfilm, Disney Investors Stand To Win

With major motion picture releases due from The Walt Disney Company's (DIS) Marvel and Lucasfilm divisions, both entertainment properties are fighting for the honor of being the main attraction. While the battle will likely rage on for years, it is Disney shareholders that stand to benefit the most.

Click here to read more. Enjoy!

Philip

3 Reasons To Buy Church & Dwight

In the company's latest earnings call, Church & Dwight (CHD) CEO James Craigie provided 10 solid reasons to invest in his company. In my latest article for The Motley Fool, I explain in detail the three most important ones.

Click here to learn more. Enjoy!

Philip

Can Under Armour Beat Again?

Shares of Under Armour (UA) have been on a wild ride so far this year. The stock exploded after reporting fourth quarter earnings results earlier in the year, only to pull back significantly in recent weeks amidst broader market weakness. With first quarter earnings around the corner, what should investors expect from Under Armour?

Click here to find out. Enjoy!

Philip

Chipotle Vs. Noodles: Where Is The Growth?

Since many investors and analysts are so interested in finding the next Chipotle Mexican Grill (CMG), it makes sense to compare the likeliest competitor Noodles & Company (NDLS) to the king of fast casual dining.

Click here to see who wins the battle. Enjoy!

Philip

Is Potbelly Worth A Bite?

While Potbelly (PBPB) made quite a splash on its IPO date, doubling in value during its first day of trading, the company has collapsed spectacularly ever since. At current levels, shares of the sandwich maker may be worth considering for the long-term.

Click here to read more. Enjoy!

Philip

Why You Should Buy These Market Leaders On Weakness

In the last few weeks, many of the high profile growth stocks have corrected especially hard. However, this means it is a perfect time to consider scooping up shares of these popular names. Two worth considering at current levels are Chipotle Mexican Grill (CMG) and Michael Kors (KORS).

Click here to read more. Enjoy!

Philip

AMC Networks: Tiny Company, Big Brand Company

Exceedingly rare is a small company with big brand potential. However, that is exactly what media company AMC Networks (AMCX) is at the moment. The company's drama brands like The Walking Dead and Mad Men are huge among television audiences and the company is poised to continue riding the success of each long into the future.

Click here to read more. Enjoy!

Philip

Alaska Air Group Continues To Impress

With shares up approximately 30% year-to-date, Alaska Air Group (ALK) has performed well for investors and represents the best investment in the airline space. The company's operational statistics for March indicate that the good news should continue going forward.

Click here to read more. Enjoy!

Philip

This Small-Cap Just Made A Big Move

Specialty chemical designer and manufacturer Balchem (BCPC) just announced plans to acquire a private food solutions company. The deal will not only aggressively grow revenue and earnings in the short to medium-term for Balchem but it should also help the company become a diversified global leader in ingredients solutions.

Click here to read more about small-cap Balchem's big move. Enjoy!

Philip

The Market Is Buying Lululemon's Turnaround, But Should You?

With a new management team, a bottoming share price and an overabundance of negativity surrounding it, yoga apparel maker lululemon athletica (LULU) appears set for a turnaround. Should investors buy shares now or wait for confirmation?

Click here to find out. Enjoy!

Philip

Church & Dwight Just Entered The Big Leagues

As the spring season rolls in, sports like baseball and football start to ramp up once again. Companies with effective marketing teams often strike deals with major sports programs to increase brand awareness. Recently, consumer goods company Church & Dwight (CHD) announced a deal with Major league Baseball and the move has big implications.

Click here to read about the deal and learn what it means for investors. Enjoy!

Philip

Spring Time Is Big Time For Under Armour And Nike

With the start of springtime sports comes the rise of corporate sponsorships. This year, no two companies stand to benefit more from the seasonal boom in sports than athletic apparel maker Under Armour (UA) and athletic footwear giant Nike (NKE).

Click here to read exactly what spring means for Under Armour and Nike. Enjoy!

Philip

A Small Media Company Poised For Big Growth

In an industry dominated by titans, small content creators like AMC Networks (AMCX) are a breath of fresh air and much more. With a robust content development pipeline, management at AMC Networks has positioned the company to grow aggressively going forward.

Click here to read more. Enjoy!

Philip

2015: The Biggest Year For Movies Ever?

The way the 2015 movie lineup is shaping up, the year could wind up recording the largest box office revenues ever. With major releases from The Walt Disney Company (DIS), Lions Gate Entertainment (LGF)) and others, expect big things from the big screen in 2015.

Click here to learn more. Enjoy!

Philip

3 Ways Nike Is Still Innovating

Despite being a mature company with a massive global footprint, Nike (NKE) remains as innovative as ever. With a management team that continues to deliver new, game-changing products to market, Nike's place at the head of the athletic footwear market seems unchallenged in the short-term.

Click here to read more. Enjoy!

Philip

This Large Media Company Is Growing Fast

Despite being a very large company, Discovery Communications (DISCA) is growing well due to a combination of organic growth and acquisition, which is positioning the company for further global expansion.

Click here to read more. Enjoy!

Philip

Here's How Under Armour Is Winning Kids Over

Under Armour's (UA) latest clever marketing tactic is yet another example of how great the athletic apparel company's management team is. By aligning with high profile superhero movies and targeting America's youth, Under Armour is assuring its products will be bought by consumers for generations.

Click here to read more. Enjoy!

Philip

Is Divergent The Next Hunger Games?

With seemingly every movie producer looking to score the next huge young adult blockbuster franchise, there are more commercial failures like Beautiful Creatures, The Host and Mortal Instruments than there are successes like Twilight. However, with the release of Divergent, Lions Gate Entertainment (LGF) hopes to repeat its prior success in the genre.

Click here to see if Divergent really is the next Hunger Games. Enjoy!

Philip

Consider Buying Panera On Weakness

Shares of Panera Bread (PNRA) were mauled this week after the company issued disappointing guidance for the first quarter and full-year of fiscal 2014. However, the company remains in the midst of a turnaround that will help foster long-term growth. In the meantime, management is willing to forsake earnings in the short-term, which is why shares of Panera tumbled.

This means that on current weakness, Panera looks tasty for long-term investors. Click here for more. Enjoy!

Philip

3 Important Takeaways From Nike's Earnings Report

Although shares of athletic footwear giant Nike (NKE) slipped after the company announced its most recent earnings results, management brought to light several key aspects of future growth that every investor should know about.

Click here to find out the 3 most important takeaways from Nike's recent earnings call. Enjoy!

Philip

Under Armour To Split Again And Continue Winning

Under Amrour (UA) made big news last week when the company announced that it would split its shares for just the second time ever. While the move has no real impact on the company as an investment, it does serve as a reminder of just how much shares of UA have appreciated over the last few years. Perhaps what it does best is illustrate how great Under Armour's management team is.

Click here to read more. Enjoy!

Philip

lululemon: A Downward Facing Dog No Longer?

With shares of popular yoga apparel maker lululemon athletica (LULU) having been severely punished as of late, the time to consider investing in a turnaround story may be soon at hand.

Click here to read whether lululemon can change its current trajectory.

Philip

This Retailer Continues To Persevere

While many larger retail companies expand through a combination of organic growth and acquisition, companies with incredibly strong brand recognition often do not need to focus much on buying competitors. Such is the case with Ralph Lauren (RL). The iconic American retailer has long succeeded in fashion through a unique ability to remain relevant but traditional at the same time.

Click here to read how Ralph Lauren can continue to grow in the future. Enjoy!

Philip

This Small Apparel Retailer Is Growing In A Big Way

Although popular apparel companies like Nike (NKE) and Under Armour (UA) often garner the majority of attention from investors, small apparel companies can be equally rewarding investments. A perfect example is GIII-Apparel Group (GIII), a company that owns brands like Andrew Marc and makes clothing/accessories for brands like Calvin Klein, Guess and Tommy Hilfiger.

Click here to read how GIII can continue to impress going forward. Enjoy!

Philip

Disney vs. Time Warner: An Epic Showdown Set For 2016

By all accounts, 2016 is shaping up to be the most epic battle ever for superhero blockbuster supremacy. The Walt Disney Company's (DIS) as of yet unnamed Marvel movie is scheduled to collide with Time Warner's (TWX) eagerly anticipated Batman vs. Superman movie.

With both companies refusing to back off the May 6, 2016 release date, viewers and shareholder alike are in for some fireworks.

Click here to read which company I think will win on May 6. Enjoy!

Philip

Is Wal-Mart About To Kill GameStop?

Wal-Mart's (WMT) announcement last week that the company is moving into the used video game business is bad news for all game retailers. However, the move could be particularly devastating for GameStop (GME), which derives a large portion of its revenue and earnings from the sale of pre-owned video games and related services.

Click here to see if GameStop can survive. Enjoy!

Philip

Forget Titanfall, This Game Is This Next Halo

Although Electronic Arts' (EA) recent Titanfall release was successful from both a critical and commercial standpoint, the game never lived up to its branding as 'the next Halo.' For various reasons, the game never really stood a chance in this regard.

However, Activision-Blizzard (ATVI) has a new game that is being developed by the original creators of the Halo universe. Destiny, an open-world first-person shooter set in an post-apocalyptic wasteland, will attempt things never before seen in video games and could just end up being 'the next Halo.'

Click here to read more. Enjoy!

Philip

Kate Spade: Is There More To This Name Change?

Last year, management at Fifth & Pacific Companies starting diverting the company of brands, including Juicy Couture and Lucky Brand, to focus on the increasingly popular Kate Spade fashion label. This year, the company also changed it's management team and corporate name. Now known simply as Kate Spade, the small retailer is looking to grow its signature, namesake brand aggressively.

Click here to read about how it's being down. Enjoy!

Philip

Will lululemon Ever Win Over Male Consumers?

Yoga apparel maker lululemon athletica (LULU) has been one of favorite companies to write about over the last year. Not only is it a direct competitor to my largest holding Under Armour (UA), the company is also going through some serious growth challenges, which makes it an interesting investment to follow and cover.

Click here to read whether I think lululemon can ever capture a proper male audience? Enjoy!

Philip

Titanfall Has Already Succeeded

In my latest article for The Motley Fool, I discuss the eagerly anticipated new video game release Titanfall from publisher Electronic Arts (EA). As an Xbox brand/PC exclusive, the multiplayer game is helping Microsoft (MSFT) gain a lead in the console war by attracting gamers in droves to the Xbox Live service.

Click here to read why Titanfall has already succeeded. Enjoy!

Philip

Here's How Xbox One Will Pull Ahead Of Playstation 4

In the ongoing video game console war between Microsoft (MSFT) and Sony (SNE), the tide is constantly turning. Although right now the Playstation 4 has an early lead, Xbox One is hot on its heels and, with a bunch of new markets about to be made available to it, looks set to take the lead in 2014.

Click here to read what it means for shareholders in both companies. Enjoy!

Philip

ANN Will Change For The Better

As technology advances and consumers spend more time online and less time in actual stores, retailers are adjusting accordingly. Small fashion retailer ANN (ANN), responsible for popular brands Ann Taylor and Loft, has announced a restructuring strategy that will shift its business more towards commerce, which will enhance efficiency and customer satisfaction.

Click here to read how ANN is changing for the better. Enjoy!

Philip

Chipotle Remains In The Early Innings Of Growth

If you follow my writing, it should be no surprise that Chipotle Mexican Grill (CMG) is my top pick in the restaurant industry and one of my favorite stocks in general. Although it is already a massively successful growth story, many investors seem to think the best is behind the company. That is simply not the case!

Click here to read and find out more. Enjoy!

Philip

Will Nike's Magista Really Change The Game?

Nike (NKE) has grown rapidly over the years thanks in part to a constant focus on innovations. With every new product release, the company tries to outdo its prior achievements as well as those of its competitors. Nike's new football boot, Magista, is being touted as a 'game-changing' product that will revolutionize the sport.

What does Magista mean for Nike and its shareholders? Click here to find out. Enjoy!

Philip

Here's How Panera Is Getting Better

Shares of Panera Bread (PNRA) have been going nowhere for the past year or so, as in-store foot traffic has slowed and caused the company's overall growth to decline modestly. However, management at Panera has recently initiated a viable turnaround strategy to turn the tide and increase long-term growth.

Click here to read more about the Panera turnaround. Enjoy!

Philip

Is The Coach Turnaround Real?

Shares of high-end retailer Coach (COH) have been declining for the better part of a year. The company is facing increasing competition from more popular and aggressive competitors like Michael Kors (KORS). However, management at Coach has set a turnaround course that seems viable and could help the company and its shareholders regain lost momentum.

Click here to read more. Enjoy!

Phil

This Small Media Company Is Doing Big Things

When it comes to media content creators, the investing landscape is quite bare. There are simply not many companies that excel at creating new and compelling content. However, Starz (STRZA) and AMC Networks (AMCX) are two small media companies that manage to do just that!

Click here to read which one is better. Enjoy!

Philip

Is This Game Developer Set To Lead The Industry Again?

With the next generation of video game consoles already underway, third-party game publishers like Activision-Blizzard (ATVI), Electronic Arts (EA) and Take-Two Interactive (TTWO) are all vying for an early lead and even long-term console supremacy.

Click here to read which publisher I think has an early lead. Enjoy!

Philip

Nike And Starbucks: Preparing For The Future Of Retail

As the consumer continues to spend more time online and less time in physical stores, retailers have had to adjust accordingly. No two companies remain better prepared for the evolution of consumer shopping/spending habits than Nike (NKE) and Starbucks (SBUX).

Click here to read how both companies are preparing for the future of retail. Enjoy!

Philip

Here's How VF Is Growing For You

In my latest article for The Motley Fool, I discuss VF Corporation (VFC). The company behind popular brands like The North Face and Timberland is growing rapidly thanks to an aggressive five-year expansion strategy. With solid revenue and earnings growth and robust dividend-growth, VF remains one of the best and most reliable growth investments in retail.

Click here to read more. Enjoy!

Philip

Is Under Armour Too Big Right Now?

A recent headline caught my eye, it read "Under Armour Larger Than S&P 500 Component Ralph Lauren." While on the surface the headline is not negative or positive, it did force me to question whether Under Armour (UA) has run up too far too fast.

Click here to read my thoughts on the matter. Enjoy!

Philip

Will Under Armour Ever Catch Nike?

Chance are that if you follow my writing you already know my answer to the question, Will Under Armour Ever Catch Nike? If you don't, read my latest article for The Motley Fool to find out!

Click here to read now. Enjoy!

Philip

Should VF Acquire Columbia Sportswear?

If you pay any attention at all to active/outdoors brands, you probably know that two of the bigger ones are The North Face, owned by VF Corporation (NYSE: VFC), and Columbia Sportswear (NYSE: COLM). The brands are so similar that a joining of the two companies seems like a no-brainer!

Click here to read why I think VF should consider buying Columbia Sportswear! Enjoy!

Philip

Which Pizza Company Should You Own?

Although I prefer my pizza from local pizza shops, as an investor there really are only two pizza companies worth considering, Domino's Pizza (DPZ) and Papa John's International (PZZA). Both are growing well and have viable international growth strategies but only one needs to be owned.

Click here to find out which company is better. Enjoy!

Philip

One Media Company Has An Edge

In my latest article for The Motley Fool, I discuss a media company with an edge, Scripps Networks Interactive (SNI). Servicing an affluent and attentive consumer base, Scripps Networks has serious leverage when negotiating with cable providers. The company remains one of the best investment ideas in the entire media industry.

Click here to learn more. Enjoy!

Philip

Chipotle's Latest Marketing Tactic Is Genius

One of the marks of great leadership is the ability to constantly innovate. While it may not seem like it, management at Chipotle Mexican Grill (CMG) is one of the most innovative teams in the business. The company's latest marketing tactic, a sponsorship deal with Major League Soccer, is a move that will reap benefits for the company and its shareholders for years to come.

Click here to read more. Enjoy!

Philip

One Small Restaurant Company Is Primed For Big Success

In the restaurant industry, there is one public company that remains unique, Buffalo Wild Wings (BWLD). The operator of popular sports bars around the country is renovating many of its locations and expanding rapidly. In many ways, Buffalo Wild Wings represents one of the best growth opportunities in the space.

Click here to read more. Enjoy!

Philip

AMC Networks: No Longer A Walking Dead Stock

In my latest article for The Motley Fool, I discuss the small media company behind the blockbuster series The Walking Dead. With an increasingly robust content development pipeline, management at AMC Networks is preparing the company and investors for life after The Walking Dead.

Click here to read how the process is going and to learn when it will start to benefit shareholders. Enjoy!

Philip

Is This The Next Big Fashion IPO?

Did you miss out on the Michael Kors (KORS) IPO in late 2011? If you did then you probably regret it considering the fantastic run shares of KORS have enjoyed in recent years. However, Tory Burch could provide you with a second chance should the private brand decide to go public in the future.

With an incredibly popular brand and recently resolved legal troubles, Tory Burch is my bet for the next big fashion IPO, and one that is surely worth betting on.

Click here to read more. Enjoy!

Philip

2 Hidden Gems In The Chemical Space

In my latest article for The Motley Fool, I discuss two solid growth companies in an often overlooked industry. Balchem (BCPC) and Stepan (SCL) are two superb small-caps that operate in the chemical solutions industry. With above-average revenue and earnings growth and consistent dividend-growth, these small-caps are certainly worth considering for the long-term.

Click here to read more. Enjoy!

Philip

Is This Beverage Company A Monster In The Making?

With ongoing legal battles both behind it and in front of it, shares of Monster Beverage (MNST) have been on something of a roller coaster ride the last few years. However, beneath the controversy is a solid industry leader that is branching out aggressively and primed for growth.

Are share of Monster Beverage worth the risk at current levels? Click here to find out. Enjoy!

Philip

Older And Wiser, This Restaurant Stock Remains The Best

With more than a decade of operational excellence under its belt, Chipotle Mexican Grill (CMG) remains the best investment in the entire restaurant industry. An expanding menu, the addition of two new restaurant brands, and the best marketing team in the business means Chipotle will stay spicy for inevestors in the long-term!

Click here to read more. Enjoy!

Philip

My Two Greatest Buy And Hold Investments

In my latest article for The Motley Fool, I discuss my two greatest buy and hold investments ever! If you follow my writing at all, you probably know which two companies I am referring to. If not, click here to find out now!

Philip

Can Alaska Air Group Continue To Lead The Industry?

If you follow my writing, you know the only airliner I recommend owning is the regional airliner Alaska Air Group (ALK). Up over 70% in 2013 and already nearly 20% in 2014, can shares of the mid-cap company continue to lead its peers?

Click here to read and find out! Enjoy!

Philip

What's Eating Starbucks?

Ever since reporting financial results for its first quarter of 2014, shares of Starbucks (SBUX) have been stuck in the mud. The reason has nothing to do with the company itself but rather the extraordinary climate trends in Brazil.

Since Brazil is the major supplier of Arabica coffee beans, which companies like Starbucks and Green Mountain Coffee Roasters (GMCR) use to make signature gourmet blends, stifled output in the area is tremendously bad, potentially catastrophic news.

Click here to learn whether the unprecedented event will drastically impact Starbucks in the long-term. Enjoy!

Philip

CVS Caremark: Everyone Should Love A Quitter

CVS Caremark (CVS) made big news in February when the company announced that it would stop selling all tobacco products at its 7,600 pharmacy locations by October. This move, although expected to pressure CVS Caremark's revenue and earnings per share growth in the short-term, is a smart move that should help preserve the company's long-term growth trajectory.

Click here to learn how CVS Caremark is changing the American pharmacy landscape for the better and how investors stand to benefit. Enjoy!

Philip

Is Team USA's Loss Under Armour's Gain?

If you followed speed skating at all during the 2014 Olympics in Sochi, you are no doubt familiar with the controversy surrounding the American team's failure to win any medals and the blame that was placed on Team USA sponsor Under Armour and their new Mach 39 uniforms.

When the dust settled, however, Under Armour was found to be not at fault at all. The company even used the incident to strengthen its public perception and ink a new deal with Team USA's speed skating team out to 2022, which gives the Baltimore-based company a presence in at least two more winter games going forward.

Click here to learn more about Under Armour's Olympic triumph. Enjoy!

Philip

Despite Gloomy Weather, Noodles & Company Has Clear Skies Ahead

The harsh winter has impacted many companies this year and Noodles & Company (NDLS) was no exception. The company's latest earnings report showed just how devastating inclement weather can be to a restaurant chain dependent on steady foot traffic.

However, with old man winter about to call it quits soon, there may not be a better time to consider investing in Noodles & Company. The restaurant chain is expanding its store count at a rapid rate and should remain a viable long-term investment in the restaurant space.

Click here to read my latest article on Noodles & Company. Enjoy!

Philip

Why Under Armour's Valuation Doesn't Matter

This is a bold statement for me to make but I'm going to make it anyway; valuation for Under Armour does not matter. There, I said it! That feels better . . .

For reasons best explained in my newest article, investors seeking long-term growth have few options better than Under Armour. However, the company's stock has been drawing fire from investors and analysts alike because of its high price/earnings ratios.

It is my opinion that investors with a long-term focus should largely forget about these valuation concerns and invest in Under Armour anyway. Click here to find out why! Enjoy!

Philip

Here's Why I'm Buying More Boston Beer Now

After the company's latest earnings report, shares of Boston Beer Company (SAM) fell approximately 5% in after-hours trading only to make a full recovery a few days later. The reason is simple, the small beer brewing company simply could not keep up with robust demand for its products and therefore missed the consensus estimates for the quarter. This is a great problem to have, by the way!

The plunge in share price presented a perfect opportunity to load up on the industry's smallest and fastest growing domestic brewer. Click here to learn more about why I am looking to add to my position in Boston Beer.

Philip

Will This Company Outpace MasterCard And Visa?

In my latest article for The Motley Fool, I discuss an under-followed payments company, FleetCor Technologies (FLT). As a mid-cap stock, FleetCor is a more aggressive alternative to payments solutions juggernauts like MasterCard and Visa.

Click here to read more about FleetCor. Enjoy!

Philip

Proto Labs Reports Another Solid Quarter

In my latest article for The Motley Fool, I discuss the latest earnings report from Proto Labs (PRLB), produce of CNC-machined and injection-molded plastic parts. The rapidly growing small-cap company is best viewed as an alternative to its more popular 3D printing space brethren.

Click here to read more about Proto Labs' solid quarter! Enjoy!

Philip

This Credit Card Giant Is Delivering For Shareholders

Since MasterCard (MA) missed the top and bottom line consensus estimates in its recently reported quarter, shares have dropped over 10% from all-time-highs. However, the credit card giant is still the fastest growing company in the industry and is increasing shareholder value in numerous ways. As such, MasterCard is a great long-term buy and hold at current levels!

Click here to read more and enjoy!

Philip

Will This Card Company Charge Ahead Of Its Competition In 2014?

Last year, shares of the two credit card leaders MasterCard (MA) and Visa (V) charged ahead. However, MasterCard was the clear leader, as the company grew revenue and EPS faster than Visa. The company's stock price reacted accordingly, significantly outperforming that of its larger peer.

However, recent earnings reports from both companies indicates that the tide may have finally turned in Visa's favor again. Click here to read why I think Visa could be set to outperform MasterCard in 2014. Enjoy!

Phil

The Best Content Creator Is Now On Sale

Even though I am no longer a shareholder, Discovery Communications (DISCA) still intrigues me from an investing standpoint. The company remains the best and most efficient creator of new television content in the media industry. With a recent earnings report that showed solid year-over-year growth and continued momentum in the company's overseas expansion, shares of Discovery Communications are worth considering on recent weakness.

Click here to read more. Enjoy!

Phil

These Two Healthy Grocers Could Bounce Back In 2014

After a rough start of the year, shares of The Fresh Market (TFM) and Whole Foods Market (WFM) look to have stabilized. However, how should investors view these companies as investments going forward?

Click here to see which grocer I think is healthiest of them all! Enjoy!

Phil

Packaging Corporation Of America Is Ready To Ship Profits

In my latest article for The Motley Fool, I discuss the latest and greatest earnings report from Packaging Corporation of America (PKG). As the fourth largest producer of corrugated boxes in America, the company now has a firm footing in its industry and is starting to reap the rewards of its most recent acquisition.

Click here to read more and enjoy!

Phil

Which Video Game Publisher Should You Own?

In the notoriously trick video game industry, three main game publishers always stand out; Activision Blizzard (ATVI) , Electronic Arts (EA) and Take-Two Interactive (TTWO). But which one should an investor own, if any?

Click here to read my thoughts on investing in the video game publishing segment. Enjoy!

Phil

Disney: Invest In The Best

The Walt Disney Company (DIS) has the best content lineup in the media business currently, which makes it one of the best investments in the entire industry. With a solid dividend, bright future growth prospects and proven management, Disney is a great long-term consideration. The company's recent earnings results indicate as much.

Click here to read more. Enjoy!

Phil

Michael Kors Beats Big, Again

After reporting blowout earnings results last week, shares of popular fashion clothier Michael Kors Holdings (KORS) skyrocketed over 20%. The results and share price movement confirm what I have been saying for a while, Michael Kors is one of the best investments in the retail space at the moment.

Click here to read more about the company's monster quarter. Enjoy!

Phil

With Its Latest Earnings Results, Chipotle Sizzles

After another blowout quarter from Chipotle Mexican Grill (CMG), the company and its superb management team continue to prove that they are the best in the industry. With increasing restaurant locations, great comparable sales growth and two new restaurant brands in the making, the future looks very bright for Chipotle and its investors.

Click here to read more about the company's latest earnings release and what it means for investors. Enjoy!

Phil

Nike's Biggest Mistake Ever

If you follow my writing at all, you know my biggest and most lucrative investment is Under Armour (UA). The athletic apparel, footwear and accessories-provider has one of the best brands in all of retail, a loyal and rapidly expanding consumer base and a terrific management team to back it up!

However, only a few years ago the company was still very small in terms of market capitalization and its business not very diverse. This begs the question, why did industry titan Nike (NKE) not acquire Under Armour when it had the chance?

Click here to find out what I think! Enjoy!

Phil

Alaska Air Group Will Continue To Fly High

In my latest article for The Motley Fool, I discuss one of my favorite companies, small regional airliner Alaska Air Group (ALK). With the best fundamental metrics in the industry, two powerful flight brands and a veritable moat in The Last Frontier, Alaska Air Group remains the only investment an investor should consider in the volatile space!

Click here to read more! Enjoy!

Phil

The Discovery-Scripps Deal Is Off, Now What?

When Variety reported that media giant Discovery Communications (DISCA) was interested in acquiring smaller rival Scripps Networks Interactive (SNI), the news quickly made headlines. The resulting company would have been a content-creation powerhouse with very little competition.

However, the deal fell through as Discovery reportedly ended all discussions in January regarding a buyout of Scripps. So, now what? Well, investors should still consider both companies for long-term growth considering they remain great ways to capitalize on the rapidly increasing demand for unique and popular content.

Click here to read more! Enjoy!

Phil

The Future Of Chipotle

In my latest article for The Motley Fool, I discuss the major growth drivers for Chipotle Mexican Grill (CMG) going forward. With the addition of two new restaurant brands and a continuously expanding menu, Chipotle represents one of the best growth stories in the restaurant industry and shares should remain spicy in the long-term.

Click here to read more! Enjoy!

Phil

Lithia Motors Could Shift Into Gear Soon

With market weakness prevalent in recent weeks, some stocks like Lithia Motors (LAD) may be worth looking into simply for the fact that they have not been correlated to the market's impressive 2013 rise. The logic is that as the market weakens now, the laggards may soon start to outperform.

Lithia Motors is a dealer of new and used vehicles and replacement parts in The United States. With a tried and true business and an excellent track record of success, the company remains a nice long-term investment opportunity. Considering shares are currently trading at valuation levels below peers, the time seems right to consider Lithia Motors for future growth.

Click here to read and enjoy!

Phil

Under Armour Beats Big Again, Show It's Still The Greatest

It should come as no surprise to anyone who follows my writing that athletic apparel, footwear and accessories-maker Under Armour (UA), which just so happens to be my biggest and most lucrative investment, beat earnings in a big way today!

The company continues to perform extremely well in all areas and the company is set to combat Nike (NKE) on the global stage in the coming decade. Here is all the latest and greatest from Under Armour's terrific fourth quarter release. Enjoy!

Phil

How To Spot Powerful Brands That Can Transform Your Bottom Line

In my latest article for The Motley Fool, I discuss the way in which I use my knowledge as a consumer to pick winning equity investments! Guess what? It is a lot easier than you probably think!

Click here to read how I spotted Michael Kors Holdings (KORS) and Under Armour (UA). Enjoy!

Phil

Is Lululemon Too Hated Right Now?

Do you remember when Chipotle Mexican Grill (CMG) came crashing down to Earth in mid-2012. How about a year earlier when Netflix (NFLX) dropped 80% in four months? What does this have to do with Lululemon (LULU), you ask?

Well, it just so happens that shares of Lululemon are off more than 45% from their all-time highs amid serious growth concerns and constant negative press. The situation is very similar to the ones I mentioned above, which means the yoga company has the possibility to make a massive recovery in 2014 and beyond.

While the circumstances are unique to each company and I am clearly generalizing here, there are patterns to the way the market works and there is most definitely one when it comes to high-quality, momentum stocks correcting sharply. Click here to learn about the pattern I have recognized and see if you agree! Enjoy!

Phil

Recent Portfolio Changes

I have not updated the 'Current Holdings' section of this blog for a long while because there was simply nothing to update! However, I recently reduced my equity holdings down to six positions, which is the least I've held in a long time.

You can find the list of the six companies, in order of position size in the 'Current Holdings' section of this blog. 2014 is off to a rough start and there is opportunity all around us. I plan on further funding my account to take advantage of the recent selling pressure.

So far, I have only added to my MasterCard (MA) and Starbucks (SBUX) positions on weakness.

Best of luck,

Phil

Caterpillar Is Finally Turning Around

On Monday, Caterpillar (CAT), one of the world's leading manufacturers of construction and mining equipment, reported fourth quarter earnings for fiscal 2013 and the results were much better than expected. The company beat the average consensus estimate on both the top and bottom lines and issued guidance that confirms that the worst is indeed over for the global machinery titan.

Click here to read why I think Caterpillar is a proper turnaround play on a global recovery. Enjoy!

Phil

Cree: Here Comes The Light

In one of my latest articles for The Motley Fool, I focus on a stock that is likely in the midst of a turnaround. Such companies are often rewarding investments in times of heightened market volatility, like we are seeing now.

After a series of earnings disappointments, Cree (CREE), developer and manufacturer of LED lighting and semiconductor products, finally gave investors something to cheer about. The company beat the consensus revenue and EPS estimates and issued solid guidance. Furthermore, management's plan for future growth seems viable and robust.

Click here to read more. Enjoy!

Phil

Some Key Takeaways From Starbucks' Latest Report

Yes, two articles on Starbucks (SBUX) in one day! In this particular article for The Motley Fool, I analyze the latest earnings results from the coffee giant. The company's results and forward-looking guidance reveal great things on the horizon for Starbucks and investors should consider the company and its shares for long-term growth.

Click here to read more. Enjoy!

Phil

Can Coach Turn It Around?

With Michael Kors Holdings (KORS) hogging most of the high-end retail spotlight in recent years, Coach (COH) has basically been left for dead by investors. However, in such situations, there often remains significant opportunity if company management can right the ship.

In the case of Coach, although it will no doubt be very challenging, the company's newly appointed management team may just have the ability to save the day!

Click here to read more! Enjoy!

Phil

Starbucks Should Remain Caffeinated

In my latest article for The Motley Fool, I evaluate Starbucks (SBUX) and explain how the coffee giant compares to smaller rivals like Dunkin Brands Group (DNKN) and Green Mountain Coffee Roasters (GMCR). To save you the suspense, Starbucks remains the best investment in the beverage/restaurant industry. Click here to find out why! Enjoy!

Phil

Lululemon Is At A Crossroads

In my latest article for The Motley Fool, I discuss a company in the athletic apparel segment, Lululemon Athletica (LULU), the maker of popular yoga/running apparel. The company has come under fire in recent months and shares of the stock have corrected steeply as a result.

However, there may be an opportunity for investors at current levels if company management can successfully diversify Lululemon's business mix in a way they have not been able to do before.

Click here to read and enjoy!

Phil

Under Armour, North Face, And Timberland Are Just Getting Warmed Up

With the weather in many parts of The United States turning bitter cold in recent weeks, many retailers have reported a slowdown in consumer traffic and sales. However, companies like Under Armour (UA) and VF Corporation (VFC), which sell products designed specifically to combat the effects of cold weather, are likely to stay hot!

Click here to read my latest article for The Motley Fool and learn why Under Armour and VF Corp. are two of the best retail plays going forward. Enjoy!

Phil

Is Francesca's Holdings Set For A Turnaround?

In my latest article for The Motley Fool, I discuss a stock that has not fared well over the last year, Francesca's Holdings (FRAN), a specialty boutique owner and operator. With markets and particularly retail stocks near all -time highs, the time seems right to consider a turnaround play like Francesca's. Click here to read more and enjoy!

Phil

Take A Sip Of Boston Beer In 2014

One of my standout stocks in 2013 was The Boston Beer Company (SAM). Up more than 70%, the company is currently riding the wave of popularity in craft beer. However, Boston Beer has also successfully diversified its product lineup over the years to include other alcoholic beverages like hard tea and cider. With shares down significantly in recent weeks, the time seems right for investors to consider Boston Beer for long-term growth!

Click here to read and enjoy!

Phil

Under Armour Will Shine In 2014

In my most recent article for The Motley Fool, I discuss an old favorite and my most lucrative investment ever, Under Armour (UA). The maker of popular athletic apparel, footwear and accessories had a fantastic fiscal 2013 and the stock appreciated more than 70%. However, the global growth is just beginning for Under Armour and shares look set to deliver market-beating returns in 2014 and beyond!

Click here to read more!

Phil