Brian Shaw

Editor's Choice

  • Is SodaStream Heading to $100?

    By Brian Shaw - June 6, 2013 | Tickers: KO, GMCR, SODA | Editor's Choice

    This is the fourth in a series of articles that chronicle the rise in SodaStream’s (NASDAQ: SODA) stock price as it has risen to $40$50$60, and now $70 per share during the past year. Since it took less than a month for shares of SodaStream to rise from $60 to $70 after releasing yet another quarter of record results, it is important to take a moment to more »

  • The Turnaround Continues for Rosetta Stone

    By Brian Shaw - March 3, 2013 | Tickers: EA, RST, ROVI, TTWO, ZNGA | Editor's Choice

    What a difference a year and a new CEO make. This time last year, Rosetta Stone (NYSE: RST) was touching all-time lows with a share price in the single digits as the company seemed to be adrift without any clear vision. Four quarters later, a dramatic turnaround is underway that has reversed many of the negative trends that have plagued Rosetta Stone over the past couple of years.

    Then and more »

  • The One Stock You Should Own

    By Brian Shaw - February 7, 2013 | Tickers: AXP, BRK-B, BRK-A, KO, WFC | Editor's Choice

    When building the core of any portfolio, it is essential to have a diverse collection of great businesses run by superior management. While the list of Top 10 Stocks seeks to achieve those objectives with a collection of fantastic companies to own for the long term, the ninth company on the list can achieve this goal all by itself. That company is Berkshire Hathaway (NYSE: BRK-A) or (NYSE: BRK-B).

    Better more »

  • Ignore the Media Hype... Buy Apple!

    By Brian Shaw - January 28, 2013 | Tickers: AMZN, AAPL, GOOG, HPQ, MSFT | Editor's Choice


    Apple (NASDAQ: AAPL) released its first quarter earnings this week and the company's stock promptly dropped by over 10%. Since reaching a high of $705 back in September, Apple's shares have fallen almost 40% to close the week under $440 per share. Despite this sharp decline, the media frenzy continues with Apple being labeled as a "toxic stock," described as the victim of "the $500 billion market cap more »

  • Amazon Is Taking Over the World… But Is the Valuation Reasonable?

    By Brian Shaw - January 24, 2013 | Tickers: AMZN, COST, M, TGT, WMT | Editor's Choice

    As discussed in detail in the nine previous articles in this series, the growth potential of Amazon.com (NASDAQ: AMZN) is truly remarkable. A continuation of top line growth puts Amazon in a position to catch Wal-Mart (NYSE: WMT) as the largest retailer worldwide by sales in around 10 years. While this top line growth is fantastic, the big question for Amazon investors is (and has been for years) the more »

  • This Is a Top 10 Stock

    By Brian Shaw - January 11, 2013 | Tickers: DDD, AMZN, SSYS | Editor's Choice

    The core of any investment portfolio should contain great businesses. As this blog series illustrates, it is important to identify these businesses across a wide range of industries and risk profiles in order to create a truly diverse market-beating portfolio.

    While steady, conservatively run businesses such as Coca Cola and Costco are important foundations for any portfolio, so too are the occasional “rule breaking” companies that are poised to create more »

  • Amazon.com Is Taking Over the World… of Pet Supplies

    By Brian Shaw - October 20, 2012 | Tickers: AMZN, PETS, PETM, WOOF, WMT | Editor's Choice

    In a recent post, I briefly summarized the history of Amazon.com’s (NASDAQ: AMZN) rapid growth.  While most investors are already aware of the impact Amazon.com has had on brick and mortar bookstores like Barnes & Noble and electronics stores such as Best Buy, there is significantly more going on at Amazon.com.   This is the first in a series of posts analyzing some areas of focus for Amazon more »

  • Investing In Companies That Keep Us Safe

    By Brian Shaw - October 3, 2012 | Tickers: AVAV, ASEI, IRBT, LLL, OSK | Editor's Choice

    Editor's Note: This article originally referred to L-3 Communications as Level 3 Communications, the article has been corrected.

    The Federal budget is a hot topic this election season; as you are likely aware, automatic budget cuts scheduled for Jan. 1 will result in significant reductions in government spending, including a $55 billion reduction to the defense department's baseline budget (down to around $500 billion) for 2013 and will more »

  • The Market is in Denial

    By Brian Shaw - August 23, 2012 | Tickers: KO, KRFT, SODA, WMT, WFM | Editor's Choice

    The market just doesn’t want to like SodaStream (NASDAQ: SODA).  

    That fact is made painfully obvious by the staggering 60% of SODA’s public float that was sold short as of the end of July.  The reasons for this negative sentiment are typically the opinions that the SodaStream concept is a fad and that the company is a house of cards waiting to implode.

    Hold on Just a Minute more »

  • Battle of the Bagels

    By Brian Shaw - August 13, 2012 | Tickers: DNKN, BAGL, PNRA, SBUX | Editor's Choice

    Breakfast has become big business for restaurants in recent years.  With constant pressure to increase same store sales and increase market share, companies have expanded the range of menu choices.   Let’s take a look at how four companies started with different restaurant concepts and unique menus that have slowly expanded until they’ve reached a convergence: the bagel.

    The bagel is a breakfast choice that has long been associated more »

  • Would you Like Guacamole or Curry with That?

    By Brian Shaw - July 12, 2012 | Tickers: CMG, MCD, YUM | Editor's Choice

    To follow up on my recent bearish valuation analysis of Chipotle Mexican Grill (NYSE: CMG), it is time to take a look at the reasons that the sky may not be falling quite yet for this classic rule breaker.  Most will agree that the stock is expensive based on Chipotle's most recent results, but the more important question for investors today is: how will Chipotle's stock perform over more »

  • How Many Burritos Does it Take?

    By Brian Shaw - July 12, 2012 | Tickers: CMG, JACK, PFCB, PNRA, YUM | Editor's Choice

    Over the past three months, the debate over the valuation of Chipotle Mexican Grill (NYSE: CMG) has heated up.  While shares of Chipotle are down over 10% from the all-time high of $442.40 in April, recent analyst commentary seems to indicate that shares may be due for further correction based on valuation concerns.  Is Chipotle's growth story coming to an end, or are multi-bagger returns ahead for investors more »