Service sector strong: We don’t need no stinkin’ QE

FUTU's 21% annual return shines, but a $276M sale trims its portfolio weight amid strong profits.

ICF's higher returns come with higher costs; VNQ offers broader exposure & lower fees.

ECPG's 51% surge to $68.34 is tempting, but its weak ROE & high debt raise red flags.

MSC Industrial's sales grew 3.9% but EPS fell 3.3% annually. ROIC dropped 4.5 pts. P/E is 20.6x.

Nvidia's AI chip boom fuels 200% YTD gains, but P/E ratio nears 80. Is it a buy?

ZUMZ's 3.1% return on capital & 23x P/E raise red flags. HRI's margins shrink, BKU's EPS lags.

RUSHA's 3.1% sales drop & 17.1x P/E raise red flags. NEO's 48.8x P/E & DBRG's 68.3% sales decline signal risk.