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Amal Singh

 
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  • Why Electronic Arts' Recent Pullback Is A Buying Opportunity
    Mon, Aug. 18 EA Comment!

    Summary

    • Electronic Arts has pulled back slightly after latest results due to launch delays of a couple of key games.
    • EA, however, has a strong gaming pipeline, and it is already delivering impressive growth that can be sustained going forward.
    • EA's strategy of keeping gamers engaged with new expansion packs and cult games should lead to stronger growth.
    • EA is cheap on a forward P/E basis, and its bottom line is expected to grow at a fast clip, making it a stock to buy on the dip.
  • Hain Celestial: A Way To Profit From A Booming Organic Food Market
    Mon, Aug. 18 HAIN 2 Comments

    Summary

    • Hain Celestial's smart acquisitions and joint ventures have allowed it to expand its business across key regions of the globe.
    • Hain Celestial is focusing on productivity savings, which will propel its earnings higher.
    • Hain Celestial has a wide distributor network, and it is not surprising that its earnings are expected to grow at a brisk pace in the future.
  • Why There Might Be No Respite For SodaStream In The U.S.
    Fri, Aug. 15 SODA 1 Comment

    Summary

    • With 30% of the overall revenue, the U.S. is an important market for SodaStream.
    • SodaStream, however, is seeing a steep drop in sales of its soda maker units in the U.S., and this is a big red flag.
    • Stiff competition from Keurig Green Mountain and Coca-Cola will make it difficult for SodaStream to make a comeback in the U.S.
  • Here's Why Investors Should Continue Avoiding Whole Foods Market
    Wed, Aug. 13 WMT, WFM 29 Comments

    Summary

    • Whole Foods has reduced its revenue forecast four times in the last nine months.
    • Whole Foods is under tremendous pressure from bigger and more established rivals in the organic foods space.
    • Whole Foods is making investments to turn the business around, and this will keep its bottom line under pressure.
  • Is The Fresh Market A Good Buy Near 52-Week Lows?
    Tue, Aug. 12 WFM, TFM 12 Comments

    Summary

    • The Fresh Market is in a soup due to stiff competition from peers.
    • The Fresh Market is trying to execute a comeback with a smart store opening strategy.
    • The Fresh Market is also looking to improve productivity, and its bottom line is expected to grow at above industry averages going forward.
  • Why A Leaner Nokia Is A Good Investment
    Sat, Aug. 9 NOK 56 Comments

    Summary

    • Nokia is facing competition in networking, but it should improve.
    • Nokia's focus on maps, telematics, and location based services should allow it to tap new markets.
    • Nokia's licensing opportunity remains strong.
    • Nokia's earnings are expected to improve at an astronomical rate.
  • Tyson Foods: Strong Earnings Growth In The Cards Due To Smart Strategies
    Fri, Aug. 8 TSN Comment!

    Summary

    • Tyson Foods reported mixed third-quarter numbers due to operational disturbances, but investors should look at the long run.
    • Tyson's acquisition of Hillshire, and its simultaneous move to cut its debt are positives that investors should not ignore.
    • Tyson's focus on operational efficiencies will also push up earnings, and a cheap valuation is another reason why it is a stock worth considering.
  • E-Commerce China Dangdang: This Chinese Stock Looks Set For Solid Growth
    Wed, Aug. 6 DANG Comment!

    Summary

    • Dangdang shares have pulled back in the last few months, giving investors an opportunity to buy a high-growth stock for cheap.
    • Massive growth is expected in China's Internet industry, and being an e-commerce player, Dangdang is positioning itself nicely to profit from it.
    • Dangdang has delivered solid growth so far, and the same is expected in the future due to the company's cost-cutting moves and innovative new products.
    • A strong balance sheet and an impressive bottom line growth projection make Dangdang a solid bet.
  • A Few Reasons Why Kroger Is A Solid Long-Term Investment
    Tue, Aug. 5 KR 2 Comments

    Summary

    • Focus on customer-centric strategies and innovation will drive results for Kroger.
    • Kroger's integration of Harris Teeter is progressing well, allowing the company to cut product prices without hurting the bottom line.
    • Kroger's attractive valuation, solid dividend yield, and impressive cash flow are some more reasons to consider this stock.
  • Is Chipotle Mexican Grill Still A Buy Near 52-Week Highs?
    Tue, Aug. 5 CMG 4 Comments

    Summary

    • Chipotle Mexican Grill has appreciated tremendously in 2014, and is now trading at 52-week highs.
    • Chipotle's brand strength and focus on ingredients has helped it win over customer confidence, allowing it to report better sales despite increased pricing.
    • Chipotle has got impressive expansion plans, along with a focus on developing a solid employee culture.
    • Chipotle's valuation and growth projections look attractive.
  • Why Whole Foods Is A Sell Going Into Earnings
    Thu, Jul. 24 WFM 26 Comments

    Summary

    • Whole Foods disappointed earnings last time, and it looks like the trend will continue.
    • Whole Foods might need to slash prices, as the company was recently accused of overcharging.
    • Competitors also are taking advantage of Whole Foods' premium pricing by introducing lower priced products.
    • Whole Foods' earnings are expected to grow at a slower pace over the next five years than the last five, indicating weakness.
  • Rackspace Hosting: A Falling Knife Or An Acquisition Play?
    Tue, Jul. 22 AMZN, GOOG, GOOGL 11 Comments

    Summary

    • Rackspace Hosting is down 18% this year, so investors might be thinking of buying some shares.
    • But Rackspace is a falling knife, and shares have recently risen as the company is exploring alternatives to the business, which might fail.
    • Competition from Google and Amazon, and weak fundamentals are the primary reasons to stay away from Rackspace.
  • Will Intel Take Down AMD?
    Tue, Jul. 22 AMD, INTC 135 Comments

    Summary

    • While the PC market is expected to improve, AMD is unable to make the most of it due to the presence of Intel.
    • Intel's solid product innovation and client base is a big threat for AMD, which does not seem to have a strong pipeline.
    • AMD has got weak fundamentals and is expensively valued, which are more reasons to stay away from it.
  • 4 Reasons Intel Is Worth Buying
    Mon, Jul. 21 INTC 22 Comments

    Summary

    • The PC market is improving as a refresh cycle is in the cards, improving Intel's prospects.
    • Intel has worked to launch new products in data centers and the Internet of Things to improve its long-term opportunities.
    • Intel is getting ready to launch new products to tap the PC market efficiently.
    • Intel is shareholder friendly and has a smart capital program, making it a solid bet.
  • 3 Reasons To Buy Costco On The Pullback
    Mon, Jul. 21 COST 1 Comment

    Summary

    • Costco is rapidly expanding into more markets and this will enable it to tap a bigger share of the warehouse retail industry.
    • Costco is focused on improving merchandise and sustain membership growth, which will allow it to improve its financial performance.
    • Costco's technology moves will allow the retailer to benefit from the growing adoption of e-commerce.
  • Why Groupon And Yelp Should Be Afraid Of Priceline
    Tue, Jul. 15 GRPN, OPEN, YELP 1 Comment

    Summary

    • Priceline's acquisition of OpenTable has put it in direct competition with Yelp and Groupon.
    • Priceline can use its big size and worldwide presence to scale up OpenTable, and hurt Yelp and Groupon.
    • OpenTable is already seeing solid growth, and it will now have more resources to expand the business and gain access to more hotels.
  • 4 Convincing Reasons Why ARM Holdings' Pullback Is A Solid Opportunity
    Tue, Jul. 15 ARMH 5 Comments

    Summary

    • ARM Holdings' latest products are gaining strong traction.
    • ARM's licensing business is growing, driven by an expanding customer base.
    • ARM's end-market opportunities are growing due to growth in mobile devices and cloud computing.
    • ARM's fundamentals are strong, making it a good buy on the pullback.
  • Stay Away From Whole Foods Market
    Mon, Jul. 14 WFM 43 Comments

    Summary

    • Increasing competition is forcing Whole Foods to adopt reactive measures, which will pressurize its margins going forward.
    • Whole Foods is expensive relative to its growth.
    • Whole Foods is undertaking some impressive measures, but a weak outlook and cheaper offerings from established grocery stores will hurt its performance.
  • Time To Buy Target's Turnaround
    Mon, Jul. 14 TGT 28 Comments

    Summary

    • Target's performance has been subdued this year due to the data breach and a failed foray into the Canadian market.
    • Target is undertaking several moves to come out of its slump.
    • Target's fundamentals are strong, and its earnings are expected to grow at a faster rate for the next five years.
  • Is LinkedIn's Turnaround A Possibility Or A Pipe Dream?
    Sun, Jul. 13 LNKD 8 Comments

    Summary

    • LinkedIn has been beaten down badly this year as it is facing intense competition from the likes of Facebook.
    • LinkedIn, however, is equipping itself with new features to gain traction and deliver improvements in the business.
    • LinkedIn's earnings are expected to grow at a robust pace in the next five years, so investors should think of capitalizing on its pullback.
  • Buy Kohl's On The Pullback For Solid Long-Term Gains
    Tue, Jun. 24 TJX, ROST, KSS 11 Comments

    Summary

    • Kohl's financial performance has been weak, but the company is undertaking initiatives to come out of its slump.
    • Kohl's will be launching more products and will also expand its store base to get back on the growth track.
    • Despite competition from TJX and Ross Stores, Kohl's can bounce back, as its strategies look sound.
  • Is Whole Foods' Turnaround A Pipe Dream?
    Mon, Jun. 23 WFM 22 Comments

    Summary

    • Whole Foods Market has fallen tremendously in the last few months as increasing competition from Wal-Mart and Kroger has eaten into its market share.
    • However, Whole Foods is going on with its expansion plans in the hopes of benefiting from growth in the organic foods market.
    • But, Whole Foods' competition is looking to bring lower cost products to the market, and this would hurt its growth prospects going forward.
  • Beware, Nvidia Is A Risky Investment
    Thu, May. 22 QCOM, NVDA 9 Comments

    Summary

    • Nvidia's PC and server business are growth drivers that could lead to an improvement in the business.
    • However, a weak PC market could hurt Nvidia in the long run.
    • Although Nvidia is focusing on mobile, it is behind Qualcomm here and might not be able to succeed in the future.
  • Is DuPont In For A Turnaround?
    Thu, May. 22 DD 7 Comments

    Summary

    • DuPont struggled in the first quarter due to an unusually cold winter in North America.
    • But DuPont saw positive trends in its diversified business that could help it perform better going forward.
    • DuPont is aggressively introducing new products and optimizing its portfolio for better gains.
    • DuPont is also attractively valued, which makes an investment in the stock even more enticing.
  • Time To Bail On SodaStream
    Wed, May. 21 GMCR, KO, SODA 73 Comments

    Summary

    • SodaStream's first-quarter results reveal worrying trends about its business with sales dropping in the U.S. market.
    • The Coca-Cola and Keurig Green Mountain partnership is a big threat for SodaStream.
    • SodaStream shares are trading near their 52-week low and a further downside cannot be ruled out.
  • 3 Terrific Reasons Why You Should Consider Yelp
    Wed, May. 21 YELP 6 Comments

    Summary

    • Yelp's revenue is growing rapidly, while its bottom line is also improving at a terrific pace.
    • Yelp is integrating various partners into its platform to improve functionality and services that it offers customers.
    • Yelp's mobile platform has seen robust growth, and the company is now looking to make the experience even better with new features.
  • Should You Buy A Beaten-Down Alpha Natural Resources?
    Mon, May. 5 ANR 25 Comments

    Summary

    • Depressed coal prices and demand have hurt Alpha Natural Resources.
    • Alpha Natural has managed to strengthen its balance sheet by increasing the maturity of its debts.
    • An expected uptick in demand and Alpha Natural's cost-cutting moves should help the company get better in the long run.
  • Should You Buy Southern Company?
    Fri, Apr. 18 SO 15 Comments

    Summary

    • Southern Company has seen some solid improvements in its business of late.
    • Southern is focusing on controlling costs to further enhance its bottom line.
    • Positive economic indicators and an attractive valuation make Southern a solid investment.
  • VMware's Multiple Catalysts Make It A Buy
    Wed, Mar. 26 VMW Comment!

    Summary

    • VMware’s new suite of products should enable it to sustain its momentum.
    • VMware’s acquisitions look impressive as they are opening up key markets and clients.
    • VMware is seeing good traction as the need for connectivity and enterprise applications are growing.
  • Is Whole Foods Market Disappointing Investors?
    Thu, Mar. 13 WFM 6 Comments

    Summary

    • Successive disappointing quarterly results have hurt Whole Foods Market’s share price.
    • The industry potential is huge. So, investors should ignore the short-term weakness and buy Whole Foods Market on the dip.
    • The recent additions of high-grade products and the opening of new stores should benefit Whole Foods going forward.
  • General Electric: These 2 Growth Markets Can Propel It Higher
    Tue, Mar. 11 GE 6 Comments

    Summary

    • General Electric’s stellar run of 2013 has ended, as shares are down 10% year-to-date.
    • The smart homes and the LED market are expected to grow exponentially in the future, and General Electric is taking the right steps to benefit from it.
    • The company is improving on multiple fronts, thus investors should buy it on the dip.
  • Should You Buy CSX For The Long Run?
    Mon, Feb. 24 CSX 12 Comments