Seeking Alpha

Ayush Singh

 
View as an RSS Feed
View Ayush Singh's Articles BY TICKER:
  • Will Ford Continue To Disappoint Investors?
    Tue, Jan. 27 F 59 Comments

    Summary

    • Ford has been unlucky as few unforeseen headwinds have pushed the company's stock lower.
    • Although Ford has struggled in Europe, the company's long-term prospects still look bright.
    • Despite the drop in oil prices, Ford's 2015 F-150 trucks will gain market share.
    • With Ford's earnings due this week, I think the stock is a buy.
  • Will Hawaiian Holdings Fly Higher After Earnings?
    Mon, Jan. 26 HA 8 Comments

    Summary

    • Hawaiian Holdings earnings are due this week.
    • The company will benefit from the drop in fuel prices.
    • The company has a high chance of winning the Haneda-Kona slot, which will provide a massive boost to its margins.
    • Hawaiian Holdings is a buy going into earnings.
  • Qorvo: Earnings Preview
    Mon, Jan. 26 QRVO 7 Comments

    Summary

    • Qorvo's earnings are due this week.
    • The company should surpass the estimates due to the high sales of iPhones.
    • Qorvo is well positioned to profit from the booming 4G-LTE market.
  • Update: Skyworks Solutions' Q1 Earnings Offer Good News For Investors
    Fri, Jan. 23 SWKS 13 Comments

    Summary

    • Skyworks Solutions reported excellent Q1 FY 2015 earnings..
    • The company is witnessing great gains from the iPhones and this should continue.
    • Skyworks also landed many new design wins that can propel growth in 2015.
    • Skyworks is a hold at present valuation.
  • Is JetBlue Worth Considering Ahead Of Earnings?
    Thu, Jan. 22 JBLU 8 Comments

    Summary

    • JetBlue's earnings are due on 29th January.
    • The company will benefit largely from the falling fuel prices.
    • JetBlue's new initiatives will facilitate long-term growth.
    • JetBlue is a buy at present valuation.
  • Skyworks Solutions: Earnings Preview
    Wed, Jan. 21 SWKS 17 Comments

    Summary

    • Skyworks Solutions' earnings are due on 22nd January.
    • The company may beat Street estimates again due to the soaring sales of the iPhones.
    • Skyworks is also well positioned to benefit from the 4G LTE market.
    • Investors should continue holding Skyworks.
  • Is Groupon Worth Considering Going Into 2015?
    Dec. 27, 2014 GRPN 11 Comments

    Summary

    • Upbeat quarterly results is a good sign.
    • New acquisitions will drive growth.
    • Expansion into e-commerce will prove to be beneficial in the long run.
    • Groupon looks like a buy going into 2015.
  • Is It Time To Sell RF Micro Devices?
    Dec. 10, 2014 QRVO 9 Comments

    Summary

    • Merger with TriQuint will open up many opportunities and drive share price higher.
    • RF Micro Devices is well positioned to benefit from the 4G market.
    • Apple is a big growth driver.
    • At present valuations, RF Micro Devices is a buy.
  • Ignore The Short-Term Headwinds And Buy Ford
    Dec. 9, 2014 F 29 Comments

    Summary

    • The roll out of new vehicles may have reduced Ford's bottom-line, but the company's market share has increased in almost all segments.
    • Increasing assembly plant efficiency in Europe will drastically cut Ford's losses in Europe, which in turn will boost its earnings.
    • The massive investment in China is paying off as the company is growing at a faster pace than its primary rivals.
    • Ford is a great buy at present valuations.
  • JetBlue's Customer-Centric Moves And Other Strategies Can Push It Higher
    Dec. 4, 2014 JBLU 10 Comments

    Summary

    • JetBlue's customer-centric approach will benefit the company in the long run.
    • The company's shrewd initiatives to add more seats without compromising the comfort of the passengers will prove to be profitable.
    • The company's cost cutting initiatives will add to the company's margin.
    • All these factors make JetBlue a good buy.
  • Nvidia's Innovation And Presence In Diverse Markets Makes It A Smart Investment
    Nov. 23, 2014 NVDA 8 Comments

    Summary

    • The launch of new GPUs will help NVIDIA benefit from the gaming industry.
    • Nvidia is also gaining traction in the mobile market.
    • Nvidia's growing presence in the automobile market will prove beneficial in the long run.
  • Will Ford's Earnings End The Negativity?
    Oct. 22, 2014 F 12 Comments

    Summary

    • Ford's stock has lost a considerable value in the last few weeks due to various headwinds.
    • The market may have overestimated the risks as the company's long-term prospects are still intact.
    • The company's initiatives will start reaping benefit in 2015.
    • Ford is very attractively priced and is a great buy.
  • Why Honeywell's Flat Performance This Year Is An Opportunity
    Sep. 30, 2014 HON 2 Comments

    Summary

    • Honeywell hasn't performed brilliantly in 2014.
    • The company's five-year plan looks solid and should reap benefits.
    • Honeywell's diversified portfolio and shrewd initiatives should prove to be beneficial in the long-run.
    • Honeywell is a buy at present valuation.
  • Why 3D Systems Investors Should Prepare For More Downside
    Sep. 30, 2014 DDD 10 Comments

    Summary

    • 3D Systems has been on a terrible run in 2014 and I expect the downfall to continue.
    • Acquisition spree will eat into 3D Systems' profits.
    • The expiry of patents will add to the company's woes.
    • Investors should stay away.
  • Why This Tech Stock Will Continue Soaring
    Sep. 4, 2014 QRVO 2 Comments

    Summary

    • TriQuint has performed brilliantly for investors in 2014.
    • The merger with RF Micro Devices will prove to be beneficial for both companies in the long run.
    • Both RF Micro Devices and TriQuint have beat the consensus estimates in the last 2 quarters, and this trend should continue.
    • The new entity should continue to gain traction from the smartphone market as the launch of iPhone 6 will benefit the company.
    • Despite the massive gains, TriQuint is still a buy.
  • 3 Reasons Why This Tech Stock Will Continue To Grow
    Aug. 28, 2014 SWKS 4 Comments

    Summary

    • Skyworks Solutions has appreciated almost 100% in 2014.
    • The company beat analysts' estimate yet again, and should continue soaring.
    • Skyworks is well-positioned to benefit from the Internet of Things.
    • The launch of Apple's iPhone 6 is expected to benefit Skyworks.
    • Skyworks is still a great buy.
  • Can Hewlett-Packard Deliver More Upside?
    Aug. 27, 2014 HPQ 2 Comments

    Summary

    • Stronger product portfolio will benefit HP in the long run.
    • The company should profit from the revival of the PC market.
    • Cost saving initiatives will improve HP's financial outlook.
    • HP has more upside and is still a buy.
  • RF Micro Devices: Why This Chipmaker Has More Upside Potential
    Aug. 25, 2014 QRVO 12 Comments

    Summary

    • RF Micro Devices has been on a stunning run in 2014.
    • The company's merger with TriQuint will prove to be beneficial in the long run.
    • Both RF Micro Devices and TriQuint will benefit from the sales of the iPhone 6.
    • Multiple catalysts make RF Micro Devices a good buy.
  • Can Nvidia Sustain Its Bullish Run?
    Aug. 20, 2014 NVDA Comment!

    Summary

    • Nvidia beat the anlaysts estimate yet again.
    • Nvidia has performed nicely this year and the company's long-term prospects are strong.
    • The launch of the "Shield" tablet should prove to be beneficial in the long-run.
    • Nvidia's Tegra K1 will help it gain traction in the in-car infotainment and tablet market.
    • Nvidia is a good buy at present valuations.
  • A Few Reasons To Invest In Sierra Wireless For The Long Run
    Aug. 19, 2014 SWIR 24 Comments

    Summary

    • Good quarterly performance is a sign of better things to come.
    • Sierra Wireless is well-positioned to benefit from the "Internet of Things" market.
    • The company's partnership with Cisco and Philips will prove to be beneficial in the long run.
    • Sierra is a great buy at present valuations.
  • Why You Should Stay Away From RadioShack
    Aug. 14, 2014 RSH 45 Comments

    Summary

    • The slump in the consumer electronics market has almost ended all hopes of a RadioShack turnaround.
    • High debt and poor cash flow should be enough to keep investors away from RadioShack.
    • RadioShack is soon expected to run out of borrowing ability and this will prove to be the final nail in the coffin.
    • Illegally underpaying employees highlights the messy condition of RadioShack.
    • Investors shouldn't be tempted by RadioShack's low valuation as the company is closer to bankruptcy than it is to a turnaround.
  • Why You Should Sell SolarCity Going Into Earnings
    Aug. 6, 2014 SCTY 31 Comments

    Summary

    • SolarCity's lofty growth plans need financial backing and this has increased the risk of dilution.
    • The leasing market is maturing and this will slow down SolarCity's growth.
    • The reducing tax credit will also hinder SolarCity's prospects.
    • SolarCity is a sell at present valuations.
  • Is Beaten Down Himax Technologies A Buy Going Into Earnings?
    Aug. 5, 2014 HIMX 8 Comments

    Summary

    • Himax has disappointing investors in 2014 due to various reasons.
    • Himax will gain traction from the Chinese market as the 4K shipments are expected to soar this year.
    • LTE smartphone shipments are also expected to increase, which will benefit Himax in the long run.
    • Himax is a great buy at present valuations.
  • Groupon Is A Buy Going Into Earnings
    Aug. 1, 2014 GRPN 11 Comments

    Summary

    • Groupon is set to release earnings in the first week of August.
    • The initiatives to boost its customer base will prove to be beneficial.
    • Recent acquisition by Groupon will drive growth in the long run.
    • The beaten down share price has made Groupon a great acquisition target.
    • Groupon looks like a good buy.
  • Why Investors Should Avoid Yelp
    Jul. 31, 2014 YELP 18 Comments

    Summary

    • Competition from Google will hurt Yelp.
    • A high proportion of Yelp's reviews are fake, which has hurt the company's reputation.
    • Yelp's extremely high CPM makes its business model less sustainable than Google's.
    • Investors should short Yelp.
  • Is Plug Power Still A Good Buy?
    Jul. 24, 2014 PLUG 76 Comments

    Summary

    • The increasing levels of days of inventory on hand, days of sales outstanding, and days of payables outstanding shows Plug Power will not turn profitable soon.
    • Fuel Cell's prospects don't look bright enough, which is why Plug Power shares will fall eventually.
    • Low efficiency will hold back the adoption of fuel cells.
    • The acquisition of ReliOn has proven to be a failure and will add to Plug Power's losses this year.
    • Historically, Plug Power has been destroying shareholder value, hence investors should avoid this stock.
  • Will Ford's Earnings Disappoint Again?
    Jul. 22, 2014 F 22 Comments

    Summary

    • Ford is set to release its quarterly earnings this week.
    • The company has disappointed investors the last time, but it may meet the analyst estimates this time due to the increasing sales in Europe and the U.S.
    • Ford's strong product pipeline and cost- cutting initiatives make it a good buy, irrespective of the earnings report.
  • Why You Should Dump Cisco And Buy Juniper
    Jul. 21, 2014 CSCO, JNPR 33 Comments

    Summary

    • Enlarging product portfolio by launching various new products will benefit Juniper.
    • Partnership with AT&T will also prove to be beneficial in the long run.
    • Juniper's router business has been growing at a faster pace than Cisco's, and it doesn't look like this trend is going to change..
    • Cisco has lost its way under its Chief Executive John Chambers. The falling revenues is a sign that Cisco needs a new leader.
    • Thus, Juniper looks a better buy than Cisco.
  • Why Baidu Is A Better Buy Than Google
    Jul. 21, 2014 BIDU 4 Comments

    Summary

    • Baidu's robust quarterly performance is a sign of better things to come.
    • Baidu should continue to benefit from entering into the mobile.
    • With the Chinese internet penetration set to grow, Baidu has more upside potential.
    • Baidu has more room to grow than Google. Hence, it is the better pick out of the two.
  • Is J.C. Penney's Turnaround A Pipe Dream?
    Jul. 21, 2014 JCP 51 Comments

    Summary

    • The recent credit facility is nothing to get excited about as J.C. Penney is digging its own grave by increasing the debt.
    • Penney is burning through cash and its business structure is unsustainable.
    • Penney's stores are still unattractive and this will restrict sales growth.
    • The company is horribly leveraged and a turnaround doesn't look likely.
  • Ignore Apple's Threat, Sirius XM Is Still A Good Buy
    Jul. 16, 2014 SIRI 35 Comments

    Summary

    • The deployment of 2.0 satellite radios in new vehicles reduce subsidies and benefit Sirius XM.
    • Sirius XM has attained long-term renewals with content providers in order to fortify its position as the leader in car audio entertainment.
    • Sirius XM is preparing to fight off competition from Apple by launching new channels.
    • Sirius XM is also set to benefit from used car market.
    • All things considered, Sirius XM is a good buy.
  • Time To Buy Groupon's Terrific Turnaround
    Jul. 16, 2014 GRPN 44 Comments

    Summary

    • Strong results are a sign of better things to come.
    • The fallen price of Groupon makes it an ideal acquisition candidate.
    • Groupon has also been upgraded by many analysts.
    • Groupon has a lot of room to grow, making it a good buy.