Seeking Alpha

Bachar Samawi

 
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  • Is American Airlines Flying Too High Or Too Low?
    Fri, Dec. 12 AAL 13 Comments

    Summary

    • American Airlines shares do not fully reflect jet fuel price drop.
    • The stock could appreciate by another 10% to 20%.
    • Energy prices volatility does not necessarily justify buying shares on an outright basis, but do provide an opportunity for selling out of the money puts.
  • Amazon's Moment Of Truth May Have Arrived
    Wed, Dec. 10 AMZN 20 Comments

    Summary

    • Amazon's access to free funding through its accounts payable/receivable may have run its course.
    • With negligible profitability, Amazon will have to resort to the debt markets to finance growth.
    • Amazon's moment of truth has arrived, and its shares will go lower unless profitability improves.
  • Is LinkedIn A Better Buy Than Facebook?
    Sat, Dec. 6 FB 28 Comments

    Summary

    • LinkedIn shares continue to look attractive despite their high P/E ratio.
    • LinkedIn is well positioned to benefit from achieving pricing power with its members.
    • Facebook stock performance is expected to lag LinkedIn's performance.
  • Up 169%, Is Apple Supplier Skyworks Still A Buy?
    Tue, Dec. 2 SWKS 17 Comments

    Summary

    • Since we recommended buying Skyworks in October 2013, its share price has appreciated 169.45%.
    • From a long-term perspective, several factors continue to bode well for Skyworks, despite current gains.
    • It is prudent to book profits at current levels as valuation has become pricier, while some momentum and seasonal headwinds are developing.
  • Is It Time To Buy Exxon And Other Big Oil?
    Sat, Nov. 29 XOM 117 Comments

    Summary

    • As we have predicted in October 2013, oil prices have dropped substantially, along with the stock prices of most major oil companies.
    • Exxon's current stock price decline is consistent with previous declines associated with crude oil sell-offs, while lower capital spending and improved margins will provide some cushion.
    • At this juncture, additional major declines in crude oil prices are less likely, hence providing a buying opportunity in Exxon shares.
  • Apple: $800 Done, $1,000 Pre-Split Next?
    Wed, Nov. 26 AAPL 54 Comments

    Summary

    • Apple shares have hit all our target share price predictions since 2011.
    • Some headwinds are currently developing driven by macro economic factors.
    • Apple may still appreciate from current levels, but meaningful appreciation is unlikely in the near term.
  • Should You Sell 3 Stocks That Spiked, Boosted By Massive Short Interest?
    Mon, Mar. 31 EQIX, GMCR, KO 10 Comments

    Summary

    • As we previously predicted on October 14, 2013, shares of Tesla Motors Inc. (TSLA), Equinix Inc. (EQIX) and Keurig Green Mountain, Inc. (GMCR) have appreciated substantially despite recent pullback.
    • Although short ratio (short interest/ float) has retreated for Equinix and Keurig, such ratio has actually increased for Tesla.
    • Despite a sizable recent pullback from February highs, this is a good opportunity to book profits and sell such shares while they are still up by an average of 28.98%.
  • Is It Time To Sell Facebook And Buy LinkedIn?
    Editors' Pick • Fri, Mar. 28 FB, LNKD 45 Comments

    Summary

    • As previously predicted, Facebook shares have outperformed LinkedIn shares by about 43% since September 30, 2013.
    • Facebook shares have achieved their potential, while they could face headwinds throughout 2014.
    • LinkedIn shares could regain momentum to the upside, driven by international growth.
  • Will Google Beat Apple To $1 Trillion?
    Oct. 22, 2013 AAPL, GOOG, VGT 12 Comments
  • Are Warren Buffett's Top Holdings A Drag On His Portfolio?
    Oct. 18, 2013 IBM, AXP, KO 14 Comments
  • Wrong About Gold Again?
    Oct. 17, 2013 GLD 25 Comments
  • Will Apple Drop After Oct. 22 Event?
    Oct. 16, 2013 AAPL 42 Comments
  • 4 Suppliers And An ETF Set For Apple Boost
    Oct. 15, 2013 AAPL, BRCM, MU 4 Comments
  • 3 Stocks That Can Spike Due To Massive Short Interest
    Oct. 14, 2013 GMCR, TSLA, EQIX 2 Comments
  • Shutdown Impact On Buffett Top Holding IBM
    Oct. 10, 2013 IBM 12 Comments
  • Consider Apple Supplier ARM And Hedge
    Oct. 8, 2013 ARMH 5 Comments
  • Should You Own U.S. Big Oil And Gas Stocks?
    Oct. 7, 2013 APC, COP, CVX 3 Comments
  • Apple At $800: Flight Delay Or Cancellation?
    Oct. 7, 2013 AAPL 58 Comments
  • How To Profit From Tesla, Amazon And Netflix Stock Exuberance
    Oct. 7, 2013 AMZN, TSLA, NFLX 16 Comments
  • Is It Time To Sell These 4 Financial Stocks ?
    Oct. 3, 2013 BAC, GS, MS 7 Comments
  • 5 Tech Stocks: If You Bought On Rising Short Interest Should You Hold On?
    Oct. 2, 2013 AAPL, ADBE, CSCO Comment!
  • Is It Time To Sell LinkedIn And Buy Facebook?
    Sep. 30, 2013 LNKD, FB 27 Comments
  • The Inevitable Fading Of The Euro
    Mar. 25, 2013 BAC, C, GS 9 Comments
  • 5 Tech Stocks With Notable Rising Short Interest: Time To Get On The Bandwagon?
    Nov. 12, 2012 AAPL, ADBE, CSCO 3 Comments
  • What Has Changed For Apple?
    Nov. 8, 2012 AAPL 106 Comments
  • Obama Win Effect: Cash-Rich Companies Will Lead Economic Boom
    Nov. 7, 2012 AAPL, CSCO, GOOG 95 Comments
  • Will These 5 Tech Stocks Boom After The 2012 Elections?
    Nov. 5, 2012 AAPL, IBM, INTC 10 Comments
  • 3 Tech Giants - 3 Unusual Buyout Targets
    Nov. 2, 2012 AAPL, GOOG, LMCA 6 Comments
  • Warren Buffett's Largest Holdings Underperforming; Is It Time To Buy?
    Nov. 1, 2012 AXP, GM, IBM 12 Comments
  • Will These 5 Tech Stocks Rally Into January?
    Oct. 30, 2012 AAPL, GOOG, IBM 7 Comments
  • 10 Most Shorted Nasdaq-100 Stocks; Is It Time To Buy?
    Oct. 25, 2012 AAPL, APOL, EXPE 8 Comments
  • 4 Financial Stocks That Could Go Even Higher
    Oct. 23, 2012 BAC, C, GS 3 Comments