Dhinesh Ganapathiappan - Seeking Alpha 'Dhinesh Ganapathiappan' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/author/dhinesh-ganapathiappan The Agriculture Bull Keeps Getting Stronger http://seekingalpha.com/article/78956-the-agriculture-bull-keeps-getting-stronger?source=feed 78956 The agriculture bull market is in full swing and the prospects for the industry keep growing stronger. Agriculture is entrenched in supporting the basic needs of humans and is vital to the sustainability of a growing population. In fact, 45% of the world's workers are employed in agriculture. Recently, prices for crops have skyrocketed as farmers produced less food last year than was consumed, and stockpiles have been drawn down to 30-year lows.

The primary demand driver has come from emerging markets including China and India as consumers emerge from poverty and move to a protein-rich diet. Each pound of meat produced requires ten pounds of grain for animal feed. Improved diet demand is skyrocketing as the pace of economic development around the globe increases, and there is still a long way to go still.

]]> Tue, 27 May 2008 09:56:32 -0400 Dhinesh Ganapathiappan The agriculture bull market is in full swing and the prospects for the industry keep growing stronger. Agriculture is entrenched in supporting the basic needs of humans and is vital to the sustainability of a growing population. In fact, 45% of the world's workers are employed in agriculture. Recently, prices for crops have skyrocketed as farmers produced less food last year than was consumed, and stockpiles have been drawn down to 30-year lows.

The primary demand driver has come from emerging markets including China and India as consumers emerge from poverty and move to a protein-rich diet. Each pound of meat produced requires ten pounds of grain for animal feed. Improved diet demand is skyrocketing as the pace of economic development around the globe increases, and there is still a long way to go still.


Complete Story »]]> AGU CF DBA IPI MON MOS POT SYT TNH TRA Dhinesh Ganapathiappan Demystifying Dry Bulk Shipping: Low P/E Companies That Aren't Properly Valued http://seekingalpha.com/article/58770-demystifying-dry-bulk-shipping-low-p-e-companies-that-aren-t-properly-valued?source=feed 58770 The dry bulk shipping industry is often misunderstood by investors but presents a lucrative opportunity to benefit from the rising global demand for transporting basic materials around the world. The business of dry bulk shipping involves operating large shipping vessels and renting them out to transport grains and metals. Metal miners and purchasers alike don’t have the resources to haul their goods without chartering the dry bulk shippers.

The industry has a lot of potential as demand for metals and grains have skyrocketed and the supply of ships to haul them is limited. The result is pricing leverage for the companies operating within the oceanic shipping industry. The rates paid to these companies is often locked in with forward contracts, but the current pricing power is tied to the Baltic Dry Index. The index has risen from 2000 two years ago to a peak of 11,000 in November to 9200 currently.

]]> Wed, 02 Jan 2008 03:22:46 -0500 Dhinesh Ganapathiappan The dry bulk shipping industry is often misunderstood by investors but presents a lucrative opportunity to benefit from the rising global demand for transporting basic materials around the world. The business of dry bulk shipping involves operating large shipping vessels and renting them out to transport grains and metals. Metal miners and purchasers alike don’t have the resources to haul their goods without chartering the dry bulk shippers.

The industry has a lot of potential as demand for metals and grains have skyrocketed and the supply of ships to haul them is limited. The result is pricing leverage for the companies operating within the oceanic shipping industry. The rates paid to these companies is often locked in with forward contracts, but the current pricing power is tied to the Baltic Dry Index. The index has risen from 2000 two years ago to a peak of 11,000 in November to 9200 currently.


Complete Story »]]> DRYS DSX EXM FREE QMAR Dhinesh Ganapathiappan In Search of Growth from the Fertilizer Boom http://seekingalpha.com/article/51976-in-search-of-growth-from-the-fertilizer-boom?source=feed 51976 The agriculture industry has long been overlooked as a mature and boring industry without any encouraging prospects for growth. Record high energy prices have led to the emergence of biofuels as a viable alternative energy and sparked a boom in agriculture demand and prices. Meanwhile, world population and per capita income continues its steady ascent adding another driver to the equation. One electrifying way individual investors can reap big profits from these conditions is investing in fertilizer companies that are positioned to take advantage of this trend.

Fertilizer companies have been rallying for over a year under the radar of most on Wall Street. Giant seed company Monsanto (MON) has gotten some publicity for its rising profits, but many more lucrative opportunities exist within the industry.

]]> Tue, 30 Oct 2007 08:51:00 -0400 Dhinesh Ganapathiappan The agriculture industry has long been overlooked as a mature and boring industry without any encouraging prospects for growth. Record high energy prices have led to the emergence of biofuels as a viable alternative energy and sparked a boom in agriculture demand and prices. Meanwhile, world population and per capita income continues its steady ascent adding another driver to the equation. One electrifying way individual investors can reap big profits from these conditions is investing in fertilizer companies that are positioned to take advantage of this trend.

Fertilizer companies have been rallying for over a year under the radar of most on Wall Street. Giant seed company Monsanto (MON) has gotten some publicity for its rising profits, but many more lucrative opportunities exist within the industry.


Complete Story »]]> AGU CF MON MOS POT TRA Dhinesh Ganapathiappan Sorting out Semiconductors: Who Benefits from Apple's New Products? http://seekingalpha.com/article/33926-sorting-out-semiconductors-who-benefits-from-apple-s-new-products?source=feed 33926 Here is an overview of what these companies are doing, what devices they are producing chips for, and which stocks appear most favorable on Wall Street.

So what is a semiconductor? A semiconductor is basically the material that is used in Integrated Circuits, more commonly known as computer chips. The process of making a chip involves etching into a block of semiconductor material, usually silicon. Miniature circuits are created from the carving, which can perform the computing tasks that it is designed to execute.

]]> Mon, 30 Apr 2007 04:09:05 -0400 Dhinesh Ganapathiappan Here is an overview of what these companies are doing, what devices they are producing chips for, and which stocks appear most favorable on Wall Street.

So what is a semiconductor? A semiconductor is basically the material that is used in Integrated Circuits, more commonly known as computer chips. The process of making a chip involves etching into a block of semiconductor material, usually silicon. Miniature circuits are created from the carving, which can perform the computing tasks that it is designed to execute.


Complete Story »]]> AAPL BRCM INTC NVDA Dhinesh Ganapathiappan Profiting From the Global Cellular Wireless Boom http://seekingalpha.com/article/32950-profiting-from-the-global-cellular-wireless-boom?source=feed 32950 This represents tremendous growth from the year 2000 when subscribership first broke the 100 million user mark. Global adoption of cell phones is increasing at a rapid pace and helping foreign wireless carriers generate huge profits.

Even as handset makers like Motorola (MOT) and Nokia (NOK) struggle amid razor thin profit margins and stiff competition, foreign wireless providers are thriving. Unlike actual cell phone makers, these carriers can be compared most closely to Cingular (T), Verizon (VZ), or Sprint (S).

]]> Fri, 20 Apr 2007 16:00:01 -0400 Dhinesh Ganapathiappan This represents tremendous growth from the year 2000 when subscribership first broke the 100 million user mark. Global adoption of cell phones is increasing at a rapid pace and helping foreign wireless carriers generate huge profits.

Even as handset makers like Motorola (MOT) and Nokia (NOK) struggle amid razor thin profit margins and stiff competition, foreign wireless providers are thriving. Unlike actual cell phone makers, these carriers can be compared most closely to Cingular (T), Verizon (VZ), or Sprint (S).


Complete Story »]]> AMX CHL MBT MOT NOK S SKM T TKC VOD VZ Dhinesh Ganapathiappan The Long Case for India http://seekingalpha.com/article/32949-the-long-case-for-india?source=feed 32949 The benchmark index on the Bombay Stock Exchange is the Sensex, which has fallen 5% so far in 2007. Despite the anticipated corporate earnings growth of 15-17% in 2007, shares trade at a cheap forward P/E ratio of just 15. Foreign direct investment from companies seeking to outsource, along with portfolio investments from investors should drive stock prices higher.

GDP growth remains strong at the 9% level, but inflation concerns recently forced the Reserve Bank of India to hike short term interest rates by half a percent to 7.75%. The increase was put in place to combat inflation, which is currently at a rate of about 6.5%. The considerably high interest rates have induced fears that growth will deteriorate, but the steps taken by the Reserve Bank should help India continue to experience sustainable economic growth without sacrificing too much purchasing power for the population.

]]> Fri, 20 Apr 2007 05:33:02 -0400 Dhinesh Ganapathiappan The benchmark index on the Bombay Stock Exchange is the Sensex, which has fallen 5% so far in 2007. Despite the anticipated corporate earnings growth of 15-17% in 2007, shares trade at a cheap forward P/E ratio of just 15. Foreign direct investment from companies seeking to outsource, along with portfolio investments from investors should drive stock prices higher.

GDP growth remains strong at the 9% level, but inflation concerns recently forced the Reserve Bank of India to hike short term interest rates by half a percent to 7.75%. The increase was put in place to combat inflation, which is currently at a rate of about 6.5%. The considerably high interest rates have induced fears that growth will deteriorate, but the steps taken by the Reserve Bank should help India continue to experience sustainable economic growth without sacrificing too much purchasing power for the population.


Complete Story »]]> IBN IFN IIF INFY INP RDY SIFY Dhinesh Ganapathiappan ETFs vs. Mutual Funds: The Long and Short (Term) Of It http://seekingalpha.com/article/32832-etfs-vs-mutual-funds-the-long-and-short-term-of-it?source=feed 32832 ETFs have the advantage that they trade directly on major stock exchanges like common stocks. This guarantees a high level of liquidity to move in and out of ETFs at will. The drawback of ETFs is that they generally track an index or industry of stocks, and are not actively managed like a mutual fund. This lack of rebalancing makes ETFs better investments in the short-run, but mutual funds remain a smarter option for a longer time horizon.

The most common ETFs directly track the major stock market indexes like the Dow Jones Industrial Average, Nasdaq, or S&P 500. Arguably the most popular ETF is the Nasdaq-100 (QQQQ) which tracks the 100 largest stocks trading on the Nasdaq. The average daily volume on the Q’s is usually over 120 million shares. The Dow Jones Industrial Average can be tracked with the Diamonds (DIA) ETF and the S&P 500 by the S&P Depository Receipts (SPY).

]]> Thu, 19 Apr 2007 07:55:48 -0400 Dhinesh Ganapathiappan ETFs have the advantage that they trade directly on major stock exchanges like common stocks. This guarantees a high level of liquidity to move in and out of ETFs at will. The drawback of ETFs is that they generally track an index or industry of stocks, and are not actively managed like a mutual fund. This lack of rebalancing makes ETFs better investments in the short-run, but mutual funds remain a smarter option for a longer time horizon.

The most common ETFs directly track the major stock market indexes like the Dow Jones Industrial Average, Nasdaq, or S&P 500. Arguably the most popular ETF is the Nasdaq-100 (QQQQ) which tracks the 100 largest stocks trading on the Nasdaq. The average daily volume on the Q’s is usually over 120 million shares. The Dow Jones Industrial Average can be tracked with the Diamonds (DIA) ETF and the S&P 500 by the S&P Depository Receipts (SPY).


Complete Story »]]> DIA GLD QQQQ SPY Dhinesh Ganapathiappan