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  • Honeywell International: A Stock Worth Investing In
    Thu, Jun. 5 HON 2 Comments

    Summary

    • Despite a tough economic climate worldwide, Honeywell generated more than 200% shareholder return since 2009 on the back of consistent improvement in its top and bottom lines.
    • Honeywell’s EPS grew by 11% YoY in 2013 and the company expects the EPS to grow again by more than 10% in 2014.
    • Honeywell’s continued focus on refining its manufacturing processes is paying off, as the company is on a constant journey of improving the margins of its segments.
  • Hewlett-Packard: Turnaround Remains On Track
    Wed, May. 28 HPQ 2 Comments

    Summary

    • HP continued its long streak of dismal sales as its Q2 FY 2014 results reported on May 22, 2014 revealed that sales declined by 1% YoY.
    • HP announced it will cut an additional 11,000 to 16,000 jobs because the company needs to get rid of extra staffing to build up earnings.
    • Its cheap valuation, decent dividends, aggressive share buybacks, and potential turnaround make HP a great candidate for investment.
  • Why You Should Buy DirecTV
    Tue, May. 27 DTV 7 Comments

    Summary

    • DirecTV’s stock has been increasing since news relating to an acquisition by AT&T started flowing in around the end of April 2014.
    • AT&T confirmed on May 18th, 2014 that it has reached an agreement with DirecTV to buy DirecTV for $95 per share and also assume DirecTV’s $18.6 billion net debt.
    • The acquisition deal presents upside for DirecTV shareholders but offers a mix of negatives and positives for AT&T.
  • EMC Corporation: Turnaround Is Inevitable
    Tue, May. 27 EMC 1 Comment

    Summary

    • EMC reported a 2.6% YoY decline in consolidated revenues of its largest segment, EMC Information Infrastructure, when it announced its Q1 2014 results on April 23rd, 2014.
    • Businesses relating to newer technologies reported impressive Q1 2014 results as the Emerging Storage business was up 81% YoY, Pivotal 41%, and revenue at VMware increased by 16% year-over-year.
    • While 2014 will be a year of modest growth, the benefits from newer ventures and the shifting of priorities are expected to accelerate earnings growth in the future.
  • United Technologies: A Very Attractive Investment
    Fri, May. 23 UTX 1 Comment

    Summary

    • Lower Q1 EPS for UTX had some investors questioning whether or not the company could continue the growth it has shown over the last few years.
    • UTX is a conglomerate with well-diversified revenue streams that extend beyond military and civil aviation to systems including elevators, refrigeration and fire alarms.
    • The company is set to increase both sales and profitability going forward and will distribute earnings to shareholders through dividends and share repurchases.
  • Eaton: Double-Digit EPS Growth Is Expected
    Fri, May. 23 ETN 6 Comments

    Summary

    • Eaton has impressed investors with its growth over the last four years as its revenues surged from $11.9 billion in 2009 to more than $22 billion in 2013.
    • Over the past two years Eaton has failed to effectively translate its increase in sales into an increase in its EPS. The operating EPS only rose 4.3% since 2011 compared.
    • Organic growth at Eaton seems to be slow due to a host of factors including weak end market growth and stagnant operating margins.
  • Netflix: Risk Is Increasing
    Tue, May. 20 NFLX 18 Comments

    Summary

    • Netflix has shown a phenomenal growth of 535% in EPS over the last year.
    • The momentum of rising earnings is expected to continue for Netflix as it is widening its reach within US by striking deals with Suddenlink and other cable operators.
    • The advent of broadband with 4G speeds and increasing trend of large-screen smartphones and tablets will also help boost the video streaming market in the future.
  • Lockheed Martin: Dividend Lovers It's For You
    Tue, May. 20 LMT Comment!

    Summary

    • Lockheed Martin is switching focus to foreign sales to fill in the sales gap left by the US.
    • The US defense market accounts for more than 80% of Lockheed Martin’s sales.
    • The stock offers an excellent dividend yield and share repurchases keep the EPS growing even if the top line stays flat.
  • Boeing: Great Prospects Ahead
    Mon, May. 19 BA 5 Comments

    Summary

    • Boeing recently announced an agreement with the US Navy for 47 new fighter jets.
    • Late in April 2014 Iran also showed willingness to buy 400 new passenger airplanes to support its retiring fleets, if sanctions are eased.
    • With the world economy recovering, IATA expects a good outlook for the aviation industry and predicts passenger traffic will rise by 5.8% YoY in 2014.
  • Bank Of America: Turnaround Is Imminent
    Wed, May. 14 BAC 38 Comments

    Summary

    • A host of negative news on Bank of America caused the stock to plunge by 15% since March 2014.
    • The bank has sped up the resolution of its legal problems and the management sees the light at the end of tunnel.
    • A stock price turnaround is imminent once investor anxiety regarding litigation issues settles down.
  • The Walt Disney: This Stock Has A Lot Of Appeal
    Tue, May. 13 DIS 5 Comments

    Summary

    • Walt Disney reported its Q2 FY 2014 earnings on May 07, 2014, posting an adjusted diluted EPS of $1.11 up 41% YoY.
    • Disney is a typical growth company and has posted continuously increasing revenues since 1991 except for a couple of years immediately after the 2001 and 2008 recessions.
    • Disney’s growth is expected to continue going forward and in 2015 the company is expected to post record profits.
    • Projects in the pipeline, increasing top and bottom lines and aggressive share buyback programs make the stock attractive for long-term investors.
  • Is Hewlett-Packard Currently Undervalued?
    Thu, May. 8 HPQ 7 Comments

    Summary

    • The decline in the revenues was primarily because of the shrinking PC market.
    • Hewlett-Packard Co. is entering the 3D printing market this year, and could acquire a huge chunk in the 3D printing market quickly.
    • Currently, two relatively smaller companies, 3D Systems and Stratasys, are the dominant players in the 3D printing market.
    • According to Gartner, the 3D printing market will grow 62% in fiscal year 2014, reaching $669 million.
  • Is The Recent Plunge In Chipotle's Stock Price Justified?
    Wed, Apr. 30 CMG 6 Comments

    Summary

    • Despite raising the prices of its products, I believe the company is well-positioned to deliver better results in the coming quarter.
    • The stock is trading at a one-month low of $502.31, so the recent dip in the price is a great investment opportunity, in my opinion.
    • Chipotle Mexican Grill is removing GMOs (genetically modified organisms) from its product offerings, and now aims to switch to non-GMOs as soon as possible.
  • Can Lockheed Martin Sustain Its Dividend?
    Mon, Apr. 21 LMT 10 Comments

    Summary

    • A reduction in defense spending will ultimately reduce the company’s top and bottom lines in the future.
    • Cancellation of F-35 orders will further depress the company’s revenues stream in the coming years.
    • The U.S. defense department will save an additional $2.1 billion over the next five years by scrapping plans for two Lockheed Martin communication satellites.
  • Is Starbucks Positioned Well To Deliver Long-Term Value?
    Wed, Apr. 16 SBUX 8 Comments

    Summary

    • Starbucks has been testing the sale of beer and wine across several locations in the US. Some analysts believe it to be counterproductive.
    • Nevertheless, Starbucks is determined to capitalize on the growth opportunities in the Asia Pacific region by aggressively expanding its network of stores.
    • With the successful mobile app, the company is positioned to offer customized services such as delivering relevant coupons according to consumer spending habits.
  • Implications Of Data Breach On Target
    Wed, Apr. 9 TGT 9 Comments

    Summary

    • The proposed investment of $100 million into chip-enabled card technology is a good initiative but will not be implemented until 2015.
    • The company has a $100 million insurance coverage but the potential loss may exceed $1 billion and this will hurt the company’s financial position in the short run.
    • Investors need to keep a close eye on the recent updates regarding the data breach investigation before considering investing in Target Corporation.
  • Is YUM! Brands A Long Term Buy?
    Mon, Apr. 7 YUM Comment!

    Summary

    • By 2030 India will be the largest consuming class in the world so the company is actively investing in the Indian market to drive the company’s future growth.
    • Last year the new announcement regarding the new menu in its nearly 4600 restaurants in over 900 cities will help to regain sales in the Chinese market.
    • Considering the future prospects of the company, the stock price of $73 and forward P/E of 17.80 the company is a good investment opportunity.
  • Wal-Mart Driving Growth For General Mills
    Wed, Apr. 2 GIS 8 Comments

    Summary

    • Wal-Mart's new stores will need more products from General Mills so these new stores will boost company revenues in the U.S. market.
    • Emerging markets will be the driver for the future growth of the company and the new yogurt plant will further increase the company’s presence in China.
    • I believe that there is a lot of potential in the stock and at the current price of $51 the stock seems to be undervalued.
  • Boeing Is Worth Buying At Current Price Levels
    Thu, Mar. 27 BA 7 Comments

    Summary

    • Future demand for air passengers remains strong and this leads to increased production of airplanes. This will help Boeing strengthen its financial position.
    • Boeing 777X was launched in November 2013 and I believe that this plane will be a growth driver for the company in the coming years.
    • Revenues and earnings are set to grow as the company’s projected revenues for 2014 range from $87.5 to $90.5 billion with commercial deliveries between 715 and 725.
  • Is General Electric A Long-Term Buy?
    Wed, Mar. 26 GE 14 Comments

    Summary

    • The company began 2014 with a strong backlog of $244 million, and continues to invest in new technologies in the aviation and oil and gas businesses.
    • Aviation and healthcare segments will be growth drivers for the company in the future.
    • At the current price level, the stock seems to be undervalued and the market is not truly reflecting the value of stock.
  • Coca-Cola: A Long-Term Buy
    Wed, Mar. 26 KO 8 Comments

    Summary

    • FIFA World Cup and the summer Olympics will build the strong momentum for the company to boost its revenues and income in Brazil.
    • Diet Coke Frost will help recover the company’s sparkling beverages volume sale in 2014.
    • Demand for carbonated beverages remains strong in the emerging markets and will improve the company’s performance in 2014.
  • Is United Technologies A Buy?
    Sun, Mar. 23 UTX 10 Comments

    Summary

    • The market does not truly reflect the value of the stock and I believe that the stock has a 15% upside potential.
    • The positive trend of the construction and aerospace industries will be the growth drivers for the company.
    • In anticipation of the long term growth prospects of the company, I find that it is a good time to be a part of the United Technologies Corporation.
  • Is Broadcom A Strong Buy?
    Fri, Mar. 14 BRCM 1 Comment

    Summary

    • Broadcom is a global leader and innovator in semiconductor solutions for wired and wireless communications.
    • The future outlook of the industry remains strong and this will positively impact the company’s future earnings.
    • I will briefly discuss the recent results of the company and identify the reasons behind its good or bad performance.
    • There are many recent developments that I will discuss in detail and conclude whether the stock price of 30.52 is a good buy or not.
  • Insteel: A Recent Correction Provides An Opportunity
       • Tue, Mar. 11 IIIN Comment!

    Summary

    • Insteel Industries Inc. has emerged out of the recession in better shape and with strong fundamentals.
    • The acquisition of Ivy Steel & Wire Company has also helped the company in improving its ability to sustain and even improve its earnings in times of increasing demand.
    • The improving outlook of non-residential and public construction spending and the superior efficiency of the company will enable it to enhance its earnings.
    • The recent correction in the market provides investors with a cheap exposure to the company and prospects for sustained returns in the long term.
  • Koppers Holdings Is Trading At A Dirt-Cheap Valuation
       • Tue, Mar. 4 KOP 1 Comment
  • Delta: Growth Story Has A Long Way To Go
    Thu, Feb. 27 DAL 10 Comments
  • Is Duke Energy Still A Buy?
    Wed, Feb. 26 DUK 7 Comments
  • Starbucks Is On A Growth Track
    Thu, Feb. 20 SBUX 7 Comments
  • Is Devon A Buy?
    Tue, Feb. 11 DVN 8 Comments
  • Is Debt A Serious Concern For Seadrill?
    Fri, Feb. 7 SDRL 32 Comments
  • Is Goldcorp Well Positioned To Capitalize Growth?
    Thu, Feb. 6 GG 4 Comments
  • Restoration Hardware: Rally Not Over Yet, Still Offering Decent Return
    Wed, Jan. 29 RH 4 Comments