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Jatin D. Shah

 
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  • 8 Reasons To Buy Deere For $89 Per Share [View article]
    Sergey,
    Long historical term sales and earnings growth is consistently positive. See http://bit.ly/JO2IVa
    Dec 21 08:18 AM | 2 Likes Like |Link to Comment
  • FTD Companies - An Undervalued Spin-Off [View article]
    It is surprising that you are using S&P 500 P/E that is very overvalued according to many commentators to justify undervaluation of FTD.

    Even you are right on a relative basis, if the stock market itself reverts to its expected valuation, your thesis will fall apart.
    Dec 11 12:40 AM | 1 Like Like |Link to Comment
  • Embraer: Contrarian Value Play With Strong Secular Tailwinds And A Compelling Valuation [View article]
    You have not provided any information about the reasons for earnings decline (global slowdown, poor management, labor problems, manufacturing issues, etc.).

    Without understanding those reasons, I don't buy your argument that those earnings are bound to revert back to their historical norm and hence there is a potential upside.
    Dec 10 12:12 PM | 1 Like Like |Link to Comment
  • Why Lorillard Is An Attractive Long-Term Buy [View article]
    You have not mentioned the biggest risk to Lorillard's business. 90% of its business comes from menthol cigarettes. FDA has banned all flavored cigarettes and menthol cigarette is the only one yet to be banned. FDA's new head of tobacco regulation appointed in February is outspoken opponent of menthol cigarettes.

    We can debate whether FDA will eventually ban menthol cigarettes, but it is fair to say that this risk is not at all priced in the current market price of Lorillard.
    Jul 9 09:56 AM | 2 Likes Like |Link to Comment
  • Why Pershing Square Capital Wants A New CEO At Canadian Pacific? [View article]
    It seems like Canadian Pacific shareholders are in favor of management change according to some independent polls.

    http://bit.ly/GAv6nr
    Mar 19 11:26 PM | 1 Like Like |Link to Comment
  • Why Pershing Square Capital Wants A New CEO At Canadian Pacific? [View article]
    Yes - the risk that you mention exist, as they do with all such investing strategies. Personally, I'd be surprised if CP does not catch up to the industry and CNI on key operating metrics - whether it is due to Ackman/Harrison or something else.
    Mar 15 11:53 PM | Likes Like |Link to Comment
  • Facebook Mania Poses A Danger To These 5 Stocks [View article]
    I get your theory, but is it backed by data - should be easy to verify.

    BTW, valuing high tech stocks using EV/EBITDA is very unusual. You will have missed all the great companies in the past several decades years using this approach - the airlines in 60s, MSFT in 90s, SBUX.
    Jan 29 10:08 PM | Likes Like |Link to Comment
  • Facebook Mania Poses A Danger To These 5 Stocks [View article]
    Paulo,
    It is odd that you assume that two stocks in a sector are negatively correlated. Generally, it is the opposite for most industries and sectors.

    Is this based on any historical analysis of high growth stocks post IPOs (say airlines in 1960s) or is it just your opinion?

    Jatin
    Jan 29 09:15 AM | Likes Like |Link to Comment
  • Why Citigroup Is Destined To Double In 2012 [View article]
    David,
    Any thoughts on Citibank now that earnings has been announced? Citibank missed on both top line and bottom line.

    Jatin
    Jan 18 06:28 AM | Likes Like |Link to Comment
  • Corning Has Superior Metrics In Its Industry [View article]
    Corning had designed Gorilla Glass in 1960s, but had stopped production as there was no use for it. Steve Jobs made Corning restart manufacturing of Gorilla Glass for iPhone.

    Gorilla Glass is definitely used in Apple products - it is even mentioned in Steve Job's recently released biography. Though I am sure Apple is now using multiple vendors for this type of glass.
    Jan 8 05:46 AM | Likes Like |Link to Comment
  • Corning Has Superior Metrics In Its Industry [View article]
    Corning is going to announce Gorilla Glass 2 at CES next week. Even though Corning has competition, it has the innovation edge and will remain a leading manufacturer of alkali-aluminosilicate sheet glass.

    Link:http://bit.ly/zXWUEq
    Jan 8 05:45 AM | Likes Like |Link to Comment
  • Corning Has Superior Metrics In Its Industry [View article]
    Thanks. I will definitely cover Corning and their other business lines in more detail soon.
    Jan 8 05:37 AM | Likes Like |Link to Comment
  • Cramer's Lightning Round - Is Something Going On At Barnes & Noble? (11/14/11) [View article]
    Mistake: As per Cramer's comments, ETN should be bullish (not bearish)
    Nov 15 01:39 PM | Likes Like |Link to Comment
  • India Consumer ETF: Ready To Ignite? [View article]
    Exactly wrong way of thinking. I am hardly representative of average Indian, so anecdotal evidence does not count. Business process outsourcing gets a lot of press in US media, but is not major driver of Indian employment (0.1% of Indian jobs by some estimate & 5% of GDP).

    That said, global markets are increasingly interdependent on each other - so don't disagree with that claim. But there is no basis for saying that business outsourcing is primary driver of Indian employment or even Indian economy.

    Reference for GDP/employment numbers: http://bit.ly/utGMBJ
    Nov 8 01:25 PM | Likes Like |Link to Comment
  • India Consumer ETF: Ready To Ignite? [View article]
    Your data is not accurate. Business process outsourcing is a very small portion of total Indian GDP & employment - 5-10% by some estimates
    Nov 8 03:33 AM | Likes Like |Link to Comment
COMMENTS STATS
31 Comments
10 Likes