Seeking Alpha

Madhusudan Rao

 
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  • Is It Time To Short The Canadian Housing Market?
    Thu, Apr. 10 RY, BMO, BNS 33 Comments

    Summary

    • Credit growth in residential mortgages is slowing significantly in Canada.
    • Canadian Banks need more capital as the risk weights on mortgages is too low (especially insured mortgages).
    • The mortgage lending institutions are even riskier. RY, BNS, BMO, CM, EQGPF, HMCBF are good shorts.
  • BlackBerry May Be A Contrarian Buy
    Tue, Apr. 1 BBRY 15 Comments

    Summary

    • BlackBerry is back to basics, focusing on its core products.
    • The stock could be contrarian investor pick.
    • John Chen knows how to turn a company around.
  • Is Google A One-Trick Pony?
    Wed, Feb. 26 GOOG 28 Comments
  • Seadrill - A Very Risky Dividend Play
    Jun. 20, 2013 SDRL 58 Comments
  • Windstream - Dividend Cut Inevitable, Probably Priced In
    Jun. 13, 2013 WIN 37 Comments
  • Stamps.com - A Short Story
    Jun. 5, 2013 STMP 8 Comments
  • Yelp: Reasons For Skepticism Of Its Growth
    May. 31, 2013 YELP 2 Comments
  • Orbitz Worldwide - Red Flags
    May. 16, 2013 OWW 8 Comments
  • Orbitz Worldwide - Fair Value Unknown
    May. 12, 2013 OWW 3 Comments
  • Japanese Crisis Should Trigger Shock Waves in U.S.
    Mar. 24, 2011 UDN, UUP, FXY 4 Comments
  • Buffett's Letter to Uncle Sam Disguises Real Reasons for Gratitude
    Nov. 26, 2010 BRK.A, BRK.B 13 Comments
  • HP Snaps Up EDS for a Bargain
    May. 14, 2008 HPQ, INFY, EDS 4 Comments
  • Coach Stock Appears Undervalued
    Mar. 11, 2008 COH Comment!
  • Which IT Outsourcing Stock is the Best?
    Sep. 11, 2007 INFY, WIT, ACN 14 Comments