Seeking Alpha

Mihir Mehta

 
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  • Can Yahoo Be Your Ideal Pick In The Online Ads Industry?
    Fri, Jul. 4 YHOO 20 Comments

    Summary

    • The recent acquisitions made by Yahoo have had a positive impact on its user base. However, the competition from Facebook and Google is fierce and needs to be tackled well.
    • The renewed focus of the company on making product improvements is praiseworthy. Also, the gain in display ads revenue puts Yahoo in favorable position to leverage the massive scope.
    • As per the PEG ratio, Yahoo is over-valued as compared to its peers and therefore, bears a higher risk of a downside in coming quarters.
  • Despite Positives, Twitter Is Not A Recommended Buy For The Near Term
    Wed, Jul. 2 TWTR 26 Comments

    Summary

    • The recent acquisitions made by Twitter will make a great contribution to its mobile ecosystem and attract more advertisers.
    • There are good chances that the stock might experience a downfall, in spite of good results, as happened in last quarters. Therefore, the risk quotient is reasonably high.
    • It isn't advisable for an investor to create a position in Twitter at the current price level because it's overvalued. In near term, the probability of a price fall is high.
  • Can Facebook Be Your Preferred Investment Choice In Online Advertising?
    Sat, Jun. 28 FB 13 Comments

    Summary

    • As per a recent survey, Facebook is still a favorite among teenagers. This provides a befitting reply to skepticism expressed by analysts regarding its charm among teen population.
    • Facebook has realized the extreme significance of mobile in driving future growth. Investors should watch out for the company's strategies regarding Instagram and WhatsApp.
    • Besides mobile, small businesses and innovative ad serving techniques will be key for future growth and Facebook is making the right moves in that respect.
  • Do Not Miss Out On Synaptics' Growth Story
    Tue, Jun. 24 SYNA 8 Comments

    Summary

    • A series of upgrades have escalated the confidence of investors in Synaptics Incorporated. The stock touched a new 52-week high in the past week as a result of heightened confidence.
    • Fingerprint authentication, as a technology, has massive scope for Synaptics. After implementing the technology in Galaxy S5, Synaptics is all set to leverage well from innovation in this segment.
    • The deal with Renesas could prove to be a major growth driver in coming quarters as Synaptics expands its market reach.
  • Ideal Industry Conditions Make Micron A Safe Investment Bet
    Tue, Jun. 24 MU 5 Comments

    Summary

    • The consolidation in DRAM markets has concentrated the supply in hands of a few players in the industry. Micron, along with Elpida, has gained well from this consolidation.
    • If the rumors around the launch of iPhone materialize, then Micron will see massive business coming from Apple in the current year.
    • Besides DRAM, NAND markets are also witnessing a spur in demand because of Solid-State Drives, and Micron might step up its production and sales in forthcoming quarters.
  • Cisco: A Slow-Moving Company In The Middle Of A Massive Churn.
    Wed, Jun. 18 CSCO 6 Comments

    Summary

    • The news around exit of CEO John Chambers is surging and it will be in favor of Cisco to get a fresh and enthusiastic leadership.
    • The opportunities and challenges presented by SDN will be instrumental in shaping Cisco's future performance. Also, Cisco will have to put up a strong fight against rival VMware.
    • Considering the ambiguity around SDN and IoT, it is prudent to hold off putting money in the stock for now.
  • Why You Should Trust HP's Comeback Efforts And Be A Part Of Its Growth
    Sat, Jun. 14 HPQ 3 Comments

    Summary

    • CEO Meg Whitman has successfully kept HP on course with its turnaround efforts. Even though Q2 results missed Street expectations by a whisker, investors have not lost confidence in HP.
    • Personal systems and printing were the primary drivers of growth in Q2. HP is attempting to boost the demand of notebooks to compensate for sluggish demand in commercial desktops.
    • HP has managed to create a comfortable cash cushion for itself via strategic cost cutting initiatives. Also, it has been consistent in generating valuable returns for its shareholders.
  • The Healthy Progress Story Of Hewlett-Packard
    Mon, Mar. 31 HPQ 2 Comments

    Summary

    • HP's turnaround journey is in the right direction as testified by its results over the past quarters. CEO Meg Whitman has executed well on the restructuring plan.
    • Though HP has been successful in generating gains from a battered PC market, it is still far away from building a strong presence in smart devices segment.
    • While there are opportunities in 3D printing and cloud solutions, HP also faces threats from Lenovo and Cisco in server and cloud segments respectively.
    • HP is a sure buy because of its fundamental and technical strength. A cheap valuation at this point in time provides a good entry point.
  • Why Is Cisco A Sell Near Term?
    Fri, Mar. 21 CSCO 9 Comments

    Summary

    • For the long-term, Cisco is a good buy. The current price provides an attractive entry-point for investors.
    • Though SDN could be seen as a threat to Cisco, it can be turned into a massive opportunity if the company can properly utilize its existing resources and expertise.
    • For investors with a short-term mindset, Cisco would not be a worthwhile investment because of its ongoing transition phase that will take time to be realized by the markets.
  • Costco's Membership Model Is The Perfect Shield
    Tue, Mar. 11 COST 12 Comments

    Summary

    • The exponential growth of online retailers has impaired the metrics of brick and mortar stores. However, Costco has maintained its revenue by following a membership model.
    • Wal-Mart's dividend shows that the retail colossus is having a hard time in combating the competition from online retailers. As such, it is also stepping up its online game.
    • A no-frills shopping experience provided by Costco has the potential to draw customers in the weak economy as of today and can prove to be a game-changer for the company.
  • Google's Out-Of-The-Box Stock Split, And More
    Thu, Mar. 6 GOOG 62 Comments

    Summary

    • Google's stock split will not result in a considerable loss of voting power of existing shareholders because of the current shareholding structure.
    • The retention of control by Larry Page and Sergey Brin could be beneficial in the long run because of their ability to forecast developments in technology.
    • Youtube will be a massive selling point for Google because of its ability to provide clients with creative features..
    • Currently, Youtube has more than 1 billion viewers per month.
  • Cisco: A Good Buy With Great Opportunities
    Tue, Feb. 18 CSCO 3 Comments
  • Micron: The Stock To Own In 2014
    Thu, Jan. 30 MU 22 Comments
  • Lennar: A Safe Investment In A Risky Housing Market
    Dec. 26, 2013 LEN Comment!
  • Hewlett-Packard: A Good Turnaround Story In The Making
    Dec. 1, 2013 HPQ 16 Comments
  • Nike Is Poised For A Progressive Journey
    Nov. 29, 2013 NKE Comment!
  • Starbucks: This Company Is A Shining Star In All Respects
    Oct. 2, 2013 SBUX 1 Comment
  • GM Is Accelerating Towards A Speedy Recovery
    Sep. 27, 2013 GM 8 Comments
  • Is It The Right Time To Believe In HP?
    Sep. 22, 2013 HPQ 6 Comments
  • Is It The Right Time To Invest In Citigroup?
    Sep. 16, 2013 C 11 Comments
  • How Will The Launch Of New Consoles Impact GameStop?
    Sep. 5, 2013 GME 2 Comments
  • After Steve Ballmer, Where Is Microsoft Headed?
    Aug. 29, 2013 MSFT 10 Comments
  • The Ray Of Light For HP
    Jun. 9, 2013 HPQ 6 Comments
  • Publishing Business: Gradual Rise Or Slow Demise?
    Apr. 19, 2013 MHFI, PSO, SCHL Comment!
  • Why Is HP Not The Ideal Stock Now?
    Apr. 15, 2013 HPQ 1 Comment