Seeking Alpha

Paul Sigrist

 
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  • Comparing Alibaba To Other Tech Giants
    Thu, Sep. 25 BABA 32 Comments

    Summary

    • We'll compare the current and future valuation metrics of Alibaba against other tech giants.
    • Alibaba had the largest IPO ever, but does it deserve it's current valuation?
    • Alibaba is valued at 37 times P/B value. What are other tech giants priced at?
  • Is Microsoft Suddenly A Growth Story?
    Wed, Sep. 24 MSFT 19 Comments

    Summary

    • The Minecraft acquisition shows the behemoth's willingness to be first-to-market.
    • Microsoft is using some of its cash to enter a new space.
    • Microsoft will be the biggest in the mobile gaming space.
  • Should NXP Semiconductors Be In Your Portfolio?
    Tue, Sep. 23 NXPI 11 Comments

    Summary

    • Near field communication is beginning to ramp up.
    • NXPI could be a major player in Apple Pay.
    • NXPI is slowing R&D expenses to focus on growth.
    • Apple's iPhone 6 sales are a harbinger of what's to come for NXPI.
  • What Should You Do With Alibaba?
    Mon, Sep. 22 BABA 30 Comments

    Summary

    • The hottest IPO of 2014 jumped more than 36% on the first day of trading.
    • Alibaba's IPO negatively impacted a slew of tech powers' equity price in the US.
    • The valuation isn't for the faint of heart.
  • Should We Still Expect Strong Growth From Google?
    Wed, Sep. 17 GOOGL, GOOG 4 Comments

    Summary

    • We use an innovative valuation model designed to identify value propositions.
    • Is Google's innovation as great as we all think it is?
    • The tech superpower looks to still have room to the upside.
  • Should Twitter Be In Your Portfolio?
    Tue, Sep. 16 TWTR 11 Comments

    Summary

    • Twitter is in its infancy stage of monetization.
    • We use an innovative valuation model for high growth companies.
    • Twitter's road ahead represents far different challenges than top competitor Facebook.
  • Should LinkedIn Be In Your Portfolio?
    Mon, Sep. 15 LNKD 4 Comments

    Summary

    • We use an innovative valuation model for high growth stocks.
    • The social media space has the highest innovation metric in the market.
    • LinkedIn's niche in social media is one of a kind.
  • Is Tesla Actually A Value Stock?
    Sun, Sep. 14 TSLA 76 Comments

    Summary

    • We use an innovative valuation method especially effective in high growth areas.
    • Tesla's growth is unheard of in the auto industry, but should investors view TSLA as being part of a different sector?
    • Tesla' innovation spending is nowhere near where most investors think it is.
  • Is Facebook A Buy, Sell Or Hold?
    Fri, Sep. 12 FB 13 Comments

    Summary

    • Innovative high growth valuation technique used to discern upside potential and downside risk.
    • The social media space has the highest innovation value in the market overall.
    • Facebook is the bellwether of the social media industry.
  • Is Netflix A Buy, Sell Or Hold?
    Thu, Sep. 11 NFLX 6 Comments

    Summary

    • Innovative growth valuation model creates some clarity.
    • Conventional fundamentals don't give investors enough information.
    • Defining the upside and downside risk within NFLX.
  • Reviewing The 3 Best Stocks Of 2014
    Thu, Sep. 11 FB, F, JPM 4 Comments

    Summary

    • Innovation has been key in 2014 for two of these stocks.
    • Finding value propositions has been equally as key as growth in 2014.
    • Each of the three stocks are up more than 25%!
  • Social Media Earnings And Looking Toward The Future
    Mon, Feb. 10 FB, GOOG, LNKD 1 Comment
  • What To Expect In 2014: Part I
    Dec. 6, 2013 VT, ACWI, IOO 3 Comments
  • Bear Vs. Bull: JPMorgan
    Sep. 26, 2013 JPM 3 Comments
  • Bear Vs. Bull: Lions Gate
    Sep. 25, 2013 LGF 6 Comments
  • Is There Any Room For A Bidding War In BlackBerry?
    Sep. 24, 2013 BBRY 38 Comments
  • What To Do After The Fed
    Sep. 19, 2013 BAC, CAT, LEN 3 Comments
  • Twitter IPO Reaction: Impact And Expectations
    Sep. 15, 2013 TWTR 9 Comments
  • 3 Stocks To Put On Your Shopping List
    Aug. 27, 2013 JPM, FB, NXPI 2 Comments
  • What Lies In Store For Facebook?
    Aug. 13, 2013 FB 18 Comments
  • Is Caterpillar A Screaming Buy?
    Jun. 27, 2013 CAT 15 Comments
  • Amgen In Focus
    Jun. 19, 2013 AMGN 6 Comments
  • The 3 Best Stocks For 2014
    Mar. 28, 2013 FB, NXPI, F 5 Comments
  • Your Earnings Season Preview: Ford
    Mar. 27, 2013 F 7 Comments
  • Your Earnings Season Preview: Lions Gate Entertainment
    Mar. 26, 2013 LGF Comment!
  • Your Earnings Season Preview: Coach
    Mar. 26, 2013 COH Comment!
  • Your Earnings Season Preview: Best Buy
    Mar. 26, 2013 BBY 1 Comment
  • Walgreen Finding Growth After Debacle
    Mar. 25, 2013 WAG 2 Comments
  • Your Earnings Season Preview: Wal-Mart
    Mar. 25, 2013 WMT Comment!
  • Your Earnings Season Preview: Costco
    Mar. 25, 2013 COST Comment!
  • Your Earnings Season Preview: BlackBerry
    Mar. 21, 2013 BBRY 117 Comments
  • Your Earnings Season Preview: Broadcom
    Mar. 21, 2013 BRCM 3 Comments