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Sahil Alvi

 
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  • Vale: Primed For A Big Bounce [View article]
    Good coverage on Vale.
    Sep 16, 2012. 10:01 AM | 2 Likes Like |Link to Comment
  • Why Insurance Australia Is A Lucrative Short [View article]
    Hi Andrew - The catalyst will be the slowdown in the Australian economy that is already underway -- which would have a chain reaction on the value and volume of policies issued by Insurance Australia -- this would then, in turn, affect margins -- and thus impact dividend payouts -- until the institutions holding on to IAG's stock begin to desert their positions seeking a steady yield elsewhere. That's when the stock will begin to unravel
    Sep 11, 2012. 10:24 AM | Likes Like |Link to Comment
  • Why Insurance Australia Is A Lucrative Short [View article]
    Hi John -- Not all, or even, majority of S&P/ASX 200 is in bubble territory. But, your intuition is right, there are indeed a good number of over-valued stocks. On the other hand, there are some incredible bargains such as Lynas (ASX: LYC) -- the rare earths miner that can easily climb 30 to 40% in the next 12 months.
    Sep 11, 2012. 08:37 AM | Likes Like |Link to Comment
  • Why Insurance Australia Is A Lucrative Short [View article]
    Hi Andrew - The catalyst will be the slowdown in the Australian economy that is already underway -- which would have a chain reaction on the value and volume of policies issued by Insurance Australia -- this would then, in turn, affect margins -- and thus impact dividend payouts -- until the institutions holding on to IAG's stock begin to desert their positions seeking a steady yield elsewhere. That's when the stock will begin to unravel.
    Sep 11, 2012. 08:33 AM | Likes Like |Link to Comment
  • 2 Asset Managers With Solid Yields Trading 30% Under Analyst Price Targets [View article]
    Bravo Bret! Great finds. Compelling and succinct analysis. It would worth considering how the forthcoming multi-year de-leveraging period will affect asset managers.
    Aug 17, 2011. 06:48 PM | Likes Like |Link to Comment
  • Newmont Mining: A Value Stock in a Growth Sector [View article]
    Hi Hammer,

    Thanks for your comment. I have done a piece of comparative analysis between Newmont and Barrick based on reserves on my personal blog: sahilalvi.com

    You can review it there and arrive at your own conclusions.

    Cheers!
    Aug 13, 2011. 01:15 AM | 1 Like Like |Link to Comment
COMMENTS STATS
11 Comments
3 Likes