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Suneet Chandvani

 
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  • EMC Corp.: 20% - 25% Upside In 1 Year
    Editors' Pick • Tue, Apr. 15 VMW, NTAP, EMC 4 Comments

    Summary

    • Trade: Long EMC Current price: 26.75 Expected price: 33 Upside: 23% Time: 1 year.
    • Thesis: Cheap valuations, EMC on a stand-alone basis (excluding VMware) is significantly mispriced, huge cash pile, share buybacks, market leader, taking market share from competitors, sticky business, focus on innovation.
    • EMC is trading at a discount even on a very conservative basis and the market is ignoring its competitive advantages including quality, breadth of offerings, strong distribution, after sales service.
  • AVG: 20%-25% Upside In 1 Year
    Editors' Pick • Tue, Feb. 18 AVG 18 Comments
  • Digital Generation: 70% Potential Upside
       • Aug. 13, 2013 DGIT 9 Comments
  • Apache: Undervalued With An Enormous Option On Natural Gas Upside
    Editors' Pick • Jul. 8, 2013 APC, APA 13 Comments
  • Long-Term Bull Market But Short-Term Correction
    Feb. 21, 2013 SPY 4 Comments
  • Apple: Near-Term Gains, Long-Term Caution
    Nov. 21, 2012 AAPL 25 Comments
  • Is The Economy Vulnerable To A Fall Or Shock?
    Oct. 1, 2012 SPY 2 Comments