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Tarun Bachhawat

 
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  • SanDisk: Looking Beyond Slow Earnings, There's A Lot More Going For The Company
    Nov. 3, 2014 SNDK 1 Comment

    Summary

    • SanDisk reported both its earnings and revenue a little short of analysts estimates.
    • The company has lowered its estimates for the future which is a big reason of concern for investors.
    • The company's superior performance in NAND Flash memory and a portfolio of big clients should help it in delivering in the long run.
  • Is Chipotle's Guidance A Reason To Worry?
    Oct. 30, 2014 CMG Comment!

    Summary

    • Chipotle had an awesome quarter with its profits, revenue and same-store sales increasing exorbitantly.
    • Going forward new store openings will fuel growth.
    • The concept of good food and better ambiance offered by Chipotle is being loved by its customers.
  • Microsoft: Is The Fall In Profits A Reason To Worry?
    Oct. 29, 2014 MSFT 2 Comments

    Summary

    • Microsoft's recent quarter has been stellar with its revenue and profits edging out analyst expectations.
    • The company reported an all around growth in both of its segments - commercial and device & consumer.
    • Though Microsoft's device & consumer segment is not as strong as its commercial segment, it has shown signs of improvement.
  • Delta Air Lines: A Flight Investors Should Board
    Oct. 27, 2014 DAL 1 Comment

    Summary

    • Delta Air Lines have edged out analysts estimates on both top and bottom line with its stellar performance.
    • Its domestic refleeting has started delivering and the numbers should improve further once the process is complete.
    • The company is cash rich which should aid Delta Air Lines in financing its projects.
  • Will Duke Energy Let You Sleep Like A Baby?
    Oct. 23, 2014 DUK 3 Comments

    Summary

    • Duke Energy has been an income investor’s paradise with a strong dividend payout history.
    • The utilities might be on the chopping block if the changes in the U.S. economy hurt Duke Energy in the near future.
    • Duke Energy has plans that will help it overcome the problems regarding the changes in the economy.
  • Costco: Employees, Customers And Investors All Love It
    Oct. 23, 2014 COST 12 Comments

    Summary

    • Costco has a very loyal customer base that willingly pay membership fees to shop in its store.
    • Employees are happy with the opportunities they get working for Costco.
    • Investors have reasons like strong comp sales and growing revenue to invest in Costco.
  • Mr. Market Might Be Wrong About Monsanto?
    Oct. 18, 2014 MON 25 Comments

    Summary

    • Monsanto has had a bad run this year and the market has been punishing it continuously.
    • The earnings were good and showed decent improvements in both the top and bottom line.
    • Monsanto has a history of being a market leader in its product and is trying hard to come with some more breakthroughs that will help it maintain its superiority.
    • Some socially responsible investors might not like Monsanto, but the fact remains that the company has solid potential to deliver.
  • Costco: Margin Improvements A Reason To Be Happy
    Oct. 14, 2014 COST 3 Comments

    Summary

    • Costco reported an amazing quarter with margins and revenue both going north.
    • The company's comps have been positive and consistent over time.
    • New stores and online sales should be the growth catalyst going forward.
  • Starbucks: Are Rising Coffee Prices A Reason To Worry?
    Sep. 26, 2014 SBUX 4 Comments

    Summary

    • Rising coffee prices are a reason to worry for the coffee lovers, but not investors.
    • Starbucks has a number of options to counter its problems regarding coffee prices.
    • Teavana provides a lot of options for Starbucks to generate growth.
    • Starbucks food offerings are also getting great reception by customers.
  • FedEx: Will The Delivery Giant Deliver?
    Sep. 26, 2014 FDX Comment!

    Summary

    • FedEx had an exceptional quarter with its revenue and profits growing.
    • E-commerce should be a major driver for the company going forward.
    • All its segments are performing equally well, so growth is on the cards.
  • Is Subscription Model Transition Really Bothering Adobe?
    Sep. 19, 2014 ADBE Comment!

    Summary

    • Adobe came up with better than expected earnings, which were is line with the company's estimates.
    • The company's transition seems to be going smoothly as of now. It may face some trouble going forward.
    • Adobe's valuation seems to be a bigger concern than anything else at the moment.
  • What Is Kroger Destined For?
    Sep. 17, 2014 KR 6 Comments

    Summary

    • The second-quarter results are even better than estimates.
    • The company's performance is far superior than most of its competitors.
    • Kroger has improved its guidance, which is another motivating factor going forward.
  • The Grocery Store To Shop For Your Portfolio
    Sep. 3, 2014 KR Comment!

    Summary

    • Kroger has had 42 consecutive quarters of positive comp sales.
    • Are low margins a reason to worry?
    • The strategic acquisition should help the company in the long run.
  • Costco: A Good Place To Purchase And A Good Stock To Invest In
    Aug. 7, 2014 COST 1 Comment

    Summary

    • Costco concentrates on customer satisfaction through high turnover and low prices.
    • The overall tight economy should drive customers to Costco stores.
    • Global expansion should help the company's growth going forward.
  • Micron Technology: Still Going Strong
    Jul. 31, 2014 MU 8 Comments

    Summary

    • Micron Technology's positive performance is expected to continue in the future.
    • The Elpida acquisition is already delivering and should continue to be fruitful in the future.
    • Micron Technology is well-positioned to improve its margins by taking advantage of the demand and supply gap.
  • BlackBerry: The Doom Looks Near
    Oct. 1, 2013 BBRY 39 Comments
  • Earnings Preview: Micron Technology
    Sep. 24, 2013 MU 100 Comments
  • TriQuint Semiconductor: This Stock Can Fly Higher
    Sep. 4, 2013 QRVO 3 Comments
  • Earnings Preview: Dollar General
    Sep. 3, 2013 DG Comment!
  • Qualcomm Is Still Good For The Long Run
    Aug. 29, 2013 QCOM 1 Comment
  • Why Skyworks Looks Like A Buy
    Aug. 28, 2013 SWKS 5 Comments