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  • Analyzing Billionaire Ken Fisher's Top Sells: 3 Potential Shorts, 2 To Buy [View article]
    Phenom, XOM is a very long term buy. I believe natural gas prices will eventually recover and it will benefit XOM. A day or two of drop doesn't mean much. Its a stock which one should just keep accumulating on dips. However, you should be mindful it can under-perform in the short term until the natural gas prices remain low.
    Mar 8, 2012. 04:31 PM | Likes Like |Link to Comment
  • Analyzing Billionaire Ken Fisher's Top Sells: 3 Potential Shorts, 2 To Buy [View article]
    nopes, i think it is a good contrarian value buy.
    Mar 8, 2012. 03:50 PM | 1 Like Like |Link to Comment
  • Goldman Sachs Top Sells: 3 Potential Shorts, 2 To Buy [View article]
    nopes
    Mar 6, 2012. 05:22 PM | Likes Like |Link to Comment
  • 4 Potential Longs From JP Morgan's Top Buys, 1 To Avoid [View article]
    MSFT
    Mar 6, 2012. 04:03 PM | Likes Like |Link to Comment
  • Intel: An Ideal GARP Stock [View article]
    Sure, will take care in future. Thanks for the suggestion.
    Mar 4, 2012. 12:56 PM | Likes Like |Link to Comment
  • Intel: An Ideal GARP Stock [View article]
    I apologize, its a typo. It should read "Smartphone is one area where Intel lags behind ARM Holdings (ARMH)." Thank you for pointing it out, it will be corrected shortly.

    How do you found rest of the article? Any suggestions on how I can make future articles better.
    Mar 4, 2012. 11:06 AM | 1 Like Like |Link to Comment
  • 3 Internet Companies To Buy For 2012, 4 To Avoid [View article]
    Analysts are projecting ctrip kind of growth for MMYT. Its just not going to happen.
    Jan 5, 2012. 11:22 AM | Likes Like |Link to Comment
  • A Look At Atalanta Sosnoff Capital's Top Buys [View article]
    Update: Morgan Stanley released a note on CVS yesterday titled "
    WAG Presentation & Contract Win Highlight CVS as Key Beneficiary from Market Uncertainties"

    Some of its key points are:

    CVS well positioned to benefit from ESRX/WAG dispute while continuing to make strides in the selling season. 2012 guidance on December 20th is the next catalyst to watch for.

    ESRX/WAG far apart, resolution seems less likely. On the heels of WAG’s CFO presentation at MS’ Global Consumer conference today, we see a lower likelihood of ESRX and WAG reaching an agreement by year-end.

    An impasse is likely to benefit CVS retail segment in the near-term and its PBM segment in the long-term. Under such a scenario, we quantify CVS’ near-term opportunity at an incremental ~$0.11 in calendar 2012 as compared with our base case EPS of $3.25.

    IBM, marks another contract win in a successful selling season. CVS/Caremark was awarded the IBM PBM business (MHS was the incumbent) for 2012 plan year, based on our checks. The contract, estimated at ~$1 billion in drug spend, highlights CVS' traction in the commercial marketplace this year.

    Analyst day (12/20) & guidance are the next catalyst. With Part D business weighing on 1H12 earnings, key to share performance will be outlook for PBM margin expansion, in the second half of the year, the first time since 2008. Specific growth drivers include selling season wins, PBM streamlining, Aetna related growth,
    and new generics.
    Nov 17, 2011. 09:06 AM | Likes Like |Link to Comment
  • Should You Really Care If Stocks Are Cheap? [View article]
    Ever seen a company growing at the rate 50% p.a. having negative forward EBITDA. Father of all undervaluation AERL http://bit.ly/vTTv0n
    Nov 8, 2011. 03:20 PM | Likes Like |Link to Comment
  • My Next Multibagger Idea After Rediff [View article]
    According to a latest report by Cowen's analyst "Conversations with mgmt reinforce our belief that CTCT is one of the primary beneficiaries of the most important trend in tech: as price points compress, addressable audiences expand." It reaaly seems a good buy.
    Nov 7, 2011. 04:54 PM | Likes Like |Link to Comment
  • Amazon's Stock Should Trade Well Below $100 [View article]
    Amazon's EPS hit is mainly due to discretionary opex the company is doing and there is ample scope of margin improvements once this reinvestment cycle is over. Here is what some of the sell side analysts are saying on the no.s:

    http://bit.ly/t6mgkM
    Oct 26, 2011. 04:27 AM | Likes Like |Link to Comment
  • Why Sometimes I Hate Being Right: Amazon Will Go Lower [View article]
    I don't think it is fair to compare Amazon with Netflix. Unlike structural issues at Netflix, Amazon's EPS hit is mainly due to discretionary opex the company is doing. Here is what some of the sell side analysts are saying on the no.s:

    http://bit.ly/t6mgkM
    Oct 26, 2011. 04:25 AM | Likes Like |Link to Comment
  • Amazon.com (AMZN): Q3 EPS of $0.14 misses by $0.10. Revenue of $10.88B (+ 44% Y/Y) misses by $50M. Expects Q4 revenue of $16.45B-$18.65B vs. $18.1B consensus. AMZN -15.9% AH. (PR)  [View news story]
    Unlike structural issues at Netflix, Amazon's EPS hit is mainly due to discretionary opex the company is doing. Here is what some of the sell side analysts are saying on the no.s:

    http://bit.ly/t6mgkM
    Oct 26, 2011. 02:50 AM | Likes Like |Link to Comment
  • John Paulson Is Boosting His Position In These 6 Stocks [View article]
    If you are investing in Capital One for the long term, you won't get downside either (in my opinion).
    Sep 7, 2011. 02:08 PM | Likes Like |Link to Comment
  • Top Buys of GLG Partners [View article]
    Hi Budavar, the current position is 1,014,924 shares.
    Aug 16, 2011. 11:57 AM | Likes Like |Link to Comment
COMMENTS STATS
61 Comments
23 Likes