Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Vash Patel

View as an RSS Feed
View Vash Patel's Comments BY TICKER:
Latest  |  Highest rated
  • Small Investors 'Facebooked' In Zipcar Buy [View article]
    IPOs generally outperform the market in any given year, I've found. Seems like the exceptions are usually the ones that are hyped up to no end, like Facebook. In that regard I agree 100%.
    Jan 2 01:13 PM | Likes Like |Link to Comment
  • 5 Stocks Ready To Swing Up For A Diversified Portfolio [View article]
    While I can't see the current state of the economy being kind to premium brands, I personally wouldn't count them out solely based on what you see in-store right now. Especially now that brands are focusing more and more on online sales, it's important to look at the financials and keep emotion out of it. Either way, it's up to you to weigh the risks which you seem to be doing.
    Dec 27 03:01 AM | Likes Like |Link to Comment
  • 5 Stocks Ready To Swing Up For A Diversified Portfolio [View article]
    While it may not be growing as fast as you're looking for, I think it's got a lot of room for growth as I said in the article. It's a really new business model that people aren't used to yet but I don't see why it wouldn't replace typical car rentals altogether (most of which are losing a lot of money right now) in the next ten or fifteen years.
    Dec 24 12:52 PM | Likes Like |Link to Comment
  • Skullcandy: Poster Child For Short Investors? [View article]
    I agree with you completely, though I wasn't aware of the CFO's address on the cash conversion issue. Good to know, reaffirms my investment!
    Nov 23 07:58 PM | Likes Like |Link to Comment
  • Skullcandy: Poster Child For Short Investors? [View article]
    I agree with all of those as reasons shorts may be using to justify keeping positions open but in my opinion, that's a weak foundation to invest on at best. I'd call it speculation without a doubt.
    Nov 23 07:57 PM | Likes Like |Link to Comment
  • Skullcandy: Poster Child For Short Investors? [View article]
    I think you're in the same boat as me and many others wondering what short investors are waiting for to cover. Sooner or later one of two things has to happen: shorts are right and SKUL wraps up their time as a company or they're extremely wrong and the covering should bring price up to an extremely overvalued price.
    Nov 23 07:55 PM | Likes Like |Link to Comment
  • Skullcandy: Poster Child For Short Investors? [View article]
    I'm actually working on putting together a few spreads for SKUL for options investors. Keep an eye out for that article in the next few days. I think the options contracts are massively mispriced and it's just wrong not to take advantage if you're bullish.
    Nov 23 07:54 PM | Likes Like |Link to Comment
  • Skullcandy: Poster Child For Short Investors? [View article]
    It's likely not an accounting issue since the CFO clarified why the cash conversion cycle is a little bit misleading. The problem, I think, lies in the fact that investors see their product as more of a fad than anything else. For those people, I'd say read up on the short history of Monster and how the shorts got slaughtered betting that energy drinks were a "fad".
    Nov 23 07:53 PM | Likes Like |Link to Comment
  • Skullcandy: Poster Child For Short Investors? [View article]
    I can definitely see a lot of growth in the European market though I'd be weary about expanding their line of products to clothing or anything outside of purely audio electronics. One of their strengths, in my opinion is that they're so focused. In fact, one of the reasons people may be shorting is because of their expansion into high end audio which may seem like they're losing focus because of sluggish sales. It's a difficult decision management will have to make sooner or later. Would it be best for the company to expand into different merchandise or stick with what they know?
    Nov 22 06:09 PM | Likes Like |Link to Comment
  • Skullcandy: Poster Child For Short Investors? [View article]
    It's worrisome that the cash conversion cycle is increasing, however revenue growth is also increasing which leads us to believe that management's investments are providing proper returns. It's a fairly new company looking for fast growth so it's not unheard of for cash to remain tied up in investments for long periods. Overall, I'd consider it a small risk for the possible upside this stock holds in the long term but it's important to weigh the pros and cons against your own risk appetite.
    Nov 20 10:01 PM | Likes Like |Link to Comment
  • S&P 500 Most Heavily Shorted Stocks [View article]
    How about considering it on a company by company basis? For example I wouldn't buy First Solar because I don't see a bright future there (despite what others may say). On the other hand, I may look into JCP because I see this as just a hiccup and I think it could come back. Obviously, these are first impressions without looking into any other numbers, which is a must before buying in.
    Nov 13 07:19 PM | Likes Like |Link to Comment
  • A Dividend Payer Set To Take Control Of Cloud Computing Services [View article]
    I really appreciate the encouragement, and thank you for the follow!
    Oct 30 11:28 AM | Likes Like |Link to Comment
  • Apple Vs. Google: Which Should You Invest In? [View article]
    First of all, investing based on what the price does over a month is not the goal of this or any other article on Seeking Alpha. Second, if you HAD bought both Apple and Google when this article was published, you'd be down 9.5% on Apple and only 5.3% on Google.
    Oct 19 11:27 AM | Likes Like |Link to Comment
  • Apple Vs. Google: Which Should You Invest In? [View article]
    I will admit the PEG is way off and I should have double checked that. However, when I say Apple is running out of fumes, I don't mean specifically iPhone sales. What I meant is what people are saying after using the iPhone 5. Reviews have been good by critics however there seem to be more and more flaws with each and every release. With the last iPhone, the antenna was the big issue. With 5, the big issue is maps and Siri. Siri is supposed to be one of the major selling points of the iPhone and to have a flaw in something so important is not something we're accustomed to seeing from Apple.
    Sep 28 11:36 AM | Likes Like |Link to Comment
  • Apple Vs. Google: Which Should You Invest In? [View article]
    As a lot of you have pointed out, the PEG I quoted from Nasdaq's website for Apple is, in fact, incorrect. The correct PEG is 0.69 which means Apple is the better buy for GROWTH investors based on fundamentals alone. I still stand my ground that Google is the better buy overall, however.
    Sep 28 11:32 AM | Likes Like |Link to Comment
COMMENTS STATS
130 Comments
67 Likes