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Nicholas Pardini
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Nicholas Pardini is the managing partner of the equity long/short hedge fund Nomadic Capital Partners. The fund specializes in commodities, emerging market consumer equities, and equities in the the global technology sector. His research and live trade updates are also found on his investment... More
My company:
Nomadic Capital Partners
My blog:
The Pardini Report
My book:
The Definitive Guide to Emerging Market Currencies
  • Bullish Or Bearish Weekly: Apple, Facebook, SENSEX Exchange, 21st Century Fox, And Seadrill 0 comments
    Apr 28, 2014 2:43 PM | about stocks: FB, FOXA, PIN, SDRL, AAPL

    In this episode of Bullish or Bearish, Nick breaks down the following stocks. He covers quick takes on Apple (NASDAQ:AAPL), Facebook (NASDAQ:FB), the Indian Stock Market (NYSEARCA:PIN), Seadrill (NYSE:SDRL), and 21st Century (NASDAQ:FOXA).

    Recap:

    Bearish on Facebook due to valuation and lack organic growth in developed markets.

    Moderately bullish on Apple due to profitability and strong earnings

    Bullish on 21st Century Fox due to leading satellite TV market in emerging economies, the recession resistance of the TV/cable industry, and strong financial performance

    Bearish on India due to infrastructure issues, regulatory barriers, and slowing growth. The fact is that the recent rally in SENSEX due to election hopes and no substantive economic reform or change in growth prospects.

    Bullish on Seadrill due to extreme unjustified pessimism in oil drilling sector, high yield and profitability despite sector slowdown, and a favorable valuation.

    Link to Video

    www.youtube.com/watch?v=zr_6xk1gzwY

    Also, for any feedback on improving the show or suggested stocks, ETFs, or commodities for Bullish or Bearish, comment or e-mail the show at info@pardinireports.com.

    Disclosure: I am long SDRL, FOXA. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

    Additional disclosure: I may go short PIN and FB in the next 72 hours

    Themes: quick-picks-lists Stocks: FB, FOXA, PIN, SDRL, AAPL
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