Asif

http://www.sinletter.com

81 Comments

    • For Bargain-Hunting in a Bear Market, Look at India [view article]
      hpski, since this post was not specifically about investing in India, I did not get into why India sounds like a good investment at this time. The original title of the post as used on my blog was,

      Capitulation or Just Another Leg Down?
      www.sinletter.com/blog...

      Here are some thoughts on the Indian economy and the political outlook.

      A no confidence vote against the current government did not go through and hence the risk of a new government and policies has been somewhat mitigated for now. The economy continues to grow rapidly with estimates of 7.5 to 8% GDP growth in 2009. By my very rough calculations, the P/E of the BSE Sensex is now under 16, a significant change from being one of the most expensive market last year.       Oct 02 02:56 PM
    • The Rules of the Game Have Changed [view article]
      Thanks for helping jimmy understand the obvious. I fail to see how he interpreted year-over-year price comparisons as an apples to oranges comparison. It simply reflects the reality of a over extended system. Sep 26 06:56 PM
    • Nowhere to Turn: This Bear's Different [view article]
      @kkin: Looking at a three month chart comparing the Russell 2000 index with TWM, the Ultrashort ETF appears to be behaving as it should and you can see the inverse symmetry from the following chart,

      finance.yahoo.com/echa...=^RUT#chart2:symbol=^r...

      @rockymtnway: I do have a number of dividend paying stocks but the worry there is the potential higher taxation in case Obama wins. I agree that steel prices are likely to come down some more but SCHN is more than just steel prices and I continue to keep the company on my watch list.       Sep 17 12:32 PM
    • Ride Out the Recession with Activision Blizzard [view article]
      I agree Boris that this is not just a recession play but could do well as a very long-term investment as well. With a market cap of $23 billion and projected 2009 revenue of $4.5 billion, their P/S ratio works out to 5.11, which in my opinion is not very expensive if the merger with Blizzard improves operating and profit margins.

      As I mentioned in the article, revenue could increase significantly if the company created console versions of Blizzard's franchises and/or introduced MMORPG versions of Diablo or Starcraft. It remains to be seen how the new company executes but I wanted a piece of the action while I could get it at a reasonable valuation.       Sep 08 01:47 PM
    • The Latest Changes to SeekingAlpha.com [view article]
      David,

      The new changes and colors are awesome. During our last email exchange I mentioned how much I liked the dashboards but I miss the navigational drop downs. As you mentioned in your article, I now have to click twice to get to a specific area instead of just once. Was there a reason for getting rid of those drop downs beyond site load time and navigation on Blackberrys?

      Market Landscape seems to stand out as the best replacement for "Big Picture" or you could also go with Marketscape.

      Regards,
      Asif
      www.SINLetter.com       Sep 01 08:49 PM
    • WisdomTree Reports 'Improved' Losses [view article]
      George, I think the level of management talent they had to attract lead to higher operating expenses. At this stage of the business I would rather see the business spend on growth instead of focusing on profitability. It is encouraging to see operating expenses drop on a sequential quarter basis.

      Disclosure: Long WisdomTree.       Aug 03 03:18 PM
    • Helicopter Shortage: An Investment Opportunity? [view article]
      You are right about Sikorsky being headquartered in Stratford Connecticut. The company was founded in Long Island, NY. Thanks for pointing that out.

      The article discussed helicopters for private/executive travel as well as for offshore commercials helicopters. I mentioned Kaman as a helicopter manufacturer (it also supplies parts for the Sikorsky Black Hawk) and not as a company that specifically caters to the offshore commercials helicopters segment.       Jun 16 07:56 PM
    • Textron: Literally Firing on All Cylinders [view article]
      Interesting thoughts Saul. While I was aware of UTX's Otis division, I was not aware about the progress they were making in the fuel cell segment. Jun 09 10:37 PM
    • Wisdom Tree Puts Forth New ETF Shoots, But Shows Some Earnings Blight [view article]
      Thanks Ric. Now I no longer have to depend on their press releases to get AUM information. May 16 03:05 PM
    • Wisdom Tree Puts Forth New ETF Shoots, But Shows Some Earnings Blight [view article]
      Ric, since operating loss included over $3 million in stock-based compensation, you are right that actual cash burn is around $5 to $6 million and even if AUM stays the same, they should have 7 to 8 quarters provided expenses do not increase (highly unlikely).

      Tim, my table was based entirely on the numbers reported in WisdomTree press releases as I have not been able to find an alternate way to find their AUM. The gap from May 2007 to Jan 2008 was on account of the fact that I did not find AUM information in press releases during that time period.

      Ric, where did you find the $4.9 billion AUM number from yesterday.       May 16 01:32 PM
    • Helicopter Shortage: An Investment Opportunity? [view article]
      Michael, I wholeheartedly agree with you that it is important to figure out the extent of shortage and what % of total business comes from choppers. I mentioned that in the case of Finmeccanica, 22% of 2007 revenue was based on helicopter sales. I have to dig deeper into Kaman and Textron to get the numbers for them. This is the key reason I have not started positions in them yet.

      As Saul mentioned, there is a good chance I might explore one of these companies in detail in the next newsletter.

      Thanks for your thoughts on Sikorsky Saul and the free plug for my website. :)       May 12 03:28 PM
    • NetSuite Beats Earnings, Stock Plunges After Hours [view article]
      Just to clarify, the price graphic is not mine and was automatically included by Seeking Alpha.

      I guess you probably did not read beyond the headline and missed the line "However it is always a good idea to go beyond the headlines (even mine) and take a deeper look.".       May 02 12:49 PM
    • Hershey: Ripe for Cadbury's Picking [view article]
      Hershey's had been making Cadbury products in the US for for some time now as you can see from the link below,

      www.hersheys.com/produ...

      Other potential suitors could be Nestle and Unilever.       Apr 30 08:01 PM
    • Ultra and Inverse ETFs: The Downside of Doubling Up [view article]
      Interesting approach Zena. I wonder when the brokers will stop allowing that. Apr 14 08:47 PM
    • NetSuite: Short-Term Short Idea, Long-Term Long [view article]
      ikonoklastik, I covered NetSuite's business and competitors in great detail in my previous blog entry "NetSuite: Another Hot Tech IPO?" and have included the link to it below.

      www.sinletter.com/blog...

      As I mentioned in the article, NetSuite the software is powerful and well integrated but the support leaves a lot to be desired. Moreover from a valuation basis, paying almost 13 times sales for an unprofitable company that is going to experience a slowdown in its growth rate in 2008 seems very rich to me.       Apr 09 02:00 AM
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