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sudhanshoo

sudhanshoo
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  • Indian firm seeks denial of Sovaldi patent [View news story]
    Would not you love to buy good stocks at bargain prices?

    Similarly, what is wrong in negotiating? Price is what you pay, value is what you get.

    Normally, people from "developing" countries would not go to a Gap store (for example) and ask for a lower price. Most people also understand the return on invested time and effort when getting a bargain. However, there is no downside to the act. Worst case, you won't get a better price at that store because the salesperson has no authority. Best case, you may get some benefit, who knows. Try it out.
    Apr 11, 2014. 06:40 AM | Likes Like |Link to Comment
  • Why I'm Positive On Fossil's Long-Term Outlook [View article]
    Do you expect smart watches from the tech giants to have any cannibalizing impact on FOSL?
    Sep 10, 2013. 07:10 AM | Likes Like |Link to Comment
  • Chinese Costs Forcing Yum's Q4 Margin Drop [View article]
    It remains to be seen whether labor inflation in China is a +ve or -ve for Yum. An across the board salary hike would mean more money to spend. Commodity inflation of a moderate kind is good for companies such as Yum. When people have money, companies have pricing power. Yum's growth in China will come from units growth + same store sales growth + operating efficiencies. And of course, Yuan reval is a big +ve.

    I think Yum should continue to deliver 10-12% EPS growth for years to come. Nevertheless, the stock may not be a great buy given valuations that are at premium to MCD, deservedly but leaving no room for making extra bucks.
    Oct 8, 2010. 08:24 AM | Likes Like |Link to Comment
  • Is McDonald's Worth the Extra Premium? [View article]
    MCD may not be a good buy today but do you expect it to reach the 60s and 50s without any bad news flow? MCD is trading at roughly 15.5x CY11, which is what one should focus on now and not CY10 earnings. A 15.5x PE is not terribly expensive. Of course, a better bargain is welcome but given MCD's long term prospects (increasing EM exposure) and a pretty good div yield, it may not be unwise to build at least 25% of your maximum allowed position in the stock.
    Oct 5, 2010. 08:09 AM | 1 Like Like |Link to Comment
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