Saturday, June 21, 2014

Netflix is already at it's prior top

Netflix is already at its prior peak. Having said that it may still go higher, but difficult to buy this stock at this level. There are competitions coming from AMZN, AAPL and other players in the streaming section...
something to consider before hitting the buy buttom!!!

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Tesla - will it deliver

 I believe Tesla is ready as the consumer car. If you have to check, look at all the recalls by all other manufactures that has happened at recent times. Starting with GM and Toyota. This one has issues but far less that what you will anticipate. With no other car at this price range with such a big mileage with so much of a look and feel, this is a class above all other cars.

This will overtake the car segment when the new model comes at 36K price range and will give good competition to major car players.

I love this stock.

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ACN - my view here

At this level I am not a buyer or a seller of this stock. If you held it from 75-80 level, then it may be time to be cautious and take profits at the high of 85. Else I do not want to touch this stock here.

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Clorox - What is next?

I totally agree with the valuation on Clorox. I do not like Clorox at this level. Consumer staples are slow moving stocks and do not move as fast as the tech companies. Hence it is better to buy such stocks at a bargain price rather than buying it here at 93.

I am not a buyer at this level.. will want to see more pullback

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FB - buy or sell here?

Facebook fell well to 55 level recently and if you have already missed the boat, above 65 area is another opportunity. But need to tread cautiously since it is already up 20% since it's fall to 55 area...

Buy but with caution is my view

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COH not a buyer now

It has fallen from 50 and is now trading at 35 level. I want to see more consolidation before deciding what to do with it. Right now I am not a buyer of this stock


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AMZN new phone

There are a lot of opportunity in the phone area. With the lack of new products coming from AAPL in the last 2 years (apart from changes in shape and size of existing products), this area has a lot of opportunities for new players.

More than the phone, it is the ecosystem that matters. AMZN already has the ecosystem to handle it and I think one should see this as a positive event...

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