Saturday, July 5, 2014

COH a good buy?

My comments on the article -
http://seekingalpha.com/article/2299805-coach-an-accidental-high-yielder

Luxury brand at it's all time low. I like to see some stability at this price and then like to buy it above 35. But this needs to consolidate here before one can initiate a position.

I like this brand and I believe this will come back up.

Boeing well positioned at this level

My comments on the article -

http://seekingalpha.com/article/2299945-boeing-will-continue-to-outperform-the-broader-marke

Agree with the article, like this stock at this level. Above 130 is a good buy is what I think. It will also be above the 200 day moving average which is one of the widely followed indicators. It has not fallen below 120 in recent times and at this level it is good to accumulate and wait for the highs...

These are personal views for discussion/education purpose only, so do read full disclosure at my site.

CAT - A good Bet?

My comments on the article -
http://seekingalpha.com/article/2299955-caterpillar-an-excellent-bet-on-restructuring-effort

Great information and well written. I had recommended this stock when it broke the 90 consolidation. This stock has a potential of going all the way to 120. IT has now reached 110 levels. I like this stock. Great move upside especially in good markets.

Now the other perspective to consider is the overall market. Everything seems to be overvalued like the stock market, the housing sector... will be interesting to see how much and how longer this is going to be sustainable.

Google Buys Songza - what does this mean?

My comments on the article -
http://seekingalpha.com/article/2300015-google-buys-songza-and-bans-explicit-porn-ads


Small blimp in a giant company... will it transform the music industry with this purchase...There are many players in this industry and it will end up with the eco-system people have. Apple is well positioned with eco system, internationally GOOG is well positioned but there are a lot of piracy overseas.. interesting battle.

Friday, July 4, 2014

NKE has a good future

My comments on the article -
http://seekingalpha.com/article/2299725-nike-decent-future-outlook

Could not agree more, even technically above 80 is a clear breakout. The stock has been at this level, consolidating for a while. I think this stock will do good in short term and longer term horizon. I like it and is a buy above 80

Cola wars - PEP vs KO

My comments on the article -

http://seekingalpha.com/article/2299715-pepsico-one-of-the-best-beverage-stocks

Nice article and well written. I agree that PEP vs KO, PEP is better positioned for growth overseas than KO. It is at an all time high so I will not be putting more $$ at this level but any pullback is always a welcome buy to accumulate for later.

MCD has lost its appeal

My comments on the article:
http://seekingalpha.com/article/2299625-3-reasons-why-mcdonalds-is-a-mcsell


 True it is losing appeal and market share in US, but at the same time, there is huge line for MCD overseas. It will be a while before we can write this stock off. Growth wise it may not happen. I do think that in-spite of the overseas growth, this is still a sell.