Saturday, July 5, 2014

SBUX - undervalued at this price

My comments on the article -
http://seekingalpha.com/article/2299765-starbucks-undervalued-with-a-price-target-of-101

Well written article!! I believe SBUX is well positioned to be the leader in this space. It defined the trend to pay $5 for a coffee which I would have thought 2 times before. Now it is not only a fashion statement but also a lifestyle.

International expansion will also play a role and few acquisitions down the line will be a good game for SBUX

AAPL - what will be the catalyst?

My comments on the article -
http://seekingalpha.com/article/2300095-could-a-bear-market-kickstart-apple

Generally apple comes up with a range of products in the 2nd half of the year and last 2 years has not seen any big inventions from the company, if that changes this year, expect big news in apple and expect a good stock market till the end of 2014... wait and watch this space.

Yahoo the Alibaba story

My comments on the article -
http://seekingalpha.com/article/2299795-can-yahoo-be-your-ideal-pick-in-the-online-ads-industry

What is yahoo today? Is it a search engine or is it a news media company or is it a place where you can sell? What is the clear strategy on yahoo apart from the big positive that it has good percentage of alibaba? This story is still not clear to me.

Well written article. Buying at $15 was good though still without the alibaba story it was hard to justify. RIght now it can still go up only because Alibaba will be a super hit and will go much higher than opening price in the market. Hence this is a good buy but if not for alibaba, I dont have much opinion on this stok

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.