Masam Abbas

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  • I Like Cruises but not Cruise Stocks

    By Masam Abbas - May 2, 2013 | Tickers: CCL, NCLH, RCL

    Most people with deep pockets and not prone to seasickness would like to go on a cruise. However, people with deep pockets haven’t shown much interest in cruise stocks. Perhaps this is the norm in an uncertain economic environment where people tend to spend only on their needs.

    In addition to lower luxury spending in the US, the cruise vacation industry faces several challenges. Firstly, cruise companies have had more »

  • 2 Airline Stocks to Buy, 1 to Hold

    By Masam Abbas - April 29, 2013 | Tickers: ALGT, DAL, JBLU

    The airline industry has been a disappointing one for investors since the March revenue numbers surfaced significantly below guidance. This has also led the Street to lower its estimates for airline stocks ahead of the earnings season.

    If that wasn't enough, fuel prices have caused their share of damage - prices have been declining lately, thus leading to a drop in the revenue of airline players. What remains to be more »

  • Toying Around With Toy Stocks

    By Masam Abbas - April 24, 2013 | Tickers: HAS, JAKK, MAT

    Normally, toys are discussed with kids. However, things go differently in the equity world where you will find every sort of person talking about every other thing. Therefore, I have taken the liberty to discuss toy stocks in this post.

    I have decided to discuss two toy stocks in this post: Hasbro (NASDAQ: HAS) and Mattel (NASDAQ: MAT). The outlook for these stocks looks bleak due to three reasons:

    1 more »

  • Sequestration: Is it a Valid Reason to Short the Aerospace industry?

    By Masam Abbas - April 23, 2013 | Tickers: BEAV, NOC, BA

    After Obama’s signing on defense sequestration and budget cuts, many have formed a bearish point of view on the aerospace and defense stocks. Let’s see if this point of view needs to be rectified to some extent.

    The large-cap defense stock, Northrop Grumman (NYSE: NOC), reports on April 24. The company is expected to post EPS of $1.74 according to consensus estimates.

    The following organic growth rates more »

  • 3 Stocks To Short In This Industry

    By Masam Abbas - April 22, 2013 | Tickers: GGG, PH, ROK

    Seven multi-industry players are scheduled to report their earnings in the last week of April. I have short-listed three stocks that are expected to announce on April 24/25. Let’s have a brief look at them:

    Parker Hannifin (NYSE: PH) is expected to report on April 25. The manufacturer of motion control products is expected to report an EPS of $1.68 and a revenue of $3.35 billion more »

  • 3 Multi-Industry Companies on the Move

    By Masam Abbas - April 18, 2013 | Tickers: DOV, HON, GWW

    Multi-Industry players have received a mixed treatment from the market. Some have held a bullish stance on these stocks on the basis of strong ISM numbers (ISM is a manufacturing index), growth in non-residential construction sector, improvement in freight data and so on. However, on the other hand, bears haven’t been happy with how the Chinese economy has grown this year and they have found some valid reasons like more »

  • Toying Around with Toy Stocks

    By Masam Abbas - April 17, 2013 | Tickers: HAS, JAKK, MAT

    Normally, toys is a topic that you discuss with kids. However, things go differently in the equity world where you will find every sort of person talking about every other thing. Therefore, I have also taken the liberty to discuss toy stocks in this post.

    I have decided to discuss two toy stocks in this post: Hasbro (NASDAQ: HAS) and Mattel (NASDAQ: MAT). The outlook for these stocks looks bleak more »

  • 3 Stocks to Short in This Industry

    By Masam Abbas - April 16, 2013 | Tickers: GGG, PH, ROK

    Seven multi-industry players are scheduled to report their earnings in the last week of April. I have short listed three stocks that are expected to announce on April 24/25. Let’s have a brief look at them:

    Parker Hannifin (NYSE: PH) is expected to report on April 25. The manufacturer of motion control products is expected to report an EPS of $1.68 and a revenue of $3.35 more »

  • 1 Pharma Stock to Buy, 1 to Sell

    By Masam Abbas - April 16, 2013 | Tickers: ABBV, BDX, JNJ

    The earnings season for pharmaceutical stocks will be kicked off by Johnson & Johnson (NYSE: JNJ) on April 16. Let’s have a look at the earnings preview of two important stocks in this space to see what this industry holds for the market:

    AbbVie Inc. (NYSE: ABBV)

    AbbVie is expected to announce its quarterly results on April 26. The company is expected to post an EPS of $0.66 and more »

  • 1 Pharma Stock to Buy, 1 to Sell

    By Masam Abbas - April 16, 2013 | Tickers: ABBV, BDX, JNJ

    The earnings season for pharmaceutical stocks will be kicked off by Johnson & Johnson (NYSE: JNJ) on April 16. Let’s have a look at the earnings preview of two important stocks in this space to see what this industry holds for the market:

    AbbVie Inc. (NYSE: ABBV)

    AbbVie is expected to announce its quarterly results on April 26. The company is expected to post an EPS of $0.66 and more »

  • Aluminum Stocks: Are We in for Something Special?

    By Masam Abbas - April 16, 2013 | Tickers: AA, CENX, NOR

    Metals and mining is an important sector to watch during earnings season. In fact, the earnings season often kicks off with Alcoa (NYSE: AA), the aluminum player, which was once considered to be the bellwether for the US stock market. That changed in 2011, when S&P 500 index posted a gain of 3% but Alcoa’s stock fell by more than 40%.

    Alcoa has been surprising its investors in more »

  • How to Analyze a Multi-Industry Company?

    By Masam Abbas - April 15, 2013 | Tickers: DOV, HON, GWW

    Multi-Industry players have received a mixed treatment from the market. Some have held a bullish stance on these stocks on the basis of strong ISM numbers (ISM is a manufacturing index), growth in non-residential construction sector, improvement in freight data and so on. However, on the other hand, bears have haven’t been happy with how the Chinese economy has grown this year and they have found some valid reasons more »

  • 1 Pharma Stock to Buy, 1 to Sell

    By Masam Abbas - April 14, 2013 | Tickers: ABBV, BDX, JNJ

    The earnings season for Pharma stocks is expected to be kicked off by Johnson & Johnson on April 16. Let’s have a look at the earnings preview of two important stocks in this space to see what this industry holds for the market:

    AbbVie Inc. (NYSE: ABBV)

    The forecast for 1QQ13

    The company is expected to announce its quarterly results on April 26. The company is expected to post an more »

  • 2 Chemical Stocks to Hold

    By Masam Abbas - April 12, 2013 | Tickers: ALB, DD, DOW

    Chemical companies have established a diversified revenue base over the years and the electronics segment has been an important revenue driver for these companies. When I talk about electronics, I mean the investments made by chemical companies in products like photovoltaic, TVs, LCDs, PCs  and so on.

    The ongoing weakness in the electronics business has sent bearish signals to the market. However, what needs to be seen is that does more »

  • 2 Trucker Stocks to Buy, 1 to Hold

    By Masam Abbas - April 11, 2013 | Tickers: CNW, JBHT, ODFL

    The earnings season has already kicked off, and many companies have already announced their earnings. The trucking industry has lately been attracting attention from investors as many people believe that freight levels are improving. It is good to remember that trucking freight level is a good indicator of health of the economy, and this is why investors keenly follow this freight level. In fact, an important index that shows the more »

  • Is the Time Right to Buy Chemical Stocks?

    By Masam Abbas - April 11, 2013 | Tickers: EMN, LYB, DOW

    Ethane and propane prices declined considerably in the first quarter of 2013. This has given the market a money-making opportunity in the form of investment in the ethylene companies, which are expected to post a strong quarter given the decline in cost of raw material.

    However, the investment decision may not be so straightforward after all, given that most of the chemical companies have been lowering their earnings guidance due more »

  • 2 Trucker Stocks to Buy, 1 to Hold

    By Masam Abbas - April 9, 2013 | Tickers: CNW, JBHT, ODFL

    The earnings season has already kicked off and many companies have already announced their earnings. The trucking industry has lately been attracting attention from investors as many people believe that the freight levels are improving. It is not to forget that trucking freight level is a good indicator of health of the economy and this is why investors keenly follow this freight level. In fact, an important index that shows more »

  • 2 Chemical Stocks to Hold

    By Masam Abbas - April 8, 2013 | Tickers: ALB, DD, DOW

    The ongoing weakness in the electronics business has sent bearish signals to the market. Many industries have suffered as a result of this weakness and the chemical industry is one of them. However, what needs to be seen is that does the ongoing weakness in the electronics business give investors enough reason to take a short position in this industry? Let’s have a look at some of the main more »

  • Ethylene Prices Fall, Is it Time to Buy Chemical Stocks?

    By Masam Abbas - April 7, 2013 | Tickers: EMN, LYB, DOW

    Ethane and propane prices saw a considerable decline in the first quarter of Calendar Year 2013. This has given the market a money-making opportunity in the form of investment in the ethylene companies which are expected to post a strong quarter given the decline in cost of raw material. However, the investment decision may not be straight after all given that most of the chemical companies have been lowering their more »

  • Earnings Are Increasing in This Industry

    By Masam Abbas - March 13, 2013 | Tickers: HD, LOW, RSH, VSI

    The earnings season for the Specialty Hardlines kicked off on Feb 25. as Lowe’s Companies reported its 4Q earnings. As far as the entire 2013 is concerned, there is a mixed outlook on this sector. Where weather sensitive companies are likely to feel some pain around the tough compare, up-market and housing-related retailers are expected to fare best. Let’s have a look at four stocks that are reported more »

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