Browse by ▼

Ranu D

All Posts

  • (Re) Discovering Auto Stocks: Is It The Right Time to Invest?

    By Ranu D - May 20, 2013 | Tickers: F, GM, TM

    The auto industry is highly condensed, with the top 10 global auto manufacturers responsible for 80% of worldwide production. With the US market showing recovery signs and emerging markets promising growth, auto makers are targeting these markets through low-cost manufacturing and advanced technology initiatives. This includes shifting their production houses to regions driven by cheap labor. However, the economic crisis in Europe is still a drag. In this article, I more »

  • These Cable Companies Are Still Standing Strong

    By Ranu D - May 20, 2013 | Tickers: CMCSA, DTV, TWC

    DirecTV (NASDAQ: DTV) posted strong earnings in the first quarter of 2013. The company's revenue of $7.58 billion exceeded consensus expectations of $7.53 billion, and its earnings per share of $1.20 also surpassed the Street’s expectation of $1.08. The main catalyst behind this earnings increase was significant subscriber growth in the U.S. and Latin America.

    Significant growth in the U.S. and Latin more »

  • Tongue-Tied At Social Gaming

    By Ranu D - May 13, 2013 | Tickers: CZR, EA, ZNGA

    Zynga's (NASDAQ: ZNGA) trouble underlines the difficulties with social gaming. The publisher behind games like FarmVille and Words with Friends recently reported that its number of monthly active users was down 13% year-over-year to 253 million in the first quarter of 2013. These figures are the lowest since the third quarter of 2012, which stood at 331 million. Daily active users also fell 20% year-over-year to 52 million. Seeing more »

  • Is it The Right Time to Buy This Search Giant?

    By Ranu D - May 8, 2013 | Tickers: BIDU, QIHU, SINA

    Baidu's (NASDAQ: BIDU) fourth quarter earnings for 2012 were in line with the street’s expectations. The transition from PC to mobile led to a 42% increase in sales year over year -- leading to total sales of $1 billion. Online customers accelerated 31% year over year, up from 28% last quarter and 13% a year ago. Though Baidu’s dominance in PC search is expected to decline over time more »

  • Painting a Perfect Investment With Windows

    By Ranu D - May 6, 2013 | Tickers: INTC, MSFT, NOK

    Microsoft's (NASDAQ: MSFTNASDAQ: MSFT)) strong earnings in the third fiscal quarter of 2013 have proven that this technology stock is continuous on its growth path. Revenue of approximately $20.5 billion was slightly lower than the consensus estimate of $20.6 billion and EPS of $0.72 was $0.04 better than the Street's expectation. The better-than-expected results were due to better margins and cost controls.

    All of Microsoft more »

  • Internet Giants: All-Set for the Next Growth Curve

    By Ranu D - March 4, 2013 | Tickers: BIDU, FB, GOOG | Editor's Choice

    While analyzing an Internet company, I always try to find the answer to one question - Where does the company actually lie in the growth curve? These stocks have a track record of shooting up like a rocket. And, when they touch the trough - their growth story is almost over. In contrast, there are some stocks which are based on pure innovation. And every new innovation develops an interesting investing window more »

  • This Sleeping IT Stock is Back on Track

    By Ranu D - February 19, 2013 | Tickers: CTSH, QGEM, INFY

    The Indian Blue chip firm Infosys Technologies (NYSE: INFY) has discarded its sluggishness by announcing remarkable growth in its Q3 FY13 earnings and by beating analysts’ expectations. The company reported net income of $434 million against $431 million in the last quarter. Revenue, including Lodestone, rose by 5.8% from a year ago to $1,911 million, and excluding Lodestone revenues posted a 3.7% year-over-year growth at $1,872 more »

  • 3 Agriculture Stocks You Must Buy For the Long Haul

    By Ranu D - February 13, 2013 | Tickers: AGCO, CNH, DE

    Last summer the US economy was suffering from drought and low agriculture production, and the analysts were writing a flurry of reports about how agriculture stocks will be doomed for the rest of the year. They even anticipated these stocks will take a long time to recover from the lows. I like to imagine what they would say now, when each of those stocks has shown performance well above and more »

  • Growth Story for Open Source Leader …Continued

    By Ranu D - January 16, 2013 | Tickers: EMC, RHT, VMW

    Despite macroeconomic uncertainty and currency headwinds, Red Hat (NYSE: RHT) reported strong Q3 FY13 financial earnings. The company generated double digit revenue growth where its billings increased by ~ 18% on a y/y basis to $378.8 million. The major revenue drivers were “Renewal Subscription” (up 22% year over year) and “Training & Services” which showed remarkable growth because of the availability of new online classes in North America and open more »