David Bernstein

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  • An Underdog With Plenty of Space to Run

    By David Bernstein - March 28, 2013 | Tickers: AAPL, BBRY, NOK

    After noticing the restructuring that Nokia (NYSE: NOK) has completed over the last few years and taking a good look at their current product line, it became clear to me that this company is turning a corner. My next step was to take a look at the numbers to see if I could find quantitative support for my qualitative hypothesis. This was not an easy project, as Nokia is made more »

  • Why Intel Is Extremely Undervalued

    By David Bernstein - January 16, 2013 | Tickers: INTC, NVDA, SNDK, TXN

    Intel (NASDAQ: INTC) had a tough year last year. Sales slowed due to many corporations tightening up their spending as a result of uncertain economic conditions. However, when looking at the larger picture, it is very clear that the average consumer is using more and more technology and devices. Also, while Intel's sales did slow a little last year they are still the stand out leader in the semiconductor more »

  • Shifting Asset Classes for 2013: The Case for Precious Metals & Commodities

    By David Bernstein - December 12, 2012 | Tickers: FCX, GDXJ, SSL, TOT

    In reviewing possible trades, my model analyses their potential based off of current macro-economic trends, the fundamentals of the stock, and how the company's chart looks from a technical aspect. Using the results from this analysis, I decide whether or not to move forward with the trade.

    Over the weekend, I came to the conclusion that in the Fed announcement this Wednesday, the most likely scenarios are that Bernanke more »

  • The Competitive Landscape of the Local Deal Business

    By David Bernstein - October 16, 2012 | Tickers: AMZN, GOOG, GRPN

    Due to competitive advantage threats, Groupon (NASDAQ: GRPN) may not be the best opportunity in terms of long term investment options. Both Amazon (NASDAQ: AMZN) and Google (NASDAQ: GOOG) have made recent attempts to try to capture a bit of the daily deal market. However, at this point in time, they have both failed to take any substantial stake in this market. Despite being down 64% year to date, Groupon more »

  • Long Private Equity

    By David Bernstein - July 16, 2012 | Tickers: BX

    While equities in general are suffering from downdraft due to lowered expectations for earnings season, I would like to mention that I believe the private equity sector could have an advantage here due to its longer term time frame. Equities have been hurt by the short term time frame of most investors, as investor confidence has dropped significantly over the last couple of months. In the long term, just about more »

  • The Consumer is Back!

    By David Bernstein - April 3, 2012 | Tickers: F, HNNMY.PK, JCP, UAL

    After sorting through last week’s heavy dose of economic data, there is one theme that I can positively identify and construct a theory around: The American consumer is back! 

    Slowly but surely, growth is returning to the land of the free and the home of the brave. While some choose to focus on how slow the recovery is, and overanalyze the not so perfect data, I choose to follow more »

  • The Best Way to Play the Robust Growth in South America

    By David Bernstein - February 24, 2012 | Tickers: TEO, VIV

    The economy in South America is hot, and this trend looks like it could continue for quite some time. So what is the best way for a savvy investor to play this, you ask? Allow me to explain...

    The growth in South America is causing the middle class to expand significantly. These middle class families are beginning to earn higher incomes and in response they are indulging in some of more »

  • The Dollar is King

    By David Bernstein - January 31, 2012 | Tickers: UUPT, UUP

    While the Euro has risen strongly since the onset of 2012, this is not likely to last. Think about it like this; would you rather hold your money in a currency long known to be a world safe haven (US Dollar), or would you prefer to hold currency in a union which is unstable and on the brink of collapse. Lets face it, the cheap credit swaps and temporary liquidity more »

  • Most Undervalued Energy Source: Solar

    By David Bernstein - January 5, 2012 | Tickers: FSLR, GE

    While the price of oil rose double digit percentages in 2011, most equities having anything to do with solar energy took it hard, very hard. Most of these equities fell at least 50% in the year 2011. My analysis now shows the solar energy sector to be extremely undervalued.

    It is commonly known that our society is a long ways away from using solar and other natural energy sources as more »