Hans el

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  • Think Twice about your Ruckus Investment Thesis

    By Hans el - May 11, 2013 | Tickers: CSCO, RKUS, VZ, VOD

    Ruckus (RKUS) took a nosedive after its earnings report where it missed on revenue and came in at the very low end of the expected earnings. The revenue miss was blamed on delays in forecasted orders by management.

    Often do I read about the RKUS investment thesis which often is dominated by the expectation that large Mobile Network Operators across the world (MNOs), including the biggest of the Tier 1s more »

  • Content will drive Apple’s TV success

    By Hans el - December 14, 2012 | Tickers: AAPL, NFLX, P, TWX, DIS, YHOO

    Apple (NASDAQ: AAPL) sits on a mountain of cash.  At the current rate, Apple will surpass $180 billion by the end of its current fiscal year (ending September 2013). That's a ridiculous amount of money for any business to have in its reserves ... unless Apple is saving for something huge. 

    Indeed, Apple may have been saving the cash to create a major shift in the TV industry.  As Tim more »

  • SAM's Hidden Gem

    By Hans el - December 10, 2012 | Tickers: BUD, SAM, TAP

    Boston Beer (NYSE: SAM) has become too big to be considered a craft brewer. This has raised doubts whether it can continue to grow beyond its 1% market share, as the brand is increasingly considered mainstream, closer to Anheuscher-Busch (NYSE: BUD) and Molson-Coors (NYSE: TAP), further away from the novelty of microbreweries. The craft brew consumers, who were the reason for Boston Beer’s initial success, have now mostly turned more »

  • Another Brew Please

    By Hans el - November 28, 2012 | Tickers: BUD, SAM, BREW, TAP | Editor's Choice

    I especially enjoy researching companies that are present in my daily life.  It allows me to go beyond evaluating the fundamentals of a business and do a grass roots style assessment allowing me to compare the real world to the numbers and letters in the annual reports.  These are my favorite kind of investment opportunities.

    I wanted to add a restaurant and/or consumer goods company to my portfolio.  Previously more »

  • Alcatel-Lucent's Turn Around

    By Hans el - November 21, 2012 | Tickers: ALU, T, S, ERIC, VZ

    Alcatel-Lucent (NYSE: ALU) seems to have been going through permanent restructuring since the merger between Lucent Technologies and Alcatel was completed at the end of 2006. This uncertainty and continuous change needs to stop for Alcatel-Lucent to turn the business around. 

    If Alcatel-Lucent is going to be successful, it needs to define what it is, once and for all.  For too long it has tried to be the one stop more »

  • Infinera's Bull Case

    By Hans el - November 19, 2012 | Tickers: ALU, CIEN, INFN

    I have been a bear when it comes to Infinera (NASDAQ: INFN). But to balance my views, here is a bull case for your consideration.

    No bull case would be complete with mentioning that Infinera’s DTN-X platform has won numerous awards and is regarded by many as the best technical 100G solution that drives the lowest total cost of ownership results.  This, if all other things go wrong, is more »

  • Infinera’s Bear Case – It May Not be That Bad

    By Hans el - November 16, 2012 | Tickers: ALU, INFN, ERIC

    A few months back I expressed my concerns about Infinera’s (NASDAQ: INFN) ability to succeed in a cutthroat telecom market.  At the time, Infinera traded a little over $6, about 30% off its 52-week high.  Since then, its share price has plummeted to all time lows under $5.

    I like Infinera. DTN-X is recognized by many to be technically the best optical product in the sector.  There is a more »

  • Invest in the Real Estate Recovery Now

    By Hans el - November 14, 2012 | Tickers: ELLI, HD, Z

    I live in Tampa.  The housing bust massacred this area.  Houses have been for sale for 12 to 18 months without success.  Dilapidated foreclosures were abundant.  New constructions were ceased and just sat there as an eyesore near the beautiful bay because the project developers went bankrupt.  It has been a huge weight on Tampa’s economy.  

    There is good news though. I cannot speak for other markets, but here more »

  • Nike and Adidas Better Look in the Rearview Mirror

    By Hans el - November 13, 2012 | Tickers: ADDYY, NKE, UA

    In 1994, the World Cup finally came to the USA.  It was the start of FIFA’s (the world soccer organization) intensified quest to expand soccer globally, starting with one last shot at the largest untapped market: the US.  It was the right call. 

    The 1994 World Cup was, despite loads of skepticism prior to the event by the rest of the world, a resounding success.   Fast-forward 20 years later more »

  • Google in 10 Years

    By Hans el - November 12, 2012 | Tickers: CVC, GOOG, TWX

    I am a bull when it comes to Google (NASDAQ: GOOG).  Not because it is a steal in terms of valuation, nor because it is the most popular search engine in the world, and not because I am convinced that they will execute the transition to mobile to capture advertising dollars.  I am a bull when it comes to Google because of its unapologetic aggressive obsession with Research & Development. 

    Google more »

  • Expansion into Europe is not so Easy

    By Hans el - November 8, 2012 | Tickers: LULU, TFM, WFM

    Investment hypotheses for companies frequently include a theory that international expansion will ensure significant growth for years to come.  That rationale often ignores consumer behavior outside the USA.  The truth is that the actions and priorities of the US consumer are different from those of the rest of the world.

    Below I highlight two high-octane companies that will, at some point, need to replicate their domestic success internationally to keep more »

  • It is Too Early to Invest in Tesla Motors

    By Hans el - November 8, 2012 | Tickers: TSLA, TM

    The auto industry is due for a true disruption.  Not a feeble attempt at holding on to the past with just enough change to create the perception that progress is made….hello Prius or Volt.

    What I am talking about is a line up of cars that truly revolutionize the car industry.  Cars with sex appeal.  Cars that do not use fossil fuels and do not produce emissions, cars that more »

  • Where and How to Invest in Telecom Growth

    By Hans el - November 5, 2012 | Tickers: AMX, LBTYK

    Investors who have had their hard earned money invested in telecom have had a rough few years.  What once was a lucrative growth story has turned into a high-risk adventure that for some reason still has people calling the remaining skeletons value plays.  Alcatel-Lucent?....No thanks.  Ericsson?.....Ugh.  Nokia Siemens?....I don’t think so.   Motorola?....right.  Nortel, Marconi?....don’t exist anymore.  Cisco?....what have you done for me more »

  • Latin America is the Land of Opportunity

    By Hans el - November 1, 2012 | Tickers: MELI, PSMT | Editor's Choice

    Latin America is a region that is tremendously undervalued by investors.  Brazil gets plenty of attention as one of the BRIC countries, but the rest continues to float under the radar. 

    I believe that this region is about to embark on an accelerated journey to prosperity.  I do not just believe that because of numbers that I see, or news I read.  It is due to what I have seen more »

  • LinkedIn - The Possibilities Are Endless

    By Hans el - October 18, 2012 | Tickers: FB, LNKD, Z

    LinkedIn (NYSE: LNKD) has been recommended to me many times over the past 6 months.  I wanted to pull the trigger but never could because of its sky-high valuation.

    I cannot imagine life without LinkedIn anymore.  I was one of their first 1 million members.  I use it every day.  It has become habitual.  LinkedIn has become, and will remain, the default networking and (proactive) hiring tool for many, many more »

  • Think Twice About Infinera

    By Hans el - September 14, 2012 | Tickers: ALU, T, CIEN, INFN, S, VZ | Editor's Choice

    I have been in the telecom industry now for 12 years starting back in 2000 with Lucent Technologies. My work has taken me across Europe, Africa, Latin America, and the USA. These experiences I hope will help you decide if Infinera (NASDAQ: INFN) is the right investment for you.

    There has been a lot of buzz for a long time about INFN driven by great expectations of their new flagship more »