Palwasha Saaim

All Posts

  • Is This Fallen Angel Still a Good Growth Play?

    By Palwasha Saaim - June 11, 2013 | Tickers: EW, MDT, STJ

    Healthcare stocks resemble tech stocks, in that both are eye candy to growth investors, show volatility over business cycles and thus have less appeal to value investors. Conclusively, it is important for growth investors to understand that if they pick high-growth companies with a strong market presence, they are likely to reap greater rewards during down markets than up markets. The reason is obvious. During down markets, the stronger companies more »

  • Edwards Lifesciences: A Strong Buy on Recent Dip

    By Palwasha Saaim - March 20, 2013 | Tickers: EW, MDT, STJ

    Back in October, when Edwards Lifesciences (NYSE: EW) missed earnings forecasts and the stock plummeted to its lowest in 10 years, I rated it a buy. If you had listened, you would have profited from the rally that followed. Now, after three months, history is repeating itself. 

    Edwards Lifesciences is a medical device manufacturer and holds a monopoly-like position in the U.S. for its Transcatheter Heart Valve (THV) called more »

  • Analyst-Cursed: This Retailer Is Still Cheap

    By Palwasha Saaim - March 18, 2013 | Tickers: GPS, LULU, UA

    As the Dow continues to fly high, pointing to an expansion post the Great Recession, there are some stocks reaching their 52 week lows. The mighty Apple is down to mid-$400s, despite release of any material public information to support the slump. The company is holding hoards of cash, has little to no debt, is making money quarter after quarter, sells premium quality products and maintains a strong brand more »

  • Tupperware Riding the BRICs: Buy, Hold or Sell?

    By Palwasha Saaim - February 23, 2013 | Tickers: AVP, TUP

    The debate on Herbalife's earnings model has raised question marks on a number of other business models. Herebalife is believed to record earnings for selling to its distributors who are supposedly not able to make the sales for which the revenue is recorded. Criticism has gone as far as calling some models 'Ponzi Schemes.' Companies with direct-selling models have also particularly come under market-wide scrutiny. One such company is more »

  • A Lesson for Apple from High School Biology

    By Palwasha Saaim - February 19, 2013 | Tickers: AMZN, AAPL, GOOG, MSFT, NOK

    Apple's (NASDAQ: AAPL) downward spiral that started in late September eroded billions of dollars from the market. The investors who remained loyal to the stock and didn't sell out then are now left in utter disappointment. One such investor, the famous hedge fund manager and founder of Greenlight Capital David Einhorn, just couldn't take it anymore. He's recently came out and decided to sue the tech more »

  • We Want a Gaming Console from Apple

    By Palwasha Saaim - January 10, 2013 | Tickers: AAPL, MSFT, NVDA, SNE, DIS

    As 2013 dawned, hardcore gamers marked their calenders and began the long wait for two new gaming consoles that are launching after almost half a decade of speculation--Microsoft's (NASDAQ: MSFT) Xbox 720 and Sony's (NYSE: SNE) Playstation 4.

    The multi-billion dollar gaming industry suffered badly in the last 2-3 years as the trend towards social and online gaming strengthened. The dearth of new consoles, abundance of smartphones more »

  • Microsoft Gets 'Scroogled'!

    By Palwasha Saaim - January 8, 2013 | Tickers: AAPL, BBRY, GOOG, MSFT

    In retrospect, twenty-twelve was nothing less than a rollercoaster ride for tech investors. Tech stocks remained the darlings of the market, especially for the last half of the year. Giants like Apple (NASDAQ: AAPL) and Google (NASDAQ: GOOG) reached new highs of $700 and beyond with Google is still hovering near that mark, Apple investors were left in utter disappointment by the stock's $200 fall despite the launch of more »

  • This Grocer's Stock Will Double in Two Years

    By Palwasha Saaim - December 31, 2012 | Tickers: NGVC, SWY, KR, WMT, WFM

    Before I reveal to you the stock that's likely doubling in two years’ time, I want you to make sure that you recognize the logo below, because if you don't then you're missing out on a huge phenomenon taking place, as of now, in the North Americas and slowly in the world beyond.

    <img src="/media/images/user_13250/123_1_large.jpg" />

    The logo represents the products that the US Department of Agriculture (USDA) has certified more »

  • Photogs: Latest Cash Cows of Social Media Giants

    By Palwasha Saaim - December 26, 2012 | Tickers: FB, GOOG

    As Twitter gears up for its IPO, expected in 2013, competition will likely get fierce in the social media space. Another company will come under market scrutiny as it joins the race to getting investor dollars. However, the biggest competitor in this space, Facebook (NASDAQ: FB), which is still in its post-IPO nascent phase, can't let a rival already take its place now can it?

    Arguable yet somewhat true more »

  • Brace Yourselves, RIM is Coming Back With a Bang!

    By Palwasha Saaim - December 23, 2012 | Tickers: AAPL, BBRY, MSFT, NOK

    My family's table talk this weekend morning took a sudden unexpected turn from politics to smartphones. In no time, we all found ourselves arguing in defense of the phones each of us owned. However, my father's unequivocal support for his BlackBerry is what motivated me to write today. We tried hard to convince him that the days of Research In Motion's (NASDAQ: BBRY) BlackBerry were over but more »

  • Three Awesome Dividend Plays

    By Palwasha Saaim - December 19, 2012 | Tickers: DUK, MCD, NVS

    Finding good investments with long term prospects in a sea of tickers is an arduous venture for analysts and investors alike. What's even more difficult is finding the right industry and quantity to hold in a diversified portfolio, because more or less, we all want to avert the risk of not being fully diversified. So, here I present to you value plays in three investments in three different industries--a more »

  • Why this Costmetic Company Should Accept its Fate

    By Palwasha Saaim - December 17, 2012 | Tickers: AVP, LRLCY.PK, REV, EL, TUP

    Avon Products (NYSE: AVP), the largest direct-selling cosmetics manufacturer in the US, made headlines again with more bad news. 2012 has been a year of bad omens for the company--declining sales, hiking costs, bribery investigations, faltering interest of active representatives, quarter after quarter of earnings misses, executives resigning, the CEO stepping down, and now structural changes under the new leadership.

    The company has announced that it will be exiting two more »

  • Happy New Year, Edwards!

    By Palwasha Saaim - December 13, 2012 | Tickers: EW, MDT, STJ

    Twenty-twelve was the year of the Medical Devices Industry. The iShares Dow Jones Medical Devices ETF showed gains of over 14% year-to-date and has returned about 37% since inception. Companies like Edwards Lifesciences (NYSE: EW) and Intuitive Surgical (NASDAQ: ISRG) reached never-seen-before highs, returning 27.89% and 11.69%, respectively, during 2012. Medtronic (NYSE: MDT) also showed recovery from its Great Recession slump, returning 10.11% this year. Limping behind more »

  • An Excellent Specialty Retailer for Your Portfolio

    By Palwasha Saaim - December 12, 2012 | Tickers: BGFV, CAB, DKS, FL, HIBB

    Winters tend to hinder productivity. And when holidays start feeling dull with all that laziness and idleness, winter sports are the best substitute for a healthy outdoor activity during the daytime. Likewise, indoor games (darts, table tennis, foosball) serve as quality family time during the cold winter evenings. One company that efficiently caters to the sporting market segment all year round is Dick's Sporting Goods (NYSE: DKS), a speciality more »

  • Haters Will Hate, But Have a Little Faith

    By Palwasha Saaim - December 10, 2012 | Tickers: GPS, LULU, NKE

    A Forbes article I read yesterday that shed a bearish outlook on Canada-based athletic apparel retailer, lululemon athletica (NASDAQ: LULU), compelled me to come to the company's rescue. This article came out on the same day that LULU reported its third quarter earnings. To the bears' surprise, lululemon beats analyst forecasts--again! It was already previewed that this beat was coming. Third quarter EPS of $0.39 and revenues more »

  • Deriving Super Value from Supervalu

    By Palwasha Saaim - December 6, 2012 | Tickers: SWY, SVU, KR, WMT

    Supervalu (NYSE: SVU), the famous grocer that owns Albertsons and Save-A-Lot chains, amongst numerous others, is down almost 70% year-to-date and down over 18% within a month. SVU saw a boost amid speculations that Cerberus Capital Management was bringing an acquisition offer to the table.

    Cerberus wanted to go for a leveraged buyout (LBO) by borrowing an estimated $5 billion for the deal. It turns out, they are now having more »

  • The Undisputed 'Flop' Investment

    By Palwasha Saaim - December 5, 2012 | Tickers: AMZN, FB, GOOG, GRPN

    Groupon's (NASDAQ: GRPN) shares slid nearly 9% on Friday, following the board's decision to keep CEO Andrew Mason at the helm. Shareholders clearly don't like this man, and I am not the only one saying this. Earlier last week, Mason said, "If I ever thought I wasn't the right guy for the job, I'd be the first person to fire myself." The stock saw a more »

  • Om, Om! Relax, Buy, Forget.

    By Palwasha Saaim - December 4, 2012 | Tickers: BEBE, GPS, LULU, NKE, UA

    When I last wrote on this company in early September, I took a very bullish stance. The stock that traded around $65 then has crossed over $73 today. Lululemon Athletica, the Canadian athletic/yoga-wear designer, manufacturer, and retailer reports its third quarter earnings on December 6th next week. The company has never missed earnings in the last 12 quarters. You wouldn't be wrong to expect the same for this more »

  • The Godlike Investment

    By Palwasha Saaim - November 28, 2012 | Tickers: HTWR, SSH, THOR

    According to the National Heart, Lung, and Blood Institute, heart failure is no longer just a disease--it is becoming an epidemic. Today, it is the leading cause of hospitalization in the US and the leading source of health care spending. I happen to have found the right stock to wager on in this multi-billion dollar industry. 

    Congestive Heart Failure (CHF) is classified into four classes. Class I and II are more »

  • Creamy Crisp or Undercooked?

    By Palwasha Saaim - November 27, 2012 | Tickers: DNKN, KKD, SBUX

    Editor's Note: The original article stated Krispy Kreme had zero cash and cash equilivents on the balance sheet. According to S&P's Capital IQ, KKD had $49.9 Million Cash and Cash Equilivents on hand on its Q3 balance sheet. This article has been corrected.

    Krispy Kreme (NYSE: KKD) skyrocketed as management announced third quarter earnings. The company reported Q3 EPS of $0.12 that beat estimates by more »

  • Page 1 of 4