Piyush Arora

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  • An Oil & Gas Company To Avoid

    By Piyush Arora - July 11, 2013 | Tickers: APA, CVX, RDS-B

    With the rising public unrest and military support, the elected Egyptian government has been shaken off in just a year’s time. To stabilize the country, an interim government will be formed and an temporary Prime Minister will be appointed. After everything is settled, an election schedule will be announced so that a new government can be elected and take control of things. This sounds like a long and painful more »

  • How to Play Natural Gas Vehicles

    By Piyush Arora - July 10, 2013 | Tickers: CMI, WM, WPRT

    It’s a well known fact that with the growing environmental concerns, the demand for clean energy is rising. In fact, the U.S government is promoting the use of clean energy, so that the crude surplus increases, leading to a rise in crude exports, which will eventually improve its trade deficit. Although Tesla Motors is doing a fine job in providing an emission free mode of travel, the truth more »

  • Don't Be Fooled By The Market Hype

    By Piyush Arora - July 9, 2013 | Tickers: BP, CVX, E

    To improve their overall profitability, oil and gas companies are rapidly expanding in Angola. The country is ranked as the 2nd largest crude producing country in Africa, and the 8th largest exporter in the world. It has over 10.47 billion barrels of oil reserves, and produces 1.75 mbpd of high-margin oil annually. To further bolster its economic growth, the Angolan government is aiming to produce more »

  • A Conglomerate With Huge Upside in Store

    By Piyush Arora - July 9, 2013 | Tickers: CL, PG, UN

    Due to a plethora of reasons, Indian currency has depreciated by nearly 20% against the U.S Dollar over the last year. So, while Indian exporters are having a great time, foreign companies operating in India have been struggling with massive foreign exchange losses.

    Since the Indian GDP is still expected to grow at 5-7% over for the next few years, foreign companies including Procter & Gamble (NYSE: PG) and Unilever more »

  • Western Union Is Set to Soar

    By Piyush Arora - July 2, 2013 | Tickers: MGI, WU, XOOM

    According to the latest data, India tops the list as the world’s largest market for inward remittances. During 2012, India received $69 billion in remittances while China came in second with $66 billion. However, despite being the largest receiver of foreign funds, India is still one of the fastest growing markets for global money transfers. Naturally companies that have a huge exposure to the country stand to benefit here more »

  • Buy These Green Stocks for High Returns

    By Piyush Arora - July 2, 2013 | Tickers: FSLR, SCTY, TSLA

    A couple of recent energy reports claimed that the global energy demand will increase between 6%-8% annually for the next 10 years. With the rising environmental concerns and depleting hydrocarbon reserves, however, the demand for clean energy is growing rapidly. According to a report by the International Energy Agency, renewable energy will become the world’s second largest source of energy by 2016, after coal.

    This leads me to more »

  • Don't Be Shocked by the Fed's Latest Actions

    By Piyush Arora - July 1, 2013 | Tickers: AGNC, NLY, AMTG

    Thanks to the improving job scenario and rebounding real estate sector in the U.S., the Federal Reserve recently announced that it could “consider” tapering off its monthly liquidity injections sooner than expected. While this may come as a shocker, I believe that this is a great time to buy REITs.

    This is because in its press release, the Fed had stated that it will keep a close eye on more »

  • 3 Income Growth Stocks for Steady Returns

    By Piyush Arora - June 29, 2013 | Tickers: GIS, JNJ, UL

    Large conglomerates are generally low-beta blue chips that effectively reduce the risk attached to a portfolio. They record steady growth and often carry a modest yield, serving the purpose of income growth investing. But in the process of finding such low beta stocks, investors often lose out on growth prospects and end up buying overcrowded income stocks. So here are a few companies that offer a significant upside despite having more »

  • How to Navigate the Bond Market

    By Piyush Arora - June 26, 2013 | Tickers: BAC, JPM, WFC

    According to a recent report by the Federal Reserve, household debt in the U.S has declined to its 2006 levels. This drastic reduction was a direct impact of the Fed’s liquidity injections, which have resulted in a declining unemployment rate and rising consumer spending. This is great news for the banking industry, as debt repayments have lowered the risk of defaults and unlocked liquidity for reinvestment purposes.

    Why more »

  • Investing in Emerging Markets: India

    By Piyush Arora - June 26, 2013 | Tickers: HDB, INFY, SSLT

    Investor confidence in the Indian growth story may have dwindled over the last year, but the World Bank estimates that India's GDP will grow at around 6.7% during 2013. That’s still a healthy growth rate, especially since most emerging nations, including Brazil, are struggling with their slowing economies. But since its widening trade deficit has sent the Indian rupee plummeting, there are only a few industries that more »

  • A Value Play in Oil E&P

    By Piyush Arora - June 26, 2013 | Tickers: BP, CIE, PBR

    More often than not, companies that are secluded and ignored by the market are the ones that outperform the benchmark indices. It's an added bonus if the company is operating in a rapidly growing industry with ample internal growth prospects. I believe that Cobalt International (NYSE: CIE) fits the description perfectly and offers significant value at its current valuations.

    A Crude Hotspot

    Cobalt International is an oil E&P more »

  • 1 Bullish Argument and 2 Bearish Arguments on This Miner

    By Piyush Arora - June 26, 2013 | Tickers: BHP, VALE, RIO

    It’s a well known fact that mining and metals industry has been bleeding severely, and investing in the sector is not advisable. During fiscal year 2012, Rio Tinto (NYSE: RIO) posted a loss of $3.01 billion because the demand for iron ore was weak. As a result, its shares lost nearly 30% over the last year.

    Since industrial production isn’t expected to skyrocket anytime soon, Rio Tinto more »

  • This Stock Is Set To Skyrocket

    By Piyush Arora - June 25, 2013 | Tickers: CBI, FLR, KBR

    Editor's Note: The initial article stated Shaw was based in Canada. That was incorrect, this version has been corrected.

    In a bid to arrest its widening trade deficit and support natural gas pricing, the United States Department of Energy (DOE) recently relaxed its norms for LNG exports. It has authorized Freeport's LNG terminal to export up to 1.4 bcf of natural gas/day for the next 20 more »

  • Which Firearm Stock Should You Pick

    By Piyush Arora - June 25, 2013 | Tickers: OLN, SWHC, RGR

    With the recent shooting in Santa Monica, gun control has again become the center of political debate. Only this time, the availability and use of assault rifles for domestic purposes is being questioned. As a result, customers are buying their preferred weapons while they still can, which is benefiting the entire gun manufacturing industry.

    Which Gun Manufacturer To Pick?

    Sturm, Ruger & Company (NYSE: RGR) and Smith and Wesson (NASDAQ: SWHCmore »)

  • 3 Reasons Why This Insurer Is Set To Soar

    By Piyush Arora - June 24, 2013 | Tickers: AIG, MET, PRU

    The health of the insurance industry relies on the amount of liquidity flowing through an economy. Whenever there has been a credit crunch (1929 and 2008 come to mind), mounting claims exceed the cash inflows, which have eventually taken insurance agencies to the brink of bankruptcy. And the opposite holds true for excessive liquidity.

    So in order to revive growth, the Federal Reserve Bank has been injecting $85 billion worth more »

  • The Best Pick in the Oilfield Services Industry

    By Piyush Arora - June 20, 2013 | Tickers: BHI, HAL, SLB

    Under normal circumstances, initiating long positions in a company nearing its 52 week highs is not recommended. But if the company presents solid growth prospects in a ripe industry, then undertaking the risk becomes somewhat justified. One such company is Halliburton (NYSE: HAL), whose shares have appreciated by nearly 55% over the last year and recently touched their 52 week highs. But despite that, analysts at Barclays estimate that there more »

  • 3 Reasons Why Lululemon Isn't Apple

    By Piyush Arora - June 20, 2013 | Tickers: AAPL, LULU, UA

    The Street has always had a habit of comparing two companies regardless of whether the companies are reasonably comparable or not. This time, Lululemon (NASDAQ: LULU) is being compared to Apple (NASDAQ: AAPL). Thanks to Apple’s historic rally, the general perception is that if a rapidly growing company’s CEO leaves abruptly, and its shares take a deep plunge, but then its shares will most likely bounce back. However more »

  • 2 Luxury Stocks Set to Outperform

    By Piyush Arora - June 19, 2013 | Tickers: COH, KORS, TIF

    Its a well-known fact that luxury stocks outperform the market when global economies are recovering. This resonates with the current macro economic situation. Both consumer confidence and personal disposable income are on the rise, which is steadily translating into higher consumer spending. This is the reason that luxury companies have performed well over the last year, and will most likely continue to soar.

    Jewelry stores

    To begin, Tiffany (NYSE: TIFmore »)

  • Why This Driller Looks Attractive Despite Its Recent Rally

    By Piyush Arora - June 19, 2013 | Tickers: ESV, SDRL, RIG

    Crude prices have been hovering around the $100 mark for most of the year, which has made oil exploration a profitable affair (again). But hydrocarbon land reserves are depleting while inflationary pressures are adding up. This has made exploration of high margin oil fields almost a necessity.

    This is one of the reasons why Seadrill (NYSE: SDRL) has been growing rapidly, despite having a debt ridden balance sheet.

    Hefty dividends more »

  • 4 Reasons to Buy this Coffee Company

    By Piyush Arora - June 17, 2013 | Tickers: DNKN, GMCR, SJM

    Shares of J.M. Smucker (NYSE: SJM) have appreciated nearly 40% over the last year. But unlike most food companies, its impressive financial performance has been totally driven by organic growth. Now that its shares appear to be fairly valued, the Street is questioning the sustainability of its rally. However, here are four reasons why J.M. Smucker appears to be a great investment, even at its current valuations.

    Coffee more »

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