Ron Chatterjee

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  • I'm Not Too Positive About General Electric

    By Ron Chatterjee - May 7, 2013 | Tickers: GE, PHG, BA

    General Electric's (NYSE: GE) stock price surged a whopping 140% in the last 2 years! That in itself is huge news for investors. Congrats to the people who bought in at the right time, but the real question is where the price is heading from here.

    If you are curious what the analysts have to say, let us look at the table below. While most analysts out there tout more »

  • Cisco, Ubiquisys, and the Small Cell Industry

    By Ron Chatterjee - April 23, 2013 | Tickers: ALU, CSCO, QCOM

    Small cell technology is already the next big thing in the IT & telecom industry.

    While French research firm Idate recently predicted femtocell (or small cells) shipments will reach 23 million units worldwide within 2017, generating revenues of €931 million (a growth rate of 159% per year), another research firm, Dell'oro Group, claimed that the femtocell market will reach shipments of 62 million units by 2014, for $4 billion in more »

  • What Insider Selling Means for This Company

    By Ron Chatterjee - April 22, 2013 | Tickers: DG, GS, KKR

    Dollar General (NYSE: DG) has been in focus as a result of insider sales of late. While around 30 million shares were predetermined to be sold for a total of over $1.5 billion on April 3 this year (as was already reported in this press release), further selling action can follow, resulting in a drop of stock price.

    Kohlberg Kravis Roberts (NYSE: KKR) sold more than 15 million shares more »

  • What Insider Selling Means For Dollar General

    By Ron Chatterjee - April 13, 2013 | Tickers: DG, DLTR, FDO, GS, KKR, M, JWN, TGT

    The recent insider selling action has been much in focus for Dollar General (NYSE: DG). While around 30 million shares were predetermined to be sold for a total of over $1.5 billion on April 3rd this year (as was already reported in this press release), further selling action can follow, resulting in a drop of stock price.

    Kohlberg Kravis Roberts & Co (NYSE: KKR) sold more than 15 million shares more »

  • Cisco, Ubiquisys And Small Cell Industry

    By Ron Chatterjee - April 13, 2013 | Tickers: ALU, T, CSCO, INTC, QCOM, TXN, UMC

    Small cell technology is already the next big thing in the IT & telecom industry.

    While French research firm Idate recently predicted femtocell (or small cells) shipments will reach 23 million units worldwide within 2017, generating revenues of €931 million (a growth rate of 159% per year), another research firm Dell'oro Group claimed femtocell market will reach shipments of 62 million units by 2014, for $4 billion in revenue worldwide more »

  • Is GE's Acquisition Right Acquiring Lufkin Industries?

    By Ron Chatterjee - April 13, 2013 | Tickers: CHK, CMCSA, GE, HES, MHR, MPO, PVA, WFT

    This is what General Electric (NYSE: GE) Oil & Gas' President and CEO, Daniel C. Heintzelman, has to say about the recent acquisition of Lufkin Industries Inc., a leading manufacturer and provider of artificial lift technologies and industrial gears for the oil and gas industry, for approximately $3.3 billion.

    "Advanced technologies, combined with new drilling practices, are revolutionizing the oil and gas industry," said Daniel C. Heintzelman, president and CEO more »

  • Zynga Is Rather Too Slow Right Now

    By Ron Chatterjee - April 13, 2013 | Tickers: ATVI, EA, FB, ZNGA

    The last year has rather been rough on Zynga Inc. (NASDAQ: ZNGA). The stock price dipped by over 75%. Can it again reach last April's price level of $12 again? It is too early to comment on that. But it would be wise to keep a watch on the company. There is future potential, which relies on effective management of the company.

    (click to enlarge)

    In a recent Seeking more »

  • What You Must Know About Hewlett-Packard

    By Ron Chatterjee - April 13, 2013 | Tickers: AMD, AMZN, AAPL, GS, GOOG, HPQ, INTC, IBM, MSFT

    This was what Hewlett-Packard (NYSE: HPQ) said in a statement when Dell went private in a LBO worth $24 billion (the largest in the last 5 years) in February this year.

    "Dell has a very tough road ahead. The company faces an extended period of uncertainty and transition that will not be good for its customers. And with a significant debt load, Dell's ability to invest in new products more »

  • Intel's Price Is Heading Up

    By Ron Chatterjee - April 8, 2013 | Tickers: AMD, INTC, MRVL

    Intel's (NASDAQ: INTC) stock price fell by around 21% in the last year. While the popular analysts' opinion is that Intel is a hold, let us dig deeper to learn the full story.

    Looking at the price graph below, we can be certain that the stock price is currently below the average trend line. Keeping this in mind, it can be said that Intel's price should go up more »

  • Things Are Pointing Up for Microsoft

    By Ron Chatterjee - April 4, 2013 | Tickers: AAPL, GOOG, HPQ, IBM, MSFT, ORCL

    If there was one company that did not provide any significant shareholder return even in spite of exceptional performance in the last few years, that is Microsoft. As is written in this article:

    [...] the Microsoft example provides is how there was such a separation between business results and stock performance. Clearly, Microsoft, the business, performed exceptionally well from 1999 until today. However, because the price was so insanely overvalued, shareholder more »

  • I Am Not Too Positive About General Electric

    By Ron Chatterjee - April 1, 2013 | Tickers: C, GE, PHG, SI, BA, UTX

    General Electric's (NYSE: GE) stock price surged a whopping 140% in the last 2 years! That in itself is huge news for the investors. Congrats to the people who entered the trade in the right time, but the real question is where the price is heading from here onward.

    If you are curious what the analysts have to say, let us look at the table below. While most analysts more »

  • What You Must Know About Nike

    By Ron Chatterjee - April 1, 2013 | Tickers: CROX, DECK, DKS, KSWS, NES.DL, NKE, SKX

    In the last 3 months, Nike's (NYSE: NKE) stock price has surged 12.25%. If you are excited by that, you would probably jump at this one. Nike's stock price has appreciated 73.8% in the last 5 years. And that includes the period of the Great Recession (2007-2010) as well. Mark Parker's efforts to improve the company are showing through stock price appreciation.

    But here's more »

  • Intel's Price Is Heading Up

    By Ron Chatterjee - April 1, 2013 | Tickers: AMD, BRCM, INTC, MRVL, NVDA, QCOM, STM

    Intel's (NASDAQ: INTC) stock price fell by around 21% in the last year. While the popular analysts' opinion is that Intel is a hold, let us dig deeper to know the full story.

    Looking at the price graph below, we can be certain that the stock price is currently below the average trend line. Keeping this in mind, it can be said that Intel's price should go up more »

  • What You Must Know About Nike

    By Ron Chatterjee - March 27, 2013 | Tickers: CROX, NKE

    In the last three months, Nike's (NYSE: NKE) stock price has surged 12.25%. In the last five years, Nike's stock price has gone up 73.8%. And that includes the Great Recession (2007-2010). CEO Mark Parker's efforts might be showing in the rising share price.

    But here's a fact. Historical prices do not identify future growth patterns. We are more interested in knowing how Nike more »

  • Why Intel Might be a Better Investment Than Apple

    By Ron Chatterjee - March 4, 2013 | Tickers: AAPL, GOOG, INTC, QCOM

    The technology industry is a very dynamic industry per se, and to add to that, as Robert Kiyosaki puts it, the tech sector has currently been the "flavor of the month" for quite some time. Now that leads to a major problem. Average people tend to invest money in an industry that is in the press. And the dynamism of the industry takes the stability factor out of it. So more »

  • Why Time Warner Should Think About Spin-Off As Well

    By Ron Chatterjee - February 21, 2013 | Tickers: TWX, NWSA

    We should have understood that Jeffrey Bewkes, Time Warner (NYSE: TWX) CEO, was probably intent on selling the magazine business, when he said to CNBC some time ago, "There's tremendous resilience in the national magazine publishing business." In other words, he was hinting at the dwindling print publishing business, and that he might look for alternative options in the near future. The future is now the present, and Time more »

  • Is NBC Universal An Optimum Investment For Comcast?

    By Ron Chatterjee - February 21, 2013 | Tickers: T, CMCSA, GE, GOOG, VZ

    This week, Comcast (NASDAQ: CMCSA) announced that it would buy the rest of NBC Universal from General Electric (NYSE: GE), as was agreed upon in 2009.The question is whether this deal is an optimum investment for Comcast at the moment. Are there any risk factors that need to be looked into? Is Comcast's business strategy in the right place? 

    In December 2009, Comcast announced that it was buying more »

  • What I Think Of ARMOUR Residential REIT

    By Ron Chatterjee - February 21, 2013 | Tickers: AGNC, ARR, IVR, MFA

    While rising mortgage rates increase the chance of higher revenue, higher leverage still concerns me in regards to Armour Residential (NYSE: ARR). It is not a people's favorite these days, as the monthly stock price graph shows--yet you have a "buy" rating from my end. With increasing stability in the housing market, a lower valuation, and improving fundamentals, the company might be worth a glance.

    Company Profile

    This excerpt more »

  • Should You Follow Eric Schmidt and Sell Google Shares?

    By Ron Chatterjee - February 21, 2013 | Tickers: AOL, BIDU, FB, GOOG, MSFT, YHOO

    In a recent SEC report, it was officially announced that Google's (NASDAQ: GOOG) ex-CEO, Eric Schmidt would be selling over a third (nearly 42%) of his total equity share in Google.

    "On November 15, 2012, Eric E. Schmidt, Google's Executive Chairman of the Board of Directors, adopted a stock trading plan in accordance with the guidelines specified in Rule 10b5-1 under the Securities Exchange Act of 1934, as more »

  • Something To Know About Goldman Sachs

    By Ron Chatterjee - February 13, 2013 | Tickers: C, GS, JPM, STT

    An interesting point has been brought up by MFP Investors LLC's Michael Price, one of the most respected value investors since the 1980's. Is Goldman Sachs (NYSE: GS) high-priced? Should you buy Goldman Sachs shares now?

    "They're the smartest guys in the room," Price said. "When you're looking at financials - banks, brokers, insurance companies - who's going to be smarter than Goldman? And you don't more »

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