Browse by ▼

Shweta Dubey

All Posts

  • Berkshire Hathaway's Top 3 Holdings: Are They Worth Investing In?

    By Shweta Dubey - June 18, 2013 | Tickers: KO, IBM, WFC

    Warren Buffett's Berkshire Hathaway has a totally market capitalization of $284 billion. It focuses on a long-term investing perspective, including publicly traded stocks. Berkshire's portfolio is diversified across a wide variety of sectors. Its top three holdings, as per its recent 13F filing with the SEC, were Coca-Cola (NYSE: KO), Wells Fargo (NYSE: WFC), and International Business Machines (NYSE: IBM).

    In this article, I have analyzed these three more »

  • Why Investors Should Follow Lone Pine’s Top Picks This Year?

    By Shweta Dubey - June 17, 2013 | Tickers: DG, GOOG, PCLN

    Lone Pine is a hedge fund established in 1997, with initial capital of $8 million, which grew to around $19 billion by the first quarter of 2013. The fund uses the fundamental approach of investing in "bottom-up stocks". According to its recent 13F filing with SEC, Lone Pine increased its investment in Dollar General (NYSE: DG). The fund's top 3 holdings are Google (NASDAQ: GOOG), priceline.com (NASDAQ: PCLNmore »)

  • Should You Invest in These 3 Auto Parts Suppliers?

    By Shweta Dubey - June 17, 2013 | Tickers: BWA, DLPH, JCI

    According to a report from KPMG, automobile companies are anticipating sales growth opportunities in Asian and North American countries, as European economies are struggling to come out of recession. Overall, global trends of the automobile industry are inspiring for auto-parts manufacturing companies, as the industry posted sales growth of 4% in 2012 year-over-year. The North American automobile market is expected to reach by 15.9 million units in 2013, which more »

  • 3 Top Holdings of D.E. Shaw Worth Buying

    By Shweta Dubey - June 16, 2013 | Tickers: AIG, AAPL, BRK-B, NVE

    As per the recent 13F filings, Apple, Berkshire Hathaway, and American International Group are among the top five holdings of D.E. Shaw and Company. These companies account for 4.5% share of its portfolio. D.E Shaw's hedge funds have performed well since inception in 1988. The rising performance of its funds is the result of its investment style. As of March 31, it had assets worth $41 more »

  • 3 Railroad Companies Back on Track

    By Shweta Dubey - June 14, 2013 | Tickers: CNI, CSX, UNP

    In the last five years, the government’s infrastructure initiatives and tax credits have driven railroad companies in North America to spend more than $50 billion on improving and building new tracks for better connectivity. This capital expenditure has helped the trains to travel all across North America. A railroad company’s revenue is mainly driven by its chemical, coal, and intermodal segments. These companies are facing problems in coal more »

  • Can These Utilities Keep Up With Investors’ Expectations?

    By Shweta Dubey - June 14, 2013 | Tickers: D, DUK, SO

    According to the Energy Information Administration, electricity consumption in the U.S. will increase from 3,841 billion kilowatt hours in 2011 to 4,930 billion kilowatt hours in 2040. The consumption rate will rise at an annual rate of 0.90%. This demand is triggered by improvement in the housing sector, global warming, and the ever increasing population. To cater to this, utility companies are playing an active role more »

  • 3 Insurance Companies Focusing on Future Growth

    By Shweta Dubey - June 13, 2013 | Tickers: AFL, AIZ, UNM

    According to a research by MarketLine, the global insurance sector is expected to reach $5.1 trillion in 2015. This growth will be mainly driven by the recovery in developed countries like the U.S. The companies within this sector foresee growth opportunities through focusing on products with new insurable risk, international expansions, and regulatory changes. I have analyzed three companies from the industry and observed how they are framing more »

  • 3 Airline Companies to Buy

    By Shweta Dubey - June 12, 2013 | Tickers: DAL, LUV, UAL

    Editor's Note: The article has been corrected to better reflect the United Airlines and Continental Airlines merger.

    After the ill effects of surging oil prices and slow-paced world trade in 2012, the airline industry is finally showing positive signs of improved passenger traffic and freight volumes. This improvement is expected to be seen throughout this year. Such growth is reflected in the IATA's projections for the airline industry more »

  • Are These Dividend Companies Financially Strong?

    By Shweta Dubey - June 12, 2013 | Tickers: NLY, FTE, VIP

    Slower growth companies with high dividend yields were once considered attractive investments because of low returns on government debt and comparatively lower interest rates driven by central banks. But it seems this trend has come to an end. Recently, the U.S. Treasury bond reached its 13-month high. An improvement can be seen in the U.S. economy, as the Federal Reserve continues investing nearly $85 billion a month on more »

  • Is Starboard Value Right on These 3 Companies?

    By Shweta Dubey - June 11, 2013 | Tickers: CHL, CPWR, IDTI, ODP, OMX

    Starboard Value is a New York-based hedge fund that adopts a fundamental approach to invest in publicly traded companies. It invests in undervalued companies with small market cap. As a result of its investment strategy, assets under management surged to $1.1 billion in the first quarter of 2013, showing growth of 26% quarter over quarter.

    Recently, Starboard bought around 15% stake in Office Depot (NYSE: ODP) and invested in more »

  • Should Investors Put Their Money Into These 3 Air Freight Companies?

    By Shweta Dubey - June 11, 2013 | Tickers: EXPD, FDX, UPS

    With recovery in the U.S. economy, shipment volumes of freight companies surged notably. According to an IATA report, freight volumes are expected to grow at 5% year over year until 2014, as world trade is also likely to grow by 6% annually for the same period. Growth of the freight industry will significantly depend upon Asian countries, as it is estimated that the maximum volume growth of 12% per more »

  • These 3 Banks Are Back on Track

    By Shweta Dubey - June 10, 2013 | Tickers: DB, HBC, JPM

    With an improving housing sector, a rising employment rate, and more flexible monetary provisions, the banking sector has experienced some relief in 2013.  Yet future topline growth will face some challenge due to lower interest margins and slow loan growth rates. Banks are countering this sluggishness with better expense control and more favorable lending for its customers.  Let's take a look at 3 banks and their plans to sustain more »

  • 3 Broadcasting Companies With Promising Returns

    By Shweta Dubey - June 10, 2013 | Tickers: CMLS, P, SIRI

    Radio broadcasting companies have witnessed changes in customer preferences, as many now prefer Internet radio. Currently, there are around 970 million Internet radio listeners in the U.S. However, the large listener base contributes only 10% to the total revenue of the radio companies, and more than 70% of the revenue is generated from advertisements. As Internet advertising is cheaper than any other form of marketing, more and more companies more »

  • 3 Oil and Gas Companies Will Continue Their Growth Stories

    By Shweta Dubey - June 9, 2013 | Tickers: CVX, COP, HES

    According to an OPEC report, emerging economies like China and India account for 92% of rising demand for oil globally. To keep pace with increasing global demand for oil, production plays a vital role. It is expected that the dynamics of the demand and supply for oil will meet around 90 million of barrels per day by the end of 2013. However, supply will exceed 92 million barrels per day more »

  • 3 FMCG Companies Favoring Expansion and Cost Restructuring

    By Shweta Dubey - June 5, 2013 | Tickers: KMB, PG, CLX

    Emerging markets like India, China, Brazil, Turkey, Mexico, and South Africa are seeing better economic growth than the developed countries. Analysts forecast an increase in spending between 7.7% and 15.2% from 2013 to 2016 in these markets. Segments like prepared food, beverages, and household and beauty products will enjoy double-digit growth.

    It's necessary that FMCG companies understand the needs of emerging markets and plan their expansion activities more »

  • 3 Internet Companies to Buy in 2013

    By Shweta Dubey - June 3, 2013 | Tickers: SOHU, YHOO, YOKU

    According to a study by Cisco, global mobile traffic grew by 70% in 2012 year over year. This traffic is expected to increase by 11.2 exabytes per month by 2017. The key factors for this growth will be feature enhancements in mobile devices and growth in the usage of smartphones and tablets. Though mobile devices contributed only around 4% to Internet traffic in 2012, with a constant increase in more »

  • 3 Interesting Oil and Gas Companies

    By Shweta Dubey - June 3, 2013 | Tickers: EPD, KMI, PAA

    Miller/Howard Investments is among the most famous financial investment advisers in the U.S. with $4.27 billion in assets under management. The firm's investment strategy includes investing in companies which are likely to grow by means of expanding their business, resulting in high dividends for investors. Moreover, it also believes in investing in Master limited partnerships that are traded on the stock exchange and are financially strong more »

  • 3 Pharma Companies to Buy in 2013

    By Shweta Dubey - May 28, 2013 | Tickers: ABT, ACT, CELG, TEVA

    Currently, a majority of pharma companies are facing the issue of generic competition. This has forced them to either expand their footprints in different geographical locations or prepare a better product pipeline. This will help these companies maintain their revenue streams once their patents on current top drugs expire.

    In this article, I have picked three such companies: Abbott Laboratories (NYSE: ABT), Celgene (NASDAQ: CELG), and Teva Pharmaceutical (NYSE: TEVAmore »)

  • 3 Oil Companies Fueling Growth Prospects

    By Shweta Dubey - May 20, 2013 | Tickers: PXD, SWN, VLO

    The volatility of oil prices has brought a lot of uncertainty about the stable revenues for oil and gas companies. This has pushed companies to focus mainly on increasing production to maintain their revenue, even in lower-price scenarios. Let's take a closer look at three of companies –  Pioneer Natural Resources (NYSE: PXD), Southwestern Energy (NYSE: SWN), and Valero Energy (NYSE: VLO) – which are increasing their production capacities, either by more »

  • 3 Communication Equipment Companies to Buy

    By Shweta Dubey - May 15, 2013 | Tickers: ALU, BRCM, TXN

    The communication equipment industry, after seeing a decline in revenue over the past few years, is due to recover this year and is expected to rise in revenue by 13.83%. More than 50% of the companies in the industry showed their outlook of increased earnings expectations for this fiscal year. I will discuss three such companies below, to see if their strategic moves will be enough to achieve industry more »

  • Page 1 of 11