Mohsin Saeed

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  • 3 Stocks You Should Avoid

    By Mohsin Saeed - April 22, 2013 | Tickers: TEG, SNTS, TMUS

    Financial markets are going through turmoil with commodities in a free fall and continuous bad news from Europe. In these risky times even a little push can make the entire stock market tumble, which means that investors should go back to the basics and invest in value stocks. I believe the following three companies do not have a lot of value for investors and investors should stay away from them more »

  • Hold on to This Semiconductor Giant

    By Mohsin Saeed - April 22, 2013 | Tickers: INTC, NVDA, QCOM

    The global PC industry has been in a nose dive with PC OEMs losing market share and recent reports indicating that the largest PC manufacturer is also suffering. Intel (NASDAQ: INTC) reported its earnings yesterday and did not surprise the market with a 25% decline in profit. At these levels the company is priced correctly, and I recommend investors hold and wait for any positive news from Intel's handheld more »

  • Nokia Is Still a Strong Buy

    By Mohsin Saeed - April 22, 2013 | Tickers: MSFT, NOK, SSNLF

    Nokia (NYSE: NOK) has missed out on the growth in the smartphone industry, which has been the primary reason behind its mammoth price decline. The company made the mistake of sticking with its Symbian systems while other smartphone manufacturers were hopping aboard the Android train. Samsung (NASDAQOTH:SSNLF) is an excellent example of a company considered inferior to Nokia in the feature phone era but has built itself as the more »

  • Keep an Eye on These M&A Developments

    By Mohsin Saeed - April 19, 2013 | Tickers: S, VZ, VOD

    The telecom industry is one of the most followed industries in the entire technology sector. It has some of the best dividend yields in the entire market, which can be attributed to the high earnings visibility. The entire industry is going through a power struggle because smartphone manufacturers now enjoy greater bargaining power in this arena.

    The telecom companies have always had a major say in which gadgets get the more »

  • This Smartphone Giant Is All Set to Rally

    By Mohsin Saeed - April 19, 2013 | Tickers: AAPL, NOK, SSNLF

    The smartphone arena is currently one of the most hotly contested spaces in the entire technology sector. A number of local and foreign companies are trying to establish their dominance in this highly competitive space by offering their own USP. The four major players in the smartphone market are Apple (NASDAQ: AAPL), Samsung (NASDAQOTH:SSNLF), BlackBerry and Nokia (NYSE: NOK). Apple is still the dominant player in the North American more »

  • Another Major Blow to the PC

    By Mohsin Saeed - April 17, 2013 | Tickers: AMD, DELL, HPQ, INTC, MSFT

    The PC industry has suffered due to the shift of computing to handheld devices. The transition has been so swift that some major players have failed to keep up and are now staring straight into the face of oblivion.

    The most affected have been the PC original equipment manufacturers (OEMs) and semiconductor companies. Advanced Micro Devices (NYSE: AMD) and Intel (NASDAQ: INTC) have both suffered heavily due to their falling more »

  • Time to Sell This Big Pharma Company

    By Mohsin Saeed - April 16, 2013 | Tickers: AZN, LLY, PFE

    The entire healthcare sector is going through a transitionary phase. A number of large drugs are losing their patent protection and this is creating serious headaches for large pharmaceutical companies. Major drugs like Seroquel IR and Lipitor are on their way out, creating headaches for their mother companies.

    Patent protection allows companies like Eli Lilly (NYSE: LLY) and Pfizer (NYSE: PFE) to charge premium prices for their products. So, once more »

  • Time to Sell This Big Pharma Company

    By Mohsin Saeed - April 16, 2013 | Tickers: AZN, LLY, PFE

    The entire healthcare sector is going through a transitionary phase. A number of large drugs are losing their patent protection and this is creating serious headaches for large pharmaceutical companies. Major drugs like Seroquel IR and Lipitor are on their way out, creating headaches for their mother companies.

    Patent protection allows companies like Eli Lilly (NYSE: LLY) and Pfizer (NYSE: PFE) to charge premium prices for their products. So, once more »

  • Dont Miss Out on This M&A Rally

    By Mohsin Saeed - April 16, 2013 | Tickers: T, DISH, S, VZ, VOD, VOD

    The telecom industry is one of the most followed industries in the entire technology sector. It has some of the best dividend yields in the entire market which can be attributed to the high earnings visibility. The entire industry is going through a power struggle because the smartphone companies have recently increased their power in this arena. The telecoms have always had a major say in which gadgets gets the more »

  • Stay Away From This PC Giant

    By Mohsin Saeed - April 16, 2013 | Tickers: DELL, HPQ, MSFT

     

    Dell (NASDAQ: DELL) has been in trouble ever since the company refused to understand the rise of handheld devices and popularity of Android. Dell and Hewlett Packard (NYSE: HPQ) were once the undisputed kings of the PC world. The two companies primarily competed with one another for the top spot but are now struggling to survive. Michael Dell is trying to take the company private in order to move it more »

  • Stay Away From This PC Giant

    By Mohsin Saeed - April 16, 2013 | Tickers: DELL, HPQ, MSFT

    Dell (NASDAQ: DELL) has been in trouble ever since the company refused to understand the rise of handheld devices and popularity of Android. Dell and Hewlett-Packard (NYSE: HPQ) were once the undisputed kings of the PC world. The two companies primarily competed with one another for the top spot but are now struggling to survive. Michael Dell is trying to take the company private in order to move it away more »

  • This Smartphone Giant Is Set to Conquer North America

    By Mohsin Saeed - April 15, 2013 | Tickers: AAPL, BBY, SSNLF

    The competition in the high-end smartphone arena is becoming tougher for Apple (NASDAQ: AAPL), with Samsung (NASDAQOTH: SSNLF) launching a newer model of its flagship Galaxy series, the S4.

    The company has also decided to open up mini stores in Best Buys all around America. These stores will display the uniqueness of Samsung devices and should further boost Samsung's sales. The financial aspects of the agreement have not been more »

  • Should You Sell These Biotechnology Stocks

    By Mohsin Saeed - April 14, 2013 | Tickers: CBM, DNDN, IDIX

    Bio-pharmaceutical companies usually make for some very high risk investments. This is because there are a number of factors that cannot be predicted accurately.The valuations skyrocket on drug approvals, but the actual performance in the market is an entirely different story. The following three stock have seen heavy institutional selling in the last few months, and I believe investors should stay away from them for the time. 

    Cambrex Corporation more »

  • These Companies Will Rise on M&A

    By Mohsin Saeed - April 13, 2013 | Tickers: DELL, LIFE, TMO

    The healthcare sector has given its investors pretty good returns in the last few quarters. Big pharmaceuticals have given solid capital appreciation on top of their solid dividend yields, but the surprise package has been the biotechnology industry. The industry has seen significant capital appreciation due to a large number of drugs getting FDA approval. The big pharmaceutical companies interested in promising candidates have also positively affected the stocks of more »

  • Can This Giant Turn Around its Fortunes?

    By Mohsin Saeed - April 13, 2013 | Tickers: AAPL, NOK, SSNLF

    There has been little good news for Apple (NASDAQ: AAPL) investors recently. The company has gone from being the technology darling to a company everyone has doubts about. It was pretty evident that no company can maintain the growth rates and margins that Apple once boasted. However, it was not expected that the highly anticipated iPhone 5 would fall flat and sink the stock price as well.

    The device has more »

  • Time to Sell This Big Pharma Company

    By Mohsin Saeed - April 13, 2013

    The entire healthcare sector is going through a transitionary phase. A number of large drugs are losing their patent which is creating serious headaches for large pharmaceutical companies. Major drugs like Seroquel IR and Lipitor are on their way out creating headaches for their mother companies.

    Patent protection allows companies like Eli Lilly (NYSE: LLY) and Pfizer (NYSE: PFE) to charge premium prices for their products. So once these patents more »

  • Higher Dividend, Same Management

    By Mohsin Saeed - April 12, 2013 | Tickers: HPQ, IBM, MSFT

    In a recent report on Hewlett-Packard (NYSE: HPQ), I discussed the falling sales of the printer and PC giant. The discussion was focused on the importance of the impending investors meeting and the move to replace the current management. HP’s existing management has been responsible for approving some horribly misguided acquisitions and squandering shareholder wealth. The board has once again escaped by a narrow margin and continues to call more »

  • Has This Semiconductor Company Bottomed?

    By Mohsin Saeed - April 12, 2013 | Tickers: AMD, INTC, MSFT

    The decline in PC sales has severely impacted OEMs (Original Equipment Manufacturers) and PC semiconductor companies. Mobile devices are quickly taking over the PC market, but that doesn’t mean the PC will die any time soon. This only means that sales of new PC devices will lag behind tablet/handheld sales, and companies relying totally on PC will see negative growth. In the stock market, where valuations are tied more »

  • Facebook Strikes Again

    By Mohsin Saeed - April 12, 2013 | Tickers: ACXM, ADS, FB, GOOG

    In my last report on Facebook (NASDAQ: FB) the huge potential of Facebook’s advertisement was discussed. The company is currently the best placed technology giant to totally dominate the internet advertisement arena in the coming years. Facebook is the only destination on the internet that users visit consistently for not any 'specific reason'. Services like Google, Youtube, Whatsapp, Skype etc. are usually used for a specific purpose while a more »

  • Will Apple Survive in China?

    By Mohsin Saeed - April 11, 2013 | Tickers: AAPL, YUM

    China has gained immense importance for all consumer brands that are facing stagnant growth in European and American markets. The country not only has a huge population, but rising consumer spending as well. On top of that there is low penetration when it comes to high end consumer goods.

    Despite these attractive features, the role of the Chinese Government is the deciding factor. Recent developments show that Apple (NASDAQ: AAPLmore »)