Mohsin Saeed

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  • The Safest Speculative Bet

    By Mohsin Saeed - June 27, 2013 | Tickers: FB, P, ZNGA

    In the last few quarters, Zynga (NASDAQ: ZNGA) has lost approximately 80% of its market capitalization. This decline in value has been a result of multiple factors, both internal and external. Changing market trends and a deteriorating relationship with Facebook (NASDAQ: FB) have been major reasons behind Zynga’s downfall. The management is also a culprit for relying on a single partner (i.e. Facebook) and missing the growing popularity more »

  • A Dish Best Served Short

    By Mohsin Saeed - June 25, 2013 | Tickers: CLWR, DISH, S

    During the last few months, the airwaves have been buzzing with telecom M&A news. The telecom industry is nearing its maturity, forcing cash-rich players to look for acquisitive growth instead of organic growth.

    The most fascinating acquisition struggle has been raging on in the U.S. telecom industry. The Japanese telecom giant Softbank and Dish (NASDAQ: DISH) are trying to acquire Sprint (NYSE: S). On the other hand, Dish more »

  • You Can't Lose on This Bet

    By Mohsin Saeed - June 21, 2013 | Tickers: MSFT, NOK

    Handheld ecosystems have become a big thing in the technology sector.

    Apple and Google control the two biggest ecosystems in the entire technology sector. They have created the concepts of ‘apps’ and OS-exclusive online service, building themselves a unique competitive advantage. This revolution has, to some extent, reduced the emphasis on the features and hardware of smartphone devices.

    Google’s Android has allowed a number of device manufacturers to use more »

  • Quad-Play Is the Next Big Thing

    By Mohsin Saeed - June 20, 2013 | Tickers: LBTYK, VOD

    Editor's Note: The initial post references Liberty Media. The post has been modified to reflect Liberty Global. Motley Fool apologizes for the error.

    The entire telecom industry is going to through a restructuring process. In the last few months, a number of M&A related stories have hit the market. Whenever an industry reaches its maturity, there is industry wide consolidation. This consolidation serves a number of purposes, most more »

  • This Promising Biotech Can Triple

    By Mohsin Saeed - June 19, 2013 | Tickers: ONCY, PFE, TEVA

    Cancer is one of the deadliest challenges that humans face today. Different forms of cancer have taken millions of lives all around the world. According to studies, every year approximately 7.5 million patients are diagnosed with cancer. This  presents a massive commercial opportunity for healthcare companies making anti-cancer drugs.

    Recent studies have revealed that viruses are the best way to treat cancers. Some specific viruses attack the cancer cells more »

  • The Best Healthcare Bet

    By Mohsin Saeed - June 18, 2013 | Tickers: ABT, BMY, GILD

    Gilead (NASDAQ: GILD) has been one of the most prolific investments in the healthcare sector. The company value has almost doubled in the last few years, and it continues to appreciate thanks to its stellar R&D. Gilead dominates the Hepatitis C Virus (HCV) treatment market, and the upcoming priority review of sofosbuvir can cement its HCV domination for years to come. It faces tough competition from Bristol Myers Squibb more »

  • 50% Upside on This Semiconductor Giant

    By Mohsin Saeed - June 17, 2013 | Tickers: AMD, INTC, MSFT

    The PC semiconductor industry has suffered due to declining PC shipments. Industry giants such as Intel (NASDAQ: INTC) and Advanced Micro Devices (NYSE: AMD) have struggled to cope with the rising trend of handhelds. This decline has forced the leading PC industry players to diversify or develop more energy efficient chips, to target handheld devices.

    Late last year, AMD was trading at under $2 due to continuous losses and more »

  • Huge Upside on Pipeline Strength

    By Mohsin Saeed - June 17, 2013 | Tickers: AMGN, GILD, PFE

    Amgen (NASDAQ: AMGN) is the world’s largest independent biotechnology company. It has managed to produce a string of successful drugs and still has one of the richest pipelines in the entire healthcare sector. The shares have appreciated significantly during the last 52 weeks, but the strong pipeline demands even better valuations. A number of catalysts are approach which can significantly improve the company’s valuations and reinforce its long more »

  • Lack of Innovation Could Sink Technology's Titanic

    By Mohsin Saeed - June 17, 2013 | Tickers: AAPL, GOOG, P

    The market still expects Apple (NASDAQ: AAPL) to blow their minds at each and every product launch. In the recent past, the company has not lived up to these high expectations. There were high hopes from Apple’s annual Worldwide Developers Conference. The street had been speculating on the launch of a cheaper iPhone, smartwatch, TV, payment solutions etc. The biggest product news from the WDC was the launch of more »

  • 3 Dividend Plays You Can't Miss

    By Mohsin Saeed - June 12, 2013 | Tickers: ORAN, PTNR, VIP

    Editor's Note: France Telecom cut their dividend, this article has been amended to reflect this.

    The Fed is trying to revive the economy by reducing rates and encouraging consumer spending. The effectiveness of this methodology is debatable but the reduction has definitely increased the demand for dividend stocks. High dividend yields are not common in the technology sector because companies are more concerned about R&D and growth. The more »

  • A Winning Biotechnology Bet

    By Mohsin Saeed - June 10, 2013 | Tickers: AMRN, AZN, OMTH

    Amarin (NASDAQ: AMRN) has recently launched its primary product candidate Vascepa into the market. The drug is an omega-3 fatty acid eicosapentaenoic which has been approved by the FDA for treatment of high levels of TGT. 

    A market launch of Vascepa was never part of the plan, investors expected Amarin to cut a multi-billion acquisition deal instead, so everyone could go back home with pockets full of cash.

    However, the more »

  • Two Stocks to Buy on M&A

    By Mohsin Saeed - June 10, 2013 | Tickers: CLWR, DISH, S

    The telecommunication industry is going through a major consolidation. Dish Network (NASDAQ: DISH) and Japanese’s Softbank are both trying to acquire Sprint Nextel (NYSE: S). Dish is in the process of finalizing its offer, but the board of Sprint has already invited shareholders to vote for the Softbank bid on June 12.

    To complicate matters more, Dish is also competing with Sprint to acquire Clearwire . (NASDAQ: CLWR) Sprint is more »

  • A Good Short Candidate

    By Mohsin Saeed - June 6, 2013 | Tickers: AAPL, P, SIRI

    It is extremely difficult to assess the potential of companies relying on online display advertisement. The access to a global clientele increases the variation of estimates and in turn leads to varying assumptions about their true potential or value. The most successful online display advertisement businesses usually rely on content generated by users e.g. Facebook, YouTube, Yahoo, and Twitter etc. The high cost of content makes it pretty tough more »

  • 2 Stocks to Buy, 1 to Hold

    By Mohsin Saeed - June 6, 2013 | Tickers: HNSN, OPK, PACB

    Insider buying is widely considered a positive indicator for any company. This holds truer for biotechnology companies because valuations are linked to pipeline candidates. The insiders have the most information about the progress of these candidates along with other vital information about the company.

    However, insider buying can also mislead investors into making investments at inopportune moments. Therefore, it is important to view insiders buys in combination with other fundamental more »

  • 2 Drugs With Acquisition Potential

    By Mohsin Saeed - June 5, 2013 | Tickers: AZN, GALE, ONCY

    Big pharmaceutical players, known as Big Pharma, depend on patents to fend of generic threats to their blockbuster drugs. So when a patent expires, cheaper generic products flood the market. The sales of the premium drug take a nose dive once similar compounds are available at cheaper rates.

    Therefore, it is imperative for big-pharmaceutical players to continue the hunt for new candidates. In this lies the enormous potential of small more »

  • Can This Smartphone Giant Surprise?

    By Mohsin Saeed - June 5, 2013 | Tickers: AAPL, BBRY, MSFT

    Apple (NASDAQ: AAPL) has redefined the smartphone experience with its iOS and iPhone. Only Google and Samsung have shown the ability to adapt and adopt this revolution with their Android devices. Due to this rise of iOS and Android, BlackBerry (NASDAQ: BBRY) has seen falling sales of its BB devices and declining service revenues. The company is trying once again to become relevant with its exciting new BB10 OS and more »

  • 3 High Dividend Healthcare Stocks

    By Mohsin Saeed - June 4, 2013 | Tickers: AZN, VIVO, SEM

    The U.S. government has been consistently cutting rates for the last few years. The aim of this exercise is to jump start the sluggish U.S. economy. While rate cuts contribute towards economic growth, they make life difficult for fixed income investors. A lot of these investors have started investing in dividend stocks. This is the very reason that demand for high dividend stocks has greatly increased.

    The healthcare more »

  • Is This Comeback for Real?

    By Mohsin Saeed - May 28, 2013 | Tickers: CSCO, HPQ, IBM

    Hewlett-Packard (NYSE: HPQ) has been in the news a lot recently. Once a pioneer in PC and printing technology, the company has fallen on hard times. But despite major setbacks, the company's stock has appreciated by a phenomenal 95% in the last 6 months. Let’s examine whether fundamental or industry catalysts can justify this rally.

    Fundamentals

    HP's management has written off $8.8 billion of the $11 more »

  • Why This Obesity Drug Is the Sector's Best Bet

    By Mohsin Saeed - May 24, 2013 | Tickers: ARNA, OREX, VVUS

    Editor's Note: The original article incorrectly stated Schedule IV drugs are the second-most-restrictive. This version has been corrected and Motley Fool apologizes for the oversight.

    The obesity drug space is becoming increasingly complex and hard to predict. After months of waiting patiently, Arena Pharmaceuticals (NASDAQ: ARNA) finally got a DEA schedule for its star drug Belviq in May, which could clear up the primary obstacle to Belviq’s availability more »

  • 2 Biotechs to Avoid, 1 to Buy

    By Mohsin Saeed - May 23, 2013 | Tickers: MNKD, OPTR, PDLI

    Keeping a close eye on two particular classes of investors can tell you a lot about how stocks might move in the future. Institutional investors have resources at their disposal that ordinary investors lack. Moreover, they own such large stakes in their investments that their moves can materially influence a stock's price.

    Meanwhile, important information about upcoming catalysts is more readily available to the insiders, compared to the rest more »

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