Rahul Agarwal

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  • eBay: Better Than The Best

    By Rahul Agarwal - November 13, 2012 | Tickers: AMZN, EBAY, M, OSTK

    With Thanksgiving coming, investors are keeping a close view on retail and ecommerce stocks. With shopping generally consisting of two steps- buying and paying, eBay (NASDAQ: EBAY) offers a complete solution for an investor’s Thanksgiving needs with its two branches- Marketplace and Payments. eBay is bound to see action even if one purchases at Overstock (NASDAQ: OSTK) as the mode of Payment used could be PayPal. Furthermore, with eBay more »

  • Is Apple's Growth Phase Over?

    By Rahul Agarwal - November 7, 2012 | Tickers: AMZN, AAPL, MSFT

    Apple (NASDAQ: AAPL) stock has dropped nearly 10% following its Q4 earnings report. While the company had posted solid top line growth, it’s EPS ($8.67) was a fraction below the consensus estimates. The guidance was another concern as Apple posted conservative guidance with both EPS and Revenue ($11.75, $52 billion) falling below the consensus estimates ($15.46, $55 billion). I believe this was to be expected as more »

  • A Cry for Yelp: A Brief Look Before Earnings

    By Rahul Agarwal - November 1, 2012 | Tickers: AAPL, GOOG, YELP

    Yelp (NYSE: YELP) prices took off following its acquisition of European competitor Qype. This, in addition to the announcement that Yelp will post higher revenues than analyst estimates, provided a positive catalyst, although I should note Yelp is still unprofitable. As time marches toward earnings, Yelp shares are showing a positive trend. Here is a brief look at what can you expect from the earnings report.

    Yelp Would Add More more »

  • Why Facebook is Still in the Blues?

    By Rahul Agarwal - October 26, 2012 | Tickers: FB, GOOG, LNKD

    After the recent earnings release, Facebook (NASDAQ: FB) shares are seeing a lot of action. The Bulls are talking heavily about the increasing number of users and the recent monetization initiatives from Facebook. The stock has been called undervalued many times as analysts talk about how Facebook, with its over 1 billion users, has literally the third largest population after India and China. What the analysts are overlooking is the more »

  • Huge Opportunities to Leverage and Catalysts in Place

    By Rahul Agarwal - September 26, 2012 | Tickers: BBRY, GOOG, MSFT, NOK

    Microsoft (NASDAQ: MSFT) has gotten positive press coverage recently, and for good reason. While with the latest licensing agreement of exFAT technology with RIM (NASDAQ: BBRY), Microsoft continued its history of maintaining a tight leash in the IP business, the recent appointment of Nancy Tellem as the president of Media and entertainment group strengthened our belief about the media potential in the Xbox business for Microsoft. Furthermore, as we believe more »

  • Don’t Fall Into This Value Trap

    By Rahul Agarwal - September 26, 2012 | Tickers: AMZN, NFLX, OUTR, VZ

    Netflix (NASDAQ: NFLX) has had a huge down slide till now as the stock has dropped ~70% from its peak in July 2011. In the wake of this slide, some investors are getting increasingly bullish as they believe that the stock has hit rock bottom. Recently, the analysts at Bank of America have also upgraded Netflix citing that the “bull case is more convincing than the bear case” after the more »

  • Three Must Buy Tech Stocks

    By Rahul Agarwal - September 20, 2012 | Tickers: MSFT, QIHU, YNDX

    I have been keeping a close track on the technology sector for quite some time now. While some stocks could be called a clear sell, there are gems that are just lying there to be taken. In this article, we will look at three technology stocks which share a common trait of working in big TAMs with a good net cash position.

    Yandex NV (NASDAQ: YNDX)

    Deemed to be the more »

  • Apple: The Day of Reckoning Might Not Be Far

    By Rahul Agarwal - September 19, 2012 | Tickers: AAPL, GOOG, MSFT, NOK

    When Steve jobs was presented with the first version of iPod and told that it is state-of-the-art miniaturization, what does he do? He throws the iPod in water to check if the bubbles are rising. Apple (NASDAQ: AAPL) has always been on the forefront of innovation, but presently what we are seeing is not innovation but just evolution. We believe that while the form Apple came up with the original more »

  • A Financial House of Cards?

    By Rahul Agarwal - September 19, 2012 | Tickers: ATVI, EA, FB, GOOG, ZNGA

    Zynga (NASDAQ: ZNGA) has underperformed the stock market significantly as it has lost around 67% YTD. While some investors believe that the stock has reached rock bottom, we expect further downside may be well in place. We are concerned with the weaknesses in Zynga’s business model which doesn’t strike us as sustainable like Google (NASDAQ: GOOG) or Amazon, which offer services that we cannot live without. It offers more »

  • Reaching the Tipping Point Yet Again?

    By Rahul Agarwal - September 18, 2012 | Tickers: AAPL, FB, GOOG, YELP

    Yelp (NYSE: YELP) shares riled up on the Lockup Expiration date contrary to the investor’s expectations of Yelp following the trend set by Facebook (NASDAQ: FB) and Groupon. The upside was basically inspired by the “insiders discipline” as insiders held on to their shares, giving the short sellers a run for their money. While some investors think that the insiders didn’t trade the stocks as they saw value more »

  • Highly Undervalued and Ripe to Buy

    By Rahul Agarwal - September 6, 2012 | Tickers: AOL, GOOG, YHOO

    Yahoo! (NASDAQ: YHOO) is seeing a lot of action with the appointment of its new CEO Marissa Meyer. While some are favoring her coming to the office as she will work towards product development and innovation, others are of the view that the media business will likely take a back seat with Marissa focusing more on the product side. The recent report about the Alibaba sales proceeds not going to more »