Ankit Agrawal

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  • Is GE Still a Buy?

    By Ankit Agrawal - September 24, 2012 | Tickers: EMR, GE, UTX

    Even though General Electric (NYSE: GE) has reached a new 12 month high ($22.05) and the first time the stock has been in this neighborhood since 2008, I believe the key businesses of GE still has the right momentum which provides good opportunity to own GE shares. In my view, GE Capital worries have been largely depleted and industrial outgrowth continues to be the key with core revenue outperforming more »

  • This Small Cap Steel Company Will Continue to Improve Profitability Via Acquisitions

    By Ankit Agrawal - September 24, 2012 | Tickers: CMC, STLD, SXC, WOR

    Worthington Industries’ (NYSE: WOR) robust performance and continued successful efforts at improving and growing its business strengthen my optimism on the shares. Worthington has been one of the most active companies in steel space through the downturn acquiring new businesses and divesting underperforming ones, implementing a strategic restructuring of its core Steel Processing business and buying back a substantial amount of its shares. I expect these efforts to continue looking more »

  • This Oil Stock Will Keep a Lamp Burning For Investors

    By Ankit Agrawal - September 24, 2012 | Tickers: BP, CVX, COP, XOM, TOT

    Chevron (NYSE: CVX) is the third largest energy producer in US; the largest private producer of oil in Kazakhstan; the top oil and natural gas producer in Thailand; the largest oil producer in Indonesia; the top leaseholder in the US Gulf of Mexico. Chevron competes with other major petroleum producers include BP (NYSE: BP), Total (NYSE: TOT), ConocoPhillips (NYSE: COP), and ExxonMobil (NYSE: XOM).  The following table summarizes the expected more »

  • Is Now the Time to Buy This Coffee Stock?

    By Ankit Agrawal - September 21, 2012 | Tickers: CMG, GMCR, SBUX

    Starbucks Corporation‘s (NASDAQ: SBUX) shares tumbled 20% after the company announced its third quarter results last month and cut its Q4 EPS forecast. However, the stock has rebounded 17% since then. Near term, expectations have reset to healthy and beatable levels with potential upside if management sharpens its focus on costs. I think the company remains in a period of evolution as it ramps up new store openings, remodels more »

  • Don't Underestimate This Industrial Goods Stock!

    By Ankit Agrawal - September 19, 2012 | Tickers: ABB, CAT, EMR, GE

    Emerson Electric (NYSE: EMR) is a $35 billion industrial conglomerate that provides manufacturing equipment and services. With business units in a number of different fields, Emerson has numerous competitors, though most competitors are specialized on a portion of total business field.  For example, Emerson competes with General Electric Company (NYSE: GE) in industrial equipment and healthcare supplies, with Caterpillar (NYSE: CAT) in heavy-duty equipment, mining, and farming hardware, and with more »

  • Can This Luxury Stock Continue to Outperform?

    By Ankit Agrawal - September 19, 2012 | Tickers: FOSL, JWN, RL, SKS, TIF

    The stocks of luxury goods companies took a little beating following an acknowledgment from British retailer Burberry that sales have slowed considerably. However, the stocks recovered well on Friday as investors gained some of their appetite for riskier stocks. The following graph summarizes the stock price movement of luxury goods companies like Coach Inc, Ralph Lauren (NYSE: RL), Tiffany (NYSE: TIF), Saks (NYSE: SKS), Nordstrom (NYSE: JWN) and Fossil Inc more »

  • Similar Symptoms, Even Similar Diagnosis do not Imply Similar Treatment

    By Ankit Agrawal - September 18, 2012 | Tickers: BHI, HAL, SLB

    Major oil and gas companies like Baker Hughes (NYSE: BHI), Halliburton (NYSE: HAL) and Schlumberger (NYSE: SLB) have been facing some issues regarding commodity prices, lower demand, etc. Although these companies are facing similar issues, they are handling these issues in different manner. Whose strategies will prove to be most fruitful? This article is all about the answer of this question. Before going further, let’s have a look at more »

  • Increased Focus on Portfolio Rationalization Makes This Stock an Attractive Buy

    By Ankit Agrawal - September 17, 2012 | Tickers: DHR, HD, SNA, SWK

    Stanley Black & Decker Inc's (NYSE: SWK) growth outlook has been buffered by the realization of cost & revenue synergies from the merger with Black & Decker and accretion from the recently completed Niscayah (Security) acquisition. I am impressed by the company's track record of finding and completing suitable acquisitions to boost long-term sales and earnings growth rates. I'm optimistic that the recently announced Infastech acquisition and the sale of more »

  • This Energy Company has Enough Wind to Perform

    By Ankit Agrawal - September 17, 2012 | Tickers: CVX, COP, XOM, OXY, PSX

    ConocoPhillips (NYSE: COP) is the largest American-based independent Energy & Power company. The company has a strong legacy asset in North America combined with a low risk international diversified portfolio.  I believe the company has a major asset base with a compelling outlook for growth in volumes and margins. I believe there are several attributes of the stock case that make ConocoPhillips a relatively attractive near-term investment option.

    High Dividend Yield more »

  • Do Not Trust Humans, Trust Machines

    By Ankit Agrawal - September 17, 2012 | Tickers: ISRG, MAKO, ZMH

    MAKO Surgical (NASDAQ: MAKO) is a medical device company that provides a robotic technology platform (RIO) and orthopedic implants that enable minimally invasive MAKOplasty procedures for partial knee replacements and total hip replacements. This stock has seen a huge downfall of ~54% in the span of 4 months. Two events attributed to this giant fall (Click here to know about these events). The following graph shows the stock price movement more »

  • Money Lies Beneath The Surface According to This Mining Company

    By Ankit Agrawal - September 17, 2012 | Tickers: BHP, VALE, FCX, RIO

    If someone wants to make a big profit quick and has good exposure of industries then I suggest them to focus on companies like Rio Tinto (NYSE: RIO) that fluctuate greatly. I specifically like Rio Tinto because of its stock transparency.  Even though, this company is diversified and has huge global exposure, I believe the parameters to judge the stock price movements are relatively less. Thus, one can make huge more »

  • Boeing is Ready to Take Off

    By Ankit Agrawal - September 17, 2012 | Tickers: HXL, PCP, SPR, BA

    The Boeing Company (NYSE: BA) announced its impressive 2Q results in july with revenue, EBIT margin, and EPS all ahead of the consensus estimates. Year to date sales were up 25% and operating profit was up 23%. Going forward, I believe Boeing's product lines are in demand because of the efficiencies built in. Airlines will want these aircraft more for replacement than the riskier growth strategy in the past more »

  • This Stock is Waking Up From Hibernation in the Right Season

    By Ankit Agrawal - September 17, 2012 | Tickers: DOV, IR, KUBTY

    Ingersoll-Rand Plc. (NYSE: IR) is a $14 billion diversified industrial company with leading market positions in HVAC (49% of revenues), Climate Control (19% of revenues), Industrial Compressors and Air Tools (17% of revenues) and Security Hardware (15% of revenues) markets. I am encouraged by signs that Ingersoll residential business is turning up on top of impressive 2Q12 margins in three out of four segments. Finally, Ingersoll seems to be more more »

  • This Aerospace Stock Will Fly High

    By Ankit Agrawal - September 17, 2012 | Tickers: GD, LMT, NAV, OSK, BA

    Recently, Lockheed Martin Corporation (NYSE: LMT) has received a $152 million contract from the U.S. Air Force for Sniper® Advanced Targeting Pod (ATP) sustainment support over a five-year period. Also, Lockheed Martin has been honored for its support in achieving significant accomplishments on the Federal Aviation Administration's (FAA) En Route Automation and Modernization (ERAM) program. Earlier in late july, Lockheed Martin reported impressive 2Q results with EPS of more »

  • Cheap Stock With Ample Growth Drivers

    By Ankit Agrawal - September 16, 2012 | Tickers: ERJ, GD, LMT, NOC, RTN

    The stock prices of Embraer SA (NYSE: ERJ) saw a huge downfall after the company reported its Q1 results. Despite posting strong 2Q operating results, with gross margin and EBIT margin both coming in better than expected on in-line sales, the shares have failed to recover. However, I like company’s positioning in the business jet market and the Brazilian security in its defense segment. I believe Embraer's commentary more »

  • Will Organization Restructuring Increase Profits?

    By Ankit Agrawal - September 14, 2012 | Tickers: COV, STJ, SYK, ZMH

    St. Jude Medical (NYSE: STJ) is the leading developer and supplier of mechanical valves, and a top supplier in cardiac rhythm management (CRM) products and neuro-stimulation. In my view, St. Jude’s has strong long-term growth prospects given a replacement cycle tailwind and an upgraded product portfolio in CRM as well as leading positions in some of Med Tech's highest growth potential markets. Over the next few years, I more »

  • This Tool Company is Selling: Should You be Buying?

    By Ankit Agrawal - September 14, 2012 | Tickers: DHR, DOV, ITW

    Recently, Illinois Tool Works (NYSE: ITW), has entered into an agreement to divest a 51% stake in its Decorative Surfaces business to a fund managed by Clayton Dubilier & Rice (CD&R). The Decorative Surfaces business has generated strong growth in recent quarters. Therefore, I am optimistic about Illinois Tool’s structuring the deal to retain a minority stake so that it could participate in some of the continued expected improvement more »

  • 4 Low PE Industrial Stocks With Impressive Dividends

    By Ankit Agrawal - September 13, 2012 | Tickers: CMI, ETN, GD, NOC

    Recent stock market volatility and macro uncertainty has forced investors to look for stocks with high dividend. In my view, high dividend doesn’t necessarily imply the strength of an industry. I believe the true strength of industries lies in their ability to expand and create entirely new markets. Therefore, I expect following companies to outperform in the near term. According to me, these companies have strong long term growth more »

  • A Good Buy Despite Strong Macro Headwinds

    By Ankit Agrawal - September 13, 2012 | Tickers: MMM, DHR, GE, UTX

    Danaher (NYSE: DHR) has a history of delivering consistent core results while simultaneously successfully integrating and realizing synergies with new acquisitions. Importantly, I believe, Danaher has been able to roll up businesses without significantly increasing its leverage or diluting its ROIC. The mixture of both organic and inorganic growth has helped Danaher deliver solid returns across business cycles. Therefore, despite current strong macro headwinds, I believe this mixture will continue more »

  • A Good Buy But Not Today

    By Ankit Agrawal - September 13, 2012 | Tickers: BHI, HAL, SLB

    Following Schlumberger Limited’s (NYSE: SLB) solid 2Q results and management’s bullish commentary on oil service capacity tightening in seismic, wireline, and drilling services, the stocks have rallied over 7%. Although spot market pricing for frac has been stabilized, I believe contract rollover will be a headwind in the near-term. Additionally, Canada has been slower to recover from spring break-up than initially expected. In August, Canadian rig count has more »

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