Meena Krishnamsetty

Editor's Choice

  • Want to Invest Like Buffett?

    By Meena Krishnamsetty - January 25, 2013 | Tickers: ACGL, BRK-B, RNR, RLI, ALL | Editor's Choice

    Guitarists have Eric Clapton, actors Al Pacino, and basketball players have Michael Jordan.  Investors are fortunate enough to have Warren Buffett, who not only is an incredibly successful investor, but a highly respected philanthropist.  Lecture halls turn to complete silence when the Oracle of Omaha steps up to the podium--everyone wants his secrets.

    If you follow his company and pay attention to its business, you can see that he keeps more »

  • This Tech Company Is More Than Just a ‘Cupertino Connection’

    By Meena Krishnamsetty - January 11, 2013 | Tickers: AAPL, BRCM, CMCSA, GOOG, NTGR | Editor's Choice

    To most tech enthusiasts, Broadcom (NASDAQ: BRCM) is known just as an Apple (NASDAQ: AAPL) supplier. For the curious investors, though, that start to peel back the covers on this chip maker, there are many bullish growth drivers in addition to its Cupertino connection.

    Earlier this week, we discussed some recent comments made by Broadcom's CEO (see the full recap here on Insider Monkey) on the subject of its more »

  • Don’t Expect Another 40% Rise in 2013 for Amazon

    By Meena Krishnamsetty - January 2, 2013 | Tickers: AMZN, AAPL, GOOG, TGT, WMT | Editor's Choice (NASDAQ: AMZN) finished 2012 up about 40% for the year. In doing so, the stock outpaced its revenue growth rate; the most recent 10-Q showed net revenue up 27% in the third quarter of 2012 compared to the same period in the previous year, about even with sales growth in the first half of the year. In addition, with costs rising, Amazon- which has a market capitalization of more »

  • Billionaire Ken Griffin Is Going Grand Theft Auto at Take Two

    By Meena Krishnamsetty - December 31, 2012 | Tickers: ATVI, EA, MSFT, TTWO, ZNGA | Editor's Choice

    Citadel Investment Group, which is managed by billionaire Ken Griffin, now owns 5.5 million shares of video game company Take-Two Interactive Software (NASDAQ: TTWO) according to a filing with the SEC. This is up from 3 million shares at the beginning of October, per Citadel’s most recent 13F filing, and that stake in turn was 41% larger than it had been three months earlier. Find more stock picks more »

  • Will Facebook Do Better in 2013?

    By Meena Krishnamsetty - December 31, 2012 | Tickers: FB, GOOG, GRPN, LNKD, ZNGA | Editor's Choice

    Very few companies will be happier to put 2012 behind them than Facebook (NASDAQ: FB). Was it only a year ago that it was the most highly anticipated IPO of all time, with real-money trades in private markets putting a valuation of over $100 billion on the company? Even with a respectable rally in November Facebook is down about 32% from its IPO price and is currently valued at $56 more »

  • Apple Isn’t As Cheap As Wall Street Claims

    By Meena Krishnamsetty - December 31, 2012 | Tickers: MO, AAPL, GOOG, KMB, MSFT | Editor's Choice

    Apple (NASDAQ: AAPL) is one of the most popular stocks among Wall Street analysts. According to Thomson/First Call 48 of the 58 analysts covering the stock have a buy or strong buy rating on the stock. Apple’s one year median price target of $750 is also 47% higher than its current price. Analysts also expect that Apple will make $49 in its current fiscal year ending September 2013 more »

  • Is Now a Good Time to Snatch Up Herbalife?

    By Meena Krishnamsetty - December 28, 2012 | Tickers: HLF | Editor's Choice

    Note: Other companies originally mentioned in this post have been removed. 

    Herbalife (NYSE: HLF) has fallen by more than 35% over the past week on news that billionaire investor Bill Ackman of Pershing Square Capital had a short position in the stock. After the announcement, Ackman also released a detailed 340-page analysis outlining various problems at the nutritional products company, namely calling it a "pyramid scheme." Here's Bill more »

  • This Company Deserves to Trade in Line With Amazon

    By Meena Krishnamsetty - December 19, 2012 | Tickers: AMZN, DTV, DISH, NFLX, OUTR | Editor's Choice

    Netflix (NASDAQ: NFLX) has been in a downward spiral since its 2011 all-time high of almost $300 a share. A recent upswing, which has helped push the stock up 60% over the last three months, comes from activist investor Carl Icahn. Icahn announced a 10% stake in the video streaming company a few months ago, and investors have been expecting a range of bullish scenarios since. Most are now hoping more »

  • Apple Investors: Here’s One Number You Must Be Aware Of

    By Meena Krishnamsetty - December 18, 2012 | Tickers: AAPL, GOOG, HPQ, IBM, MSFT | Editor's Choice

    Wall Street expects Apple (NASDAQ: AAPL) to sell around 45 million iPhones this quarter, with some firms holding higher estimates (see just how high here). It's noteworthy that in the first quarter of FY2012, the Cupertino-based tech giant sold 37 million smartphones, and one year earlier, this total amounted to just over 16 million units. In other words, iPhone sales growth is slowing, but is still expected to be more »

  • Is This The Real Reason Why You Should Be Selling Apple?

    By Meena Krishnamsetty - December 12, 2012 | Tickers: AAPL, GOOG, HPQ, IBM, MSFT | Editor's Choice

    Apple (NASDAQ: AAPL)'s "battle lines" are starting to shape up rather clearly. On one side, we have the fundamental investors, who are deeply committed to the stock, due to its superior track record, attractive valuation multiples, boatload of cash, and breadth of product offerings. On the other side of the aisle, we have the technical analysts, who believe that the "death cross," accelerated volume, and a weak MACD are more »

  • Two iPhone Sales Trends You May Have Missed

    By Meena Krishnamsetty - December 6, 2012 | Tickers: AAPL, BBRY, GOOG, LPL, MSFT | Editor's Choice

    Apple (NASDAQ: AAPL) will report its first quarter financials in late January, and obviously, iPhone 5 sales will be important (See: Will the iPhone 5 Give Apple Another Earnings Record?). Now it can be said with near-absolute certainty that every analyst under the sun is expecting the iPad Mini to cannibalize the company's larger tablet models to an extent, but some may have not expected that older "legacy" iPhones more »

  • News Corp Axes Tablet Newspaper, What Can Investors Do?

    By Meena Krishnamsetty - December 5, 2012 | Tickers: CBS, NYT, TWX, TWC, NWSA | Editor's Choice

    Aside from being the dominant tablet to use for online browsing (see “Apple Products Make Up the ‘Bulk’ of Mobile Traffic”) Apple's iPad currently has over 275,000 apps available in its App Store, ranging from business news to video games, but one of the most innovative was a publication introduced by News Corp (NASDAQ: NWS) in early 2011. Called "The Daily," (epic introductory video here) News Corp's more »

  • Did Apple Lose Its ‘Steve Jobs Premium’?

    By Meena Krishnamsetty - December 5, 2012 | Tickers: AAPL, GOOG, INTC, IBM, MSFT | Editor's Choice

    Apple (NASDAQ: AAPL) has had a wild ride in 2012. After gaining over 74% on the year to touch an all-time high of $705.07, shares of the tech giant have fallen on fears of a disappointing first quarter financials, the looming fiscal cliff, a rather embarrassing Maps fiasco, and a shakeup in upper management. Now, the Cupertino bears (see "Here is Why Apple Could Fall Below $425") will also more »

  • You Can Have Your Cake and Eat it Too

    By Meena Krishnamsetty - November 13, 2012 | Tickers: EAT, DRI, DIN, RT, CAKE | Editor's Choice

    In the financial world, individual investors must often wonder how "big shot" hedge fund managers like Ken Griffin and Steven Cohen are able to consistently generate solid returns while managing portfolios the size of a small country's GDP. With your positions constantly in the public spotlight (at least on the long side), wouldn't one think that it might be more difficult to find investment ideas to generate that more »

  • Will Leia Make a Good Disney Princess?

    By Meena Krishnamsetty - October 31, 2012 | Tickers: CBS, CMCSA, TWX, NWSA, DIS | Editor's Choice

    On October 30 The Walt Disney Company (NYSE: DIS) announced a $4.1 billion acquisition of Lucasfilm Ltd., the George Lucas-owned studio which owns the Star Wars franchise and other assets (for example, the trademark for the term “droid”). This is the latest piece of Disney’s strategy to acquire content (and characters) that can then be monetized through its many formats including television, movies, and theme parks.

    The out-of-left-field more »

  • This Financial Services Company Has a Rare ‘Good Housekeeping’ Seal

    By Meena Krishnamsetty - October 24, 2012 | Tickers: AIG, HIG, MET, CB, TRV | Editor's Choice

    In an era of “Too Big To Fail,” Credit Default Swaps, and “synthetic” financial products, a financial services company with a “good housekeeping” seal on its balance sheet is rare. The Travelers Companies (NYSE: TRV) provides property and casualty insurance products and services to businesses, government entities, and individuals. The largest segment is their commercial property and casualty insurance business. In the last two years, severe weather and wildfires have more »

  • 3 Stocks to Avoid After This Bellwether Cuts its Outlook

    By Meena Krishnamsetty - October 23, 2012 | Tickers: CAT, CMI, DE, JOY, MTW | Editor's Choice

    Caterpillar (NYSE: CAT), the world’s largest producer of heavy equipment, showed strong growth last quarter, posting EPS that was up almost 50% from the prior quarter. Company sales were driven by new equipment purchases in both North America and Asia, with sales up 9% and 8% quarter over quarter, respectively. The company’s stock was up as high as 2% on the news, but our question is how should more »

  • The Best Medical Device Stocks

    By Meena Krishnamsetty - June 19, 2012 | Tickers: BSX, EW, MDT, NUVA, STJ | Editor's Choice

    Recently, medical technology company, Medtronic (NYSE: MDT)announced a step toward the development of an artificial pancreas. It filed the final module of its Pre-Market Approval (PMA) application with the US Food and Drug Administration for the MiniMed 530G system featuring Threshold Suspend Automation. If approved, the MiniMed 530G will be the only integrated insulin pump and continuous glucose monitor in the US that automatically suspends insulin delivery if the more »

  • Undervalued Halliburton is a Good Investment

    By Meena Krishnamsetty - May 24, 2012 | Tickers: BHI, HAL, SLB, WFT | Editor's Choice

    Halliburton (NYSE: HAL) is one of the world’s largest gas and oilfield service companies, operating in over 75 countries.  Throughout most of its 93-year history, HAL has been divided into multiple business segments, most notably the Energy Services Group and Kellogg-Brown & Root.  The latter, more widely known as KBR, served as a private military construction and engineering contractor until it was sold in 2007. 

    During the past decade, Halliburton more »

  • Insider Trading Report: Netflix

    By Meena Krishnamsetty - May 21, 2012 | Tickers: AMZN, DISH, NFLX, OUTR | Editor's Choice

    Since going public in 2002, Netflix (NASDAQ: NFLX) has become the go-to media service for couch potatoes everywhere, as the company offers an extensive library of deliverable DVDs and streaming shows.  By the middle of last year, the company announced that it had reached over 26 million subscribers worldwide, and shares of NFLX subsequently hit an all-time high of over $300 a share.  What happened next will go down in more »

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