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Federico Flom

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  • This Company Is The Definition Of Technological Moat

    By Federico Flom - October 2, 2012 | Tickers: IBM, MSFT, ORCL

    In this article, I will explain why I like Oracle (NASDAQ: ORCL) and describe its main growth drivers and the reasons why I think Oracle is a solid investment in the technology industry.

    The secular cloud trend will benefit Oracle

    Oracle is expected to benefit from higher corporate spending on Software-as-a-Service (SaaS) and cloudbased services on a long term. Revenue from the global SaaS segment will grow by 18% to more »

  • A Strong Stock For Your Portfolio

    By Federico Flom - October 2, 2012 | Tickers: ACN, INFY, WIT

    I have been long attracted to Accenture (NYSE: ACN)  as an industry leading, best-of-breed professional services company. I remember the old Tiger Woods advertisement that spelled out Accenture´s three key services: Consulting, Outsourcing and Technology at the end of the commercial. I like that Accenture built itself as a global leader in outsourcing services and IT consulting solutions. Accenture is a global leader in providing comprehensive consulting and technology more »

  • My Thoughts On David Einhorn Portfolio

    By Federico Flom - September 28, 2012 | Tickers: AAPL, GM, MRVL

     My criteria for selecting a stock is also my criteria for selecting a business. First, I am looking for a business I can understand—where I think I understand its product, the nature of its competition, and what can go wrong over time. Then, when I find that business, I try to figure out whether its economics—meaning its earnings power over the next five or ten or 15 years more »

  • This Technology Stock Offers Growth And A Huge Moat

    By Federico Flom - September 28, 2012 | Tickers: EQIX, INAP, RAX

    Investors know that to generate alpha, one must constantly seek out new opportunities and new ways of looking at the same things. Alpha can be created by capitalizing on public information that other investors cannot easily process (think footnotes of a 10-K). Building a better mousetrap (think a better trading or valuation model), achieving a better understanding of how the market works (an in-depth understanding of the company and its more »

  • Any Technology Investor Should Consider This Leader

    By Federico Flom - September 28, 2012 | Tickers: GOOG, INTC, MSFT | Editor's Choice

    In this article, I will explain why I like Intel (NASDAQ: INTC) and explain its main growth drivers and the reasons why I think Intel is a solid investment.

    I like the fact that Intel keeps innovating. For example, Intel launched the Sandy Bridge CPU micro architecture in January 2011 and Ivy Bridge (its 22 nm shrink) in April this year. Intel will generate increased sales for this new product more »

  • Undervalued Restaurant With Improving Fundamentals

    By Federico Flom - September 28, 2012 | Tickers: DRI, MCD, YUM

    I enjoy analyzing restaurant companies. As one of the investors of a famous sushi restaurant in Buenos Aires, I find very interesting to research potential picks in this sub-industry. After analyzing Starbucks, Yum and McDonald's I believe that  Darden (NYSE: DRI) is an interesting pick to research considering it is one of the cheapest stocks in the industry. The company is innovating with new concepts for its restaurantes to more »

  • Some Reasons Why I like Yum

    By Federico Flom - September 28, 2012 | Tickers: MCD, SBUX, YUM

    I think it is essential to pick solid companies that operate highly growth brands and are operated by proven management teams that do not only deliver top and bottom line growth but also are shareholder oriented and focus on execution. Yum Brands (NYSE: YUM) is one of these companies.


    Franchise Strenght

    What I like about Yum is their company owned and franchise positions, in 2001, 84% of company-owned units operated more »

  • One Of The Best Restaurant Growth Stories ? Here Is The Answer

    By Federico Flom - September 28, 2012 | Tickers: CMG, SBUX, YUM

    With their strong brands, Yum (NYSE: YUM) remains a well-diversified player in the global quick-service restaurant industry. Almost all of the company’s brands, which include KFC, Pizza Hut, and Taco Bell occupies the leading market position in their respective territories. In addition, I believe these brands have huge international appeal, which should help the company expand its leadership in China and several other emerging markets. I remain optimistic about more »

  • Why I like Microsoft

    By Federico Flom - September 28, 2012 | Tickers: INTC, MSFT, ORCL, SAP

    In this article, I will explain why I like Microsoft (NASDAQ: MSFT) and describe its main growth drivers and the reasons why I think this company is a solid investment.

    I think that the whole PC segment is not dead and the growth should continue driven by emerging market economies. Gartner estimates that PC shipments will grow 4.4% in 2012, an improvement over the 1.9% growth in 2011 more »

  • Look Here for a Stable and Growing Business

    By Federico Flom - September 28, 2012 | Tickers: CBS, CMCSA, TWC

    In this article, I will explain why I like Comcast (NASDAQ: CMCSA) and detail its main growth drivers and the reasons I think it's a solid investment.

    The core cable business is the main strength behind Comcast, providing two-thirds of consolidated revenue and more than 80% of its EBITDA. This business is the core focus of the company. The main difference between Comcast's cable business from its rivals more »

  • Here Is A Unique Tech Investment Opportunity

    By Federico Flom - September 28, 2012 | Tickers: AMZN, EBAY, WMT

    Investors know that to generate alpha, one must constantly seek out new opportunities and new ways of looking at the same things. Alpha can be created by capitalizing on public information that other investors cannot easily process (think footnotes of a 10-K). Building a better mousetrap (think a better trading or valuation model), achieving a better understanding of how the market works (an in-depth understanding of the company and its more »

  • Looking For Dividends And Stability ? McDonald's Is The Answer

    By Federico Flom - September 27, 2012 | Tickers: MCD, SBUX, YUM

    One must constantly seek out new opportunities and new ways of looking at the same things in order for investors to generate Alpha. It can be created by capitalizing on public information that other investors cannot easily process (think footnotes of a 10-K). Building a better mousetrap (think a better trading or valuation model), achieving a better understanding of how the market works (an in-depth understanding of the company and more »

  • Exclusive Picks From Top Investors

    By Federico Flom - September 14, 2012 | Tickers: AIG, EA, GME, GOOG, MCK

    While many great investors have a variety of approaches and investment criteria, what binds them together are three basic characteristics: 1) they exude emotional discipline, 2) they possess a robust framework for making investment decisions, and 3) they apply original research and independent thinking.
    Successful investors also realize that investing is a journey, sometimes over a rather bumpy terrain. But, the decision making must be a patient process, requiring hefty more »

  • You Lose if You do Not Consider This Stock

    By Federico Flom - September 5, 2012 | Tickers: CBOU, DNKN, GMCR, PEET, SBUX

    My criteria for selecting a stock are also my criteria for selecting a business. First, I am looking for a business I can understand—where I think I understand its product, the nature of its competition, and what can go wrong over time. Then, when I find that business, I try to figure out whether its economics—meaning its earnings power over the next five or ten or 15 years more »

  • Why Citigroup Could Make You Rich

    By Federico Flom - September 4, 2012 | Tickers: BAC, C, JPM, NES.DL, WFC

    Investors know that to generate alpha one must constantly seek out new opportunities and new ways of looking at the same things. Alpha can be created by capitalizing on public information that other investors can't easily process (think footnotes of a 10-K), building a better mousetrap (think a better trading or valuation model ), achieving a better understanding of how the market works (an in-depth understanding of the company and more »

  • Top Stocks From Elite Portfolio Managers

    By Federico Flom - August 31, 2012 | Tickers: CI, EQIX, PSX, WMT

    While many great investors have a variety of approaches and investment criteria, what binds them together are three basic characteristics: 1) they exude emotional discipline, 2) they possess a robust framework for making investment decisions, and 3) they apply original research and independent thinking. Successful investors also realize that investing is a journey, sometimes over a rather bumpy terrain. But, the decision making must be a patient process, requiring hefty more »

  • Top Tech Leaders to Buy in This Market

    By Federico Flom - July 18, 2012 | Tickers: AMZN, AAPL, GOOG, MSFT, YHOO

    I am interested in companies that have solid future earnings power and are managed by competent people. The characteristic that most impresses me is a company's ability to grow sales and profits over the years at rates greater than the industry average. In order to do so, the company needs to posses products or services with sufficient market potential to make possible a sizable increase in sales for at more »