Gaurav Singla

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  • Is This a Good Entry Point Into This Fast Growing Restaurant Chain?

    By Gaurav Singla - January 15, 2013 | Tickers: BJRI, BWLD, CMG

    There are more than 850 Buffalo Wild Wings (NASDAQ: BWLD) locations across 48 states in the United States, as well as in Canada. Buffalo Wild Wings was founded in 1982, and the company has achieved tremendous growth since its IPO in 2003, with shares soaring more than sevenfold over these years.  The company has posted 20%+ growth in terms of revenue as well as earnings over the past 5 years more »

  • Light Up Your Portfolio With This Stock

    By Gaurav Singla - January 14, 2013 | Tickers: MO, PM, RAI

    Philip Morris (NYSE: PM) is one of my favorite stocks in the US Consumer Staples universe, providing attractive growth prospects in addition to the defensive attributes typically ascribed to tobacco companies. Tobacco regulations in various countries have grown over time, with increased advertising bans and restrictions, indoor public smoking bans, warning labels on packages, graphic warning labels on packages and restrictions at the retail point of sale. However, despite all more »

  • This Sports Stock is Set To Jump Higher

    By Gaurav Singla - January 8, 2013 | Tickers: DECK, NKE, PVH

    Sporting goods giant Nike (NYSE: NKE) recently reported strong Q2 results with earnings from continuing operations of $1.14 per share, compared to last year’s $1.03 and consensus estimates of $1.00. It is encouraging to see that the company has followed its 15 cent EPS beat last quarter with an equally impressive quarter. This is also the fourth consecutive quarter in which the company has managed to more »

  • This Food Stock is Sailing Smoothly

    By Gaurav Singla - December 31, 2012 | Tickers: CAG, GIS, HNZ, RAH

    Packaged foods will never be the "golden child" of the consumer staples space, but I think sentiment on the group is now overly negative. Inflation is turning out to be less severe than many feared, the restructuring charges provide sufficient overhead cost savings to cushion the bottom line, and volume is showing signs of a bottom now that food companies are lapping last year's massive price increases.

    ConAgra Foods more »

  • Recession Proof Stock With Solid Upside Potential

    By Gaurav Singla - December 24, 2012 | Tickers: BIG, DG, DLTR, FDO

    Dollar General’s (NYSE: DG) stock has been under pressure lately and have corrected more than 16% over the last six months. The company recently reported strong Q3 results with year over year earnings growth of 21%. However, this strong showing has not moved its price and the company is still trading more or less in-line with its peers. Does that mean that the market is under appreciating the growth more »

  • This Office Products Company is Highly Undervalued

    By Gaurav Singla - December 24, 2012 | Tickers: ODP, OMX, SPLS

    While the market is hardly bullish on the office products superstores, the prevailing wisdom is that the segment will swing to the upside once job growth appears. However, growth does not come easily to any saturated industry and the office products space is no exception. Growth in a mature sector must be earned, even hunted, and the office space sector has not hunted hard enough for growth. It has missed more »

  • This Internet IPO is Here to Stay

    By Gaurav Singla - December 19, 2012 | Tickers: FB, GOOG, GRPN, LNKD

    LinkedIn (NYSE: LNKD) has braved the cold winds of IPO disasters very well. Meanwhile, peers like Zynga, GroupOn (NASDAQ: GRPN), and Facebook (NASDAQ: FB) all felt its withering effects. So why was LinkedIn the only recent internet company to IPO that has not taken the wrath of investors? Here is a SWOT analysis to answer that very question.

    Strengths:

    1.   Leading professional social network with over 185 million registered users- more »

  • Data Is The New King

    By Gaurav Singla - December 14, 2012 | Tickers: GOOG, TRIP, YELP

    "The most valuable commodity I know of is information." 

    -Gordon Gekko (Wall Street)

    In the older days, investors always looked for companies that created value. They looked for companies ranging from mobile phone manufacturers to wireless network companies. The ones that created warehouses and buildings, like Wal-Mart, the ones which were the leader in the mobile success story, like Nokia, and the wireless network providers, like Verizon, expanding their networks more »

  • Apple: A Risky Play

    By Gaurav Singla - December 12, 2012 | Tickers: AAPL, GOOG

    “This company looks cheap, that company looks cheap, but the overall economy could completely screw it up. The key is to wait. Sometimes the hardest thing to do is to do nothing.”

    --David Tepper

    Apple (NASDAQ: AAPL) is going through the kind of phase where right now the best action is to do nothing. Why? While the bulls talk about the iPhone 5's success, the desperately low PE ratio more »

  • eBay: Selling the Miners Their Shovels

    By Gaurav Singla - December 11, 2012 | Tickers: AMZN, DFS, EBAY, OSTK, DIS

    There is an old saying that “In a gold rush, a good investor will look for the best gold mines, but the great investor will find the best shovel manufacturers.” With the ongoing holiday season resembling a gold mining season for retailers and e-commerce stocks, good investors are keeping a close watch on the gold miners, but the greats are looking for the shovels. And they are getting a pretty more »

  • You Can Still Buy This Apparel Stock

    By Gaurav Singla - December 11, 2012 | Tickers: GPS, LULU, NKE

    Lululemon Athletica (NASDAQ: LULU), a specialty retailer of yoga and fitness apparel, recently reported strong quarterly results and has proved its critics wrong yet again. The company posted strong same store sales growth of 18% (excluding the impact of currency translations), and seems to be sailing quite nicely despite challenges from rivals including Gap’s (NYSE: GPS) Athleta and Nike (NYSE: NKE). Lululemon continues to impress on EPS and beat more »

  • This Apparel Stock Has a Long Way To Go

    By Gaurav Singla - December 4, 2012 | Tickers: PVH, RL, WRC, VFC

    Major apparel companies PVH (NYSE: PVH), V.F. Corporation (NYSE: VFC), and Ralph Lauren (NYSE: RL) have outperformed the S&P500 by a good margin. The following chart summarizes the stock price movement of these companies this year.

    We can see that PVH has clearly been the winner as the stock has gained more than 55% this year. However, one needs to be aware if the gain has been primarily more »

  • Load Up On This Restaurant Stock

    By Gaurav Singla - November 29, 2012 | Tickers: DNKN, MCD, SBUX, TEA

    Following a mixed FY12 with many ups and downs, Starbucks Corporation (NASDAQ: SBUX) finally appears to have found its stride. From a sales standpoint, the company has recovered well in the latter half of the year after experiencing declines in the first half. Revenue growth of 3.3% in Q3 and 1.82% in Q4 as compared to a 7% decline in Q2 tells the story.

    From the valuation standpoint more »

  • A SWOT Analysis For This Cloud Giant

    By Gaurav Singla - November 28, 2012 | Tickers: AMZN, IBM, CRM

    Salesforce (NYSE: CRM) has been a leader in innovation when it comes to cloud computing and SAAS services. With its impressive Q3 results, it has justified the confidence of investors in cloud-based companies. Here I have done a Strength, Weakness, Opportunity, and Threat analysis to dig deeper into the prospects for this company.

    Strengths:-

    1) As mentioned in the Dreamforce analyst day, Salesforce is seeing multi-cloud success, as 76% of more »

  • The Times are Changing for This Technology Company

    By Gaurav Singla - November 16, 2012 | Tickers: AMZN, AAPL, MSFT

    Apple (NASDAQ: AAPL) is having a hard time lately as the shares have dropped nearly 10% following its Q4 earnings report. While the company has posted solid top line growth, its EPS of $8.67 remained a fraction below the street estimates. What is happening?

    The Times They Are A-Changin'

    This Bob Dylan song aptly illustrates all that is wrong with Apple. No company can remain at the top for more »

  • This Restaurant Stock is Not That Attractive Anymore

    By Gaurav Singla - November 15, 2012 | Tickers: BKW, MCD, WEN

    McDonald's (NYSE: MCD) with its above average dividend yield has maintained a reputation as a great retirement stock over many years, but the stock is under pressure due to the deteriorating macro environment. The pressure is due to growing competition and lower customer spending. This was apparent in the numbers announced during the last earnings call where McDonald’s missed on both EPS and Revenue estimates. I believe McDonald more »

  • A Window of Opportunity or a Value Trap?

    By Gaurav Singla - November 15, 2012 | Tickers: KO, MNST, PEP

    Monster Beverage Corporation (NASDAQ: MNST) has been a monster of a stock in the last era as the increasing popularity of energy drinks has made it rise from the stature of a penny stock. However with the recent allegations regarding the health implications of the product after a teenager’s related death, the stock is seeing more volatility than ever. As the stock has already dropped 40% from June, investors more »