Ishfaque Faruk

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  • Netflix Is Becoming an Entertainment Powerhouse

    By Ishfaque Faruk - August 16, 2013 | Tickers: NFLX, TWX, DIS

    The evolution of Netflix (NASDAQ: NFLX) is underway as the firm laid out its intention to grow the breadth of its original programming into newer genres like documentaries and stand-up comedy. The company is following in the footsteps of Time Warner's (NYSE: TWX) HBO by developing an original content library of HBO's quality in the future. However, Netflix doesn't require basic tier cable and is accessible from more »

  • Amazon: A SWOT Analysis

    By Ishfaque Faruk - August 15, 2013 | Tickers: AMZN, EBAY, GOOG

    A SWOT Analysis gives a much deeper glimpse of a business in terms of its strengths and weaknesses, which are mostly internal, as well as its opportunities and threats, which are largely external.  Amazon (NASDAQ: AMZN) is making a number of long-term investments to expand its moat across the board, and here's a deeper breakdown of the company's business model which points to a stellar durable competitive advantage more »

  • Yahoo's Golden Egg Is Alibaba

    By Ishfaque Faruk - August 15, 2013 | Tickers: AMZN, EBAY, YHOO

    Yahoo's (NASDAQ: YHOO) shares have been going higher recently. The company's investment portfolio mainly comprised of two marquee holdings, Alibaba and Yahoo Japan have both seen robust top-line and bottom line growth. Investors and analysts alike have stated that the value of Alibaba can be north of $120 billion. Yahoo's share repurchases along with the rising value of Alibaba have been major contributors in the recent run more »

  • Google Is Worth A Lot More

    By Ishfaque Faruk - August 14, 2013 | Tickers: AAPL, GOOG

    Google (NASDAQ: GOOG) is increasingly becoming more dominant. The company is now the leader in not only search but also on online video as well as on Mobile operating systems. Google's out-sized market share in all these categories puts the firm in pole position to grow its top and bottom line for a long-time. The company is reasonably valued, and but is worth a lot more due to its more »

  • Amazon's Big Investments Will Pay Off

    By Ishfaque Faruk - August 8, 2013 | Tickers: AMZN, EBAY, NFLX

    In spite of posting losses in the last quarter, the mighty Amazon (NASDAQ: AMZN) shows no signs of slowing down. The company is growing at a rapid-fire pace, and continues to choose growth and market share instead of profits. But, in the long run, the company's big bets will lead to increased sales from higher margin businesses, paving the way for growth in free cash flow. 

    Investment mode

    Amazon more »

  • Apple: A Long-Term Buy?

    By Ishfaque Faruk - August 5, 2013 | Tickers: AAPL, GOOG

    Apple (NASDAQ: AAPL) transformed from a high-growth explosive company to a mature one with more stable earnings and cash flows. While investors wait for Apple's new innovative products and/or refresh of its current product-line, investors should hold onto the company's stock. Apple's healthy dividend yield of more than 2.8% and a massive share repurchase program will drive upside for the company in the near-to-medium term more »

  • Can Apple Compete Outside North America?

    By Ishfaque Faruk - August 2, 2013 | Tickers: AAPL, GOOG

    Apple's (NASDAQ: AAPL) revenues have come to a stand-still, as the company is finding it much harder to sell higher unit volumes in certain geographies. The company has been selling its lower-end phones relatively well, but the profit margins are trickling down. The company has dropped hints at some new products and is still selling a number of its older products to first-time smartphone buyers.  However, the company still more »

  • Groupon: More Room to Run?

    By Ishfaque Faruk - August 2, 2013 | Tickers: AMZN, GRPN, YELP

    Daily deals pioneer, Groupon (NASDAQ: GRPN) is increasingly becoming more of an e-commerce company, compared to its core e-mail deals business. The company has undergone a number of changes in its business model, changed its management and founder CEO, and has developed a very strong position in mobile. The recent changes in the company’s business saw renewed optimism surrounding Groupon’s stock price, which is up more than 83 more »

  • Can This Company Become Profitable This Year?

    By Ishfaque Faruk - August 2, 2013 | Tickers: GOOG, TRIP, YELP

    Rapidly growing consumer reviews platform Yelp (NYSE: YELP) has been a strong performer in 2013, with its stock price up more than 123% so far. The company has seen large increases in levels of user traffic to its platform. The company has built up a robust reputation among consumers by making its platform more social, and has a phenomenal position on mobile to keep up with secular shifts.

    Strong revenue more »

  • Yahoo!: Alibaba Is The Key Driver

    By Ishfaque Faruk - August 2, 2013 | Tickers: AMZN, EBAY, MSFT, YHOO

    The value of Yahoo's (NASDAQ: YHOO) stock price has been on the upswing, after the company posted solid bottom line numbers but revenues did decline. The company's asset holdings including Alibaba and Yahoo Japan have both seen solid top-line and bottom line revenue growth. A number of investors and analysts have stated that the market value of Alibaba can be as high as $120 billion.

    Equity holdings are more »

  • Yahoo!: Long Road to Growth

    By Ishfaque Faruk - July 30, 2013 | Tickers: GOOG, MSFT, YHOO

    Yahoo's (NASDAQ: YHOO) core business is not in good shape and its fortunes are still heavily reliant on Alibaba and Yahoo Japan. The rising stock price of the company has been a great boost for the company's stockholders. But the defining factor for Yahoo stock is the surging value of the e-Commerce giant, Alibaba. Yahoo is doing a lot more share repurchases with its cash balance of more more »

  • Facebook: Firing on All Cylinders

    By Ishfaque Faruk - July 30, 2013 | Tickers: FB, GOOG

    Facebook’s (NASDAQ: FB) growth is showing strong signs of gaining momentum, especially on mobile. The company crushed its estimates across the board, and its depressed stock price took off by more than 30%. The company has proven itself as a great outlet to monetize an increasingly growing mobile audience. Its mobile advertising fortunes are now only behind the Internet giant, Google (NASDAQ: GOOG).

    Revenue reacceleration

    The company’s top-line more »

  • Is LinkedIn's Growth Sustainable?

    By Ishfaque Faruk - July 29, 2013 | Tickers: FB, LNKD, MWW

    LinkedIn (NYSE: LNKD) has been one of the best performing companies in the technology space. The high flying LinkedIn has been growing at an astonishing pace -- in each of the past 13 quarters, the company grew its top-line revenue at well-above 70% on a year-over-year basis. And the equity markets have rewarded the company's stellar performance with its stock price up more than 77% this year. However, the company more »

  • 2 Tech Names With Solid Upside

    By Ishfaque Faruk - July 29, 2013 | Tickers: DELL, MSFT, YHOO

    Stocks with virtually guaranteed upside rarely come around. Companies that are in the process of being acquired often times represent a guaranteed upside, i.e. an arbitrage opportunity. And companies that have sizable amount of investment holdings in their balance sheet can lead to large mispricings for the company's shares in the public equity markets, which creates profit potential for the enterprising investors.

    1. Arbitrage opportunity from a Takeover more »

  • Amazon Earnings: Will the Growth Story Continue?

    By Ishfaque Faruk - July 25, 2013 | Tickers: AMZN, EBAY, NFLX

    The powerful Amazon (NASDAQ: AMZN) is in pole position to capitalize on a number of secular trends in the long run. Ranging from core retail to tablets to its third-party (3P) business, all are poised to gain incremental share from most of the categories. And Amazon will receive substantial tailwinds from consumer shifts towards media consumption online, and more customer acceptance in shopping online, especially in international markets.

    Strong growth more »

  • Facebook Earnings: Can Growth Persist?

    By Ishfaque Faruk - July 24, 2013 | Tickers: FB, GOOG

    Investors and media reports are increasingly stating that Facebook's (NASDAQ: FB) user engagement levels have lowered and are issuing bearish views on the company. However, the company is doing a lot of things that will drive a lot of upside in the future. User engagement levels on Facebook are at record highs, the company is growing its top-line revenues rapidly, mobile ad sales have gained tremendous momentum and the more »

  • Possible Downsides of Netflix

    By Ishfaque Faruk - July 23, 2013 | Tickers: NFLX, OUTR, TWX, DIS

    Netflix (NASDAQ: NFLX) has done very well in 2013 so far; the company has been one of the top gainers in the S&P 500. The company's rock-solid performance has led to more neutral views, but Netflix still has room to outperform even more. However, before buying into the Netflix story, the possible downsides should be evaluated carefully. Investors should be well aware of the dark sides of an more »

  • 3 Companies That Can Split Their Stocks

    By Ishfaque Faruk - July 23, 2013 | Tickers: AMZN, AAPL, NFLX

    Many firms and founder owners enhance the value of their respective firms in the public equity markets by conducting stock splits. While stock splits do not necessarily create economic value in the ordinary sense, but they do have a positive impact on the stock price usually. The psychology of investors makes them more attracted to smaller numbers when considering a stock for purchase, other things being equal. And a stock more »

  • Apple Earnings: Can it Deliver?

    By Ishfaque Faruk - July 23, 2013 | Tickers: AAPL, GOOG

    Numerous investors are cautious of Apple's (NASDAQ: AAPL) shares as the company's revenue and EPS growth has slowed down. Many former Apple Bulls have become pessimistic about the company's ability to innovate and roll out more game-changing products like the iPhone and the iPad. However, Apple still has a steady stream of revenues and profits, and can sell a lot more of its existing products, while it more »

  • 3 Stock Picks of Carl Icahn

    By Ishfaque Faruk - July 23, 2013 | Tickers: DELL, NFLX, WBMD

    Even though it’s never a good idea to follow marquee investment managers blindly, it’s a wise idea to engage in fact-checking with them periodically. The highly regarded Carl Icahn is betting big on these companies, and hoping to earn stellar returns from these names.

    Carl Icahn has a long history of taking big positions in undervalued firms, and trying to push for a sale or enforce corporate changes more »

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