Brahamjit Gupta

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  • Yahoo! - A Good Play For Growth Investors

    By Brahamjit Gupta - February 6, 2013 | Tickers: FB, GOOG, YHOO

    Yahoo! (NASDAQ: YHOO) has been in sore need of some good news--and here it is. Yahoo! recently announced its Q4 earnings results, which have cast Yahoo! in a positive light as it posted revenues at $1.22 billion and non-GAAP EPS of 32 cents, a YoY increase of 4% and 28%, respectively. But the absurdity is that while Yahoo! has provided beats on both revenue and EPS estimates, its shares more »

  • Yelp: Time to Burst the Bubble

    By Brahamjit Gupta - February 1, 2013 | Tickers: AMZN, GOOG, YELP

    Yelp (NYSE: YELP) seems to be achieving a lot of headlines before its earnings, as the stock has already gained 12% since last month. While investors are growing increasingly positive about this location based review firm, I believe that the stock is destined to go down the drain. Here is my thesis:

    High Competition From Big Players and Small Players Alike:

    While the Yelp bulls do not believe that its more »

  • This Restaurant Stock is a Good Buy

    By Brahamjit Gupta - January 28, 2013 | Tickers: CMG, PNRA, SBUX

    Panera Bread Co. (NASDAQ: PNRA) is set to report its 4Q12 earnings on Feb. 6 before the market opens. Panera has been one of the most consistent companies around, having beaten the consensus estimates for EPS and the company’s mid-guidance for the 19th quarter in a row when it reported its third quarter earnings in October. The company continues to deliver very strong and consistent fundamental growth, furthering the more »

  • Safe Places To Park Your Cash

    By Brahamjit Gupta - January 17, 2013 | Tickers: DG, DLTR, FDO

    Dollar store channel was one of the few bright spots in retail during the recession. Dollar stores became an instant hit among Americans burdened with debt, underwater mortgages, and decimated retirement savings. Interestingly, contrary to the notion that dollar stores will have a reversal of fortune once the economy improves, they are still enjoying strong consumer demand.  As a result, the shares of major dollar stores, including Dollar General (NYSE: DGmore »)

  • Must Buy Before Earnings

    By Brahamjit Gupta - January 17, 2013 | Tickers: AAPL, GOOG, MSFT

    The earnings season is here again. The season when companies check their books and disclose their intrinsic details to the common man. There are three things that seem to effect the share price post earnings the most: the revenues, the EPS, and the guidance. As for the past, a company has to beat expectations on at least two of these three parameters to keep their share prices in check, and more »

  • The CEO Effect

    By Brahamjit Gupta - January 7, 2013 | Tickers: FB, GOOG, YHOO

    Ever since the appointment of Marissa Mayer, Yahoo (NASDAQ: YHOO) has caught the attention of growth investors. The shares are up 26% since Ms. Mayer has joined the ranks, and the future looks bright for the company as it is moving away from its media strategy towards a more product based one. Here is a brief analysis of what Ms. Mayer has done post her appointment:

    The Flicker of Hope more »

  • Yandex: A Happy New Year?

    By Brahamjit Gupta - December 31, 2012 | Tickers: BIDU, GOOG, YNDX

    Yandex (NASDAQ: YNDX) has experienced some twists and turns this year. While it has suffered losses over the browser issue like chrome being launched with Google (NASDAQ: GOOG) and the expiration of its Safari deal, it also has scored wins in the mobile search arena by becoming the prime search provider in Windows 8 and Samsung Bada in Russia. Overall it was a good year for Yandex in the sense more »

  • The Return of the King

    By Brahamjit Gupta - December 17, 2012 | Tickers: AAPL, P, SIRI

    Gandalf is back in town with a bang and only stronger this time. Sirius XM (NASDAQ: SIRI) was the future of the music industry as it traded at high premium in 2002. Then, the tech bubble burst and the company took a fall, which, even a merger of XM and Sirius (the two biggest satellite companies at that time) was unable to sustain. The prices fell down from ~40$ per more »