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Why Oil is Cheap Again

Faisal Laljee — Thu, 08 May 2008 12:23:00 GMT

Back in July 2006, I set a price target of $125 on oil and I gave it two years. Back then, oil was at $75 a barrel. My reasons were simple: 1) Demand from developing nations including China. 2) No addition to the world oil supply. 3) Geopolitical concerns in Iraq, Nigeria and Venezuela...(read more)

Tiffany and Gamestop stand to benefit from Rebate Checks

Faisal Laljee — Thu, 08 May 2008 11:45:00 GMT

Summer is around the corner. Rebate checks are in the mail. So what are people going to buy with their checks? Walmart is cashing the checks for free. Sears is offerng a 10% match with a purchase of any gift card -- all this to lure enthusiastic shoppers who can't wait to spend their dollars...(read more)

S&P Looks to Stay Below 1400

Faisal Laljee — Thu, 01 May 2008 12:15:00 GMT

This post first appeared on http://stocksandblogs.com on April 30, 2008. S&P has tried and failed to overcome the 1400 level consistently over the last couple of months. Today, it overcame 1400 for a bit only to fall back...(read more)

Potash and Mosaic Still Fertile

Faisal Laljee — Thu, 01 May 2008 11:45:00 GMT

This post first appeared on http://stocksandblogs.com on April 24, 2008. Potash (POT) reported a blow-out quarter today, beating estimates by a mile. Earnings tripled over last year and they also raised guidance. The stock has pulled back from a recent high of around $215 to $195 simply because it had run up over 100% since Jan 22nd of this year...(read more)

Hyrate Your Portfolio with Veolia

Faisal Laljee — Thu, 01 May 2008 11:30:00 GMT

This blog post first appeared on http://stocksandblogs.com on April 30, 2008 According to Yahoo Finance, Veolia Environnement SA 9VE) and its subsidiaries provide environmental management services to public authorities, individuals, and industrial and commercial customers worldwide...(read more)

Buy Microsoft and Apple ahead of Earnings

Faisal Laljee — Wed, 23 Apr 2008 11:36:00 GMT

Microsoft (MSFT) reports earnings on Thursday and here is why it is a buy. First, as mentioned in my post a few weeks back, Microsoft lost more in market cap than was justified by the Yahoo offer. The stock has since, recovered more than 10%. IBM, Intel and HPQ, all reported good quarters, indicating strong PC growth...(read more)

Microsoft in the Bargain Bin

Faisal Laljee — Mon, 10 Mar 2008 12:37:00 GMT

The market is definitely in need of a really bad day. A day that will have many an individual investor throw in the towel. A day that traders call CAPITULATION. This is when the market opens down huge or gets clobbered early on only to make a late day recovery...(read more)

Solar Beats Ethnaol

Faisal Laljee — Sun, 11 Nov 2007 00:30:00 GMT

With oil near $100 a barrel, one of my calls from last year about oil is on its way to being realized. Back in July of last year, I predicted that oil would hit $125 in two years. In the short-term, I looked like an idiot as oil retracted back from $75 at the time to the $50's...(read more)

EMC Sell Off is Madness

Faisal Laljee — Sat, 10 Nov 2007 19:01:00 GMT

EMC is down almost 25% in two weeks and trades at 12 times earnings after taking out the VM Ware (VMW) stake. While Apple (AAPL), Research in Motion (RIMM), Intuitive Surgicals (ISRG) and Google (GOOG) are being sold off for good reason (they are expensive and are up huge since summer), EMC is cheap and a great buy here...(read more)

Synaptics Revisited After Strong Earnings Growth

Faisal Laljee — Sat, 10 Nov 2007 14:46:00 GMT

Synaptics (SYNA) is a technology outfit that makes touchpads, click wheels and other control components used in laptops, mp3 players, cell phones and other mobile devices. The company also manufactures touch screens that allow users to tap and slide their fingers on screens across the spectrum of consumer products...(read more)

US Steel is a Steal

Faisal Laljee — Sat, 10 Nov 2007 10:49:00 GMT

US Steel (X) is sitting at its 200 day moving average around the $96 level. The stock is off over 20% from its summer highs, but this is not indicative of their business. Demand for steel has never been greater and the company has its own iron ore production - which means it does not have to outsource this commodity and as a result, can keep its margins relatively higher...(read more)

Accenture's Strong Cashflow and Buyback should be Catalysts for the stock

Faisal Laljee — Wed, 07 Nov 2007 15:46:00 GMT

Accenture, Ltd. (ACN) is a management consulting, technology services, and outsourcing company. An offspring of the company formerly known as Anderson Consulting , the company employs over 170,000 people across offices in 49 countries. In its most recently concluded quarter, Accenture clocked in record earnings and revenues...(read more)

Google Marches On

Faisal Laljee — Wed, 07 Nov 2007 01:45:00 GMT

Google seems unstoppable and is closing in on the $800 price target that I expected it to reach in 2009. Here is my revised outlook....(read more)

Navteq's Purchase is Disappointing

Faisal Laljee — Mon, 05 Nov 2007 14:51:00 GMT

Garmin's (GRMN) delayed bid for Tele-Atlas confirms investor sentiment that perhaps Navteq (NVT) should have played a little hardball before agreeing to be purchased by Nokia (NOK). I am still disappointed that Navteq gave up so cheaply. They are worth more and I am still holding their shares in the hopes of a counter bid by someone like Google (GOOG)...(read more)

Crocs Could be the next Deckers

Faisal Laljee — Mon, 05 Nov 2007 14:35:00 GMT

The Crocs (CROX) quarter was definitely not worth writing home about. There were high expectations from the company, but investors were disappointed and the stock is down $35 in one day. Granted they did not crush expectations, but earnings were still good...(read more)