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asif's story links

Getting Ready To Strangle ICICI Bank

(via www.sinletter.com)

A neutral strategy to take advantage of the recent run on India's largest private bank ICICI (IBN).

Submitted by asif on Fri, 2008-10-10 23:08. | Tags:
  • Stock Analysis
  • IBN
  • INTC
  • Login or register to post comments
  • More info
  • 1 point

NetSuite: Another Hot Tech IPO?

(via www.sinletter.com)

After the highly successful VMware IPO last week, which saw the price of the stock nearly double in just two trading sessions, it appears that tech IPOs are hot once again and there are some interesting ones that are currently in the pipeline.

Submitted by asif on Wed, 2007-08-22 17:33. | Tags:
  • Stock Analysis
  • CRM
  • ORCL
  • RNOW
  • SAP
  • VMW
  • Login or register to post comments
  • More info
  • 1 point

Looking Back At Two Years

(via www.sinletter.com)

Reflecting upon two years of learning, wins and losses, blogging and operating an investment website.

Submitted by asif on Sat, 2007-08-11 14:21. | Tags:
  • Commentary
  • AIRN
  • ALVR
  • CFC
  • CMG
  • ETN
  • JOE
  • LNUX
  • MED
  • Login or register to post comments
  • More info
  • 1 point

Getting Ready To Strangle Apple

(via www.sinletter.com)

Can the Apple iPhone take market share from RIMM's Berrys? A market neutral strategy applied to the earnings of these smartphone makers.

Submitted by asif on Tue, 2007-07-24 18:35. | Tags:
  • Stock Analysis
  • AAPL
  • RIMM
  • Login or register to post comments
  • More info
  • 6 points

An Interview With Tata Consultancy Services

(via www.sinletter.com)

Tata Consultancy Services (TCS) is the largest Indian IT services company with annual revenue that exceeds the revenue of Wipro (WIT) and Satyam Computer Services (SAY) combined. This is an interview with Surya Kant, Vice President and Head of American Operations at TCS.

Submitted by asif on Mon, 2007-06-11 18:49. | Tags:
  • Stock Analysis
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  • 5 points

Imitation, The Best Form of Flattery?

(via www.sinletter.com)

A trading website expects its subscribers to pay for ideas and content that appears to be reproduced from a free newsletter.

Submitted by asif on Mon, 2007-04-09 15:44. | Tags:
  • Commentary
  • EMC
  • 1 comment
  • More info
  • 1 point

Nautilus Short Squeeze Loses Steam

(via www.sinletter.com)

Some thoughts about the 2006 results for this fitness company and highlights from the conference call.

Submitted by asif on Tue, 2007-02-13 13:30. | Tags:
  • Stock Analysis
  • NLS
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  • More info
  • 4 points

SINLetter February 2006

(via www.sinletter.com)

A detailed discussion of a long/short strategy as applied to closed-end funds and a brief analysis of Irish medical research company ICON plc.

Submitted by asif on Fri, 2007-02-09 18:32. | Tags:
  • Stock Analysis
  • CRF
  • CUBA
  • EQS
  • ICLR
  • T.CWF
  • Login or register to post comments
  • More info
  • 2 points

Special Dividends

(via www.sinletter.com)

A discussion about Health Management Associates' decision to ward off a private equity takeover by declaring a $10 special dividend and a brief discussion of special dividend taxation.

Submitted by asif on Wed, 2007-01-31 13:49. | Tags:
  • Commentary
  • AMTD
  • HMA
  • MCS
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  • More info
  • 6 points

A Merger Arbitrage Opportunity

(via www.sinletter.com)

A risk arbitrage opportunity in the all cash acquisition of St Joseph Capital Corp by Old National Bancorp that could yield an annualized return of 26%.

Submitted by asif on Fri, 2007-01-12 13:14. | Tags:
  • Stock Analysis
  • IAL
  • ONB
  • SJOE
  • Login or register to post comments
  • More info
  • 6 points

Ten Stocks For 2007

(via www.sinletter.com)

As investors rebalance their portfolios for the New Year, I figured it would be a good idea to share the list of ten stocks that are currently at the top of my watch list.

Submitted by asif on Mon, 2007-01-01 15:52. | Tags:
  • Stock Analysis
  • AIRN
  • ALVR
  • AMGN
  • BCS
  • DO
  • ERJ
  • LNDC
  • NLS
  • SAN
  • TEVA
  • Login or register to post comments
  • More info
  • 0 points

Profting From Special Situations

(via www.sinletter.com)

According to academic research, special situations like stock splits, special dividends and spin-offs could provide fertile hunting grounds for investors.

Submitted by asif on Tue, 2006-12-12 17:07. | Tags:
  • Commentary
  • CMG
  • GROW
  • INFY
  • LOGI
  • MCD
  • SBH
  • Login or register to post comments
  • More info
  • 8 points

The Effect of Housing Weakness on Mortgage Lenders

(via www.sinletter.com)

A closer look at the one of the largest mortage lenders Countrywide Financial in a challenging housing market.

Submitted by asif on Mon, 2006-12-11 15:36. | Tags:
  • Stock Analysis
  • BAC
  • CFC
  • CORS
  • CYN
  • ECR
  • FHN
  • FICC
  • LEND
  • NDE
  • NEW
  • NFI
  • STI
  • Login or register to post comments
  • More info
  • 6 points

Coinstar Costs A Pretty Penny

(via www.sinletter.com)

With declining earnings and low margins, this coin counting company appears to be grossly overvalued.

Submitted by asif on Wed, 2006-11-22 17:05. | Tags:
  • Stock Analysis
  • CSTR
  • 2 comments
  • More info
  • 6 points

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