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- Suburban Propane: Attractive Ahead of Earnings
- Asif Suria submits: With the volatility in the market making it difficult even for the most experienced ...
- External links 2008-11-08
- Advent Claymore Convertible Securities & Income Fund: Risk and Reward
- Asif Suria submits: Preferred shares are a special class of investments that have a higher claim to a company's assets than common stock but do not have the voting rights that common stock holders have. They also tend to pay a higher dividend than common stock and companies would normally...
- External links 2009-05-16
- iRobot: Ripe for a Short Squeeze
- Asif Suria submits: iRobot IRBT, the company that makes those lovable and sometimes efficient Roomba and Scooba line of robotic vacuum cleaners, reported results that are most likely going to clean out short sellers today. The company reported results that were 10 cents better than analyst estimates, an increase...
- External links 2009-04-22
- Windstream Corporation: Customer Service a la Twitter
- Asif Suria submits: Micro-blogging site Twitter has exploded in popularity in recent months and more than doubled its unique visitors in March 2009 to 9.3 million. This is not year-over-year growth or even quarter-over-quarter growth. Twitter increased its traffic 131% from February to March. I knew I had to...
- External links 2009-04-16
- Cisco: Compelling at These Levels
- Asif Suria submits: On a recent call with a regional manager from web conferencing company WebEx, WEBX I asked him how things were going at WebEx and he told me that business was great. It reminded me of the last recession when business travel fell off a cliff after the...
- External links 2009-04-07
- Merger Arbitrage Opportunity: Pfizer - Wyeth
- Asif Suria submits: If you are familiar with merger arbitrage, please feel free to skip straight ...
- External links 2009-03-08
- Is Blockbuster Going Bust?
- Asif Suria submits: It is often said that turnarounds rarely turn around and earlier today it looked like Blockbuster BBI was going to be no exception. The stock, which had already been battered over the course of the last year, declined sharply yesterday to 22 cents before trading was...
- External links 2009-03-03
- Water as an Asset Class: PICO Holdings
- Asif Suria submits: As a follow up to the October 2008 newsletter where ...
- External links 2009-02-09
- Tata Motors Facing the Perfect Storm?
- Asif Suria submits: The shocking terrorist attacks in Mumbai last month that targeted The Taj Mahal Palace hotel amongst various other locations were unlike any other India has experienced in recent years and deeply affected the psyche of a nation. These attacks are going to have a direct impact...
- External links 2008-12-17
- Precision Castparts: Why I'm Buying In
- Asif Suria submits: We started the month of December with the National Bureau of Economic Research officially declaring that the recession we are currently in started in December 2007. The Dow reacted with a massive 679.95 points or 7.7% sell-off, only to recover most of that drop over the...
- External links 2008-12-06
- Towerstream Trading Below Cash
- Asif Suria submits: The 12% surge in the Dow over three trading sessions was certainly welcome but has hardly alleviated the level of anxiety felt by most investors as it could easily turn out to be a bear market rally. It is interesting to see from the adjacent table...
- External links 2008-12-01
- Sterlite Industries: Taking Advantage of the Dip
- Asif Suria submits: As discussed in our previous blog entry What Next?, taking advantage of the general market weakness over the last two days and a nearly 15% drop in Indian mining giant Sterlite Industries SLT yesterday, I am starting a position in the company both in the model...
- External links 2008-11-07
- Ten Reasons I'm Buying Activision Blizzard
- Asif Suria submits: In my previous blog post Taking Profits in Towerstream TWER, I mentioned that I would reinvest half the proceeds from Towerstream into the gaming industry leader Activision Blizzard ATVI, making the company not only the largest position in the SINLetter Model Portfolio but also the largest...
- External links 2009-11-18
Additional Resources
- Asif Suria's SINL Newsletter: Looking Back At Our Third Year
- Asif Suria submits: The first two years of writing this newsletter were a very exciting time with ...
- External links 2008-08-08
- Flextronics International: Taking the 'Wait and See' Approach
- Asif Suria submits: What do competitors Lucent ALU and Nortel NT, Dell DELL and HP HPQ, Motorola MOT and Sony Ericsson have in common? All these companies including Cisco CSCO and IBM IBM use Singapore based contract electronics manufacturer Flextronics (FL to manufacture components for their products or in...
- External links 2008-08-08
- TowerStream Adds Prominent Clients, Revenue Jumps 53%
- Asif Suria submits: Commercial wireless internet service provider TowerStream Corp TWER, which was featured in the July 2008 edition of our investment newsletter, reported second quarter results after market close yesterday with revenue increasing a better than expected 53% to $2.49 million when compared to the second quarter of...
- External links 2008-08-12
- Ride Out the Recession with Activision Blizzard
- Asif Suria submits: Have you ever played a computer game that is so addictive and all consuming ...
- External links 2008-09-08
- Umpqua Holdings: Taking My Profits
- Asif Suria submits: Our regional banking pick Umpqua Holdings UMPQ held up really well last week while the Dow dropped 2.79% and the S&P 500 gave up 3.16%. The company got another 8% boost today after the government bailout of mortgage giants Fannie FNM and Freddie FRE and the...
- External links 2008-09-09
- Nowhere to Turn: This Bear's Different
- Asif Suria submits: The tremors from the failure of Lehman Brothers LEH are still being felt across the globe in what I feel might be last act in the financial meltdown we have experienced this year. As I read the announcement of Lehman's decision to declare bankruptcy on Sunday...
- External links 2008-09-16
- Taking Profits in TWM, Adding to Barclays
- Asif Suria submits: The markets did not react favorably to the Fed's decision to bail out AIG AIG with a two year $85 billion loan and to leave interest rates untouched. With the Dow down over 300 points or 2.8% and the Russell 2000 Index (^RUT) of small cap stocks...
- External links 2008-09-17
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