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- Dell Investors Need More Patience
- Shiv Kapoor submits: Dell DELL investors need to be patient; yes, more patience is needed for the turnaround to take hold. For 2009, adjusted earnings can be expected to come in at $0.95; that is $0.28, $0.24 and $0.21 ex items as reported and a further very conservative...
- External links 2009-11-20
- Home Depot: Opportunity Beckons
- Shiv Kapoor submits: HD has grown earnings at 6.62% annualized between 1999 and 2008. By the end of 2009 the annualized rate is expected to fall to 3.42%. When you compare two points in time ignoring the period in between, you get a good handle on annualized...
- External links 2009-09-24
- Johnson & Johnson: A Buy on Early Expansion Weakness
- Shiv Kapoor submits: Johnson & Johnson JNJ is a great defensive play. The balance sheet is unleveraged, cash flows are strong; sector is defensive and not prone to cycle volatility. Earnings growth between 1999 and 2009 can be expected to come in at an annualized rate of...
- External links 2009-09-23
- Exxon Mobil Is a Buy
- Shiv Kapoor submits: Exxon Mobil XOM has grown earnings at an annualized rate of 12.75% since 1999; growth has been volatile with the economic cycle. Estimated Cash Flow (EPS+DEP-CAPEX) had grown at an astounding 28% annualized between 1999 and 2008. Dividends have grown at 7% annualized over the...
- External links 2009-09-22
- Expect Coke's Stock to Rise over the Next Five Years
- Shiv Kapoor submits: Coke KO has grown earnings at an annualized rate of 8.72% since 1999; growth has been stable and progressive with the economic cycle having little to no impact on earnings growth. Dividends have grown at 9.87% annualized over the same period. The stock is yielding...
- External links 2009-09-22
- A Lot to Like About Wal-Mart
- Shiv Kapoor submits: There is a lot to like about Wal-Mart WMT. It has brilliant defensive characteristics. When the broad markets are bearish, this stock tends to be less bearish at a minimum, with a high probability that the stock will rise as the broad markets fall....
- External links 2009-09-16
- Bear Value, Fair Value, and Bull Value
- Shiv Kapoor submits: I am an optimist, but I spend a lot of time on speculating on what pessimists might think. So far we have had major economic events which drove the markets downwards. We have had a significant rally off the lows and are in my...
- External links 2009-08-27
- Sentiment Data Shows This Dip Is a Buying Opportunity
- Shiv Kapoor submits: The historic data tells an interesting story. Consumer sentiment rises from lows during the late stage of a recession. As the economy emerges from the recession, it is not unusual for sentiment to dip - it usually does. I think this is...
- External links 2009-08-17
- S&P 500 Approaches Key Level
- Shiv Kapoor submits: Q2 earnings have been positive so far. Much of the gain has been as a result of cost cutting, not revenue growth. But there is reasonable evidence of re-stocking, at least during June. Continued profit growth through cost cutting means that while we...
- External links 2009-07-31
- Honda Motors: A Buy on Further Weakness
- Shiv Kapoor submits: Honda Motors HMC has grown earnings at negative 5.41% annualized between 1999 and 2008. By the end of 2009 the annualized rate is expected be negative 10.91%. When you compare two points in time ignoring the period in between, you get...
- External links 2009-09-24
- What Is McDonald's Thinking?
- Shiv Kapoor submits: When I read McDonald's MCD had increased their dividend, I almost fell out of my chair. The company has done a good job of increasing earnings over the years; about 10.72% between 1999 and 2009. The dividend has grown over 25% during the same...
- External links 2009-09-25
- Why Vodafone Is a Buy
- Shiv Kapoor submits: I am looking at Vodafone VOD and I like what I see. Earnings have grown at an annualized rate of 21.8% while dividends have grown at 20.45% during the 1999 to 2009 period. Net debt divided by net debt plus equity is 29.75% which...
- External links 2009-09-29
- Sterlite: A Buy on Valuation?
- Shiv Kapoor submits: Sterlite SLT is trading at a very reasonable value; no doubt higher than the bad bear values, but with sufficient upside potential for both long term investors and speculators. Please access “The Quant Report” here or link straight through to the Sterlite file for data based...
- External links 2009-11-05
- Transocean Earnings Analysis: A Buy at Current Levels
- Shiv Kapoor submits: I liked Transocean's RIG earnings release conference call transcript here. You may want to visit Transocean's website here and download the power point presentations at the end of Q2 09 and Q3 09 to see the information based on which my comments are made. Guidance...
- External links 2009-11-05
- Wipro: Speculative Positions for Current Phase of Economic Cycle
- Shiv Kapoor submits: Wipro WIT is a good company. For some reason it has never quite caught investor interest in the way that Infosys INFY has. Azim Premji is a formidable leader; he has a great track record and is well respected in India. On stewardship...
- External links 2009-11-04
- ICICI Bank, HDFC Bank: Neither a Buyer Nor a Seller Be
- Shiv Kapoor submits: I looked at ICICI Bank IBN and HDFC Bank HDB today; both are interesting, unfortunately I came up with a simple hold vidw. The numbers discussed below are based on data contained in “The Quant Report”; you can access the quant report here. ...
- External links 2009-11-04
- Tata Motors: Time to Hit the Brakes?
- Shiv Kapoor submits: In looking at Tata Motors TTM, the first thing that jumps out is the poor condition of the balance sheet. On 31 March 2009, the debt on the balance sheet was Rs 392.134 billion ($8.7 billion); that is an astounding Rs 763 per share ($17)....
- External links 2009-10-11
- Is Infosys Overvalued?
- Shiv Kapoor submits: India has four Dow Global members. These include Reliance Industries RS, Tata Steel (TATLY.PK), Bharti Airtel and Infosys INFY. In this post I want to cover Infosys which reported earnings earlier today. Infosys is a core long term holding for any global...
- External links 2009-10-09
- An Ode to Pepsi Stock
- Shiv Kapoor submits: In 1994 you were finally mine. But then as I aged, you remained young. You were too fast for me; I could not keep up with the pace. By 2000 our value systems bore no resemblance and we parted ways; you represented growth,...
- External links 2009-10-08
- An Opportunity in Chevron
- Shiv Kapoor submits: If you bought $100 of Chevron CVX at average annual prices prevalent during 1999 and reinvested dividends received over the years, by now the capital value would be $310 and you would have a dividend income flow of $11.787. Between 1999 and 2009, earnings have...
- External links 2009-10-01
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