Wednesday, January 27, 2010
Updates on Jan 27th
Well CISCO on the other hand has 123 bn$ industry now the JUNIPER sweetly called as JUNOS is ready and gearing up with taking a 10% market stake off from the CISCO. Old players have old tricks and new players try playing better. Now another world of Alcatel Lucent.
Guys IPV6 is gearing up and will rock the networking world in coming years I would say in 2 yrs. Networking is gearing up with full throttle and increased security, access and other predominant factors would make the network players a desirable for investments as they are safe players.
Currently, market is shifting more towards work from home basis and companies providing extra security. Firewalls have become more of bread and butter of the networking and CISCO has been a leader but JUNOS is emerging too. Guys, share your money between both and you are safe in safe hands and well protected as long as internet survives
Tuesday, December 15, 2009
Friday, December 11, 2009
Next move for Financial Sector
I have been closely watching the Financial Sector for past few days and what is the update and how are they planning ahead for future. Here is the play for common man and the companies. I have received a letter from CITI (NYSE:C) which states that the APR would increase.Good for the company and Bad news for us. Every mind in this time is Pre occupied with thoughts and fear of investment or skepticism is over ruling the very essence of unpredicted nature of future investments which is fueled by High degree of Volatility of the market.Agreed. But Fed has set few clear cut rules keeping in mind about the present nature of the market. Desperate times needs desperate measures.Fed has reduced the interst rates to http://www.federalreserve.gov/fomc/fundsrate.htm. As of Dec 16th 2008, the interest rates have been at 0-0.25. All the financial sectors have lost dead weight and have trimmed down to maximum that they are just for operations of business to carry on. So I would rather say unless and until the banks are filing for Chapter 11 I do not forsee any more further reduction in employment. But lets not allow a wave of optimism to flow in our minds. One should bare in mind that there are lot of option calls which makes us feel that the market is budding. Thats not the true nature of the market.So lets not loose track. Fed has also made clear statements that interst rates to the customers should not increase just because of 1 missed payments and the customers are to informed well in adavnce before increasing the APR. Now what would the effect of this? Revolving credit has already been blocked. If a person misses a payment or cannot pay, banks would loose the credit they have borrowed from the customers. In order to compensate this they have increased the credit card APR’s. How is that we are going to get benifited would be the next obious question? The financial sector investments are no more lucretive the way they used to pay dividends. Upon saying this, they would rather be more stable in the near future. The banks are instructed to show their progress in repaying TARP(Troubled assert relief fund).Few Banks are already on their way of paying the money but CITI is still hanging in the air to develop a program to pay back but it has reportedly planning to raise $20 billion in new equity to help it pay back the $45 billion it received in funding. Treasury has reportedly told Citi it could repay its TARP funds if it raised that amount.
Get the shares of CITI now. Other banks are Hutington Bancshare(HBAN) ,Bank of America (NYSE:BAC),US Bancorp(NYSE:USB),Wells Fargo(NYSE:WFC) .
Analysis:
1.Citi cannot be sunk easily.The roots are so deep in 30 different nations, it would take Hercules to sink it but remember it will be slow but steady. So this stock is GO GO…
2.HBAN is a local bank is a regional bank but backed up by the state Govt of Kentucky for 1 billion and its has more of low risk business and Yield has not dropped to this low. Get this stock and thank me and you later.
3.The only reason as why I would go for Wells fargo and US Bancorp is Waren Buffet. If he can invest and can steer the economy why not me. If lost he will loose atleast a billion folds than us and I don’t think that he is stupid to make such a move.I do not remember his exact name but he is Agarwal who is the man behind curtains for the futuristic investments. Since I am cocentrating only on financial sector for this post, I would also like to throw like on Hartfor Financials (NYSE:HIG). All I say is MAKE HAY WHILE SUN SHINES. One thing is for sure, what ever money we put in today in the market futurelooks brighter for the generations to come.
Wednesday, November 18, 2009
Nov18th--Airline a watch for stocks...
Allegiant Travel Company
(Public, NASDAQ:ALGT)Southwest Airlines Co.
(Public, NYSE:LUV)AirTran Holdings, Inc.
(Public, NYSE:AAI)JetBlue Airways Corporation
(Public, NASDAQ:JBLU)US Airways Group, Inc.
(Public, NYSE:LCC)Tuesday, November 17, 2009
season welcome--Nov 17th 2009
Seasonal stocks play a vital role in the boost of the sales and for the investors
or Traders.A quick pick for today is Target and comparison to
the Wal-Mart.(NYSE:WMT).Wal-Mart is playing a strategic role in boosting
up the sales and increasing the share values.But all the equations of the
money do not apply. The margin of the Wal-Mart is based on the Dollar value.If the Dollar
value falls then Wal-Mart falls. How is target able to survive this and still boost up its sales?
All the sales boost bythese stores are temporary in nature and would go down once
again after the festival season.If you are planning to play on trading few stocks
i would go for at this time would be
Target,
MGM,
Southwest Airlines Co.
(Public, NYSE:LUV)
These companies have long standing history of maintaining good stock values without over
burdening consumers.There would be an increase in the stock price for sure but not a major
change.Watch out for post season they will tumble down. Play on Edge and Hedge that’s all.
Cool then cya tomorrow