First and foremost we have had a logo change for Investary. For now I think the new logo is better however there can still be improvements. If you have any suggestions or ideas (even logos) let me know as I will be happy to take them into consideration.
Next, I want to mention what tutorials we are going to do. I am looking to do a programming tutorial playlist on Basic Java and allow people to get a feel of Java. Afterwards I am looking into doing pre-calculus tutorials. I am taking all of your considerations for tutorials seriously as well and am open to what you guys want to see.
Also there will be major changes that will be taking place with the Investary Website. I feel the website has not served its full purpose and it is definitely outdated. Any formatting that you want to see for Investary let me know as well.
Lastly, there will be a new blog for Investarygroup at investarygroup.blogspot.com. That will be the new site to see all the latest stock information/analysis/research. This blog will be used for the latest announcements.
Thanks for all the support and remember next week we will be unveiling our Q1 Stock Announcement on Investary Group.
Saturday, February 23, 2013
Sunday, January 27, 2013
Short Interest Stocks
After a huge rally with Netflix (NFLX), (80% in 3 days!) it is best to look at some short interest names to look into. Here we will post the best stocks to watch for and the rating that we have.
MagicJack (CALL) 50%-60% short interest. This stock is interesting because it has already fallen 25% since the beginning of the year so the shorts are already making a ton. Earnings will not be out until March, the stock is starting to look cheap. We may do another deep analysis on this stock in the near term to take a closer look at it.
SkullCandy (SKUL) 40%-50% short interest. We agree with the shorts for this one has fallen so much since the IPO that it may have a dead cat bounce. Right now don't get in, wait until the earnings on February 18th 2013.
Vera Bradley (VRA) 50-60% short interest. Very interesting need to do more research. Earnings is March 11th 2013.
Deckers (DECK) Very interesting...would like to buy at already a huge discount around $30-36
Questcor (QCOR) We own this stock. Probably one of the best out there in the market. If the stock starts going up, watch the 50% short interest start to cover. This stock still has a lot even though there is only two products that they sell, each makes a ton of money for the company. If you want to get more information about Questcor visit investarygroup.com
SodaStream (SODA) Interesting but just not ready to get in. A lot of risk that is unwarranted.
Tesla Motors (TSLA) THIS ONE IS A BUY! INNOVATION FOR THE FUTURE. We will be writing a piece about Tesla later on.
Supervalu (SVU) This one is justified. The company should already be bankrupt.
MagicJack (CALL) 50%-60% short interest. This stock is interesting because it has already fallen 25% since the beginning of the year so the shorts are already making a ton. Earnings will not be out until March, the stock is starting to look cheap. We may do another deep analysis on this stock in the near term to take a closer look at it.
SkullCandy (SKUL) 40%-50% short interest. We agree with the shorts for this one has fallen so much since the IPO that it may have a dead cat bounce. Right now don't get in, wait until the earnings on February 18th 2013.
Vera Bradley (VRA) 50-60% short interest. Very interesting need to do more research. Earnings is March 11th 2013.
Deckers (DECK) Very interesting...would like to buy at already a huge discount around $30-36
Questcor (QCOR) We own this stock. Probably one of the best out there in the market. If the stock starts going up, watch the 50% short interest start to cover. This stock still has a lot even though there is only two products that they sell, each makes a ton of money for the company. If you want to get more information about Questcor visit investarygroup.com
SodaStream (SODA) Interesting but just not ready to get in. A lot of risk that is unwarranted.
Tesla Motors (TSLA) THIS ONE IS A BUY! INNOVATION FOR THE FUTURE. We will be writing a piece about Tesla later on.
Supervalu (SVU) This one is justified. The company should already be bankrupt.
Saturday, January 26, 2013
EXCLUSIVE: 5 Reasons Apple (AAPL) is a Buy
In the recent week we have seen tremendously selling from fund managers and retail investors. Going online the theme of "Sticking with the original plan" from lessons posted from 2012. You can watch the full video here:
Now that we have seen over $150 Billion in Market Cap gone over a week of time, we believe that Wall Street is overreacted to the earnings. One possible reason for this is due to the news media and the long term growth investors who can not afford to lose such an amount of money in a security is such a short period of time. What we believe is that when there is negativity for this stock, it is the time to consider accumulating the stock. While the technical charting may look bad, as a long term investment this stock will continue to perform really well.
So without further adieu, here are the 5 main reasons to pick up Apple this upcoming week.
1. Q1 2013 Earnings Revenue & Sales Better than Expected. Get a copy of the recent quarter here on Apple's website here. Some key stats to remember is that this quarter was one week shorter than the previous year. This number has been manipulated due to this. It is a much accurate representation to look at the sales and revenue from a weekly basis. From this, we can see 26% year-over-year growth as well as over 39% growth in iPhone Unit Sales.
2. For Value Investors, Balance Sheet is Tremendously Attractive. This stock has just under 10x trailing 1 year earnings (PE ratio) due to the negativity and has over $140/per share in cash & investments. This represents more than 1/3 of the total market cap of the company right now. The company also has a dividend that is close 2.5% yield which will benefit long term investors.
3. Innovation will be back for this year. The main reason for why the stock has been crushed is the lack of details on any new products. During the earnings call, Tim Cook gave vague details about the TV market nor anything exciting. Historically, Apple is known for undermining and over-delivering. We believe that Apple is making good source of the cash on hand that they have. The company R&D spending is increasing and this is due to the innovation that is trying to pump up. While a lot is speculation as to what Apple is going to launch this year, it is clear that Apple will likely have something up their sleeve. This has been the case in 2009 when the world was shocked by the introduction of the iPad. Obviously without Steve Jobs the company this year will be challenged like never before. With this, we believe that Tim Cook knows exactly what they are spending in R&D and just wants to shut investors up on such information.
4. Apple's Global Market Share is Increasing Dramatically. Apple in China has been a great success, with sales in iPhone over double (100%+) in this quarter. Apple has caught well in China and now the 2nd leading phone seller. Along with this we see that Apple is looking to broaden their international market in China as well and if the China Mobile goes though there will be even more growth in the pipeline.
5. Historically Apple does well under negativity. Whenever Apple is under pressure, it performs. Many believe that increasing the dividend will be a great way to allow the stock to bounce back. Even a buyback will get the stock back up however again, tech companies should invest that money on innovation and research so that they will gain control for the future. Right now even many Apple bears are turning positive because of the potential that the stock has. The value is not justified by the market and we believe that by the end of summer, this stock will be in a full swing to the upside momentum.
Bottom line wait for the dust to settle but don't miss this great opportunity to own the world's strongest tech company for a big juicy discount. As Warren Buffett once famously said, "Be fearful when others are greedy and greedy when others are fearful." This is the time to show the doubts what they are truly in for.
Disclosure: Long AAPL as of the time of publishing this article.
Now that we have seen over $150 Billion in Market Cap gone over a week of time, we believe that Wall Street is overreacted to the earnings. One possible reason for this is due to the news media and the long term growth investors who can not afford to lose such an amount of money in a security is such a short period of time. What we believe is that when there is negativity for this stock, it is the time to consider accumulating the stock. While the technical charting may look bad, as a long term investment this stock will continue to perform really well.
So without further adieu, here are the 5 main reasons to pick up Apple this upcoming week.
1. Q1 2013 Earnings Revenue & Sales Better than Expected. Get a copy of the recent quarter here on Apple's website here. Some key stats to remember is that this quarter was one week shorter than the previous year. This number has been manipulated due to this. It is a much accurate representation to look at the sales and revenue from a weekly basis. From this, we can see 26% year-over-year growth as well as over 39% growth in iPhone Unit Sales.
2. For Value Investors, Balance Sheet is Tremendously Attractive. This stock has just under 10x trailing 1 year earnings (PE ratio) due to the negativity and has over $140/per share in cash & investments. This represents more than 1/3 of the total market cap of the company right now. The company also has a dividend that is close 2.5% yield which will benefit long term investors.
3. Innovation will be back for this year. The main reason for why the stock has been crushed is the lack of details on any new products. During the earnings call, Tim Cook gave vague details about the TV market nor anything exciting. Historically, Apple is known for undermining and over-delivering. We believe that Apple is making good source of the cash on hand that they have. The company R&D spending is increasing and this is due to the innovation that is trying to pump up. While a lot is speculation as to what Apple is going to launch this year, it is clear that Apple will likely have something up their sleeve. This has been the case in 2009 when the world was shocked by the introduction of the iPad. Obviously without Steve Jobs the company this year will be challenged like never before. With this, we believe that Tim Cook knows exactly what they are spending in R&D and just wants to shut investors up on such information.
4. Apple's Global Market Share is Increasing Dramatically. Apple in China has been a great success, with sales in iPhone over double (100%+) in this quarter. Apple has caught well in China and now the 2nd leading phone seller. Along with this we see that Apple is looking to broaden their international market in China as well and if the China Mobile goes though there will be even more growth in the pipeline.
5. Historically Apple does well under negativity. Whenever Apple is under pressure, it performs. Many believe that increasing the dividend will be a great way to allow the stock to bounce back. Even a buyback will get the stock back up however again, tech companies should invest that money on innovation and research so that they will gain control for the future. Right now even many Apple bears are turning positive because of the potential that the stock has. The value is not justified by the market and we believe that by the end of summer, this stock will be in a full swing to the upside momentum.
Bottom line wait for the dust to settle but don't miss this great opportunity to own the world's strongest tech company for a big juicy discount. As Warren Buffett once famously said, "Be fearful when others are greedy and greedy when others are fearful." This is the time to show the doubts what they are truly in for.
Disclosure: Long AAPL as of the time of publishing this article.
Billionaire Showdown: Bill Ackman vs. Carl Icahn
Yesterday on CNBC, Bill Ackman was interviewed first by Scott Wapner. Carl Icahn then decides to show up and give Ackman some piece of his mind. Bill Ackman and Carl Icahn made this much more personal than about talking on Herbalife (HLF) stock.
Watch the full interview here and you decided who made the better argument.
Watch the full interview here and you decided who made the better argument.
Tuesday, January 22, 2013
Free Tickets to Pycon 2013
This marks almost the one year anniversary of Investary. In order to celebrate the success and continued support of viewers and subscribers, we are giving away 10 Free Tickets to Python 2013 which takes place in mid March at Santa Clara, CA. These tickets are going by fast and there is only about 600 spots remaining. If you are in the California area this would be a great opportunity for you to attend! You do not need any knowledge of python whatsoever however if you do that would be even better.
For more info on PyCon, check out their official website:
https://us.pycon.org/2013/
Check out the video to see how you can get a chance to win.
There are three requirements:
1. You must be a subscriber of Investary
2. Post a comment on the Video
3. Share this with everyone though facebook and twitter.
Results will be announced in a video update in early to mid February, so be aware of that!
Thanks for the support!
Alex Xu
CEO of Investary
For more info on PyCon, check out their official website:
https://us.pycon.org/2013/
Check out the video to see how you can get a chance to win.
1. You must be a subscriber of Investary
2. Post a comment on the Video
3. Share this with everyone though facebook and twitter.
Results will be announced in a video update in early to mid February, so be aware of that!
Thanks for the support!
Alex Xu
CEO of Investary
Saturday, January 12, 2013
Upcoming Videos and Events
First and foremost I want to thank everyone who has taking part to watch and support Investary. Last year was a great year for us as I mentioned in our most recent announcements video (watch here) and we want to continue the success for this year and make it even better than the last.
Currently, there are several important things that are taking place at Investary.
Cheers,
Alex
CEO of Investary
Currently, there are several important things that are taking place at Investary.
- First we have started our very first class at University of Reddit with Basic Python Programming and has been a huge success since it launched at the end of 2012. It is one of the most popular Computer Science courses out there and there are over 140+ people and counting signed up. If you haven't signed up and are willing to please check out the class page that we have here.
- Second, I have already submitted my poster talk session for Pycon to the board and is currently under review. I am planning to be at Pycon this year for the second time and will like to get a speaking position sometime soon. If you would like to come out, this year it will be at Santa Clara between March 13-March 17. Also if you would be so kind to support my talk please tell Jesse Noller @jessenoller on twitter. The talk represents the ongoing efforts of our Financial Data project that we have been going on and we plan on meeting some more people who are willing to give advice and feedback what they think about this project. Current status of this project is still under heavy construction and if you want more details on it please let me know.
- Third that is going on right now is the Algebra 2 playlist which are almost done. I have created over 30+ videos so far and are close to finishing the subjects. There still are going to be supplementary videos that will be posted as well as chapter review videos that I will go back and do. If you are interested in those videos I plan on releasing all of them sometime in the next 1-2 weeks so be sure to check those out on the main site.
- Lastly we want to mention the virtual stock exchange game that is taking place via Marketwatch. Like every year we play to see who will be able to make the most gains in 2013. The game is open and everyone is open to join at anytime. It is free and it gives a lot of experience that mocks what your portfolio should be. All you need is a Marketwatch account and you can get started now. Click here for the game
Cheers,
Alex
CEO of Investary
Tuesday, December 4, 2012
Value Buy List
Buy List:
Note: These stocks are considered a steal at the prices
listed. The stocks are fairly valued for growth and although many of the
companies may seem fundamentally broken, at these levels I will be aggressively
buying shares on any of these companies.
Alcatel Lucent @ $1.00
Sears Holdings @ $36.00
Best Buy @ $8.00
HP @ $9.00
MercadoLibre @ $68
Baidu @ $80
SodaStream @ $30.00
Groupon @ $1.95
Nokia @ $2.50
Research in Motion @ $5.00
Facebook @ $17.00
Questcor @ $22
Ellie Mae @ $21
AIG @ $30
Zynga @ $1.80
JCPenney $ 14.99
Dell @ $6.00
AMD @ $1.70
Over the next several weeks, I am going to do some more
research on each of these companies. So far I have covered Sears Holdings
(SHLD) which you can view in the previous blog post before this.
If you have any other stock questions or any stock ideas or
such feel free to email me or leave it in the comments section down below.
Subscribe to:
Posts (Atom)