Roy Philipose Stocks

May 24, 2013 8:34 PM | about stocks: IRWD May 2013. I recommend Ironwood ( IRWD ) a Buy at $12.00. The company's new drug is growing revenue and acceptance in the marketplace. Factors: 1) Good Management 2) Inside Ownership 3) Leader in Field 4) Favorable Risk/Reward 6) Competitive Edge 7) Strong Product Offering Disclosure: I am long IRWD . Stocks: IRWD

Jun 3, 2013 8:09 AM | about stocks: PHYS June 2013. I recommend Sprott Physical Gold ( PHYS ) a Buy at $11.00. The fund holds physical gold and is good insurance against fiat currency collapse. Factors: 1) Good Management 2) Inside Ownership 3) Leader in Field 4) Competitve Edge Disclosure: I am long PHYS . Stocks: PHYS

May 24, 2013 8:10 PM | about stocks: GSVC May 2013. I recommend GSV Capital ( GSVC ) a Strong Buy at $8.00. This fund of emerging companies is undervalued compared to its NAV of $12. Factors: 1) Growing Revenue 2) Competitive Edge 3) Inside Ownership 5) Strong Product Offering 6) Favorable Risk/Reward 7) Safety of Margin Disclosure: I am long GSVC . Stocks: GSVC

May 24, 2013 8:19 PM | about stocks: FB May 2013. I recommend Facebook ( FB ) a Buy at $24.00. The company is transitioning to mobile web and continues to expand market share. Factors: 1) Growing Revenue 2) Inside Ownership 3) Leader in Field 4) Favorable Risk/Reward 5) Little or No Debt 6) Competitive Edge 7) Cashflow Generation Disclosure: I am long FB . Stocks: FB

Mar 11, 2013 9:56 AM | about stocks: SCTY March 2013. I recommend SolarCity ( SCTY ) a Buy at $16.00. The company is meeting growth targets and will be cash positive by year end 2013. Factors: 1) Growing Revenue 2) Competitive Edge 3) Inside Ownership 4) Leader in Field 5) Strong Demand 6) Favorable Risk/Reward Disclosure: I am long SCTY .

Mar 17, 2013 11:38 AM | about stocks: AAPL , GOOG March 2013 Apple ( AAPL ) has been hitting lows. Google ( GOOG ) has been hitting highs. Apple stock is $432 and has a PE of 10. Google stock is $821 and has a PE of 25. My bet is on Apple doubling within 2 years to $860 with an EPS of 60, by March 2015. For Google to double in 2 years would be difficult. Both companies have good growth prospects and are good holdings, but the short-term favors Apple. Disclosure: I am long AAPL .

May 13, 2013 2:33 PM | about stocks: RAX May 2013. I recommend Rackspace ( RAX ) a Buy at $41.00. The company is transitioning to new growth and continues to expands internationally. Factors: 1) Growing Revenue 2) Competitive Edge 3) Inside Ownership 4) Leader in Field 5) Strong Product Offering 6) Favorable Risk/Reward 7) Safety of Margin Disclosure: I am long RAX . Stocks: RAX