Roy Philipose Stocks

July 26, 2103 I recommend SodaStream ( SODA ) a Strong Buy at $57. The company has come down to a more safer level of investing and the attractive business model has not changed. Factors: See Previous Buy Post Disclosure: I am long SODA. Stocks: SODA

Jun 12, 2013 4:03 PM | about stocks: Z June 2013. I recommend Zillow ( Z ) a Buy at $50. The company is innovating and becoming a leader in the consumer real estate market. Factors: 1) Good Management 2) Inside Ownership 3) Leader in Field 4) Competitive Edge 5) Strong Product Offering 6) Little or No Debt Disclosure: I am long Z . Stocks: Z

Jul 3, 2013 9:27 AM | about stocks: SODA July 2013. I recommend SodaStream ( SODA ) a Buy at $67. The company has an innovative business model for soft drinks and expanding market share. Factors: 1) Growing Revenue 2) Good Management 3) Leader in Field 4) Competitive Edge 5) Strong Product Offering 6) Little or No Debt Disclosure: I am long SODA . Stocks: SODA

Jul 5, 2013 6:33 AM | about stocks: YHOO July 2013. I recommend Yahoo! ( YHOO ) a Buy at $25. The company is turning around under new leadership and enhancing the user experience. 1) Company Turnaround 2) Strong User Base 3) New Management 4) Better Product Offering 5) Strong Book Value 6) Favorable Risk/Reward 7) Share Repurchases Disclosure: I am long YHOO . Stocks: YHOO

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