Roy Philipose Stocks

Feb 26, 2013 6:37 AM | about stocks: TSLA Feb 2013. I recommend Tesla ( TSLA ) a Buy at $35.00. The company plans to turn around to profitability this year and make 20K sales targets. Factors: 1) Growing Revenue 2) Competitive Edge 3) Inside Ownership 4) Leader in Field 5) Strong product pipeline 6) Favorable Risk/Reward Disclosure: I am long TSLA . Stocks: TSLA

Nov 11, 2012 3:10 PM | about stocks: GRPN Nov 2012 I recommend Groupon ( GRPN ) a Strong Buy at $3.00. The company has come down to a more safer level of investing. Factors: 1) Strong balance sheet 2) Gross $1.80 cash per share 3) Cashflow positive 4) Margin of safety 5) Leader in Field 6) Favorable Risk/Reward 7) Short-term, stock worth $6.00 price 8) Company worth twice than current $2B market cap 9) Acquistion Target Disclosure: I am long GRPN . Stocks: GRPN

Jan 25, 2013 1:18 PM | about stocks: AAPL Jan 2013 I recommend Apple ( AAPL ) a Strong Buy at $440.00. The company is undervalued and oversold at these levels. Factors: 1) Strong balance sheet 2) Gross $143.00 cash per share 3) Cashflow positive 4) Margin of safety 5) Leader in Field 6) Favorable Risk/Reward 7) Short-term, stock worth $600.00 8) Strong product pipeline 9) Share buybacks 10) 2.4% Dividend Yield Disclosure: I am long AAPL . Stocks: AAPL

Aug 15, 2012 6:44 PM | about stocks: GRPN Aug 2012 I recommend Groupon ( GRPN ) a Buy at $5.50. The company has come down to a more safe level of investing. Factors: 1) Strong balance sheet 2) $1.80 cash per share 3) Cashflow positive 4) Margin of safety 5) Leader in Field 6) Favorable Risk/Reward 7) Stock worth $8.00 -------- Thanks, Roy Disclosure: I am long GRPN . Stocks: GRPN

Jul 26, 2012 9:57 AM | about stocks: TSLA July 2012 It seems many people have an opinion on Tesla Motors ( TSLA ). As an Investor and Entrepreneur, I would like to offer mine. The company continues to progress every quarter and the value of the company continues to go up. There continues to be more positives than negatives. --- Here are notes contained within the Tesla Motors Q2 2012 shareholder letter. - We concluded the quarter with $266 million in cash resources. - We currently expect to be close to free cash flow breakeven in Q4 of this year. - Model S reservations at quarter end were over 11,500, and are now at about 12,200. - This accelerating pace of reservations makes us confident that demand will surpass 20,000 Model S units for full year 2013 deliveries. --- The possible negatives I see are 1) execution risk and 2) cash balances. 1) The company is offsetting the execution risk by focusing on quality and production control. 2) The company