Roy Philipose Stocks

Feb 26, 2013 6:51 AM | about stocks: TSLA (May 2013, This was supposed to be my first article in July 2012, but was rejected by SA for some odd reasons. It is funny, how they allow many average articles to be written.) July 2012 Shareholders, There seems to be great debate regarding the success or fail for Tesla Motors. One side seems right that the "current battery technology and strategy" will cause Tesla to fail. The other side feels strongly that, "Elon Musk, CEO of Tesla, and his team" will succeed in making Tesla Motors a great carmaker. Who is right?, Only time will tell or maybe not? (As there has been so much said on Tesla, I will keep this short.) As a concerned shareholder, I attended the recent shareholder meeting on June 6, 2012. There was good talk about company achievements and where the industry is going. I sensed no concern, only confidence from Elon Musk and the executives. (After the meeting, I felt compell

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