Roy Philipose Stocks

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

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