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  • Do Not Miss Out MakeMyTrip's Immense Future Potential!

    In the last few months, the perception of investors towards India has improved by leaps and bounds. The installation of a new and stable Government at the centre has renewed confidence among investors, who are now betting big on the India growth story. The investor sentiment towards India has been so positive that the S&P BSE Sensex touched a 52 week high of 28822. Considering the positive business environment in India, let us analyse the prospects of MakeMyTrip Inc. (MMYT), an online travel aggregator that has revolutionized the travel industry in India.

    Performance check


  • First Pacific Advisors' Third-Quarter Investment in Yahoo! Increases in Value by 35%

    First Pacific Advisors (Trades, Portfolio) wasn’t as busy in the third quarter as it has been in recent quarters. The Los Angeles-based money management firm typically invests in more companies – and sells its holdings in more companies – than it did in the third quarter of 2014.

    Founded in 1954 as Shareholders Management Company, the company changed its name to First Pacific Advisors (Trades, Portfolio) in 1976. Two years later, Director/President George Michaelis established the firm’s emphasis on value investing.


  • Why 0% Rates? Tech, Globalization & EM (Not QE)

    Recently I have written about the head-scratching, never-ending, multi-decade decline in long-term interest rates (see chart below). Who should care? Well, just about anybody, if you bear in mind the structure of interests rates impacts the cost of borrowing on mortgages, credit cards, automobiles, corporate bonds, savings accounts, and practically every other financial instrument you can possibly think of. Simplistic conventional thinking explains the race to 0% global interest rates by the loose monetary Quantitative Easing (QE) policies of the Federal Reserve. But validating that line of thinking becomes more challenging once you consider QE ended months ago. What’s more, contrary to common belief, rates declined further rather than climb higher after QE’s completion.

    10-Year Treasury Yields - Calafia 12-14


  • Morgan Stanley Lowers Guidance On Tesla

    The electric car maker, Tesla (TSLA), is slated to launch its Model 3 by 2017 and expects the sales chart to peak to 40,000 sold vehicles within a year after the launch. The car maker is also scheduled to launch the Model X SUV in 2015, to sell alongside the current Model S. Investment bank, Morgan Stanley (MS), had sounded optimistic on Tesla’s future offerings when it announced that Model S and X could combined reach an annual volume of 150,000 sales units by 2020 and Model 3 is anticipated to reach 220,000 sales units by 2020 and 775,000 sales units by 2028. But recently, Morgan Stanley seems to be undervaluing Tesla and has cut its sales guidance provided earlier. What’s the complete story of the guidance being lowered for the car maker? Let’s dig deeper to get to the facts.


  • Angel Star Nutrition Approved by CNCA for Milk Powder Import

  • Xiaomi – Is It Losing The Hype And Shine?

    Xiaomi became a super hit in no time giving a run for their money to even the smartphone bigwigs like Samsung (SSNLF) and Apple (AAPL). In probably the shortest time span Xiaomi became the third-largest smartphone selling company in the world and created history. However was this high-spirit success run a temporary bubble since of late the Chinese smartphone maker has been reported losing steam from its aggressive market movement. Xiaomi’s rise was sudden fueling its graph to such heights that even the names like Apple and Samsung had started to go in a tizzy and was feeling threatened by the rapid rate of growth of the Chinese smartphone honcho. In our earlier articles we had also presented the snapshots of Xiaomi’s high octane success run, but if we are to believe the current market updates Xiaomi is losing steam at an equally rapid rate. Let us take a dig into what is exactly happening at the Xiaomi backend and how is it currently faring.


  • Is Safeway a Smart Long-Term Buy?

    As consumer spending habits becoming weaker, there is a certain league of companies which are affirmed to do well. These are the ones that provide valuable discounts when consumers are most sensitive towards it. This definitely should be in necessities offered by the grocers.

    Therefore, discount retailers such as Dollar General (DG) and Dollar Tree (DLTR) have been really doing a commendable job. $1 items have genuinely been working for them in the times of impending crisis. Both offer great discounts providing value to consumers and attracting crowd. Therefore, companies which restrain themselves from doing so are the ones which fall prey to what we call a recession.


  • Can ExOne's Product Development Help It Make a Comeback?

    ExOne (XONE) disappointed the Street with its third-quarter results that missed the street expectations on account of delayed shipments. The numbers were down year over year, even as the company struggles to turn around its present situation. Led by its tepid performance the stock tanked to its all-time lows. And now the big question reeling in investors' minds is whether the stock has hit its bottom or is there more. Let’s see in detail where the company is heading and what are its future prospects.

    New shipments will drive growth


  • The Railroad Industry Outlook For 2015

    By: Michael Collins



  • Hotchkis & Wiley High Yield - Five Years: A Reflection

    “Follow effective action with quiet reflection. From the quiet reflection will come even more effective action.” Peter Drucker (1909 - 2005)

    While we have been in the high yield business for decades, the Hotchkis & Wiley High Yield strategy officially launched in the second quarter of 2009 and has been up and running for a little over five years now. Throughout this time, we have circulated quarterly newsletters with wide-ranging topics that we believed to be relevant and timely. We hope our clients have found our newsletters informative and helpful.


  • First Eagle Global Income Builder Fund December Commentary

    Over the past 6 months, markets have witnessed significant divergence across geographies, sectors and asset classes. From June to December, foreign stocks have substantially underperformed domestic stocks as foreign currencies experienced substantial depreciation relative to the U.S. dollar. The Euro has fallen 9%; the British Pound, 7%; and the Japanese Yen, 13%. These foreign exchange losses drove significant underperformance of equity markets in the relevant geographies. For example, the MSCI Europe Index underperformed the S&P 500 Index by almost 19.0%.

    The most striking development over this time period has been the collapse in global oil prices, with crude oil declining 47%. This has led to significant declines in the prices of equity and debt instruments tied to the oil sector.


  • Industrial Networking Solutions Selects Sphere 3D SnapServer NAS for Video Surveillance and Security Solution

  • Royce Funds Commentary: Avoiding Value Traps and Aggressive Growth

    Portfolio Manager Jim Stoeffel talks about his investment criteria, what he looks for in management teams, how he tries to avoid value traps, and Royce’s approach to building conviction.

    Watch the video here.


  • VeriFone Systems' Strategies Will Result in Long-Term Gains

    VeriFone Systems (PAY) cheered the street with its fourth quarter results that came above the street expectations along with year-over-year growth in both revenue and profit. In fact, it was the fifth consecutive quarter of profit and revenue growth. It seems that VeriFone’s decision to move away from its traditional electronic payment terminals is paying off. Led by its strong performance, the stock soared considerably in the past year and is currently trading near its 52-week high with even better expectations for the days ahead. Starting with its numbers, let’s have a detailed analysis of this stock.

    Quarterly performance and beyond


  • Studying a Guru's Past Pick: Jean-Marie Eveillard and Ball Corp

    There is no reason why investing should be a gamble. Studying historical picks from the greatest investors in the world is a strategy both novice and advanced investors can use to make investing more into a science than a gamble.


  • Russian Exploration Firm Amur Minerals Optimistic About License Application

    The Russian exploration firm Amur Minerals (AMC) announced on Wednesday that its license application for its Kun-Manie project has reached its final stage.

    Details such as ownership structure, financing history and exploration activity on the Kun-Manie nickel reserve are requested by the Prime Minister’s office as part of the completion of the license application. The company also said that such requirements are necessary so that the company could finally commence its drilling at the aforementioned mining site.


  • Before Deficit Falls: Nickel on Global Trend

    Investors and industry leaders brace themselves for the fast-approaching supply deficit, especially now that nickel prices remain precarious as the year reaches its end.

    On December 19, 2014, nickel traded lower by 0.33% to $15.45 per kg on a shaky trend overseas as speculators trimmed positions. According to experts, nickel’s year-end performance would help influence investors’ perception on the best-performing base metal of 2014. Its recent performances on the London Metal Exchange (LME) have divided investors, especially when it started to experience a gradual decline in price in November.


  • The Top Tech Acquisitions That Created Vibes

    We did happen to come around several instances of news on tech acquisitions this year, but not all of them were that relevant in terms of the benefits they could reap in the near future. As the acquisition boom continues into the new-year, let’s spend some time on few of the top tech acquisitions which set on their initial journey this year and are being expected to be completed by end of the coming year. Here we go.

    A general discussion


  • India The Next Destination For Global Business Honchos

    After etail giant Amazon (AMZN) and retail giant Walmart (WMT) set foot in India to gain from the technical edge of the country’s talent pool at an affordable cost, it’s now the turn of the tech honchos to take a trip of the talent wonderland. After the American Silicon Valley the next hot spot for corporate tech requirement has for quite some time been pegged in the Indian Silicon Valley at Bangalore. As reported here earlier Amazon has of late been concentrating all its powers in India which also houses the second largest population of the world. Also the retail giants like Walmart and Target (TGT) have setup their tech backyard in India. Now it’s the turn for the global tech honchos to set shop in India and Microsoft (MSFT) is already toying with the idea of capitalizing on the affordable Indian talent pool no a larger scale than its existing base. Let’s take a closer look at Microsoft’s ploy in India.


  • Linn Energy Riding On Rough Waters Of The Oil Sector

    LINN Energy (LLC) founded its business in 2003 for acquiring, developing and maximizing cash flow from a growing portfolio of high-quality capital assets in Oil and Natural gas basins in the U.S. They strategically provide for retention of long term cash flow through put options, swap contracts and collars.

    Their acquisitions are based on a proper evaluation of operational efficiencies, operational cycle trends, development costs, envisaged useful life and cash flow estimates.


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