Category Archives: Stock analysis

Western Digital Corp – A quality Business at a cheap price

Posted on June 25, 2011 by Adib Motiwala

Western Digital Corporation (“WDC”) was founded in 1970 and is headquartered in Irvine, California. WDC primarily engages in the design, development, manufacture, and sale of hard drives worldwide. The company’s hard drives are used in desktop computers, notebook computers, enterprise … Continue reading →

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National Beverage Corp — Not Enough FIZZ for me

Posted on May 31, 2011 by Adib Motiwala

National Beverage Corp. develops, manufactures, markets, and distributes various beverage products in the United States. It offers a selection of flavored soft drinks, juices and other specialty beverages, sparkling waters, energy drinks, and nutritionally-enhanced waters. The company provides its soft … Continue reading →

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Dorel Industries: Research And Valuation

Posted on May 27, 2011 by Adib Motiwala

Company Description: Dorel Industries Inc. (DII.B)(DII.A) is a world-class juvenile products and bicycle company. Established in 1962, Dorel creates style and excitement in equal measure to safety, quality and value. The company’s lifestyle leadership position is pronounced in both its … Continue reading →

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The report that started a long journey

Posted on May 24, 2011 by Adib Motiwala

In March 2010 while I was completing my MBA, I started learning about equity analysis and research. I wrote a couple of reports and sent it to a bunch of people ( all my friends and some people in the … Continue reading →

Posted in Motiwala Capital, Stock analysis | Tagged | 8 Comments

How much would you pay for this company?

Posted on May 22, 2011 by Adib Motiwala

How much would you pay for this company? Sales: $20 billion EBIT: $4.6 billion NI: $3.4 billion Cash from Ops: $4 billion FCF: $2.4 billion Net Cash: $2.7 billion Continue reading

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Cato Corporation – Cheap and unfollowed

Posted on May 20, 2011 by Adib Motiwala

The Cato Corporation operates as a fashion specialty retailer for fashion and value conscious females principally in the southeastern United States. Its stores offer an assortment of apparel and accessories, including dressy, career, and casual sportswear; dresses; coats; shoes; lingerie; … Continue reading →

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MakeMusic (MMUS) – Niche business with Free Cash Flow and solid balance sheet is music to my ears

Posted on January 22, 2011 by Adib Motiwala

I am participating in the Value Ideas Contest at GuruFocus.com. I have submitted my long thesis on MakeMusic (MMUS) for the same. MakeMusic, Inc. founded in 1990 develops and markets proprietary music technology solutions under the Finale and SmartMusic brands. … Continue reading →

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Wet Seal (WTSLA) is not my kind of stock

Posted on January 16, 2011 by Adib Motiwala

I was looking through this spreadsheet where I track the valuations of several retailers. Since I use a Google spreadsheet to track the data, the stock prices, EPS and P/E are automatically updated. Two of my current holdings, GameStop (GME) … Continue reading →

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In reply to “Ensco’s Dividends May Not Last Forever”

Posted on October 30, 2010 by Adib Motiwala

Yesterday, there was an article on the Motley Fool about Ensco’s (ESV) dividends. The article titled “Ensco’s Dividends May Not Last Forever started out by talking about the benefits of owning dividend paying stocks. This got me really interested as … Continue reading →

Posted in dividend investing, Stock analysis | Tagged | 3 Comments

Valero on the road to recovery

Posted on October 26, 2010 by Adib Motiwala

Via Bloomberg, “Valero Energy Corp., the largest U.S. oil refiner, beat analysts’ estimates and reported its second consecutive quarterly profit after rising prices for gasoline and other fuels outstripped the cost of crude. Net income for the quarter was $292 … Continue reading →

Posted in Cyclical, Stock analysis, valuation | Tagged | 3 Comments