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I am a Portfolio manager at Motiwala Capital. You can email me at adib@motiwalacapital.com. Read the about pageSubscribe to blog
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Category Archives: Stock analysis
How much would you pay for this company?
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
Posted in Stock analysis
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Cato Corporation – Cheap and unfollowed
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
MakeMusic (MMUS) – Niche business with Free Cash Flow and solid balance sheet is music to my ears
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
Wet Seal (WTSLA) is not my kind of stock
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
In reply to “Ensco’s Dividends May Not Last Forever”
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
Valero on the road to recovery
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
Many red flags caused me to short Salesforce.com
I recently shorted Salesforce.com (CRM). The two part analysis can be found on GuruFocus.com Part 1 – Heavy insider selling for a stock with P/E over 200 Part 2 – Many red flags caused me to short CRM Disclosure: I … Continue reading
Aeropostale: Stock Analysis – Part 2
Read Part 2 of my analysis for Aeropostale (ARO) Disclaimer: Long ARO at the time of writing.
Aeropostale (ARO) – Stock Analysis
Aeropostale, Inc (ARO): Buy Key Statistics Recent Price $ 21.89 Market Cap(million) $ 2,050.00 Enterprise Value (millions) $ 1,750.00 Shares outstanding (millions) 94.55 Average daily volume 3.7 million 52 week low $ 19.10 52 week high $ 32.24 Dividend Yield … Continue reading
3 Value Ideas from TheValueGuys.com
Val at TheValueGuys.com podcasts a show every week where he picks three companies from the weeks Value Line. Val has an excellent show and I use the show to learn more about the companies he presents. It can be a … Continue reading
Posted in Stock analysis, Useful resources, value line
Tagged CRI, OXM, TJX
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