Apple’s (AAPL) stock price is currently ruling at around $630, but it isn’t the same company anymore. The stock has had a stellar start to 2012, but now the story appears to be overbought. I am not suggesting that it cannot rise further, but there isn’t much value left. At current valuations it makes no sense to invest in this stock, and my view remains same even after considering the latest dividend trigger. We initiated a [...]

We can’t turn our back on the fact that irrespective of how the US economy does and whether unemployment rate and housing market situation worsens further or improves dramatically, people are going to need their medicine and they surely cannot avoid seeking health care services. At the same time, the health care sector is known for its resilience in times of economic downturns. So, one should be upbeat on health services sector, and I would [...]

Visa’s stock (V) got listed back in 2008 and since then it has generated consistent returns for investors. Since its listing the stock has given 70 percent return, and the best part is that it’s making new highs even in current market scenario. Now, in order to have a clearer view on this stock the investors should ask these questions: Will Visa (V) continue with its outperformance in 2012? How strong are Visa’s (V) fundamentals [...]

You may feel lucky if you had stayed on the sidelines, but don’t wait too long, as otherwise you may feel left out soon. It’s a favorable time for building up your stock portfolio for 2012 as valuations are still at fairly cheap levels. But the real maize is which companies and sectors you should add to your portfolio amid current market environment? Let’s start building a solid stock portfolio for 2012 with our most [...]

As promised earlier, I have prepared a list of four more energy stocks you can consider in current market scenario for 2012 and beyond. As of now we cannot call for a certain bottom in place for these counters, but their long term fundamentals remain intact. These stocks, and the ones I mentioned in my last post have been recommended by many analysts and you can easily find bullish forecasts for these stocks on various [...]

Puzzled from ongoing volatility in the market and uncertainty looming on global economic front, investors need to focus on bottom fishing in long term themes. So, let’s take a look at individual plays in the energy sector, which is thriving on the back of escalated drilling activity in oil rich regions of United States. The valuations are attractive in this sector, so the downside risks may not be too much.