Ishfaque Faruk

Ishfaque Faruk

ishfaque

Recent articles

Facebook, Inc. Earnings: Newer Highs in Sight?

Facebook's business is growing rapidly, and as a result there might be more upside after the company's earnings.


Charter Communications: A Buy at All-Time Highs?

A bigger Charter will have a much more attractive returns profile and its stock price will see newer highs.


3 Major Reasons to Buy eBay

eBay is a growing company with a very attractive risk/reward ratio, significant growth ahead, and a rapid share buyback pace.


Can Pandora Overcome Competitive Headwinds?

Pandora faces excruciating competition in the music streaming space from newer competitors that include Amazon, Apple, and Google.


Will Twitter Stock Move Higher?

Twitter's changes in management along with newer revenue drivers might drive incremental upside in its stock price.

2 Reasons to be a Pandora Media, Inc. Bear

The bearish thesis for Pandora includes surging competition and rising content costs.


Apple Inc. Stock Can Rise to More than $100

Apple's stock price could surge past $100 per share in the future.


Google Inc: Search Positioning Will Drive Upside

Google's stock has big upside potential in the long-term due to its robust positions in major tech categories.


Liberty Media: Near-Term Catalysts and Sirius XM Stake Will Drive Big Upside

Liberty Media will see healthy upside due to a number of near-term catalysts.


3 Reasons Pandora is a Buy

Pandora Media has strong upside potential for three underlying reasons: leadership position, monetization growth, and a shift toward subscription dollars.

The Bear Case for Netflix

The bear thesis for Netflix can be laid out in the form of heightened competition, rising content costs, and fee extractions from ISPs.


Time Warner: More Upside Potential After Time Inc. Spin-Off

Time Warner will see more upside due to its high-quality video content and because of the spin-off of Time Inc. as a separate entity.


Why the Priceline and OpenTable Deal Makes Sense

Priceline's buyout of OpenTable makes sense and Priceline might buy more similar companies.


Sirius XM: Subscriber Growth Ahead?

Sirius XM can grow its subscriber count significantly from roughly 26 million to much higher levels.


Facebook: Earnings Growth Ahead

Facebook's strong revenue growth and high operating margins will lead to robust EPS growth.

This Could Be Twitter Inc's Biggest Headwind

Twitter needs to makes it platform more relevant to grow user engagement.


eBay Inc. Stock Is Becoming Very Attractive

eBay is a strong e-commerce and payments name that is trading at an attractive price. Strong market positions, share repurchases, and the presence of Carl Icahn will pave the way for higher upside.


The Bear Case for Sirius XM

The bear thesis for Sirius XM can be laid out in the form of heightened competition, consumer adoption, and the macro environment including auto sales.


Amazon.com, Inc. is Taking on Apple

Amazon is giving Apple heated competition on numerous fronts -- and the competition is heating up.


Will Growth Continue for Apple Inc?

Apple will find it very hard to grow in the double-digits due to its sheer size.