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Ashish R. Thadhani

Ashish Thadhani is Senior Vice President of Research at Gilford Securities, New York.

Ashish R. Thadhani's Latest Articles

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51job: Washed Out Valuation, Doubts Remain Unaddressed
on Nov 17, 2008 about JOBS
Rediff.com: Embarrassing Execution but $24 Million Enterprise Value Is Attractive
on Nov 10, 2008 about REDF
Cognizant: Inexpensive, Even in a Pessimistic Scenario
on Nov 07, 2008 about CTSH
Monster Worldwide: Lowering 2009 Estimates, Staying on the Sideline
on Nov 03, 2008 about MNST
Seeing Short-Term Weakness in Wipro, Long-Term Promise
on Oct 27, 2008 about WIT
Satyam: Tough Environment, Cheap Stock
on Oct 22, 2008 about SAY
Infosys: Traumatized Environment Affords Rare Buying Opportunity
on Oct 14, 2008 about INFY
India Offshoring Quarterly Snapshot
on Sep 16, 2008 about SAY, INFY, CTSH
Ctrip.com: Industry-wide Slowdown Could Linger
on Aug 15, 2008 about CTRP
Monster Worldwide: Inexpensive Valuation Overshadowed by Macro Headwinds
on Aug 14, 2008 about MNST
Downgrading 51job, Inc. to Sell
on Aug 07, 2008 about JOBS
Cognizant: Reducing Estimates, Target Slightly
on Aug 05, 2008 about CTSH
Syntel Misses on Revenue and EPS; IT Headcount Falls
on Aug 01, 2008 about SYNT
Indian Offshorers: Summary of Recent NASSCOM Analyst Briefing
on Jul 30, 2008 about ACN, INFY, CTSH
Cutting Rediff.com's Estimates Again
on Jul 29, 2008 about REDF
Trimming Wipro Estimates on More Cautious Revenue Outlook
on Jul 25, 2008 about WIT
Satyam's Valuation Discounts Short-Term Outlook
on Jul 22, 2008 about SAY
Infosys: 'Flat World' No Haven from Flattened Valuation
on Jul 14, 2008 about INFY
India Offshoring Quarterly Snapshot
on Jun 16, 2008 about SAY, INFY, CTSH
Rediff.com: In-Line Operating Results, Core Segment Up 18.5%
on May 28, 2008 about REDF
Ctrip: Potential and Risk in China Travel Bookings
on May 15, 2008 about CTRP
51job: Q1 Growth, Operating Profitability Outstrip Estimates
on May 14, 2008 about JOBS
Fine-Tuning Our Cognizant Technology Estimates
on May 09, 2008 about CTSH
Monster Worldwide: Feeling the Impact of an Economic Slowdown
on May 06, 2008 about MNST
Concerns with Syntel: Valuation, Client Concentration, Management
on May 01, 2008 about SYNT
Satyam: Client Engagements, Operational Execution Drive Ongoing Growth
on Apr 24, 2008 about SAY
Wipro Lives to Fight Another Day
on Apr 22, 2008 about WIT
Infosys: FY09 EPS Guidance Upholds Durability of Model
on Apr 17, 2008 about INFY
India IT Quarterly Snapshot: Cognizant Top Bellwether Pick
on Mar 11, 2008 about SAY, INFY, CTSH
51job's Aggressive Marketing Posture Delays Upside
on Mar 05, 2008 about JOBS
Ctrip's a Buy Heading Into Beijing Olympics
on Mar 02, 2008 about CTRP
Syntel Misses Operating Income Estimates, Margin Plunges
on Feb 26, 2008 about SYNT

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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