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tushar makhija

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Community Rank: Analyst (147 pts) | Member since 06/05/2007

Picks Performance:

Outperforms

17%

of community

What's this?

All-time Return -4.28% (in over 2 years)	Risk (SD) Aggressive 0.00%	Sharpe Ratio -30.58
Followers 0	Winning Picks 7 of 17	Total Views 4807

Overview

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Last Activity: Added EMC to neutral/hold list on 09/16/08

Current Stock List:

Symbol	Return	Since
EMC	+30.31%	09/16/08
SJT	-50.11%	09/13/08
BGC	-28.41%	09/08/08
AAPL	+4.81%	05/12/08
MRVL	-9.29%	05/12/08
HON	+36.96%	05/12/08
HPQ	+1.09%	05/12/08
XOM	+18.01%	05/12/08
C	+82.88%	05/12/08
V	-4.85%	05/12/08

All-time Sectors of Interest

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Opinion & Analysis

Bullish on SJT ... about SJT 09/13/08
natural gas prices are bound to increase.

vmw new products better than microsoft about VMW 07/27/08
also with their ESXi software being distributed free with more features than microsoft allows for more penetration in to SMB markets.

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Blog Posts

Baltic Dry Index - Rising with China 11/08/09 — http://www.beyouranalyst.com/2009/11/baltic-dry-index-rising-with-china.html The Baltic Dry Index is considered to be one of the speculation free indicators of global economic activity and trade. Hence it is important to keep an eye on the index to get some idea of the direction in which the globa...

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Dollar Carry Trade Implications 11/08/09 — http://www.beyouranalyst.com/2009/11/implications-of-dollar-carry-trade.html The currency carry trade is a strategy where the investor sells the currency with relatively low interest rate and buys a different currency yielding higher interest rastes. Investors can also use the funds to buy other a...

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PM COMMITS TO FINANCIAL REFORMS 11/08/09 — http://www.ft.com/cms/s/0/5f78c486-cc3a-11de-8e30-00144feabdc0.html FINANCIAL REFORMS

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Market would move up after this speed breaker 11/08/09 — http://www.investchips.com/2009/11/it-is-only-speed-breaker-sharekhan.html Some of the key palpable positives outweigh the negatives. Firstly, the leading indicators (cement production, commercial vehicle sales, goods traffic, industrial production, exports etc) continue to report better numbers. ...

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RBI’s Monetary Policy Analyst View 11/07/09 — http://smcinvestment.wordpress.com/2009/11/07/rbis-monetary-policy-analyst-view/ Though there is a hike in SLR to 25 % but we think it will not have much more impact because the total investment book of commercial banks is already at 30.4% of total NDTL....

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Discussions

Re: 08/05/08
can you also explain what is PEG

Re: 08/05/08
well said, i agree

People Following tushar makhija ...

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tushar makhija is Following ...

rushabh doshi

Analyst

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More about tushar makhija

Investment Style:
Moderate [?]

Avg exp holding time:
413.47 days

Age: 20's	Occupation: software engineer
Location: palo alto

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IN THE PRESS

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