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July 21, 2009
Natural Gas – Part I
Getting Close! Cheap, but could get cheaper as storage levels build up in
the next few months… Spike coming in winter?
Report


April 25th, 2007
Cascade Microtech, Inc. (CSCD; $13.30)
Q1 beats Street by a penny; Closed acquisition expected to be accretive by 2H-07 and bump up Gross margins. Reiterate Buy.
Report


April 19th, 2007
Linear Technology Corp. (LLTC; $36.04)
Q3 beats top-line and meets bottom-line consensus; $3B accelerated share repurchase announced – 30% of market cap; guides to 3-6% top-line growth in calendar Q2-07. Reiterate Buy.
Report


April 17th, 2007
Intel Corp. (INTC; $22.30)
Q1 profit up 19% on tax benefit. Sequential gross margin improvement and guidance for more improvement in 2H07 implies market share gains. Reiterate Buy.
Report

For Students enrolled in FI 344

Raj Sharma serves as an Adjunct Professor in the Finance Department at Golden Gate University. His advanced level course, “Strategies for Fundamental Equity Investing – A Practitioner’s Perspective” focuses on techniques to evaluate financial and strategic strengths of corporations. The coursework will allow a hands-on look into finding and evaluating publicly traded companies for long-term investing. The coursework and case studies will reveal the time-tested money management techniques of successful investors.

Students learn to pick excellent companies that are most likely to succeed in the long-term and are available at reasonable to cheap valuations. The student will learn about techniques of valuation used by a host of successful money managers and analysts in the hedge fund and mutual fund industries. Students will learn about fundamental bottoms-up analysis of companies using 10-Ks, 10-Qs, Value Line research, NYTimes and Wall Street Journal articles and using information gathered from conversations with managements of companies. Students will learn to create their own personal portfolios of stocks.

In the past, several students of this class have secured analyst positions in leading buy-side and sell-side investment firms.

For those students enrolled in the above class, you can access the syllabus, lecture notes, and relevant industry articles by logging in below. Login information will be provided to enrolled students at the beginning of a new semester.

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