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AUXL To Defy The Bears
Tuesday, April 27, 2010 - 4:03pm | 373Read More...In an interview with Michael Meyers, CEO and chief investment officer of Arcoda Capital Management, Seeking Alpha asked what his highest conviction holding was. Michael, who has 20 years of experience in healthcare asset management, investment banking and in the operating environment, said that his...
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Presence Outside The US Takes EMR To Heights
Monday, April 26, 2010 - 1:52pm | 299Read More...In an interview with Greg Donaldson, the founder and director of portfolio strategy for Donaldson Capital Management, Seeking Alpha asked what his highest conviction holding was. Greg, who has 35 years of experience in the securities business, said that his highest conviction long pick was Emerson...
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What Price Would ATPG Command As An Acquisition Target?
Wednesday, April 21, 2010 - 2:41pm | 377Read More...According to an article on Seeking Alpha by Keith Schaefer, the US oil sector has recently witnessed takeovers worth billions of dollars, with the Gulf of Mexico being the most active area. Apache Corp (NYSE: APA) acquired Devon Energy's (NYSE: DVN) US Gulf assets for $1 billion and Mariner Energy...
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What Will Be The Fate Of AAPL’s Stock After The Earnings Report?
Tuesday, April 20, 2010 - 1:18pm | 449Read More...Will Apple’s (NASDAQ: AAPL) shares jump after the earnings report due today? Or will the stock fall with investors taking profits? The earnings season is always characterized with uncertainty. What is certain, however, is that the last two days have seen investors pull away from stocks such as...
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FCX To Benefit From Higher Copper Prices, Despite Increased Input Costs
Monday, April 19, 2010 - 3:39pm | 363Read More...In an interview with Bill Redder, Vice President and Financial Advisor of Burns Matteson Capital Management, Seeking Alpha asked what his highest conviction holding was. Bill, who is a thirteen year veteran of the financial services industry, said that currently there were several high conviction...
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BH As The Highest Conviction Stock Position In Portfolio
Thursday, April 15, 2010 - 4:03pm | 410Read More...In an interview with Steven Kiel, president and chief investment officer of money management firm Arquitos Capital Management, Seeking Alpha asked about his investing approach. Steven said that the aim was to “maximize returns while minimizing risk.” Many investors believe that higher gains are...
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Do Mega Caps Have The Potential For Mega Returns?
Wednesday, April 14, 2010 - 1:14pm | 358Read More...In an interview with Jeff Bogue, an independent fee-only financial planner and owner of Bogue Asset Management LLC, Seeking Alpha asked how his portfolio was currently divided among different asset classes. Jeff, who specializes in developing portfolios designed for retirement cash flow needs and...
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Houston American Energy Loses Nearly 29% Of Value After Bearish Internet Postings (HUSA)
Wednesday, April 7, 2010 - 6:20pm | 1037Read More...A very interesting thing happened today, which is a testament to the changing capital markets landscape as a result of the pervasiveness of the blogosphere. As best as we can tell, two internet postings on Seeking Alpha, one on April 5th and another on April 7, have served to completely devastate...
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Teun Draaisma Of Morgan Stanley Believes The Rally Will End Soon
Tuesday, March 30, 2010 - 8:27am | 371Read More...According to an article by Teun Draaisma of Morgan Stanley (NYSE: MS) published on Seeking Alpha, the rally has moved ahead of itself and a correction is due in the market “as good news becomes bad news.” Draaisma, who is famous for making correct buy or sell calls and is one of those few...
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Bennett Marks’ Favorite Stock Is Itron (ITRI)
Monday, March 29, 2010 - 1:15pm | 373Read More...In an article on Seeking Alpha, Bennett Marks, president and chief investment officer of Marks Group Wealth Management, said that his favorite stock is Itron (NASDAQ: ITRI), the world’s leading provider of “smart meters,” which are two-way communication devices enabling exchange of data between...
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Rob Romero Believes That HRBN Is Firing On All Cylinders
Friday, March 26, 2010 - 7:54am | 510Read More...According to an article on Seeking Alpha, one of the long ideas on which Rob Romero, a Portfolio Manager at Connective Capital Management LLC, has highest conviction is Harbin Electric (NASDAQ: HRBN). Headquartered in Harbin, China, HRBN is a leading developer and manufacturer of a wide array of...
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Jamie Finds Ensco International (ESV) Positioned For Handsome Profits
Thursday, March 25, 2010 - 7:59am | 344Read More...According to an article by James (Jamie) Potkul on Seeking Alpha, the high conviction holding of his Bread & Butter Fund (MUTF: BABFX) is Ensco International plc (ESV). Ensco, a global provider of offshore drilling services to the petroleum industry, which owns a modern fleet of ultra-deepwater...
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Top Five Dow Stocks With High Yields (DD, MRK, PFE, T, VZ)
Thursday, March 25, 2010 - 5:46am | 227Read More...According to an article by Stockerblog on Seeking Alpha, twenty stocks in the Dow Jones Industrial Average have yields of 2% or more. Among these, five have yields at or higher than 4%. At the top of the high-yielding stocks is AT&T Inc (NYSE: T). It has an yield of 6.4% and has a forward...
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Tony Abbate Thinks Benjamin Graham Would Have Loved PZZA
Monday, March 22, 2010 - 11:09am | 275Read More...In an article written by Tony Abbate, CFA, founder and Managing Director of Granite Value Capital, on Seeking Alpha, said that Papa John’s (NASDAQ: PZZA) was topmost on his highest conviction long position. He stated the following reasons for preferring this stock: The valuation of the stock is...
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James Altucher's Favorite Under $5 Stock: Star Scientific (CIGX)
Thursday, March 18, 2010 - 3:26pm | 368Read More...In an article on Seeking Alpha, James Altucher says that all stars seem to be aligned for a small-cap stock, Star Scientific (CIGX), whose shares he also possesses. Star Scientific is the manufacture of products such as CigRx, which help people overcome their smoking habits. CigRx contains...
