Seeking Alpha

Andrew Heyl

 
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  • Can Twitter And Chicago Bridge & Iron Tell Us Anything About The Mood Of The Market?
    Fri, Aug. 1 CBI, TWTR 9 Comments

    Summary

    • On July 15, 2014 Federal Reserve Chairwoman Janet Yellen stated that equity valuations of social media and biotechnology firms appeared to be "stretched".
    • In the last week CBI (a blue chip industrial), and TWTR (a social media company), announced second quarter financial results which soundly beat analysts expectations.
    • The reaction of Wall Street to CBI's and TWTR's second quarter earnings shows how value investors and momentum investors differ on their current view of the market.
  • Weak First Quarter Sales Have Made The Buckle A Buy
    Wed, Jun. 11 BKE 6 Comments

    Summary

    • BKE's May 2014 sales numbers showed a continuing trend of flat growth.
    • BKE's strong fundamentals with zero long term debt can withstand several years of flat or even negative growth, and still pay a sizable dividend.
    • Long term value investors should consider BKE as a good dividend play.
  • Great Plains Energy Looks Expensive At Its Current Price
       • Wed, May. 7 DUK, LNT, GXP 3 Comments

    Summary

    • Great Plains Energy is a solid public utility that has consistent top line and bottom line growth.
    • A recent run-up of Great Plains Energy's share price has caused it to be selling at a substantial premium.
    • Great Plains Energy's dividend is substantially below its historical average dividend yield.
  • Westar Energy: A Solid Company With A Generous Dividend - Selling At A Discount
       • Sun, Mar. 16 GXP, WR 12 Comments

    Summary

    • Westar recently announced its 2013 full year financial statements.
    • Westar beat analysts estimates for growth in 2013, continued its steady performance, and raised its dividend.
    • Using earning and dividend discount models, I calculate that WR is selling at an 11% to 16% discount to its intrinsic value.
    • Westar's EPA issues should be coming to a close in the near future, and it may be entering a sweet spot with lower capital expenses and higher revenues.
  • The Buckle Continues Its Pattern Of Flat Growth
    Sun, Mar. 9 BKE 13 Comments

    Summary

    • BKE recently released its February 2014 net sales numbers.
    • BKE's February sales numbers showed a continuing pattern of negative comparable store net sales, and minimum net sales growth.
    • BKE is known for its strong balance sheet and generous special dividends. A continuing pattern of flat or negative growth in earnings will substantially effect its special dividends.
  • Sirona Should Start Paying Dividends
    Tue, Feb. 25 SIRO Comment!
  • The Market Liked The Buckle's January Sales Numbers
    Sat, Feb. 8 BKE 4 Comments
  • Decoupling Of Oil Companies And Oil Prices Redux
    Wed, Feb. 5 BRK.A, COP, CVX 8 Comments
  • The Buckle: Now Is A Good Time To Buy This High Dividend Stock
    Wed, Jan. 15 BKE 1 Comment
  • Slow Growth Continues For The Buckle
    Dec. 6, 2013 XLY, GES, VCR 2 Comments
  • Has Berkshire Hathaway Repeated Its ConocoPhillips Fiasco?
    Dec. 4, 2013 COP, CVX, XOM 21 Comments
  • How Safe Are Westar's Dividends
    Nov. 11, 2013 WR 7 Comments
  • Surprises At ICU Medical
    Oct. 31, 2013 BAX, ICUI Comment!
  • The Buckle's Shareholders Should Not Expect A Christmas Bonus This Year
    Oct. 11, 2013 BKE 9 Comments
  • The Decoupling Of Oil Companies With Oil Prices
    Oct. 6, 2013 COP, CVX, OIL 15 Comments
  • Is It Time To Buy Westar Energy?
    Sep. 24, 2013 DUK, GXP, WR 15 Comments
  • The Buckle's Growth Looks Anemic
    Sep. 9, 2013 BKE 12 Comments
  • Take Profits In Automatic Data Processing
    Aug. 28, 2013 ADP 16 Comments
  • Baxter International Could Pay A Big Premium For ICU Medical
    Aug. 14, 2013 BAX, ICUI 5 Comments