Seeking Alpha

Brian Dightman

 
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  • Autohome - Great Track Record Missing Institutional Support
    Wed, Aug. 27 ATHM 10 Comments

    Summary

    • Autohome continues to deliver solid growth & six years of profitability.
    • The company holds a leading position in a big & trending market.
    • Early results suggest current initiatives may represent long-term potential.
  • Hain Celestial Delivers Strong Growth And Clear Initiatives
    Fri, Aug. 22 HAIN 3 Comments

    Summary

    • Hain is another winner in the natural and organic foods category.
    • Multiple factors are driving continued growth.
    • The stock is closing in on a 52-week high.
  • The Black Hole Of Debt Expansion
    Wed, May. 28 EDV, ILTB, ZROZ 13 Comments

    Summary

    • Bonds rally the day after stocks follow through.
    • 30-year yield back around 3.25%.
    • No U.S. economic acceleration, says the bond market.
  • WhiteWave - Riding The Nutrition Change Wave
    Fri, May. 23 WWAV 12 Comments

    Summary

    • The natural/organic food revolution is gaining momentum and WhiteWave is executing well.
    • Strong performance by peers help grow the natural, organic and plant-based food/beverage category.
    • WhiteWave price target of $40.25 by FYE 2015.
  • Tableau & Splunk: Do Price Pullbacks Represent Good Entry Points?
    Fri, Apr. 11 SPLK 19 Comments

    Summary

    • Big data is still an early opportunity.
    • Tableau, Splunk and Oracle growth metrics compared.
    • Tableau and Splunk partnership – a powerful combination.
  • PHDG And VQT: 2 S&P 500 Dynamic VEQTOR Index Products Compared
    Mon, Mar. 17 PHDG, VQT 11 Comments

    Summary

    • Is PHDG a viable alternative to VQT?
    • Are either products effective downside hedges to SPY?
    • A look at VQT/PHDG as an AGG replacement in a Growth Portfolio.
  • Envestnet - Positioned For Continued Growth
    Fri, Mar. 7 ENV Comment!

    Summary

    • A shift in the preference of individual investors toward independent advisors is a huge wind in the sails of Envestnet.
    • Envestnet is expensive but still has upside, $84 price target.
    • Institutional ownership of Envestnet is on the rise.
  • Questcor - Let's Compare Numbers
    Thu, Mar. 6 QCOR 33 Comments

    Summary

    • Short seller allegations aside, how does the financial performance of Questcor stack up?
    • Can Questcor get to $120 a share in the next 12-18 months?
    • What can institutional investor's holdings tell us about Questcor?
  • Alternative Equity ETFs - Do They Deliver Value?
    Wed, Mar. 5 ALFA, CSM, QAI 9 Comments
  • Estimating Bond Interest Rates Without Fed Buying
    Jan. 4, 2013 TLT, TIP, IEF 9 Comments
  • Ratio Analysis Shows International Stocks' Strength
    Dec. 7, 2012 EPP, EWZ, ILF Comment!
  • Internet Stocks Lead Market Higher
    Nov. 30, 2012 FDN Comment!