Dan Heil - Seeking Alpha 'Dan Heil' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/author/dan-heil Sohu's Changyou: It's a Perfect World for Chinese Internet Gaming http://seekingalpha.com/article/126766-sohu-s-changyou-it-s-a-perfect-world-for-chinese-internet-gaming?source=feed 126766 As I’m sure most of you have heard, online gaming is a huge market in China. In the past couple of years, new companies and products have been rolling out the door on a fairly consistent basis. The latest news is that Sohu.com (SOHU) is taking its online gaming subsidiary, Changyou (proposed ticker: CYOU), public as a stand-alone company.

For those of you that are not familiar with Sohu.com, they are a internet portal in the Peoples' Republic of China and are often referred to as “The Yahoo" (YHOO) of China.” Last year, Changyou’s revenue was $201.8 million, which is more than four times what it was the year before. Profits for that same year clocked in at a staggering $108 million, giving them a profit margin of over 50%.

]]> Thu, 19 Mar 2009 05:25:22 -0400 Dan Heil As I’m sure most of you have heard, online gaming is a huge market in China. In the past couple of years, new companies and products have been rolling out the door on a fairly consistent basis. The latest news is that Sohu.com (SOHU) is taking its online gaming subsidiary, Changyou (proposed ticker: CYOU), public as a stand-alone company.

For those of you that are not familiar with Sohu.com, they are a internet portal in the Peoples' Republic of China and are often referred to as “The Yahoo" (YHOO) of China.” Last year, Changyou’s revenue was $201.8 million, which is more than four times what it was the year before. Profits for that same year clocked in at a staggering $108 million, giving them a profit margin of over 50%.


Complete Story »]]> GA NCTY NTES PWRD SNDA SOHU Dan Heil IPOs Back in Style as Bristol Myers Squibb Spins Off Mead Johnson Nutrition http://seekingalpha.com/article/119655-ipos-back-in-style-as-bristol-myers-squibb-spins-off-mead-johnson-nutrition?source=feed 119655 As another average Monday comes to an end on Wall Street, a not so predictable rest of the week still awaits. It looks as if IPOs are back with a bang this week after almost 10 months of being on somewhat of a hiatus due to the deepening recession our country, as well as the rest of the world, is seemingly falling deeper into. After Visa (V) went public last March in its record breaking IPO, as well as a few other IPO duds between then and now, it looks as if investors might be again getting back their taste for initial public offerings.

Investors who are interested have plenty of options to choose from today and Wednesday. NIVS Intellimedia, a chinese producer of consumer electronics, Changing World Technologies, a producer of organic fertilizer and bio-fuels, O'Gara Group, a provider of homeland defense products and services, and Mead Johnson Nutrition (MJN), the global leader in manufacturing pediatric nutrition products all of who will begin trading Tuesday. If that’s not enough to wake up your risk appetite, you still have Madison Square Capital, a newly formed REIT planning to invest in agency securities., which will begin trading on Wednesday. Now I must admit, that is quite an interesting group of companies going public and should stir up quite a bit of attention Tuesday and Wednesday, but the one I am interested in starting a position in is Mead Johnson Nutrition.

]]> Tue, 10 Feb 2009 10:36:27 -0500 Dan Heil As another average Monday comes to an end on Wall Street, a not so predictable rest of the week still awaits. It looks as if IPOs are back with a bang this week after almost 10 months of being on somewhat of a hiatus due to the deepening recession our country, as well as the rest of the world, is seemingly falling deeper into. After Visa (V) went public last March in its record breaking IPO, as well as a few other IPO duds between then and now, it looks as if investors might be again getting back their taste for initial public offerings.

Investors who are interested have plenty of options to choose from today and Wednesday. NIVS Intellimedia, a chinese producer of consumer electronics, Changing World Technologies, a producer of organic fertilizer and bio-fuels, O'Gara Group, a provider of homeland defense products and services, and Mead Johnson Nutrition (MJN), the global leader in manufacturing pediatric nutrition products all of who will begin trading Tuesday. If that’s not enough to wake up your risk appetite, you still have Madison Square Capital, a newly formed REIT planning to invest in agency securities., which will begin trading on Wednesday. Now I must admit, that is quite an interesting group of companies going public and should stir up quite a bit of attention Tuesday and Wednesday, but the one I am interested in starting a position in is Mead Johnson Nutrition.


Complete Story »]]> BMY MJN Dan Heil Opportunity in Medium Term Call Options for Dryships http://seekingalpha.com/article/118163-opportunity-in-medium-term-call-options-for-dryships?source=feed 118163 Dryships (DRYS), as with every other drybulk shipping company on the market, has taken a tremendous beating recently. Back in November, with the general market, Dryships hit its 52 week low of $3.04, and then charged back up the next 45 days to around $17.00 a share netting brave investors in the company a solid 400% gain in less than 60 days. While analysts' estimates went down again within the last couple of days, from $5.02 to $3.76, the Baltic Dry Index has just recently come off its lows of about $660 to a recent close of $1070. One can argue also that analysts estimates are more than likely off, or at least behind the market.

]]> Tue, 03 Feb 2009 09:13:15 -0500 Dan Heil Dryships (DRYS), as with every other drybulk shipping company on the market, has taken a tremendous beating recently. Back in November, with the general market, Dryships hit its 52 week low of $3.04, and then charged back up the next 45 days to around $17.00 a share netting brave investors in the company a solid 400% gain in less than 60 days. While analysts' estimates went down again within the last couple of days, from $5.02 to $3.76, the Baltic Dry Index has just recently come off its lows of about $660 to a recent close of $1070. One can argue also that analysts estimates are more than likely off, or at least behind the market.


Complete Story »]]> DRYS Dan Heil Wendy's: The Best Value Menu for Your Portfolio http://seekingalpha.com/article/115332-wendy-s-the-best-value-menu-for-your-portfolio?source=feed 115332 While companies like McDonald’s (MCD) have recently had their moment in the spotlight, other fast food companies with strong fundamentals, higher growth, and better all around value have gone unnoticed until recently. McDonald’s two biggest competitors, Wendy’s/Arby’s Group (WEN) and Burger King (BKC), sport slightly higher growth and much higher value when compared to their biggest competitor, McDonald’s.

Analysts on average expect McDonald’s to earn $3.84 a share in 2009, up slightly over the past 3 months from $3.81, giving it a forward price over earnings ratio of 15.53. McDonald’s has also been hovering near its 52 week high and has just recently fallen under $60 a share. Another reason to believe that McDonald’s time in the spotlight might be coming to an end is the seven insider sales over the past six months and the one buy. McDonald’s has an estimated growth rate of 9.33% a year for the next five years.

]]> Mon, 19 Jan 2009 07:59:52 -0500 Dan Heil While companies like McDonald’s (MCD) have recently had their moment in the spotlight, other fast food companies with strong fundamentals, higher growth, and better all around value have gone unnoticed until recently. McDonald’s two biggest competitors, Wendy’s/Arby’s Group (WEN) and Burger King (BKC), sport slightly higher growth and much higher value when compared to their biggest competitor, McDonald’s.

Analysts on average expect McDonald’s to earn $3.84 a share in 2009, up slightly over the past 3 months from $3.81, giving it a forward price over earnings ratio of 15.53. McDonald’s has also been hovering near its 52 week high and has just recently fallen under $60 a share. Another reason to believe that McDonald’s time in the spotlight might be coming to an end is the seven insider sales over the past six months and the one buy. McDonald’s has an estimated growth rate of 9.33% a year for the next five years.


Complete Story »]]> BKC MCD WEN Dan Heil