Seeking Alpha

David Alton Clark

 
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  • Silver Wheaton: The Time To Buy Is Now
    Wed, Apr. 9 SLW 31 Comments

    Summary

    • Silver Wheaton’s stock is trading at multi-year lows along with silver.
    • Company management has well positioned Silver Wheaton for the future.
    • Rising geopolitical risk coupled with a global economic rebound will underpin the stock.
  • Bank Of America: The Sell-Off Is Unwarranted
    Tue, Apr. 8 BAC 11 Comments

    Summary

    • A major stock market correction provides buying opportunities in solid stocks like Bank of America.
    • Bank of America has much more room to run based on future catalysts for growth.
    • Bank of America's fundamentals and valuation are improving compared to peers and industry averages.
  • Did Micron Just Jump The Shark?
    Fri, Apr. 4 MU 75 Comments

    Summary

    • Micron’s parabolic trajectory is unsustainable.
    • Micron’s past performance is not an indicator of future results.
    • A paradigm shift away from the historically cyclical nature of the industry remains to be proven.
  • Citigroup: High Risk Equals High Reward
    Fri, Apr. 4 C 7 Comments

    Summary

    • A contrarian approach to investing states to buy a stock at its point of maximum pessimism.
    • Citigroup’s stock is under extreme pressure after being clobbered by several major negative headwinds.
    • These issues have provided a buying opportunity in the stock.
    • The stock is vastly undervalued on a relative and historical basis with improving fundamentals.
  • Ford: Don't Be Fooled Again
    Wed, Apr. 2 F 95 Comments

    Summary

    • Ford’s March sales beat has mitigating factors.
    • Ford’s expenses are set to rise directly affecting the bottom line.
    • The company is up against major macroeconomic headwinds.
  • Will Nokia Double Again?
    Tue, Apr. 1 NOK 112 Comments

    Summary

    • The stock has more than doubled over the past 52 weeks by meeting turnaround goals.
    • The company continues to execute on the plan with the introduction of new products.
    • It is not out of the question the stock could double again, yet a 50% gain is more likely.
  • Bank Of America: Buy The Dip, It Will Not Last
    Editors' Pick • Mon, Mar. 31 BAC 45 Comments

    Summary

    • Investors anticipating positive stress test results created a "buy the rumor sell the news" event.
    • Investors are potentially spooked by the flattening yield curve and geopolitical pressures.
    • These issues are transitory, creating a buying opportunity in the stock.
  • BlackBerry: Has The Bloom Come Off The Rose?
    Fri, Mar. 28 BBRY 91 Comments

    Summary

    • The nature of the earnings beat induced the selloff.
    • The stock performance has trapped many investors underwater.
    • Short interest is high, growing and a large percentage of the float.
  • Micron: Buy The Rumor, Sell Before The News
    Fri, Mar. 28 MU 71 Comments

    Summary

    • Micron’s stock has been on a tear over the past 52 weeks.
    • Recent insiders have sold at the highs.
    • DRAM spot prices are dropping while capacity may be growing.
  • Microsoft: You Ain't Seen Nothing Yet
    Wed, Mar. 26 MSFT 13 Comments

    Summary

    • The company is realigning its divisions to focus on growth.
    • Microsoft is creating a state of the art cloud enterprise system.
    • Microsoft has a fortress balance sheet and solid fundamentals.
    • New CEO brings new mindset.
  • Ford: 2014 Downside Risks Are High And Mounting
    Wed, Mar. 26 F 47 Comments

    Summary

    • March sales miss may be a catalyst for further downside near term.
    • 2014 profit margins may suffer due to a myriad of issues.
    • Geopolitical climate is a negative.
  • General Electric: The Risk Is Not Worth The Reward
    Tue, Mar. 25 GE 50 Comments

    Summary

    • Fundamentals are weak on a historical basis.
    • The stock performance is weak and at an inflection point.
    • Emerging market and geopolitical risks are high and rising.
  • Why Is Citigroup The Best Bank To Buy Today?
    Fri, Mar. 21 C 25 Comments

    Summary

    • Citigroup provides the most bang for your buck compared to its peers.
    • Positive stress test results will be a major catalyst for the stock.
    • A rising rate environment and a steepening yield curve are positive for banks.
    • Valuation and fundamentals are still very reasonable on a historical basis.
  • Bank Of America: You Ain't Seen Nothing Yet
    Thu, Mar. 20 BAC 15 Comments

    Summary

    • Positive stress test results will be a major catalyst for the stock.
    • A rising rate environment and a steepening yield curve are positive for banks.
    • Valuation and fundamentals are still very reasonable on a historical basis.
  • Intel: Never Fall In Love With A Stock
    Wed, Mar. 12 INTC 11 Comments

    Summary

    • Intel has been dead money for years.
    • Intel's struggles to gain market share in mobile will continue.
    • The decline in growth of Intel’s PC business may overwhelm any gains made in other areas.
    • If you are looking for growth, there are better choices than Intel.
  • Is SandRidge Energy Finally Ready To Double?
    Tue, Mar. 11 SD 6 Comments

    Summary

    • Investors have been wary of SandRidge Energy’s stock.
    • The stock has 50% to 100% upside on a net asset value basis according to CEO.
    • Leon Cooperman reiterated his bull thesis on March 9, 2014.
    • The geopolitical environment is highly favorable for SandRidge Energy.
  • SandRidge Energy: Dead Money Walking ... For Now
    Nov. 21, 2013 SD 27 Comments
  • SandRidge Energy Tanks On Earnings Beat - What Now?
    Nov. 13, 2013 SD 26 Comments
  • SandRidge Energy: The Run Has Only Just Begun
    Oct. 28, 2013 SD 19 Comments
  • Bank Of America Is Too Big To Fail ... As It Should Be
    Sep. 18, 2013 C, GS, JPM 13 Comments
  • Alcatel Lucent Shifting Into High Gear
    Sep. 17, 2013 CSCO, QCOM, ALU 6 Comments
  • 5 Reasons SandRidge Is A Buy
    Sep. 11, 2013 SD 18 Comments
  • SodaStream Looks Undervalued And Poised To Pop
    Sep. 6, 2013 GMCR, KO, PEP 24 Comments
  • Halliburton: A Solid Buy With Robust Catalysts And Upside
    Sep. 5, 2013 HAL 1 Comment
  • Bank Of America: The Time To Buy Is Now
    Sep. 5, 2013 BAC 33 Comments
  • Chesapeake Energy: A Phoenix Rising To $50?
    Sep. 4, 2013 CHK 6 Comments
  • Intel Unhinged: Has The Elusive Double Finally Arrived?
    Aug. 30, 2013 AMD, INTC 31 Comments
  • Microsoft: A Fat Pitch With Home Run Written All Over It
    Aug. 29, 2013 MSFT 33 Comments
  • Ford: The Time To Buy Is Fast Approaching
    Aug. 28, 2013 F 29 Comments
  • SunEdison: Never Look A Gift Horse In The Mouth, Buy The Dip
    Aug. 28, 2013 SUNE 8 Comments
  • Groupon: You Ain't Seen Nothing Yet
    Aug. 27, 2013 GRPN 13 Comments
  • Cisco Buying Opportunity Looming, Don't Blink
    Aug. 27, 2013 CSCO 13 Comments