Seeking Alpha

Erik Conley

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  • Is It Too Late To Buy These Stocks? [View article]
    EPS growth is slower than peer group, gross margins are lower than peer group. But most other valuation and profitability metrics are good to excellent. I'm a buyer of KKR on any weakness.
    Jul 9 10:48 AM | Likes Like |Link to Comment
  • Is It Too Late To Buy These Stocks? [View article]
    Take a look at this write-up in Barrons for some insight about why KKR is so cheap.
    Jul 9 12:24 AM | Likes Like |Link to Comment
  • Is It Too Late To Buy These Stocks? [View article]
    Thanks for the comment, getreal.
    Jul 9 12:18 AM | 1 Like Like |Link to Comment
  • Select Comfort craters following sales warning [View news story]
    I would not recommend buying this one until the second wave of selling is finished. There are almost always a few large holders who need to make sell decisions by committee, so there is a delay of up to one full day before they start dumping into an already weak market for the shares. Patience will be rewarded, and you might be able to pick up the stock for closer to $16 if you wait.
    Jan 6 01:47 PM | Likes Like |Link to Comment
  • Book Review: 'All About Market Timing' [View article]
    Do not expect more than 20% per year? How can you say that with a straight face while claiming to be humble?
    Oct 25 05:48 PM | Likes Like |Link to Comment
  • Live Nation - Everybody Wants To Rule The World [View article]
    Great work on this. I own the stock at a cost of $10.33 and I've been looking for opportunities to add. You mentioned that you would buy more at the $10 level, but given the bright prospects for the company, are there circumstances where you might pay more than that?
    May 4 12:46 PM | Likes Like |Link to Comment
  • 10 Solid Stocks For 2013 [View article]
    You make some good points here, and you obviously did your homework on JOE. The reason I included this stock on the list is because of its' low correlation with the other 9 stocks. It passed the first two screens easily, but didn't do very well in terms of analyst ratings. But what it lacks in sponsorship is more than offset by the benefit to the portfolio from having a low correlation to the other names. Having this kind of diversification will make the portfolio stronger and less vulnerable to market weakness. Thanks for your comments.
    Dec 26 12:44 PM | Likes Like |Link to Comment
  • 10 Solid Stocks For 2013 [View article]
    FHCO is really under the radar. A profitable company with a dominant position in a huge and important market. It amazes me that this stock isn't priced at $8 or $9 right now.
    Dec 24 07:02 PM | Likes Like |Link to Comment
  • 10 Solid Stocks For 2013 [View article]
    Good points. Thanks for commenting.
    Dec 24 03:07 PM | 2 Likes Like |Link to Comment
  • 10 Solid Stocks For 2013 [View article]
    I think ATVI is best-in-class among video game producers. They are not the fastest grower, but they have the lowest beta in the group. This will help during periods of market weakness. They also have the advantage of not being dependent on hardware platform constraints like Nintendo and Microsoft.
    Dec 24 11:53 AM | 2 Likes Like |Link to Comment
  • The Most Deceptive And Dangerous Financial Headline I Have Ever Seen [View article]
    I think there's a flaw in your argument. "if valuations are extremely high and/or projected earnings growth rates are very low or negative." Are you claiming that it's possible to know, with anything approaching certainty, when valuations are so high that you shouldn't be in the market? Can you know when future earnings growth are going to be low or negative? Not unless you have a crystal ball.
    Apr 3 10:14 AM | 1 Like Like |Link to Comment
  • Without Dividends And Covered Calls, You're Not Investing [View article]
    You're not writing about covered calls unless you talk about trading costs and capping upside potential.
    Mar 7 01:49 PM | 3 Likes Like |Link to Comment
  • Even Goldman Sachs Now Expects A Tremendous Financial Collapse [View article]
    With all due respect, what exactly qualifies this author to make predictions about economic issues? He's a lawyer, not a financial expert.
    Sep 11 04:09 AM | Likes Like |Link to Comment
  • S&P Snapshot: The Monday Market Massacre [View article]
    13th worst day in percentage terms.

    Aug 8 06:23 PM | Likes Like |Link to Comment
  • Dow plunges more than 600 points after downgrade [View article]
    On a percentage basis, this was the 13th worst day for the S&P 500.

    Aug 8 06:20 PM | Likes Like |Link to Comment