Seeking Alpha

Far Horizon

 
View as an RSS Feed
View Far Horizon's Articles BY TICKER:
  • United Insurance Holdings. Insider Buying Alert - Why Earnings Will Double.
     • Thu, Aug. 21 UIHC Comment!

    Summary

    • SEC filings show significant insider purchases at this Insurance company in the last six months.
    • The company currently has a low valuation, and strong revenue and earnings growth.
    • As a Florida based homeowners insurer, its profile differs from other P&C players. It uses Reinsurance conservatively to reduce its risk, at a cost that is multiples of its earnings.
    • The cost of reinsurance, especially in Florida, is dramatically reducing year on year – this alone could increase earnings by 75% in FY 2014.
    • Underlying growth will do the rest.
  • Indonesian Election News Signals An Entry Point To This Growth Market
    Fri, Mar. 21 EEM, EIDO, IF 2 Comments

    Summary

    • A reform-oriented candidate has entered Indonesia's presidential elections as hot favourite.
    • This could significantly improve the investment landscape in Indonesia.
    • This article explores how and when to capitalise on this via ETFs, ADRs and CEF alternatives.
  • Is This The Best Emerging Market For 2014?
    Wed, Jan. 1 TKF, TUR 41 Comments
  • Malaysia: Is Recent Economic Growth Worth The Cost?
    Jun. 5, 2013 EEM, IDX, MAY 6 Comments
  • PartnerRe - Massive Earnings Beat But Facing A Double Whammy
    May. 3, 2013 PRE Comment!
  • How To Play China's Great Leadership Rotation
    Apr. 26, 2013 BHP, CAT, COH Comment!
  • Coach Follows The Playbook - 1st Down
    Apr. 25, 2013 COH 2 Comments
  • Indonesia: Share The Wealth
    Editors' Pick • Apr. 8, 2013 EIDO, IF, IDX 16 Comments
  • Berkshire Hathaway's Insurance Businesses - Float Or Sink?
    Mar. 20, 2013 SPY, BRK.B, BRK.A 8 Comments
  • Thailand - Take 2 : 2 Closed-End Funds And 2 Stocks
    Mar. 7, 2013 CPOKY, TF, TTF 3 Comments
  • Property Casualty Insurance And Reinsurance: What You Need To Know
    Mar. 1, 2013 ACE, AIG, BRK.A 3 Comments
  • Thailand: Taking A Stake In A Changing Economy
    Feb. 24, 2013 BDULF, BUHPF, CPOKY 36 Comments
  • Looking For Growth Economies: Getting The Right Ingredients
    Editors' Pick • Feb. 11, 2013 ECH, EPU, EWZ 4 Comments
  • Downside From Davos - It's A Riskier World Than 2012 - How To Benefit
    Jan. 30, 2013 SPY, XLV, TAN 2 Comments
  • Why Coach Earnings Will Surprise To The Upside Next Quarter
    Jan. 28, 2013 COH 12 Comments
  • Growth, Income And Diversification - 3 Reasons To Increase International Equity Weightings
    Jan. 9, 2013 AXJL, EEM, SPY 2 Comments
  • Riding S&P 500 Up: Testing A Parachute
    Jan. 4, 2013 SPY 3 Comments
  • SodaStream - New Buzz For An Old Brand - Will The Fizz Last This Time?
    Jan. 4, 2013 SODA 26 Comments
  • Tempted By S&P 1600, But Wary Of A Sharp Correction? A Balancing Act
    Jan. 2, 2013 GLD, SLV, TLT 4 Comments