Seeking Alpha

H.J. Huneycutt's  Instablog

Jake Huneycutt has a deep value orientation in investing and likes to analyze companies in many different sectors. He particularly likes to focus on energy, cleantech, REITs, and manufacturing. His approach to analyzing companies tends to rely on valuation, forecasting, and cost analysis. He is... More
My blog:
The Upward Society: Laying the Foundations for a Post-Oil Age Economy
  • Is Buying Apple Today Like Buying Microsoft in 1998?

    It's rare that I venture into the world of megacap companies.  I'd rather find underpriced small cap companies, particularly ones in volatile industries.  Yet, it occured to me that in the past year, I have never once looked at Apple's (AAPL) financials.  There were reasons for that:

    (a) It's a megacap company and large companies typically have less room to grow

    (b) It's too heavily followed to create much in the way of huge pricing inefficiencies on the downside; plus, it's been a trendy stock for years, which drives up its price further

    More »
    Sep 10 09:25 pm | Link | 5 Comments
  • The Hun's Top 12 Value Buys

    More »
    Aug 28 04:50 am | Link | 1 Comment
  • The Weekly Special: Harris Teeter/The Ruddick Corporation

    For those who follow my writings here at Seeking Alpha and my investment analysis at Motley Fool, you might know that I tend to veer towards stocks that offer the highest reward potential, which means I end up buying a lot of “medium risk” and “high risk” securities.  However, there’s nothing I love more when the market offers stocks in what might-be-traditionally considered “lower risk” sectors at prices with “high reward” potential. 

    More »
    Aug 09 05:26 pm | Link | Comment!
  • DCT Industrial Trust: A Best Buy Among REITs


    Back in March, I postulated the idea that several REITs on the market were potentially screaming buys.  Here in July, most of the REITs have seen significant appreciations in price as the market seems to slowly being realizing it overreacted just a tad.  Despite the run-up, I still believe many REITs are strong buys and offer opportunities for “multi-bag" returns.

    More »
    Jul 20 03:54 pm | Link | Comment!
  • CBL & Associates: Undervalued, But Lesser Margin for Error than Alternatives

     

    Since early March, I have promulgated the idea that REITs have been overly punished by the market.  While there are certainly some garbage REITs out there, there are also high-quality REITs selling at bargain-basement prices.  Prices have risen since early March, but I still believe REITs in the aggregate tend to be undervalued.  All the same, I want to focus my investing efforts on particular companies with attributes I like. 

    In my recent article on Pennsylvania REIT , a dissenting commenter wrote:

    More »
    Tags: CBL, PEI, BDN, Long Ideas, REITs
    Jul 16 12:54 am | Link | Comment!
  • Laying the Foundations for a Post-Oil Age Economy

     

    For years, Americans allowed themselves to be convinced by mistruths parroted by politicians and the National Association of Realtors that an economy based on home building and sprawl could thrive permanently.  Just like the deluded investors in the Roaring Twenties who convinced themselves that stocks could go up forever, people became convinced that home values could see dramatic appreciations in value for the rest of time, with no negative side effects.  However, the myth of American economic infallibility has been destroyed over the past two years.  Now, Americans suddenly find themselves reexamining the situation.  In truth, this might only be the beginning of America’s economic decline as this nation is not built to thrive in a resource constrained world. 

    More »
    Jul 15 09:07 am | Link | Comment!
Full index of posts »

StockTalks

  • bought into Ensco (ESV) and DCT Industrial Trust (DCT) today. Only wish I had money to jump into the refiners and shippers.
    Aug 12, 2009
  • just bought into Hexcel (HXL).
    Apr 27, 2009
More »
Posts by Ticker
AAPL, AXP, BDN, CBI, CBL, CEP, DAC, DCT, DFS, DT, ESV, GAP, GNW, GOOG, HERO, HOTT, HPT, HXL, HZO, JBLU, KR, LXK, LXP, MA, MSFT, NAT, NOK, PALM, PEI, PRGN, RDK, SBLK, SUN, SVU, SWY, TNP, TSO, V, VLO, WMT, WNR, ZOLT

Latest Comments


Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.