Seeking Alpha

Harlan Kessler

 
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  • 2 Small Companies In The Beauty Products Market To Look At
    Tue, Apr. 22 IPAR, NUS 2 Comments

    Summary

    • IBD Cosmetics and Personal Care industry group has gained 32% so far in 2014.
    • Global cosmetic sales are expected to grow by approximately 5% annually.
    • Demand will be driven by the increasing middle class in developing nations.
  • 3 Stocks To Capitalize On Advances In Hepatitis C Treatment
    Mon, Apr. 21 ABBV, BMY, MRK 2 Comments

    Summary

    • 150 million people throughout the world suffer from hepatitis C.
    • There are a number of treatments for hepatitis C currently under development.
    • Gilead Sciences treatment is highly effective and first to market.
    • Merck, Bristol-Myers Squib and AbbieVie are all working on their own treatments.
  • A Play On The National Bank Of Greece Worth Over 40%
    Thu, Apr. 17 NBG 26 Comments

    Summary

    • Investor confidence seems to be returning to Greece.
    • The bank's preferred shares offer a significant margin of safety for investors.
    • NBG has attempted to redeem its preferred shares previously.
    • Redemption at par represents an upside of over 40%.
  • Several Reasons Why Micron Is Undervalued
    Wed, Apr. 16 MU 33 Comments

    Summary

    • Micron is a prototypical GARP stock.
    • Second quarter fiscal 2014 results beat expectations.
    • Strong free cash flow improvement.
    • Implied upside of nearly 60%.
  • Use This MLP To Cash In On The Shale Boom
    Thu, Apr. 10 EPD 15 Comments

    Summary

    • The US is now producing near-record levels of oil and gas.
    • Railroads and trucks are not sufficient to meet transportation requirements.
    • Enterprise Products Partners has several projects in progress to capitalize on the shale boom and lack of infrastructure.
  • Have Anti-Obesity Drug Companies Failed?
    Fri, Mar. 7 ARNA, OREX, VVUS 20 Comments

    Summary

    • 35% of the US population is considered to be obese.
    • Qsymia was the first treatment to market, however sales have been sluggish.
    • Belviq's impact to Arena is limited due to its current royalty agreement.
    • Orexigen may be a dark horse in the race due to its Contrave's mix of effectiveness and safety.
  • Escalating Political Tension Leads To Increased Volatility In Turkish Economy
    Tue, Mar. 4 TUR 8 Comments
  • Mazor Robotics: The Medical Renaissance Is Underway
    Dec. 22, 2013 MZOR 9 Comments
  • Investors Best Friend?
    Nov. 13, 2013 AAUKY, BHP, DDC Comment!
  • How To Profit From The Increasing Migration Of The World's Population
    Nov. 7, 2013 MGI, MOAT, WU 3 Comments
  • What Will Silver Wheaton Be Worth In 2018?
    Sep. 12, 2013 SLW 17 Comments
  • 3 Metrics Showing The Market Is Overvalued
    Sep. 6, 2013 BSV, FXF, FXY 5 Comments
  • Three Energy Stocks Currently Undervalued With Greater Than 10% Upside Left
    Sep. 5, 2013 HAL, NOV, PSX 2 Comments
  • Cisco: Value Investment For The Long Term
    Aug. 26, 2013 CSCO 7 Comments
  • With The Value Of Alibaba, The Rest Of Yahoo Is Free
    Aug. 26, 2013 YHOO 7 Comments
  • Barnes & Noble Is A Sell
    Aug. 26, 2013 BKS 5 Comments
  • Steinway Is Now In Play
    Aug. 21, 2013 LVB 2 Comments
  • What Does Goldman See In Pandora?
    Aug. 21, 2013 P 6 Comments
  • No Significant Upside In Tesla Motors
    Aug. 12, 2013 TSLA 90 Comments
  • Not Much Upside Left For Time Warner
    Aug. 12, 2013 TWX 1 Comment
  • 20% Upside Potential In Priceline
    Aug. 12, 2013 PCLN 4 Comments
  • Buy Cliffs Natural Resources Stock
    Aug. 12, 2013 CLF 11 Comments
  • PulteGroup Is Not Well Placed To Take Advantage Of Housing Market Recovery
    Aug. 12, 2013 PHM 5 Comments
  • Will PepsiCo Acquire Mondelez?
    Aug. 6, 2013 PEP 9 Comments
  • Exxon Mobil Gets Away With Dismal Q2 Performance
    Aug. 6, 2013 XOM 10 Comments
  • ConocoPhillips Outperforms Its Peers In The Second Quarter
    Aug. 6, 2013 COP 2 Comments
  • Passenger Aircraft Will Drive Boeing's Growth
    Aug. 6, 2013 BA 5 Comments
  • Becton, Dickinson Is Fairly Priced At The Current Level
    Aug. 6, 2013 BDX Comment!
  • Starbucks Stock Has At Least 20% Upside
    Aug. 5, 2013 SBUX 1 Comment
  • Halliburton Lucky To Get Away Lightly In Oil Spill Disaster
    Jul. 30, 2013 HAL 9 Comments
  • Facebook Stock Is Definitely Worth Buying
    Jul. 29, 2013 FB 35 Comments
  • Diageo Will Perform Well Because Of Its Emerging Market Performance
    Jul. 24, 2013 DEO 1 Comment