Seeking Alpha

Henry Stokman

 
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  • A Christmas List For Slumping Oil
    Mon, Dec. 8 APA, AWLCF, EOG 17 Comments

    Summary

    • As oil continues to sell off, a lot of strong oil related stocks have been unjustly dragged down too.
    • Even with oil off 41% from its highs earlier this year, I still believe that oil will be back in the $85-$90 range by next Spring.
    • Oil's sell off has presented an excellent opportunity for longer term investors to become greedy, while the broader market remains fearful.
  • Why $75 Oil Will Be The Bottom
    Sun, Nov. 2 BP, COP, CVX 21 Comments

    Summary

    • Barron's original $75 oil prediction has almost come true, but it will only be short-lived and not long-term.
    • Oil's recent sell-off has more to do with market expectations and assumptions than fundamentals.
    • The current oil pricing has created a unique opportunity to purchase a lot of high quality oil companies at some very compelling prices.
  • Now Is The Time To Buy Transocean
    Thu, Sep. 25 RIG 72 Comments

    Summary

    • Barron's article was overly bearish on the drilling industry and in particular Transocean, but the firm currently presents excellent value.
    • Transocean is in the midst of reinventing itself and improving bottom line cash flows - It currently trades for 10X forward (discounted) earnings.
    • The market has completely thrown the baby out with the bath water on these names, and is not examining the individual names, but just the sector.
  • The Upside To The Burger King/Tim Hortons Deal
    Thu, Aug. 28 BKW, THI 6 Comments

    Summary

    • Burger King is slated to acquire Tim Hortons in a cash and stock deal come early 2015.
    • The combined company would make Burger King the third largest fast food chain in the world.
    • Tim Hortons shares currently are trading at a discount compared to the anticipated purchase price that Burger King has outlined.
  • How To Arbitrage The Upcoming Kinder Morgan Consolidation
    Wed, Aug. 13 KMI 67 Comments

    Summary

    • The market continues to mis-price KMP, KMR, and EPB in relation to KMI, given the consolidation news created an excellent arbitrage opportunity.
    • KMI post-consolidation will be posed to deliver excellent shareholder value for the long term, and is positioning itself to be a major oil/gas player in years to come.
    • KMI consolidation will make the firm the third-largest oil company on the planet, coupled with one of the most attractive dividend policies.
  • Why Visa's Lowered Forecast Spells Opportunity
    Tue, Jul. 29 V 6 Comments

    Summary

    • Visa's recent quarter was very strong from both a revenue and EPS standpoint, yet the stock dropped.
    • Even with the slow global recovery, Visa is still forecasting overall revenue growth of 9%-10%.
    • Visa's recent post earnings decline was way over done compared to the actual revenue projection adjustment.
  • Why Yahoo Is Still Going To $50 Per Share
    Mon, Jul. 7 YHOO 29 Comments

    Summary

    • Analysts continue to underestimate the significant impact that Alibaba will have on Yahoo shares.
    • CEO Mayer has provided investors some clarity on where she intends to focus the Alibaba proceeds to further Yahoo's growth.
    • Post the Alibaba IPO, Yahoo's book value alone will be pushing the mid-$40 per share.
  • Google Or Apple: Which Is The Better Long Term Bet?
    Fri, May. 16 AAPL, GOOG, GOOGL 98 Comments

    Summary

    • With both Google and Apple having split their stocks it is now time again to re-examine which firm is the better longer term bet.
    • Even though Apple remains strong domestically, international market penetration is greatly behind that of Google.
    • Apple has a massive buy-back and dividend, Google has nothing like that, but does it matter?
  • Why It Will Be A While Before Whole Foods Is Made Whole
    Tue, May. 13 WFM 7 Comments

    Summary

    • Whole Foods' recent earnings miss and guidance adjustment led to a 20%+ correction in the stock.
    • Aside from the one-off quarterly miss Whole Foods has several external factors contributing to its price adjustment.
    • As Whole Foods works to aggressively expand its footprint it will become increasingly difficult for the firm be able to maintain its margins and growth.
  • Why Yahoo Is Going To $50 Per Share
    Thu, May. 1 YHOO 76 Comments

    Summary

    • The Alibaba IPO is most likely to IPO at $150-$160 billion, which would generate around $37 billion in cash for Yahoo.
    • The Alibaba IPO has the potential to add between $30-$38 per share in book value.
    • Yahoo shares currently are not factoring in all of the upside potential of the Alibaba IPO, and are greatly undervalued at $35 per share.
  • Why Barron's Is Wrong On $75 Oil
    Wed, Apr. 2 BP, CAT, CHK 52 Comments

    Summary

    • Barron's assumptions as to the leading factors of lowered oil pricing do not make sense after examining the supply side economics.
    • New unconventional oil reserves in the U.S. require an average break-even price of $65, which does not justify or support a $75 price.
    • Barron's assumes that all new unconventional reserves are here for the long term and will continue to increase production, which is not the case.
  • How To Play The Time Warner/Comcast Deal
    Wed, Mar. 26 TWC, CMCSA 5 Comments

    Summary

    • Overview of the details of the Comcast and Time Warner merger deal.
    • Analysis and rational as to why the deal will go through contrary to popular belief.
    • Risk/reward analysis of the type of trade that could best capitalize on the merger and how best to profit from it.
  • Why Transocean's Transformation Is A Good Thing
    Mon, Mar. 3 RIG 4 Comments
  • Tim Cook's Floor Price For Apple
    Wed, Feb. 12 AAPL 35 Comments
  • The AT&T Fire Sale
    Fri, Feb. 7 T 60 Comments
  • Why MasterCard Is Still The Master Of Its Industry
    Mon, Feb. 3 MA 20 Comments
  • Why Hess's Spin-Off Is Exactly What The Firm Needs
    Wed, Jan. 22 HES 2 Comments
  • Does Netflix's Recent Downgrade Have A Silver Lining?
    Tue, Jan. 14 NFLX 10 Comments
  • BP, The Comeback Kid
    Dec. 23, 2013 BP 23 Comments
  • Why AT&T Still Has Potential
    Dec. 6, 2013 T 31 Comments
  • Is Seadrill Worth The Risk?
    Nov. 22, 2013 SDRL 75 Comments
  • Is Icahn Really The Rainmaker Transocean Needs?
    Nov. 15, 2013 RIG 10 Comments
  • Why JPMorgan Is Still A Strong Buy
    Sep. 30, 2013 JPM 4 Comments
  • Finding Value In The Miners?
    Sep. 4, 2013 BHP, FCX 6 Comments
  • Does The Street Really Have Good 'Intel' On Intel?
    Aug. 19, 2013 INTC 7 Comments
  • Do The Fertilizer Stocks Really Stink As Bad As The Market Thinks?
    Aug. 2, 2013 AGU, CF, MOS 57 Comments
  • Why JPMorgan Is Wrong On Deere & Company
    Jun. 28, 2013 DE 23 Comments
  • Is Lululemon Really Dead Money Or A Diamond In The Rough?
    Jun. 21, 2013 LULU 14 Comments
  • Don't Let Rising Bond Yields Push You To Sell This Winner
    Jun. 4, 2013 KMP 19 Comments
  • Comparing Last Year's General Electric With This Year's General Electric
    Apr. 23, 2013 GE 2 Comments
  • China Mobile Vs. AT&T And Verizon: Is China A Better Long-Term Bet?
    Apr. 16, 2013 CHL 5 Comments
  • Can Lululemon Regain Its Mantle?
    Apr. 10, 2013 LULU 1 Comment