Seeking Alpha

Joseph Harry

 
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  • The Swatch Group Faces Many Challenges Going Forward
    Wed, Jan. 21 SWGAY 1 Comment

    Summary

    • Multiple headwinds exist for the watch industry.
    • Swatch basically supplies most of the components in most mechanical watches.
    • This will slowly change as it phases out the supply to competitors.
    • Shares look cheap, but they can always be cheaper.
  • Metlife Still Offers Value, Despite Its SIFI Designation
    Mon, Jan. 12 MET 2 Comments

    Summary

    • Metlife was designated a non-bank systemically important financial institution.
    • There are pros and cons to this decision.
    • Shares still offer value.
  • 3 European Picks To Consider For 2015
    Dec. 29, 2014 BP, DEO, SIEGY 2 Comments

    Summary

    • Europe's low growth and political issues continue to haunt it.
    • Germany is going against the grain.
    • Fallen European blue chips may be worthy of consideration.
  • AT&T: Classic Value Coupled With High Yield
    Dec. 24, 2014 T 8 Comments

    Summary

    • AT&T is out of favor.
    • Free cash flow is constrained.
    • Internet of Things as a new growth outlet.
    • High starting yield makes up for the lack of dividend growth.
  • Year-End Portfolio Review And My 5 Best Ideas For 2015
    Dec. 22, 2014 BAC, CVX, GILD 9 Comments

    Summary

    • Reviewing my current portfolio at year end.
    • Analyzing the dividend stream.
    • Best investment ideas going into 2015.
  • Why I'm Considering Buying Into Boeing
    Dec. 17, 2014 BA 2 Comments

    Summary

    • Boeing's newly announced dividend and buyback plan are enticing.
    • Earnings were strong last quarter.
    • Falling oil prices may have an effect.
    • Valuations are reasonable and the balance sheet looks strong.
  • Artesian Resources: Small Company, Big Dividends
    Dec. 15, 2014 ARTNA 2 Comments

    Summary

    • Water utilities operate in stable, recession-proof markets.
    • ARTNA has a 17-year streak of raising its dividend.
    • Valuations appear stretched, however.
  • Connecticut Water: A Stable Dividend Stream In An Uncertain Market
    Dec. 11, 2014 CTWS 6 Comments

    Summary

    • The market is getting choppy -- time to play defense?
    • Everyone needs water; Connecticut Water provides it.
    • An impressive 45-year dividend streak is the definition of reliability.
  • General Motors: Still Bullish On The Back Of Strong Sales
    Oct. 2, 2014 GM 14 Comments

    Summary

    • Sales up by double digits.
    • Continued innovation beginning to come online.
    • Credit upgrade and improving fundamentals.
  • Silver Wheaton: The Best Way To Play Silver?
    Sep. 15, 2014 SLW 41 Comments

    Summary

    • Silver Wheaton tends to outperform physical silver historically.
    • Allows an investor to own a business instead of a commodity.
    • Also gives an investor minor exposure to gold.
  • Why I'm Considering An Investment In GM
    Sep. 2, 2014 GM 44 Comments

    Summary

    • GM's recent recall issues will continue to haunt it.
    • This has led to a depressed share price, adding to existing negativity from its bailout.
    • High-yielding dividend adds to attractive total return prospects.
  • Distinguishing Between 'Core' And Financing Debt
    Sep. 1, 2014 F, IBM 7 Comments

    Summary

    • The popular debt-to-equity ratio may not give a completely accurate picture of a firm's true solvency.
    • Companies with financing divisions often appear to have abnormally large debt loads on the balance sheet.
    • Debt originating from financing units can facilitate growth.
  • I.D. Systems: An Attractive Investment In M2M And Analytics
    Aug. 26, 2014 IDSY 6 Comments

    Summary

    • I.D. Systems' revenues are heating up.
    • Management is focused on increasing recurring revenue streams.
    • Valuations are attractive.
    • Profitability is on track for 2015.
  • Microsoft: Fairly Valued And Heading Into A Year Of Big Changes
    Aug. 19, 2014 MSFT 10 Comments

    Summary

    • Microsoft is shifting its legacy businesses onto the cloud.
    • Satya Nadella's vision is perfect for this change.
    • The company continues to grow earnings and revenues at a good clip.
    • Microsoft is extremely shareholder friendly with a fortress-like balance sheet.
    • The company is entering its fiscal year 2015 focused with a new vision.
  • MetLife: A Value Play
    Aug. 12, 2014 MET 3 Comments

    Summary

    • MetLife currently led by a solid, shareholder-friendly management.
    • Company is de-risking and narrowing its focus on profitable businesses and shareholder returns.
    • Regulatory uncertainty still surrounds share price.
    • Valuations are historically cheap.
  • General Electric: Yield And Growth At A Good Price
    Aug. 8, 2014 GE 19 Comments

    Summary

    • Record backlog indicates healthy future growth.
    • Narrowing focus should attract higher multiple.
    • Increasing dividend and potential capital appreciation indicates solid total return prospects.
    • Valuations are attractive.
  • Kraft: I'm Buying This Dip
    Aug. 2, 2014 KRFT 11 Comments

    Summary

    • Earnings related sell-off provides an opportunity to "buy the dip".
    • Shares are reasonably valued.
    • A dividend yield approaching 4% makes the company attractive as an income play.
  • Revisiting Corning: Is There Still Room To Run?
    Jun. 25, 2014 GLW 6 Comments

    Summary

    • Shares of Corning have accelerated upward at a rapid pace.
    • The run-up is warranted, given the company's financial performance.
    • The company exhibits strong financial health.
    • The growth story will likely continue, but valuations appear stretched.
    • Holding shares appears to be the best course of action.
  • Disney: Excellent Growth, But At What Price?
    Jun. 21, 2014 DIS 15 Comments

    Summary

    • Disney has an incredible ecosystem and moat.
    • The company will continue to fire on all cylinders through the summer.
    • Shares of Disney look fairly valued going forward if the growth story remains intact, barring an overall market correction.
  • AT&T: A Steady Source Of Income
    Apr. 9, 2014 T 6 Comments

    Summary

    • AT&T is fairly valued with an above average dividend.
    • The company has strong financial flexibility.
    • Growth opportunities exist going forward.
    • Shares are good as a defensive position.
  • State Street Corp: Why I'm Long
    Mar. 31, 2014 STT Comment!

    Summary

    • State Street led the stress test results with its strong tier 1 capital ratio.
    • The bank's CCAR plan is impressive.
    • The company will benefit from rising rates.
  • Follow Cisco Into The Fog
    Feb. 14, 2014 CSCO 4 Comments
  • Microsoft: Cheap And Changing For The Better
    Feb. 11, 2014 MSFT 23 Comments
  • Western Union: A Value Play With A Few Risks
    Jan. 30, 2014 WU 9 Comments
  • Collectors Universe: Will Dividend Problems Drop Shares?
    Jan. 23, 2014 CLCT 57 Comments
  • CSX: The Good, The Bad, And The Cheap Valuations
    Jan. 19, 2014 CSX 18 Comments
  • Wal-Mart: Creating A 'Seamless' Retail Ecosystem
    Jan. 15, 2014 WMT 4 Comments
  • Numerex: An Internet Of Things Play
       • Jan. 13, 2014 NMRX 5 Comments
  • AT&T: More Growth Drivers Ahead?
    Jan. 8, 2014 T 27 Comments
  • Altria: A Great Dividend At A Good Price
    Dec. 26, 2013 MO 14 Comments
  • Cisco: 3 Positives In A Sea Of Bad Sentiment
    Dec. 17, 2013 CSCO 15 Comments
  • Eastman Chemical: A Global Recovery Growth Play With 40% Upside
    Dec. 7, 2013 EMN 4 Comments