Seeking Alpha

Merrill McHenry, CFA

30 Yr multi-sector veteran Stock Analyst and former US$1.75B Portfolio Manager, etc.; having “worked both sides of the Street and somehow retained an eye for value and skepticism.” (the late great Alan Ableson in Barrons).
  • Description: Hedge Fund Analyst. Trading frequency: Weekly
  • Interests: Bonds, Commodities, Developed International Markets, Dividend stock ideas & income, Energy stocks, Gold, Stocks - long, Stocks - short
235 Capital Partners For years I've tried to run a "market oriented strategy", shifting styles to allow for changing markets, consensus expectations, as codified by Soros as "reflexology" in trying to have things fluid. To be fair, upon longer term reflection, times like now with "hoped for earnings" rose colored valuations ...More
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U wouldn't know it NR missed EPS, etc. They've lost key accounts. Mg't across the board selling - why they stall 2 NEXT July to split? $ENR Aug 1, 2014