Seeking Alpha

Peter Mantas

 
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  • Yours To Discover: How Discover Financial Services Is A Direct Play On The U.S. Recovery
    Mon, Oct. 13 DFS 7 Comments

    Summary

    • Discover Financial Services is a large direct bank that will benefit from a healthier US consumer.
    • Look for the company to continue to grow its student and personal loan portfolio.
    • Emerging markets presents exciting opportunities for the company.
  • Unilever: The Cheap Global Heavyweight Poised For Growth
    Mon, Oct. 6 UN 21 Comments

    Summary

    • Unilever is very attractive at these price levels.
    • The company is facing emerging market headwinds.
    • The company will beat the market over the long-term.
  • The Consumer Is Not Dead
    Wed, Aug. 6 BUD, CHD, CL Comment!

    Summary

    • Global consumer presents a very long-term sustainable driver for global growth.
    • Expect rising consumer income growth in emerging markets.
    • Although more volatile, global companies linked to the global consumer provide the best opportunities.
  • Grandma's Favorite Jam Maker: One Of The Strongest Companies On The NYSE
    Wed, Aug. 6 SJM 1 Comment

    Summary

    • Current headwinds present a buying opportunity for J.M. Smucker Company.
    • Expect growing international presence.
    • Very focused and prudent management.
  • A Force In Farming: How John Deere Will Plow Its Way Ahead Of The Market
    Mon, Aug. 4 DE 8 Comments

    Summary

    • Deere and Company is a quasi-growth stock.
    • The company has headwinds but that does not detract from long-term fundamentals.
    • DE will beat the overall market over the long-term.
  • The Curious Case Of BUD
    Sun, Aug. 3 BUD 5 Comments

    Summary

    • Anheuser-Busch Inbev (BUD) is extremely undervalued as a consumer staples stock.
    • Significant opportunities exist globally.
    • BUD is a cash generating machine.
  • In Transit: Opportunities In Global Transportation And Infrastructure
    Thu, Jul. 3 EMIF, IGF, ACN Comment!