Seeking Alpha

Ryan Edward

 
View as an RSS Feed
View Ryan Edward's Articles BY TICKER:
  • Telematics To Revolutionize Insurance Industry
    Wed, Dec. 10 ALIZF, AMIGF, AMIGY 1 Comment

    Summary

    • Telematics is a nascent technology set for rapid global adoption.
    • Telematics allows for more accurate pricing and lower losses across a better defined pool of policies.
    • A few companies have built up expertise and an installed base ahead of this growth.
  • Don't Be Fooled, Utility Solar Will Trump Distributed
    Sun, Dec. 7 ENAKF, EONGY, NRG 2 Comments

    Summary

    • Utility-scale solar has various permanent, structural cost advantages.
    • While both distributed and utility-scale will flourish, these inherent cost advantages may cause higher growth for utility-scale projects.
    • Some utilities stand to benefit, while slow-adopters will be disrupted.
  • Oil Prices To Rise, OPEC To Regain Relevancy
    Thu, Dec. 4 APA, APC, BP 1 Comment

    Summary

    • The drastic fall in prices over the past three months has taken most observers by surprise.
    • The market is now focused on possible supply cuts by OPEC members.
    • Supply cuts from stretched U.S. producers should help balance the market, while OPEC’s ability to shift capacity is key.
  • Why Oil Prices Will Stop Falling
    Wed, Dec. 3 APA, APC, CHK 20 Comments

    Summary

    • The current price of oil is unsustainable in the face of reactionary supply/demand dynamics.
    • At today's prices, various demand drivers are set to kick in.
    • Additionally, numerous supply cuts can be expected with oil <$85.
  • Schnitzer Steel: Competitive Advantages In A Commoditized Industry
    Apr. 13, 2012 SCHN 4 Comments
  • Opko Health: Highly Questionable Management Transactions And Valuation
    Mar. 23, 2012 OPK 28 Comments
  • ROIC: Valuation Makes This REIT A Buy
    Dec. 6, 2011 ROIC 2 Comments
  • Is This Internet Bubble 2.0?
    Feb. 3, 2011 AOL, YHOO, GOOG 10 Comments
  • ITT: Spinoff Opportunities
    Feb. 3, 2011 ITT 3 Comments
  • Mindray and China Medical Worth Considering
    Jan. 27, 2011 MR, CMEDQ 3 Comments
  • Molycorp's Valuation Just Doesn't Make Sense
    Jan. 23, 2011 MCP 35 Comments
  • Why Whitney Tilson Is Wrong About Netflix
    Jan. 21, 2011 NFLX 28 Comments
  • Investing in Chinese Stocks: How to Avoid Fraud and Dilution
    Jan. 20, 2011 FXI 5 Comments
  • Why Natural Gas Prices Will Finally Rebound - And How to Profit With ETFs
    Jan. 19, 2011 UNG, GAZ, XOP 4 Comments
  • Weekly Value Investing Ideas: Banco Santander and Hudson City Bancorp
    Jan. 18, 2011 HCBK, SAN 11 Comments
  • Weekly Value Investing Ideas: One Large Cap Defense Stock, Two Gaming Small Caps
    Dec. 27, 2010 NOC, LMT, RTN Comment!
  • Searching for Value in China? Consider UTA
    Jul. 29, 2010 UTRA, PCLN, EXPE 11 Comments
  • 3 Chinese Growth Stocks in Value Territory
    Jul. 15, 2010 XIN, CDCSY, UTRA 8 Comments
  • Neutral Tandem: Growth and Value Converge
    Jul. 14, 2010 IQNT 15 Comments
  • The Economist Book Series Review: Guide to Investment Strategy
    Jul. 13, 2010 Comment!
  • Apple: Hedge to Rising Interest Rates
    Mar. 14, 2010 AAPL 7 Comments
  • The Economist Book Series Review: 'Guide to Analysing Companies'
    Nov. 15, 2009 2 Comments
  • NTELOS: Strong Company with Superior Management
    Nov. 8, 2009 NTLS, VZ, ATT 1 Comment
  • Three Stocks for Any Portfolio
    Sep. 6, 2009 PG, SWY, MYRX 2 Comments
  • Alt-A Mortgages: The New Subprime Meltdown?
    Jun. 19, 2009 ICF, IYR, VNQ 19 Comments
  • Using S&P Credit Ratings to Evaluate Your Investments
    Jun. 19, 2009 DIA, SPY, QQQ 1 Comment
  • 3 Dividend Stocks to Battle Inflation
    Jun. 17, 2009 PG, COP, TBT 3 Comments
  • OceanFreight: Risky, But Deserving of Consideration
    Jun. 12, 2009 OCNF, SBLK, PRGN 135 Comments
  • 5 Reasons Why The Rally Won’t Last
    Jun. 11, 2009 DIA, SPY, QQQ 21 Comments
  • Three Stocks Way Below 52-Week Highs
    Jun. 3, 2009 TBSI, X, AIBYY 3 Comments
  • Altria: Value Play or Value Trap?
    May. 6, 2009 MO, PM, MDLZ 22 Comments
  • Three Possible Causes of Yet Another Downturn
    Apr. 24, 2009 UUP, UDN 18 Comments