Seeking Alpha

The Keating Letter

 
View as an RSS Feed
View The Keating Letter's Articles BY TICKER:
  • 3 Underappreciated Facts About The JCP Transformation
    Editors' Pick • Feb. 6, 2013 JCP 24 Comments
  • Talbots' Returns Would Be Big ... If The Merger Goes Through
    Jul. 3, 2012 TLB 9 Comments
  • Buy And Hold Isn't Dead: 5 Stock Picks For The Long Run
    Jun. 26, 2012 BAC, BH, BRK.B 12 Comments
  • Revisiting Ford: Look At What's Changed In The Past Year
    Jun. 6, 2012 F 2 Comments
  • Bill Ackman's Presentation On J.C. Penney: A Lottery Ticket Without The Risk
    May. 31, 2012 JCP 16 Comments
  • J.C. Penney And Time Arbitrage
    May. 18, 2012 JCP 8 Comments
  • 11 Takeaways From JPMorgan CEO Jamie Dimon's Annual Letter
    Apr. 9, 2012 JPM 5 Comments
  • Applying Joel Greenblatt's Strategies To ITT
    Mar. 22, 2012 ITT 3 Comments
  • Using Emotional Arbitrage To Gain An Investing Advantage
    Mar. 20, 2012 AMZN, BAC, XOM 3 Comments
  • Use An ETF To Hedge In An Uncertain Investing Climate
    Mar. 20, 2012 HDGE 5 Comments
  • Looking Past Investment Day Euphoria: The Long Case For J.C. Penney
    Mar. 20, 2012 JCP 5 Comments
  • A Guide To Managing Risk
    Mar. 6, 2012 AIG, MS, BAC 3 Comments
  • How Much Is Jeremy Lin Worth To MSG?
    Feb. 14, 2012 MSG 14 Comments
  • Perspective On Stock Market Predictions: A Look Back at 2011
    Dec. 25, 2011 GS, MS, JPM 10 Comments
  • Ford's Valuation, Earnings Make It A Perfect Buy
    Nov. 14, 2011 F 11 Comments
  • 6 Month Insider Buy Follow-Up: How The 13 Stocks Did
    Sep. 8, 2011 CDI, CTEK, CTFO 3 Comments
  • 4 Stocks With Recent Large CFO Buys
    Sep. 6, 2011 MWW, SHLM, PSEC Comment!
  • 4 Stocks With Recent CEO Buys Topping $100K
    Sep. 6, 2011 MWW, ODP, MBI Comment!
  • Investing Giant Ron Baron's 7 Biggest Fund Holdings
    Sep. 1, 2011 FDS, MSCI, DKS Comment!
  • What Are Big Investors Doing With Wal-Mart?
    Sep. 1, 2011 WMT Comment!
  • Fund Investors Move Into, And Out Of, Home Depot
    Aug. 31, 2011 HD 1 Comment
  • 8 Stocks With Insider CFOs Buying Up Shares
    Aug. 29, 2011 MTG, FSLR, PFS 2 Comments
  • 7 Large And Mid-Cap Stocks With Recent CEO Buys Of At Least $100,000
    Aug. 29, 2011 NOC, RCL, ENDP 1 Comment
  • 10 Small Cap Stocks With Recent CEO Buys Of At Least $100,000
    Aug. 29, 2011 DEPO, EXXI, GBX Comment!
  • How Smart Investors Are Playing JPMorgan Chase
    Aug. 26, 2011 JPM 1 Comment
  • Big Funds Buying Into (And Out Of) Apple
    Aug. 25, 2011 AAPL 2 Comments
  • What Big Investors Are Doing With General Motors
    Aug. 25, 2011 GM 2 Comments
  • 6 Month Insider Buy Follow-Up: How The 14 Stocks Did Six Months Later
    Aug. 24, 2011 AWK, CCE, CHKE Comment!
  • What Big Value Investors Are Doing With Merck
    Aug. 24, 2011 MRK Comment!
  • What Big Money Is Doing With General Electric Shares
    Aug. 24, 2011 GE 3 Comments
  • Insider Approved: 9 Stocks With Recent CFO Buying Action
    Aug. 23, 2011 IFT, TWO, VVTV Comment!
  • What Some Big Portfolio Managers Are Doing With Disney
    Aug. 23, 2011 DIS Comment!