Premium Service

We offer a premium marketplace service on the Seeking Alpha platform. The service is geared toward long-term investing and subscribers get access to our firm's exclusive research reports. Additionally, subscribers of the service get one-on-one access to our President and Chief Investment Officer, William J. Block, CPA. Read more about the service here

Blog Posts (free content)

October 31, 2018


- General Electric reported Q3 2018 results that were not well-received by the market (the understatement of the year, I know).

- The company made the right decision to pretty much eliminate its dividend (i.e., it hurts so good), but the risk level keeps ticking...

October 28, 2018


- DowDoPont recently reported a multi-billion dollar goodwill impairment charge related to its Ag business.

- However, the impairment is a non-cash charge and does not materially impact the long-term bull case for this global company.

- I am long DowDuPont and I...

October 27, 2018


- General Electric plans to release Q3 2018 results at the end of October and the company's new CEO will take center stage.

- I will describe in this article the topic(s) that I would like to hear more about from the new CEO.

- I am long General Electric and I pl...

October 24, 2018


- Honeywell reported impressive Q3 2018 financial results that beat on the bottom line but was only in line with top-line estimates.

- Honeywell reported broad-based growth, with Aerospace being a big contributor, but I believe that the company's strong organic...

October 20, 2018


- KeyCorp reported Q3 2018 results that were not well-received by the market.

- The bank's growing dividend (and capital return plan) may be the only near-term catalyst for the stock.

- I am long KeyCorp and may build the position over the next few quarters.


October 19, 2018

Summary Points: 

- Appian's stock has not performed well lately but the company's long-term bull case is still intact.

- Appian is a low-code, small-cap technology company that is worthy of investment dollars.

- I am long Appian and I plan to build the position in the mon...

October 18, 2018


- Bank of America reported Q3 2018 results that beat the top- and bottom-line estimates.

- The Street is concerned about the bank's lackluster loan growth, but, in my opinion, the positives from the quarter far outweigh the negatives.

- I am long Bank of America...

October 16, 2018


- Wabash National released preliminary Q3 2018 results that were not well-received by the market. The bad news caused the stock to drop by almost 20%.

- It is hard to find things to like about Wabash today (with the exception of valuation, in my opinion), but I...

October 15, 2018


- Citigroup reported Q3 2018 results that beat on the bottom line but that missed the top-line estimate. However, I believe that the revenue growth concerns are overblown.

- This bank has significantly grown its earnings over the last three years, and investors...

October 12, 2018

Summary Points: 

- Xinyuan's stock has significantly underperformed the broader market so far in 2018.

- However, I will provide 3 legitimate reasons why investors should consider staying long the stock, even after factoring in the risks.

- I plan to stay long the stock....

Please reload

Recent Posts

Please reload


Please reload