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)

September 30, 2019


- Accenture recently reported solid Q4 2019 operating results, but management's revenue guidance was not well received by the market.

- Shares are richly valued, but I believe that the company's growth potential is not fully baked into the stock price.

- I hold a...

September 26, 2019


- Synchrony's stock has performed extremely well so far in 2019 (after a tough 2018).

- Synchrony continues to report strong operating results, and its management team has done a great job changing the narrative.

- I am long Synchrony, and I plan to add to my po...

September 23, 2019


- DuPont's stock has underperformed the broader market since Corteva was spun off (the last of the Dow-DuPont spin-offs).

- However, DuPont is well-positioned for the future and I believe that DD shares will outperform the broader market over the next 18-24 mont...

September 16, 2019


- Charles River's stock has underperformed the S&P 500 so far in 2019.

- I believe that Charles River is well-positioned for 2020 and beyond, and the company's recent operating results tell the same story.

- Long-term shareholders should consider staying the cou...

September 6, 2019


- General Electric's stock was performing well on a YTD basis before the Markopolos report was released.

- I believe that the Markopolos report will [eventually] turn out to be a net positive for long-term shareholders.

- I am long General Electric, and I recent...

September 2, 2019


- Honeywell's stock has been under pressure in the recent past, but HON's shares are still significantly outperforming the broader market over the last 5 years.

- Honeywell's recent operating results (and management commentary) tell a good story about this comp...

Please reload

Recent Posts

Please reload


Please reload