Seeking Alpha

Apart from the investment articles in this blog, I also publish investment articles for Seeking Alpha. These are mainly about North American companies.  Those articles in Seeking Alpha are exclusive in the sense that there are not republished elsewhere. There are not even republished in this blog. As such I have provided a separate page here where you can jump to the various Seeking Alpha articles.

I have grouped the articles in Seeking Alpha by sectors and in alphabetical order.

Energy

• Capstone Green Energy: All Is Not Lost

• Generac - An Irrational Price

• Generac: Not Running On Full Power As The Earnings Seem To Be From Generators

• Generac: What To Do If You Have Bought It At A High Price

Household and/or Building Products

• Boise Cascade: Overpriced And A Potential Value Trap

• Boise Cascade: Better Prospects But Still Not Time To Buy

• Boise Cascade - The Risk Is In The Valuation

• Boise Cascade Is A Cyclical Stock - Value It As Such

• BlueLinx: The Market Is Not Pricing This As A Cyclical Company

• Leggett & Platt: The Specialty Foam Potential

• Leggett & Platt: Limited Financial Benefits From ECS Acquisition

• Tempur-Sealy: Time To Exit

• Tempur Sealy: Still Not The Time To Buy

• Tempur Sealy Is A Cyclical Company And Should Be Valued As Such

Property

• The Market Is Not Pricing D.R. Horton As A Cyclical Group

• Evidence Doesn't Suggest That D.R. Horton Is A Growth Stock. Don't Value It As Such

• Innovative Industrial Properties: Growth Will Likely Be More Challenging

• KB Home: This Is A Cyclical Stock. All Signs Point To A Short Opportunity

• Lennar: No Margin Of Safety From A Cyclical Perspective

• MDC Holdings - Don't Be Mesmerized By The Current Performance, This Is A Cyclical Industry

• MDC Holdings Is A Cigar-Butt Opportunity

• Meritage Homes And KB Home: Fundamental Trading Opportunities

• Meritage Homes: Look At Its Performance Over The Cycle

• NVR: A Good Jockey On A Strong Horse Riding Into A High Inflation Environment

• Orion Office REIT: Value Opportunities

Misc

• Walgreens Boots Alliance - A Company In Transition

Steel

• Olympic Steel - Not Creating Shareholder Value

• Stelco Holdings: Grossly Underpriced Cyclical Growth Company

• Steel Dynamics: Wait For The Coming Price Decline

• Steel Dynamics: Still Not A Time To Buy

• Steel Dynamics: How To Flesh Out The Real Valuation Insights

• Steel Dynamics: The Margin Of Safety Is In The Aluminum Venture

• TimkenSteel - Time To Go In As The Worst Is Behind It

• TimkenSteel: Under-Priced Even Through A Cyclical Lens

• U.S. Steel: A Different Group Than 9 Years Ago

• U.S. Steel: Value Is There Even Without Any Contribution From Europe

• Worthington Industries: Fundamentally The Best, But No Margin Of Safety At The Current Pric

• Worthington Industries - A Sufficient Margin Of Safety Even As A Cyclical Company

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