David Pinsen, Seeking Alpha

David Pinsen

Seeking Alpha

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Recent articles by David:

Bulletproof Investing Performance Update: Week 94

It has been six months since I presented five hedged portfolios and 10 top names in week 94 of my Marketplace service (March 14). Here's how everything did. Thr → Read More

ConocoPhillips: In Case The Abqaiq Rally Reverses

COP was one of the oil and gas stocks that spiked on Monday following the attack on Saudi Arabia's oil infrastructure over the weekend. In case tensions in the → Read More

TMF: So Far, We've Been Wrong

Last month, I noted that TMF had appeared in a few of my site's hedged portfolios, and I presented two ways TMF longs could hedge the ETF. By Friday's close, TM → Read More

Verizon Portfolio: Final Performance

In March, I presented a hedged portfolio built around a position in Verizon, designed for conservative investors unwilling to risk a decline of more than 12%. T → Read More

General Motors Shareholders Should Fasten Their Seat Belts

University of California-Berkeley Professor of Labor Relations Harley Shaiken warned on Wednesday that there was a growing risk of a strike at General Motors. I → Read More

Bulletproof Investing Performance Update: Week 93

It has been six months since I presented five hedged portfolios and 10 top names in week 93 of my Marketplace service (March 7). Here's how everything did. Four → Read More

Crash Protection For Broadcom

Recently, a fellow Seeking Alpha contributor noted what he saw as an extremely bearish indicator for Broadcom ahead of its earnings: its put/call ratio. In the → Read More

Antitrust Protection For Facebook And Google

I've argued in the past that other than a general market downturn, the biggest risk to FB, GOOG, and the other FANGs is antitrust action. In the past, I've note → Read More

Pinduoduo Goes Parabolic

Since its IPO in July of 2018, Chinese Pinduoduo has outperformed competitors Alibaba and JD.com, and Pinduoduo's shares have spiked more than 80% since July of → Read More

Crash Protection For GLD

In June, I noted a technical analyst's prediction that GLD would break out of its trading range. It did, rising nearly 16% as of Wednesday's close. On Thursday, → Read More

Disney Portfolio: Halftime Report

In June, I presented a bulletproof, or hedged, portfolio around a position in Disney. This portfolio was designed to last six months. Here, I show how it has pe → Read More

Building A Bulletproof Portfolio Around Micron

There's an interesting split in the ratings on Micron: Seeking Alpha authors are on average bullish on it, as is Wall Street, but Seeking Alpha's Quant Rating i → Read More

Brookfield Infrastructure Partners: Political Risk Ahead

In his Financial Times column over the weekend, veteran journalist and analyst John Dizard warned of political risk ahead for Brookfield Infrastructure Partners → Read More

Ulta Beauty: What Happens When One Of Our Picks Tumbles

Ulta Beauty was one of our top names on June 20 and was included in a hedged portfolio I presented to my Marketplace subscribers then. Since then, it's dropped → Read More

MarketAxess: Caution May Be Warranted

MarketAxess was one of the top ten names I presented to my Marketplace subscribers in February. My site is still somewhat bullish on the stock, but it's no long → Read More

Locking In AngloGold Ashanti Gains

AngloGold Ashanti was one of my site's top ten names in February, as I wrote here at the time. Since then, it's up 52%, outpacing GLD. As I note here, it's not → Read More

Crash Protection For General Electric

Harry Markopolos's accusation of fraud at General Electric rattled the stock last week, before it rebounded somewhat on Friday. Although Markopolos's report was → Read More

Citigroup On The Edge Of Forever

Citigroup's shares are still miles below their 2007 high, but, on average, Seeking Alpha contributors are bullish on the stock now. One contributor recently mad → Read More

TMF: A Hedged Bet On Lower Yields

One of the biggest market trends currently is the declining yields in government bonds, including U.S. Treasury bonds. TMF offers a leveraged bet on rising long → Read More

When Strategy Meets Reality

Investing systems can yield different results in the real world than in their back tests. After presenting top names and hedged portfolios each week since mid-2 → Read More