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TTM Technologies, Inc. 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:TTMI) 2026-02-07
Seeking Alpha· 2026-02-07 23:03
Group 1 - The article does not contain relevant content regarding company or industry insights [1]
Agilysys, Inc. 2026 Q3 - Results - Earnings Call Presentation (NASDAQ:AGYS) 2026-02-07
Seeking Alpha· 2026-02-07 23:01
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
IDVO Vs. DIVO: Why The International Twin Is Currently Outperforming Its U.S. Counterpart
Seeking Alpha· 2026-02-07 18:27
Core Insights - The article emphasizes the importance of combining investment consulting with active intraday trading to maximize returns through a deep understanding of economics and investment analysis [1]. Group 1: Investment Strategy - The approach focuses on identifying profitable and undervalued investment opportunities primarily in the U.S. market to create a high-yield, balanced portfolio [1]. - The analysis integrates macro-economic insights with real-world trading experience to provide actionable investment ideas [1]. Group 2: Professional Background - The individual has a professional background that includes two university degrees in Finance and Economics, complemented by extensive practical experience in management and trading [1].
JD.Com: Priced For Collapse, Poised For 100% Upside (NASDAQ:JD)
Seeking Alpha· 2026-02-07 18:26
If you looked at the chart of JD.com ( JD ), you would see a stock that has fallen more than 70% in the last 5 years, and that would make you believe that this is aEx- Management Consultant at BCG & McKinsey | CFA L3 | Value Investor since 2009 |I am a Dubai based active investor in equity markets since 2009, and my investment philosophy involves investing in value stocks which are trading at a discount to their intrinsic value. I am also a strong believer in assessing macro trends and sectoral themes to id ...
JD.Com: Priced For Collapse, Poised For 100% Upside
Seeking Alpha· 2026-02-07 18:26
Core Viewpoint - JD.com has experienced a significant decline in stock value, falling more than 70% over the past five years, indicating potential undervaluation and investment opportunity [1]. Company Analysis - The stock's performance suggests that it may be trading at a discount to its intrinsic value, which could attract value investors [1]. - The company operates in a competitive market, and its long-term growth prospects may be influenced by macroeconomic trends and sectoral themes [1]. Investment Strategy - The investment philosophy involves identifying cyclical and seasonal plays, which have historically provided substantial returns [1]. - A thorough analysis of valuation metrics and insider buying is essential for assessing attractive investment opportunities in JD.com [1].
Axon's Transition Success Is Now Making It A Sell (NASDAQ:AXON)
Seeking Alpha· 2026-02-07 17:00
Group 1 - Axon Enterprise (AXON) is successfully providing utility-like SaaS infrastructure to government customers, indicating a shift in the nature of its business that investors are beginning to recognize [1] - The success of Axon may be changing the business dynamics in ways that the market is just starting to understand [1] Group 2 - Mr. Arunangshu Das is developing Tranzoro Investments to bridge the gap between US and Indian investors, focusing on liquid India-focused ETFs and ADRs for US investors while covering a wide range of US equities, ETFs, and REITs for Indian investors [1]
JPMorgan: An Attractive Long-Term Idea For Income And Capital Gains
Seeking Alpha· 2026-02-07 16:40
Group 1 - The financial institution JPMorgan is considered one of the best managed banks in the US, despite the author having sold their common shares last year [1] - The Investment Doctor emphasizes a portfolio should include a mix of dividend and growth stocks, focusing on high-quality small-cap ideas in Europe for capital gains and dividend income [1] - The investment group European Small Cap Ideas provides exclusive access to actionable research on European investment opportunities, featuring two model portfolios and weekly updates [1] Group 2 - There is a beneficial long position in the shares of JPM.PR.C, indicating ongoing interest in preferred shares [2] - The possibility of adding to the preferred share position or buying back common shares exists, but these actions are unlikely to occur within the next 72 hours [3]
GDX: Opportune Time To Reduce Gold Miners (Rating Downgrade)
Seeking Alpha· 2026-02-07 15:44
Core Insights - The article highlights the investment strategies and achievements of Paul Franke, a seasoned investor with 39 years of trading experience, emphasizing his contrarian stock selection style and algorithmic analysis of market data [1] Group 1: Investment Strategy - Paul Franke has developed a system called "Victory Formation," which focuses on identifying supply/demand imbalances through specific stock price and volume movements [1] - The strategy recommends investors maintain a diversified portfolio of at least 50 well-positioned stocks and suggests using 10% or 20% stop-loss levels on individual investments to enhance performance [1] Group 2: Focus Areas - The "Bottom Fishing Club" articles target deep value stocks or those showing significant positive technical momentum reversals [1] - The "Volume Breakout Report" articles discuss stocks that are experiencing positive trend changes supported by strong price and volume trading actions [1]
Visa: Business As Usual - Buy The Dip Before The Next Swipe Higher (NYSE:V)
Seeking Alpha· 2026-02-07 15:31
Visa ( V ) recently reported earnings. And despite the double-beat, the stock sold-off and is down close to 3% at the time of writing. The credit card behemoth has been sort of rangebound with periods of volatility in between.Formerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as f ...
Visa: Business As Usual - Buy The Dip Before The Next Swipe Higher
Seeking Alpha· 2026-02-07 15:31
分组1 - Visa recently reported earnings that exceeded expectations, yet the stock experienced a sell-off, declining nearly 3% at the time of writing [1] - The company's stock has been characterized by a rangebound performance with intermittent periods of volatility [1]