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Ovintiv Vs. Paramount Resources: Why It's Time To Buy One And Sell The Other
Seeking Alpha· 2026-02-25 14:25
Group 1 - The article discusses the analysis of oil and gas companies, specifically Ovintiv and Paramount Resources, focusing on their balance sheets, competitive positions, and development prospects [1] - The author emphasizes the cyclical nature of the oil and gas industry, highlighting the importance of patience and experience in navigating this sector [2] - The investing group, Oil & Gas Value Research, seeks undervalued oil companies and out-of-favor midstream companies, providing a platform for investors to share ideas and discuss recent information [2] Group 2 - The author has a beneficial long position in the shares of PRMRF CVE, indicating a personal investment interest in the companies discussed [3] - The article does not provide specific investment recommendations, urging investors to conduct their own research and review company filings [4] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the opinions of the platform as a whole [5]
MercadoLibre: Remains A Buy Despite Recent Dip And Ongoing Technical Weakness
Seeking Alpha· 2026-02-25 14:00
Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams that include senior editors, investment strategists, marketing managers, data analysts, and executives, I contribute ideas to help make content relevant, accessible, and measurable. Having ...
Lyft: Why Buy The Catch-Up Trade After The Crash
Seeking Alpha· 2026-02-25 14:00
Lyft ( LYFT ) stock has crashed 29% YTD, shedding almost 24% in the past month alone. The stock experienced its worst single-day crash since late 2024 after reporting disappointing Q4 2025 results in early February. The crash was not ill-founded; the resultsWe’re a team of former technology engineers who turned our passion for the sector into an investing edge. With over 40 years of combined experience, we’ve learned that individual investors often don’t get access to the same depth of research as instituti ...
Time To Derisk BDC Holding And Avoid Carlyle Secured Lending
Seeking Alpha· 2026-02-25 13:57
Carlyle Secured Lending Inc. ( CGBD ) has been among those few business development companies, or BDCs, tactical investment picks where I have missed the mark. Back in April 2024, I issued my first bullishRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets ...
Okeanis: Best Positioned To Ride The Sinokor Wave, Dividend Yield Could Top 24%
Seeking Alpha· 2026-02-25 13:53
I have covered Okeanis Eco Tankers ( ECO ) before, where I outlined the investment thesis in detail and explained why I considered it an interesting buy. Since the initial article , the stock totalWith a professional background spanning multiple industries, from logistics, construction to retail, I bring a diverse perspective to investing. My international education and career experiences have provided me with a global outlook and the ability to analyze market dynamics from different cultural and economic p ...
ONEOK: Winning The Big AI Boom
Seeking Alpha· 2026-02-25 13:47
ONEOK ( OKE ), like many in the midstream industry, has seen a large uptick since the start of 2026 as it appreciated by nearly 13% since I last rated it a Strong BuyAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved for unjustified rea ...
Cipher Mining: Ignore Earnings, Focus On The AI Future
Seeking Alpha· 2026-02-25 13:32
Group 1 - Cipher Mining Inc. has entered the AI data center market, indicating potential volatility in quarterly results until the business scales [1] - The company has signed significant leases for data centers, suggesting a commitment to expanding its infrastructure [1] Group 2 - Investors are advised to be patient as the company navigates the early stages of its data center operations [1]
Reddit After The Selloff: Same Fundamentals, Cheaper Duration
Seeking Alpha· 2026-02-25 13:05
Reddit ( RDDT ) is down by almost 20% from the time of my Buy call in November . At a time when there has been a sharp market-wide selloff across software and some platformI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and re ...
Spire: Turn Up The Heat Of Your Portfolio's Returns
Seeking Alpha· 2026-02-25 13:00
When it comes to building a dividend portfolio, we are very focused on valuation, quality, and total return. This allows Dividend Kings to have a dividend portfolio that not only yields 6%-8% as a whole but also provides market-beating returns yearScott Kaufman, aka Treading Softly, learned about investing firsthand from over a decade of financial sector experience. He is the lead analyst for Dividend Kings providing actionable insight into high quality dividend growing and undervalued opportunities. His fo ...
Ghana Extension Brings Renewed Stability To Kosmos Energy Amid Liquidity Concerns
Seeking Alpha· 2026-02-25 13:00
In March of last year, I initiated coverage on Kosmos Energy ( KOS ) as a buy. The offshore oil and gas producer is heavily leveraged but has a very appealingI’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible Statecraft. I have been writing investment analysis, with ...