Core Viewpoint - The optimal time to invest in cyclical stocks is just before the business cycle reaches its lowest point, as this typically presents an attractive entry point despite negative earnings trends [1]. Group 1 - The earnings trend for cyclical stocks appears negative at the bottom of the business cycle, which can be misleading for potential investors [1]. - Improving external conditions are expected to drive earnings growth in the future, leading to a potential re-rating of these stocks [1].

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PresentationThe leading. with us today is CEO, Bill Oplinger. We will do this as a fireside chat. But before we start, I'll turn it over to you, Bill.William OplingerPresident, CEO & Director Sure. Thanks, Katja. So hopefully, you know Alcoa. If you don't know Alcoa, we're, I believe, the leading aluminum company in the world, vertically integrated global company. We mine around 48 million metric tons of bauxite on three separate continents. We refined 10 million metric tons of alumina. And we smelt 2.5 mil ...

I came into Coeur Mining, Inc. ( CDE ) still thinking of the Rochester turnaround story. Well, I believe that's outdated now. And this is because the company has already finished the Rochester expansion in 2024. ItMy background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data driven models and fundamental research. My approach is ...

After 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire ...

Core Insights - Traditional investing advice suggests buying index funds and dollar cost averaging over a long period, but the S&P 500 Index contains companies that may not provide substantial value [1] - A hybrid investment strategy combining classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds [1] Investment Strategy - The approach focuses on uncovering high-quality dividend stocks and other assets that offer long-term growth potential and significant income generation [1] - The strategy aims to create a balance between growth and income, allowing investors to capture total returns on par with the S&P 500 Index [1]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

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Core Viewpoint - AMD has announced a significant new AI partnership with Meta, highlighting its strategic focus on artificial intelligence and collaboration with major tech players [2]. Group 1: Partnership Details - The partnership between AMD and Meta is aimed at enhancing AI capabilities, which is a critical area of growth for both companies [2]. - The announcement was made during a conference call, indicating the importance of this collaboration to AMD's financial strategy [2][3]. Group 2: Leadership Involvement - Key participants in the conference call included Dr. Lisa Su, Chair and CEO of AMD, and Jean Hu, Executive Vice President, CFO, and Treasurer, emphasizing the leadership's commitment to this initiative [3].

About six months ago, I wrote my last article about Teekay Tankers Ltd. (NYSE: TNK ), and I explained why I believed that the company, which was sitting on $650 million of cash and trading belowAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha) ...