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Nintendo Upgrade: IP Quality Over AI Quantity
Seeking Alpha· 2026-02-24 18:45
If an American Blue-Chip stock had dropped 40% in six months, you would have most likely read headlines about it and been tempted to enter just for the sake of paying less than half a year ago. With NintendoExcellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling positions, and Financial writing.My approach is mostly value-oriented. However, valuation is rarely an ...
Vir Biotechnology: Up On Prostate Data And Astellas Deal - I'm (Long-Term) Bullish
Seeking Alpha· 2026-02-24 18:30
If you are interested in keeping up to date with stocks making moves within the biotech, pharma, and healthcare industries and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston B ...
Planet Fitness: Long-Term Growth Intact, Buy Alert
Seeking Alpha· 2026-02-24 18:14
The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...
Kratos: The Best Stock To Buy For The Future Of Defense
Seeking Alpha· 2026-02-24 18:13
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS ) reported its fourth quarter and full-year earnings as well as guidance for 2026, which seemingly has disappointed investors, as the stock is now down 8.7%. The stock price is still up over 1 ...
Blue Owl Technology Finance's Discount To NAV Is Way Too Large Relative To The Risk
Seeking Alpha· 2026-02-24 18:06
Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and to add an element of timing. Currently Tim Travis is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management. T&T Capital Management is a Coto de Caza, California based Registered ...
Salesforce's SaaS Is Not Dead, But More Profitable With AI (Earnings Preview)
Seeking Alpha· 2026-02-24 18:04
Since I last covered Salesforce, Inc. ( CRM ) in February last year, it is down by more than 40%, showing that my bullish thesis was wrong to assume that revenue growth would accelerate. As shown inAs an Investment Research Analyst, I cover publicly listed securities (stocks and funds) listed on the NYSE/NASDAQ and mostly covering tech. My insights are mostly based on my own experience investing for 25 years, together with qualifications in Business Management and Equity Finance.I also have a degree in Elec ...
Midterm Year Slump And Post-Election Bump: Simulating Returns For The S&P 500 Through 2027
Seeking Alpha· 2026-02-24 18:03
Equities have a history of poor performance in midterm election years. Additionally, single-party control of both houses of Congress and the Presidency has historically correlated with worse overall market returns . For example, in years in which Republicans had fullMy name is David B McMillan and I am an investor interested in fundamental valuation. My philosophy is fundamental investing - I seek to identify underpriced securities relative to their potential future cash flows. I also use tactical allocatio ...
AMD: A Rare Case Of Buying The News
Seeking Alpha· 2026-02-24 17:54
Core Insights - The article emphasizes the importance of momentum in navigating the technology landscape, particularly in the context of past market events such as the dot com bubble, the credit default crisis of 2008, and the recent AI boom [1] Group 1: Market Context - The author has over two decades of experience in the market, focusing on technology, media, and telecommunications (TMT) sectors [1] - The article highlights the significance of risk mitigation strategies employed during various market crises [1] Group 2: Investment Focus - The primary focus of the service is on momentum, suggesting that it plays a crucial role in investment decisions within the technology sector [1]
Palo Alto Networks: Organic Growth Begins To Normalize, Q3 EPS Miss Driven By Share Dilution
Seeking Alpha· 2026-02-24 17:50
Palo Alto Networks ( PANW ) stock is down 21% year-to-date and 35% from the October high. The negative sentiment is also driven by the sharp pullback in the software sector. The 2Q FY2026 earnings beat both revenue andAnalyst’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 ...
IYC: Now's Not The Time To Buy U.S. Consumer Discretionary Stocks
Seeking Alpha· 2026-02-24 17:45
The iShares US Consumer Discretionary ETF ( IYC ) is poorly positioned right now from a fundamentals perspective. Not only does it trade at an elevated 23.45x forward P/E, but its components' historical earnings growth rates are in theThe Sunday Investor is focused exclusively on U.S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has completed all the educational requirements for the Chartered Investme ...