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Chevron: Forming A Strong Partner With Hess
Seeking Alpha· 2026-02-24 22:44
Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Chevron Corporation (NYSE: CVX ) is a large integrated oil company worth almost $360 billion. The company is working to integrate its acquisition of Hess ...
Super Group Q4 Review: Fantastic Shift Of Strategy (Rating Upgrade)
Seeking Alpha· 2026-02-24 22:37
MSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call opt ...
Mondelez: Sweet Recovery, Bitter Outlook, And A Fragile Yield
Seeking Alpha· 2026-02-24 22:32
The last time I covered Mondelez International ( MDLZ ), I rated them a Buy thanks to the stock trading below their intrinsic value, offering a solid entry point for a powerhouse of theI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investi ...
SPY: Tariff Troubles (And Other Developments) Dampen Some Optimism
Seeking Alpha· 2026-02-24 22:28
Manika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants, takes the theme a step further from LTT with a deeper dive into opportunities presented by the segment.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies menti ...
AI Trade: Short CapEx, Long Profits
Seeking Alpha· 2026-02-24 22:18
The artificial intelligence revolution sparked by the launch of ChatGPT-3 has been at the center of the bull market that began in March 2023. The AI trade has produced many multi-baggers in various sub-industriesI am Shubhm Thakkar, an MBA student at the Indian Institute of Management—Indore. I cleared the CFA Level 1 examination that was held in May 2023 and the CFA Level 2 conducted in November 2024. I am also a candidate for the CFA Level 3 examination to be held in February 2026. IIM Indore consistently ...
SCHD's Dividend Growth Engine May Be Entering Its Most Powerful Phase Yet
Seeking Alpha· 2026-02-24 22:18
To celebrate High Yield Investor turning five, we’re offering a 30-day money-back guarantee . Now is the perfect time to join. We have just released our Top Picks for 2026 , and with the guarantee, you have everything to gain and nothing to lose.Last October, I stated that it was the best time in years to buy the Schwab U.S. Dividend Equity ETF ( SCHD ). At the time, I received a lot of disagreement in the comments section, as SCHD had been on aSamuel Smith has a diverse background that includes being lead ...
EPU: The Metals Play Amid Political Volatility
Seeking Alpha· 2026-02-24 22:15
The iShares MSCI Peru and Global Exposure ETF ( EPU ) provides a unique exposure to the Peruvian stock market, which is characterized by a dominant sector focus on basic materials and financials. From a fundamental perspective, EPU's performance is intricately tied to theWith a background in asset management, FinHeim Research is specialized in investment analysis and portfolio management, maintaining a global perspective on financial markets. Expertise in portfolio construction and optimization. Long term i ...
I Missed The 2022 Netflix Turnaround - I Won't Miss This One (Rating Upgrade)
Seeking Alpha· 2026-02-24 22:00
During the latest Christmas holidays, in one of the many dinners I had with my family & friends, I met a 13-year-old kid who was obsessed with Stranger Things. HePassionate about geopolitics and macroeconomics, I express my opinion through my articles and enjoy engaging with all of you. I also write about companies that catch my attention, particularly those in my portfolio. For me, Seeking Alpha is a way to expand and share my knowledge.Analyst’s Disclosure: I/we have a beneficial long position in the shar ...
Dow: A Long Road To Recovery (Downgrade) (NYSE:DOW)
Seeking Alpha· 2026-02-24 21:47
Shares of Dow Inc. ( DOW ) have been a poor performer over the past year as the company has struggled with a severe downcycle in the chemicals sector. This has forced the company to prioritize cash preservation, cutting jobs, slashing its dividend, and sellingOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an art ...
JPMorgan Chase & Co. (JPM) Discusses Strategic Framework and Firm Overview with Executive Q&A Transcript
Seeking Alpha· 2026-02-24 21:37
PresentationMikael GrubbHead of Investor Relations All right. Good afternoon. It's my pleasure to welcome you to this event and the new and improved 270 Park. I want to send a special thanks to the extremely dedicated folks who brave the elements and joined us in person. I guess, even in the world's dominant ice hockey nation, there is such a thing as too much winter. Please remember to review the disclaimer about forward-looking statements. And before getting started, let me just quickly walk through the a ...