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Credo: Ramping Into An AI Super-Cycle (Earnings Preview)
Seeking Alpha· 2026-02-18 13:23
Group 1 - The author of Novo Capital has five years of experience in providing strategic insights and analysis for clients in the private banking sector of a leading Central Asian bank [1] - The methodology developed by the author focuses on corporate valuation, due diligence for investment opportunities, and creating accurate forecasts to guide long-term investment strategies [1] - Novo Capital was established to facilitate discussions on investment ideas and to provide out-of-consensus information that can lead to alpha generation [1]
Nektar Therapeutics: Unique MOA Translates To Stellar AD Maintenance Data, Strong Buy
Seeking Alpha· 2026-02-18 13:16
Analyst’s Disclosure: I/we have a beneficial long position in the shares of NKTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any i ...
Otter Tail: Solid Q4 Results And Strengthened Growth Prospects (Rating Upgrade)
Seeking Alpha· 2026-02-18 13:15
At Energy Profits in Dividends, we seek to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing our risk of principal loss. By subscribing, you will get access to our best ideas earlier than they are released to the general public (and many of them are not released at all) as well as far more in-depth research than we make available to everybody. In addition, all subscribers can read any of my work without a subscription to Seeking Alpha Premium!We are currently offering ...
Cognizant: Buying More After The Dip
Seeking Alpha· 2026-02-18 13:04
Core Viewpoint - The article discusses the investment position of the author in CTSH shares, indicating a beneficial long position through various means such as stock ownership and derivatives [1]. Group 1 - The author expresses personal opinions regarding the investment in CTSH and clarifies that they are not receiving compensation for the article, aside from Seeking Alpha [1]. - The article emphasizes that it should not be considered financial advice, as the author is not a licensed financial advisor [2]. - It highlights the importance of due diligence and research by investors before making any investment decisions, particularly in high-risk trading styles [2]. Group 2 - The article notes that past performance is not indicative of future results, and no specific investment recommendations are made [3]. - It clarifies that the views expressed may not represent those of Seeking Alpha as a whole, and the authors may not be licensed or certified [3].
Republic Services: This Stock Is Anything But Garbage
Seeking Alpha· 2026-02-18 13:00
Core Viewpoint - The article discusses the performance and investment outlook for Republic Services (RSG), indicating a previous HOLD rating when the stock was priced at approximately $221 per share, suggesting it was trading at a high valuation [1]. Company Summary - Republic Services (RSG) was initially rated a HOLD over a year ago when its stock was valued at around $221 per share, reflecting concerns about its high trading valuation [1]. Analyst Background - The analyst has over 10 years of experience in the investment field, starting as an analyst and progressing to a management role, with a focus on dividend investing [1].
BOTZ: Will Robotics And 'Embodied AI' Take The Baton?
Seeking Alpha· 2026-02-18 13:00
Core Insights - The Global X Robotics & Artificial Intelligence ETF (BOTZ) was launched in 2016 and has established itself as a leading fund in its sector, demonstrating strong performance since inception [1]. Group 1: Fund Overview - BOTZ is recognized as a first mover in the robotics and artificial intelligence investment theme, which has contributed to its success [1]. Group 2: Analyst Background - The article is authored by Sean Daly, who has extensive experience in ETFs, biotech, and fintech, and has taught finance at notable institutions [1].
S&P 500: The Path To 5,000 Is Getting Clearer
Seeking Alpha· 2026-02-18 13:00
And as noted in my 2026 market outlook article a couple of months ago, I can see the S&P 500 hitting 5,000 before this year is up. And even 4,000. We may only be 6 weeks intoI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been charting investments since the 1980s, and I spent decades an an in ...
EQT Corporation: Valuation, Fundamentals May Power Upside, But Consider Technical Caution
Seeking Alpha· 2026-02-18 13:00
Group 1 - The stock price of EQT Corporation has remained relatively flat over the past seven months, yielding a 3% return, which supports the previous buy rating [1] - The analyst has been involved in the logistics sector for nearly two decades and has experience in stock investing and macroeconomic analysis for almost ten years [1] - The focus of the analyst includes ASEAN and NYSE/NASDAQ stocks, particularly in sectors such as banks, telecommunications, logistics, and hotels [1] Group 2 - The analyst has diversified investments across various industries and market capitalizations, holding some stocks for retirement and others for trading profits [1] - The analyst entered the US market in 2020 and has been trading for four years, gaining insights from Seeking Alpha [1] - The analyst has holdings in US banks, hotels, shipping, and logistics companies, similar to their investments in the ASEAN market [1]
BOTZ ETF: Will Robotics And 'Embodied AI' Take The Baton? (NASDAQ:BOTZ)
Seeking Alpha· 2026-02-18 13:00
First launched in 2016, the Global X Robotics & Artificial Intelligence ETF ( BOTZ ) is something of the eminence grise of its theme, a first mover that succeeded in its performance and now holds aSean Daly writes on ETFs, biotech and FINTECH solutions in the banking space. He teaches international finance and financial risk management at Pace University and was a visiting lecturer at Princeton University from 2005 to 2009. He was educated at Columbia University. He has also written extensively on real esta ...
Take Advantage Of The Rotation Into Commodities With Dividend Growth Stock Reliance (Technical Analysis)
Seeking Alpha· 2026-02-18 13:00
Core Viewpoint - The article emphasizes the effectiveness of investing in dividend growth stocks and reinvesting dividends as a strategy for long-term wealth growth [1]. Group 1: Investment Strategy - The individual investor has explored various investment styles over 25 years, concluding that dividend growth stocks are a reliable method for wealth accumulation [1]. - The investor operates a blog focused on S&P Dividend Aristocrats and other dividend growth stocks, indicating a commitment to sharing knowledge in this investment area [1]. Group 2: Analyst Disclosure - The analyst has no current positions in the mentioned companies but may consider initiating a long position within 72 hours, highlighting a potential interest in specific stocks [2]. - The article reflects the author's personal opinions and is not influenced by compensation from any company mentioned, ensuring an unbiased perspective [2]. Group 3: General Disclaimers - Past performance is noted as not guaranteeing future results, which is a standard caution in investment discussions [3]. - The article clarifies that no specific investment recommendations are provided, emphasizing the need for individual assessment of investment suitability [3].