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Micron's New SSDs Are Gamechangers For AI
Seeking Alpha· 2026-02-18 14:38
Group 1 - The article highlights Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, artificial intelligence, and cloud software [1] - Uttam's research also encompasses other sectors such as MedTech, Defense Tech, and Renewable Energy, indicating a broad analytical scope [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized and cited by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] Group 2 - Prior to his research career, Uttam gained experience in Silicon Valley, leading teams at major technology firms including Apple and Google, which adds credibility to his insights [1]
Plains All American Pipeline: 8%+ Yield, 10% Dividend Growth
Seeking Alpha· 2026-02-18 14:36
Core Insights - The focus is on businesses with strong cash generation, ideally possessing a wide moat and significant durability, which can lead to high rewards when acquired at the right time [1] Group 1: Company Focus - The company emphasizes value and income stocks, while occasionally covering growth stocks [1] - The investment group, Cash Flow Club, provides access to a leader's personal income portfolio targeting yields of 6% or more [1] - The coverage includes sectors such as energy midstream, commercial mREITs, BDCs, and shipping [1] Group 2: Community and Resources - The community offers features like chat, a "Best Opportunities" List, and transparency on performance [1] - The analyst, Jonathan Weber, has been active in the stock market and sharing research since 2014 [1]
Wendy's: Struggles In A McValue World
Seeking Alpha· 2026-02-18 14:27
I’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In addition to restaurants, I cover consumer discretionary, food & beverage, casinos & gaming, and IPOs, with a particular focus on mic ...
APi Group Corporation (APG) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
Seeking Alpha· 2026-02-18 14:24
Question-and-Answer SessionMaybe Russ and David, obviously, you gave a brief sort of update on things yesterday morning. Any initial comments sort of fleshing that out and how you see kind of the cadence of the year, if anything to add on that?Russell BeckerCEO, President & Director Well, I'll -- David can speak more to the numbers. But what I would tell you is that we feel really good about where our business is positioned as we start working our way through '26. We finished the 2025 with really strong res ...
First Guaranty Bancshares: Preferred Yield Is Tempting, But More Improvement Needed
Seeking Alpha· 2026-02-18 14:24
First Guaranty Bancshares ( FGBI ) is a Louisiana-based regional bank. Along with common shares, the bank also has a preferred share ( FGBIP ), which currently yields an impressive 9.5%. The low price and highOther writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or bonds. I will occasionally break away and write about the economy at large or a special situation involving a company I've been researching in. I ...
Leidos: The Selloff Was Warranted Following A Weak Earnings Report
Seeking Alpha· 2026-02-18 14:15
I have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sharing my thoughts with the Seeking Alpha community.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 n ...
Otter Tail: Cyclical Pain, Long-Term Gain (Upgrade)
Seeking Alpha· 2026-02-18 14:14
Core Viewpoint - Otter Tail Corporation (OTTR) operates primarily in two sectors, with a significant focus on electric utility services, which are often overlooked by investors [1]. Group 1: Company Overview - Otter Tail Corporation is categorized as an Upper Midwest company, indicating its geographical focus and market presence [1]. - The company has two main types of businesses, with electric utility being a key segment [1]. Group 2: Investment Focus - The analysis emphasizes the importance of small- to mid-cap companies, suggesting that they present unique investment opportunities that may not be fully recognized by the market [1].
Eagle Point Credit: Buy Low, Sell Lower (Rating Downgrade)
Seeking Alpha· 2026-02-18 14:10
Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The company advocates for a diversified approach to investing, suggesting that a solid base of dividend growth stocks can be effectively supplemented with other asset types to maximize income potential [1]. - The strategy aims to create a balance between growth and income, allowing investors to capture total returns that align with the performance of the S&P 500 [1].
Hims & Hers Health: 5 Key Questions Ahead Of Critical Q4 Earnings
Seeking Alpha· 2026-02-18 14:06
Group 1 - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare industries, highlighting key trends and catalysts that influence market valuations [1] - Edmund Ingham, a biotech consultant with over 5 years of experience, leads the Haggerston BioHealth investing group, which caters to both novice and experienced investors [1] - The investing group provides insights such as buy and sell ratings, product sales forecasts for major pharmaceutical companies, integrated financial statements, discounted cash flow analysis, and market-specific analyses [1]
Upstart's Technology Has Taken The Next Step (Rating Upgrade)
Seeking Alpha· 2026-02-18 14:05
Core Insights - Upstart's shares have significantly declined from over $80 to the $30 range in recent months, indicating a challenging market environment for the company [1] Company Overview - Upstart is a technology-based growth stock that has faced a rough period, particularly since last summer, with a notable drop in share price [1] Investment Perspective - The focus is on identifying under-evaluated investment opportunities in small or micro-cap companies, particularly in technology sectors such as renewable energy and new mobility [1]