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Home Depot: Premium Valuation Questionable After Mixed Q4
Seeking Alpha· 2026-02-25 08:52
Core Viewpoint - The article suggests that investors should have sold The Home Depot, Inc. (HD) stock following the post-Q2 earnings surge due to mixed fundamentals and overvaluation concerns [1] Summary by Relevant Categories Company Performance - The Home Depot's recent earnings report showed mixed fundamentals, indicating potential weaknesses in the company's financial health [1] Investment Strategy - The recommendation is to sell the stock after the earnings pop, highlighting concerns over the stock's valuation [1] Analyst Background - The analyst has a strong focus on the tech sector and holds a Bachelor of Commerce Degree with Distinction, majoring in Finance, indicating a solid educational background in finance [1]
Amer Sports: Spot The Growth Slowdown Early (Rating Downgrade)
Seeking Alpha· 2026-02-25 08:46
Amer Sports, Inc. ( AS ) reported blowout Q4 results as Arc’teryx and Salomon continued to shine, but the market still reacted negatively—an increased valuation has already put massive expectations on the two brands, stalling stockI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the driver ...
Highlander Silver: A $4.5B Mining Founder Is Loading Up On This Silver Stock
Seeking Alpha· 2026-02-25 08:00
Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclaimers and disclosures [1][2] Group 1 - There is no stock, option, or similar derivative position in any of the companies mentioned [1] - The article expresses personal opinions and is not receiving compensation beyond Seeking Alpha [1] - No business relationship exists with any company whose stock is mentioned [1] Group 2 - Past performance is not indicative of future results, and no investment recommendations are provided [2] - The views expressed may not reflect those of Seeking Alpha as a whole [2] - Analysts include both professional and individual investors who may not be licensed or certified [2]
Stepan Company: Upside Unclear, Better Alternatives Exist
Seeking Alpha· 2026-02-25 07:52
Analyst’s Disclosure: I/we have a beneficial long position in the shares of SCL, BNTGY 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. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial ...
Axon Stock Q4 Earnings: The Panic Ends (NASDAQ:AXON)
Seeking Alpha· 2026-02-25 07:51
Axon Enterprise ( AXON ) stock is soaring after hours on Tuesday following upbeat quarterly results in the midst of a steep downtrend over the last few months. I think this upward momentum is sustainable, and AXONTo follow me click the "Follow" button! (Easy right?)And check out my Substack for stock analysis made fun and easy :)https://kumquatresearch.substack.com/ Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alph ...
Axon Earnings: The Panic Ends
Seeking Alpha· 2026-02-25 07:51
Axon Enterprise ( AXON ) stock is soaring after hours on Tuesday following upbeat quarterly results in the midst of a steep downtrend over the last few months. I think this upward momentum is sustainable, and AXONTo follow me click the "Follow" button! (Easy right?)And check out my Substack for stock analysis made fun and easy :)https://kumquatresearch.substack.com/ Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alph ...
Global Capital Is Rotating Back To Brazil - Here's Why
Seeking Alpha· 2026-02-25 07:20
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U.S. Insurance IPOs Thin On The Ground In 2025 As Companies Weigh Sales Instead
Seeking Alpha· 2026-02-25 07:20
WANAN YOSSINGKUM/iStock via Getty Images Insurance initial public offerings remained thin on the ground last year as insurers weighed the benefits of an outright sale rather than going public. Last year saw four insurance initial public offerings (IPO) with a total ...
From Reform To Re-Rating: South America's Emerging Investment Opportunity
Seeking Alpha· 2026-02-25 07:00
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Data Update 8 For 2026: Time For Harvesting - Dividends And Buybacks
Seeking Alpha· 2026-02-25 06:30
Group 1 - The article does not provide any specific content related to company or industry analysis [1]