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Teekay Tankers: A Strong Q4-2025 And An Even Stronger Q1-2026 In Sight
Seeking Alpha· 2026-02-24 16:24
About six months ago, I wrote my last article about Teekay Tankers Ltd. (NYSE: TNK ), and I explained why I believed that the company, which was sitting on $650 million of cash and trading belowAnalyst’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 than from Seeking Alpha) ...
Micron: The Unsung Hero Of The U.S. AI Infrastructure
Seeking Alpha· 2026-02-24 16:20
Micron Technology ( MU ) remains the most competitive US manufacturer in the memory market, supporting the continuation of the supercycle and the development of network infrastructure. American products are important in the memory segmentMy professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment ana ...
Royal Gold, Inc. (RGLD) Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference Transcript
Seeking Alpha· 2026-02-24 16:18
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EverQuote: AI Risk Is More Pressing Here (Downgrade)
Seeking Alpha· 2026-02-24 16:14
Market Trends - There is significant evidence of indiscriminate selling in the stock market, particularly affecting technology stocks perceived to have disruption risks from AI [1] - "Old economy" stocks, such as those in the energy and materials sectors, have experienced substantial gains during this period of market volatility [1] Analyst Background - Gary Alexander has extensive experience in covering technology companies on Wall Street and has worked in Silicon Valley, providing insights into current industry trends [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, with his articles reaching audiences through popular trading apps like Robinhood [1]
Materialise: Medical And Software-Led Rebound
Seeking Alpha· 2026-02-24 16:13
Materialise NV's ( MTLS ) stock rebounded on the back of its Q4 earnings, which likely stems from the fact that guidance points towards a return to consistent growth and improving margins. Materialise's Medical segment is performing well, andRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying business ...
Nutrien Ltd. (NTR:CA) Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference Transcript
Seeking Alpha· 2026-02-24 16:07
PresentationLet's welcome Ken Seitz, President and CEO, to the stage. We're going to do a fireside chat. So if you want to submit questions, please go on the app, and we'll weave them in. Ken, why don't you kick off maybe like a few minutes, state of the union, what's going on with Nutrien in the markets?All right. Good morning to day 2 of the Mining Conference, day 4 for some of us. Our first session this morning with Nutrien is -- with Nutrien, of course, the largest fertilizer producer, a large retail pl ...
AdaptHealth Corp. 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:AHCO) 2026-02-24
Seeking Alpha· 2026-02-24 16:05
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YLD: High Yield Is Too Tight (Rating Downgrade) (NYSEARCA:YLD)
Seeking Alpha· 2026-02-24 16:03
We first started covering the Principal Active High Yield ETF ( YLD ) almost a year ago, when we went through the fund's composition and active take on the high-yield market. At the time, we only assignedWith an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a low volatili ...
Keurig Dr Pepper Inc. 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:KDP) 2026-02-24
Seeking Alpha· 2026-02-24 16:03
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YLD: High Yield Is Too Tight (Rating Downgrade)
Seeking Alpha· 2026-02-24 16:03
Group 1 - The Principal Active High Yield ETF (YLD) was first covered nearly a year ago, focusing on its composition and active management in the high-yield market [1] - Binary Tree Analytics (BTA) aims to provide transparency and analytics in capital markets, specializing in Closed-End Funds (CEFs), Exchange-Traded Funds (ETFs), and Special Situations, with a goal of delivering high annualized returns and low volatility [1]