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Murphy Oil: A Mid-Cap Growth Story
Seeking Alpha· 2025-07-30 16:46
Murphy Oil Corp (NYSE: NYSE: MUR ) is often mistaken for a sleepy E&P after they exited their refining business in 2011 . Actually, it’s not. Behind the quiet name is a company executing on a production growthAnalyst’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 options or similar derivatives in MUR over the next 72 hours. I wrote this article mysel ...
Saia: Strong Operational Metrics And Cheap Valuation Justify Its Rebound
Seeking Alpha· 2025-07-30 16:44
I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...
Rapid7 Faces Headwinds In Sluggish U.S. Mid-Market Demand
Seeking Alpha· 2025-07-30 16:44
He also leads the investing group IPO Edge , which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to walk you through the entire IPO lifecycle - from filing to listing to quiet period and lockup expiration dates.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initi ...
Northwest Bancshares: Still A Solid Income Name
Seeking Alpha· 2025-07-30 16:30
The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...
Palantir Sets The Tone For Growth With New Partnerships
Seeking Alpha· 2025-07-30 15:52
Core Insights - Palantir (NASDAQ: PLTR) is enhancing its AI platforms within enterprises and government agencies, reinforcing its position in functional AI applications [1] - Despite a significant premium on PLTR shares, the company's operations are deemed supportive for future growth [1] Company Analysis - Palantir is recognized for its leadership in functional AI applications, indicating a strong competitive advantage in the market [1] - The company is actively embedding its AI solutions across various sectors, which may lead to increased adoption and revenue growth [1] Market Position - The substantial premium on Palantir shares suggests investor confidence in the company's future prospects, despite potential valuation concerns [1]
Allied Properties: 11.9X Debt Ratio Trumps The 10% Yield
Seeking Alpha· 2025-07-30 15:52
Group 1 - The Conservative Income Portfolio focuses on value stocks with high margins of safety and aims to reduce volatility through well-priced options [1][3] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - The Covered Calls Portfolio aims for lower volatility income investing with an emphasis on capital preservation [2][3] Group 2 - Trapping Value is a team of analysts with over 40 years of combined experience in generating options income and capital preservation [3] - The investment group operates in partnership with Preferred Stock Trader, offering two income-generating portfolios and a bond ladder [3]
Teladoc Health: Still Struggling To Find A Catalyst
Seeking Alpha· 2025-07-30 15:48
Group 1 - The article discusses the potential for investing in undervalued stocks that are mispriced by the market as the third quarter begins [1] - It suggests that investors should consider joining a platform that provides insights on these investment opportunities [1] Group 2 - There are no specific companies or stocks mentioned in the article, and the author has no current positions in any of the companies discussed [2] - The article emphasizes the importance of conducting personal research or consulting a financial advisor before making investment decisions [3]
Harley-Davidson, Inc. (HOG) Q2 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-07-30 15:35
Harley-Davidson, Inc. (NYSE:HOG) Q2 2025 Earnings Call July 30, 2025 9:00 AM ET Company Participants Jochen Zeitz - Chairman, President & CEO Jonathan R. Root - CFO & President of Commercial Shawn Michael Collins - Director of Investor Relations Conference Call Participants Alexander Thomas Perry - BofA Securities, Research Division Craig R. Kennison - Robert W. Baird & Co. Incorporated, Research Division Jaime M. Katz - Morningstar Inc., Research Division James Lloyd Hardiman - Citigroup Inc., Research Div ...
Cardiff Oncology: Data Update Resolves Some Signals
Seeking Alpha· 2025-07-30 15:32
Cardiff Oncology (NASDAQ: CRDF ) is a company I've been following for quite some time now, and back in May , I prepared an article going over an anticipated data readout. This upcoming presentation ofI have my PhD in biochemistry and have worked for years analyzing clinical trials and biotech companies. It is my passion to educate everyone possible on the science behind the businesses that we invest in, and it's my mission to help you do your due diligence and not get burned by the pitfalls of investing in ...
EWU: Why UK Stocks Could Beat The S&P 500 The Next 3-5 Years
Seeking Alpha· 2025-07-30 15:31
In this historically-obsessed S&P 500 market, I can make a strong case, albeit on a relative basis, for EWU, the largest ETF that tracks the US's former "boss" nation, the United Kingdom. OK, so its been nearly 250 years. But there's a history, a lot of cultural overlap, some enduringI'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-traditi ...