Group 1 - The discussion focuses on developments in mergers and acquisitions (M&A) and the business outlook for Union Pacific (UNP) [1] - Audience engagement is encouraged, with questions about current ownership and sentiment towards Union Pacific [2] - There is an inquiry regarding the through-cycle earnings per share (EPS) performance of Union Pacific compared to its peers [2]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Amazon.com, Inc. ( AMZN ) stock has lost 17% since my last report . The stock price decline was driven by tech sector weakness as investors process growing capital expenditures with an apparent lack ofDhierin-Perkash Bechai is an aerospace, defense ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of RIET, HOMZ, IRET, ALL HOLDINGS IN THE IREIT+HOYA PORTFOLIOS 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. Hoya Capital Research & Index Innovations ("Hoya Capital") is an affiliate of Hoya Capi ...

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Q4 numbers for Pitney Bowes Inc. ( PBI ) finally broke the stock’s slide. The stock jumped about 9% after the open following yesterday's results, and that was enough for me to rethink myWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t chase narratives. I follow t ...

Welcome to the SA’s The Macro Brief! This official SA Profile will highlight our analysts' latest economic and market analysis to help investors gauge the ever-volatile financial landscape through various recurring series.This profile run by Seeking Alpha Editors will highlight our analysts' latest economic and market analysis to help investors gauge the ever-volatile financial landscape. The economy is the foundation of financial markets, influencing everything from corporate earnings and consumer spending ...

I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortabl ...

Whenever I think about the thesis for Pfizer Inc. ( PFE ), I can't help but ruminate over why the market has not shown much conviction despite PFE trading at valuations that are still undisputablyJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially gene ...

Core Insights - The article discusses the investment potential of HNGE, highlighting a beneficial long position in its shares, indicating confidence in the company's future performance [1]. Company Analysis - HNGE has shown promising growth indicators, which may attract investors looking for long-term opportunities [1]. - The analysis emphasizes the importance of understanding the company's fundamentals and market position before making investment decisions [1]. Industry Context - The broader market trends and economic conditions are relevant to HNGE's performance, suggesting that external factors could influence investment outcomes [1].

Shares of Charles River Laboratories International, Inc. ( CRL ) have been a mixed performer over the past year, trading essentially flat. That said, it has been a rollercoaster ride for investors, as shares have been negatively impacted by fears around FDA efforts to phaseOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a quest ...