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Gale-Force Winds Will Test Fair-Weather Sailors
Seeking Alpha· 2026-02-17 17:13
bymuratdeniz/iStock via Getty Images Global equities began the year near record highs, supported partly by continued enthusiasm around artificial intelligence (AI) investment and expectations of policy easing. However, February has seen more uneven performance: Technology shares have led the weakness as ...
GSK: Post-Pivot Buoyancy Set To Continue After Strong 2025 (Upgrade)
Seeking Alpha· 2026-02-17 17:10
Group 1 - The article discusses the recent leadership change at GSK plc, with CEO Emma Walmsley stepping down after her tenure since 2017 [1] - The author, Edmund Ingham, is a biotech consultant with over 5 years of experience in the biotech, healthcare, and pharma sectors, having covered more than 1,000 companies [1] - The Haggerston BioHealth investing group provides insights for both novice and experienced biotech investors, including catalysts, buy and sell ratings, product sales forecasts, and financial analyses [1]
AI Fears Play Whack-A-Mole Within The Market
Seeking Alpha· 2026-02-17 17:08
Market Overview - Markets experienced a decline during the trading week leading up to the holiday weekend, with the NASDAQ falling just over two percent [1] - Bitcoin continues to trade below the $70,000 level, significantly lower than its previous peak of over $125,000 [1] Biotech Sector Insights - Bret Jensen, a market analyst with over 13 years of experience, focuses on identifying high-potential investments in the biotech sector [1] - The Biotech Forum, led by Bret Jensen, offers a model portfolio consisting of 12-20 biotech stocks with high upside potential, along with live discussions on trade ideas and weekly research updates [1]
Affirm: The Stock Keeps Dropping, Free Cash Flow Jumps Higher
Seeking Alpha· 2026-02-17 17:08
Presently, Affirm's fundamentals are strong and much stronger than its share price reaction would lead you to believe. Incidentally, you can read my previous bullish analysisMichael Wiggins De Oliveira is an Inflection investor. As an Inflection investor, I believe that simplicity is key to outperformance. Since 2024, Deep Value Returns is up 174% vs 58% for the Nasdaq (*as of 6 January 2026).This means buying a stock at the moment when the outlook is expected to improve over the next year. This allows one ...
IAT: Undervalued Regional Banks With Strong Growth Momentum
Seeking Alpha· 2026-02-17 17:06
Group 1 - The core focus of Wilson Research is to provide insights on exchange-traded funds (ETFs) that balance growth potential and dividend yield [1] - The analysis incorporates fundamental analysis along with macro-level factors such as industry trends, economics, and geopolitics [1] - Wilson Research aims to offer actionable information for long-term investors who prioritize diversification and low fees [1] Group 2 - The team at Wilson Research includes an MBA graduate and an independent financial coach [1] - The investment philosophies of Warren Buffett and Robert Kiyosaki serve as inspiration for Wilson Research [1]
Hafnia Limited: Well-Integrated Shipping Giant Offering Attractive Investor Yield
Seeking Alpha· 2026-02-17 16:56
I’ve been covering tanker companies for a while now, and one of the more interesting ones I find is Hafnia Limited ( HAFN ), which also happens to be in my current income portfolio. IMy name is Andres Veurink and I have been in the financial markets for over a decade at this point, spending the majority of that in a hedge fund here in Rotterdam, working my way up as an analyst. My work relfect rigourious standards as I myself have a very high standard as to what I invest my money in. My preferred sectors to ...
Vontier Corporation (VNT) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Seeking Alpha· 2026-02-17 16:55
Question-and-Answer SessionSo guys, as I kind of walk over here, I'll start with my first question. I think you guys have talked about Connected Mobility for a while now, and it does seem to be gaining additional traction, particularly in the year 2025. I think we've seen how Invenco seems to be helping to bridge your 2 segments, 2 larger segments in EFS and Mobility with innovations such as FlexPay 6. So could you talk a little bit more about the progress you've made? How the solutions you're offering goin ...
Flowserve Corporation (FLS) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Seeking Alpha· 2026-02-17 16:55
PresentationGet started again. We are really excited to have Flowserve Corporation with us. And we're particularly excited to have Scott Rowe. He's usually get around every year. We have this conference. So he's here with us today. He's the President and Chief Executive Officer of Flowserve. So I know Scott has some prepared remarks, so I'm going to go over to him, and then we'll go right into Q&A.Robert RowePresident, CEO & Director Great. Thank you, Andy. And it is a pleasure to be here for the first time ...
Dover Corporation (DOV) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
Seeking Alpha· 2026-02-17 16:54
Question-and-Answer SessionSo Rich, I think one thing that's sort of exercising a lot of people's minds right now is health of the U.S. industrial economy, a lot of optimism. Last year seemed to end strong. PMIs were good 2 to 3 weeks ago. What are kind of your perspectives? You've got a very broad portfolio touching a lot of different parts of the U.S. industrial economy.Richard TobinPresident, CEO & Chairman of the Board Sure. It feels eerily similar than it did this time last year. I thought the setup wa ...
Trane Technologies plc (TT) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
Seeking Alpha· 2026-02-17 16:54
Core Insights - Trane Technologies reported a strong performance in Q4, with order rates increasing by over 22%, indicating broad-based growth across multiple verticals [2] Group 1: Company Performance - The increase in order rates was not limited to a single sector, showcasing strength in various areas including data centers, higher education, healthcare, and industrial sectors [2] - The company expressed optimism about the sustainability of these growth rates into the current year, suggesting a positive outlook for ongoing demand [2] Group 2: Market Trends - The robust order rates reflect a healthy pipeline of activity, as indicated by the engagement of account managers in various sectors [3]