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Celestica Stock: You Could Be Very Late To The Part (NYSE:CLS)
Seeking Alpha· 2025-09-28 13:00
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Ahead Of Tariff-Induced Pharmaceutical Construction Boom, Fluor Looks Like An Attractive Buy
Seeking Alpha· 2025-09-28 13:00
I started examining pharmaceutical construction companies some weeks back, when President Donald Trump was threatening pharma manufacturing companies with tariffs unless they began building up production capabilities within the United States. After all, if new production facilities areMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human s ...
Box's Explosive AI Potential (NYSE:BOX)
Seeking Alpha· 2025-09-28 12:52
Box (NYSE: BOX ) is no longer simply "where files live." Over the last decade it has become the permissioned memory layer for thousands of enterprises, the repository where canonical contracts, SOPs, PRDs, audits, tickets, training materials, etc. reside under fine-grained governance. That role is significant now"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deploym ...
British Land: Food Inflation Stubborn (BTLCY)
Seeking Alpha· 2025-09-28 12:48
If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...
WPAY: A Weekly Paying Alternative To YMAX
Seeking Alpha· 2025-09-28 12:32
Core Insights - Current market conditions are highly favorable for income investors, with a wide variety of funds offering weekly distributions [1] - A hybrid investment strategy combining classic dividend growth stocks, Business Development Companies, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1] Investment Strategy - The approach focuses on high-quality dividend stocks and assets that provide long-term growth potential, which is essential for generating reliable income [1] - The combination of different asset types allows for a balanced portfolio that captures both income and capital appreciation [1]
Essential Properties: Guidance Up, Shares Down, I'm Upgrading To Buy
Seeking Alpha· 2025-09-28 12:30
Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip stocks, BDC's, and REITs. I am a buy-and-hold investor who prefers quality over quantity and plans to supplement his retirement income ...
GameStop CoverageStop: GME's last sell-side analyst walks away
Seeking Alpha· 2025-09-28 12:29
Wedbush is dropping its coverage of GameStop (NYSE:GME) shares, leaving the retailer without a Wall Street rating as it continues to defy traditional analysis. Analyst Alicia Reese writes: "We are dropping coverage on GameStop (NYSE:GME) due to reallocation of ...
Gilat Satellite: New M&A Strategy Is Powering Fresh Growth
Seeking Alpha· 2025-09-28 12:28
I'm an avid investor with a long-term, and sometimes contrarian, approach to equities investing. I started out as a Tech analyst but now also cover Commodities and Energy sectors as the world navigates the energy transition.Analyst’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 (o ...
Palo Alto Networks $19B Surprise Few Saw Coming
Seeking Alpha· 2025-09-28 12:14
Group 1 - The article highlights Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research also encompasses MedTech, Defense Tech, and Renewable Energy, indicating a diverse investment approach [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and his wife, is recognized and cited by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] Group 2 - Prior to his research career, Uttam led teams at major technology firms such as Apple and Google, emphasizing his extensive experience in the industry [1]
It Is Like 1999 All Over Again
Seeking Alpha· 2025-09-28 12:04
Group 1 - The major indexes are experiencing upward movement despite signs of trouble in the jobs and housing markets [1] - Headline economic growth remains strong, with Q2 GDP being revised upward [1] - The Biotech Forum offers a model portfolio featuring 12-20 high upside biotech stocks, along with live chat discussions and weekly market commentary [1]