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Ryder System, Inc. (R) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Seeking Alpha· 2026-02-17 17:54
Company Overview - Ryder has undergone a significant transformation in recent years, moving away from its traditional image [1] - The company was founded in 1933 in Miami and has grown from one man and one truck to a publicly traded entity [4] - Ryder went public in 1955 and is among the top 5% of the longest-tenured publicly traded companies on the NYSE [4] - The company currently generates just under $13 billion in revenue [4]
PayPal: Despite Uncertainty, Stock Remains A Buy
Seeking Alpha· 2026-02-17 17:54
When I wrote my last article about PayPal ( PYPL ) in November, I was not expecting what had happened since then. Alex Chriss is no longer CEO; PayPal missed expectations for FY25 and set disappointing guidance. I believe that the narrative is partiallyThe stock market and value investing are my greatest passions. I bought my first shares at the age of 11, and since then, my fascination with capital markets has only grown stronger. Today, I look back on nine years of in-depth experience. Every day, I dive i ...
Genpact Limited: Strategic Transformation Driving Strong Performance And Valuation Upside
Seeking Alpha· 2026-02-17 17:38
Core Viewpoint - Genpact Limited (G) presents an interesting balance of risk and potential return for investors, indicating a favorable investment opportunity [1] Company Analysis - The company is recognized for its ability to provide value to investors through its shares, suggesting a positive outlook on its financial performance [1] Analyst Background - The analyst has extensive experience in the investment sector, with a focus on equity analysis across various industries, which adds credibility to the insights provided [1]
Novo Nordisk: The Possible Upside
Seeking Alpha· 2026-02-17 17:36
My last article in November 2025 on the obesity treatments' provider Novo Nordisk A/S's ( NVO ) was titled “ Consider The Counterfactual .” The title followed a sharp fall in its stock priceManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants, takes the theme a step ...
Ares Capital: This 10% Yielder Now May Be Worth Dipping Your Toe In (Rating Upgrade)
Seeking Alpha· 2026-02-17 17:30
Group 1 - The company ARCC is considered more attractive now compared to a year ago, despite previous reluctance regarding the sector [1] - The author emphasizes a focus on dividend investing in quality blue-chip stocks, BDCs, and REITs, aiming to supplement retirement income through dividends in the next 5-7 years [1] - The aspiration is to assist lower and middle-class workers in building investment portfolios of high-quality, dividend-paying companies [1] Group 2 - There is no stock, option, or similar derivative position held by the author in any mentioned companies, nor plans to initiate such positions in the near future [2] - The article expresses the author's personal opinions and is not compensated for it, aside from contributions to Seeking Alpha [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]
Stock Market's Hot Streak Is Expected To Cool In The Decade Ahead
Seeking Alpha· 2026-02-17 17:20
Group 1 - The article does not provide any relevant content regarding the company or industry [1]
Software Panic, Security Strength: Why Zscaler Still Wins
Seeking Alpha· 2026-02-17 17:17
My Buy call in May last year on Zscaler ( ZS ) was based on sustained growth above 20% and margin strength. Both have happened, and the stock was up by ~50% after the call. The current share prices are ~22% down fromI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams ...
Fanuc Roaring Back On Improving Industrial Sentiment
Seeking Alpha· 2026-02-17 17:16
Core Insights - Industrial markets are experiencing a resurgence, leading to increased demand for factory automation inputs such as machine tools and robotics [1] Industry Summary - The revival in industrial markets is positively impacting the demand for automation technologies, indicating a potential growth opportunity for companies involved in this sector [1]
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]