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Ford Earnings: Why And How I Plan To Sell At $11
Seeking Alpha· 2025-07-31 18:25
I last covered Ford Motor Company (NYSE: F ) stock on June 3 in an article entitled "Ford Motor: Dividend Safety Has Come Into Question." That article was triggered by its latest dividend declaration at that time. I rated As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to be ...
Amprius Technologies: Silicon-Anodes Power Aerospace Growth And Upside Potential
Seeking Alpha· 2025-07-31 18:19
My name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Business Management from Universidad Andina Simon Bolivar, Quito, Ecuador, and the Ph.D. degree in computer applications from the University of Alicante, Spain.Disclosure: I collaborate professionally with Edgar Torres H, who is also an author on Seeking ...
Henry Schein: Still Bullish Even As Shares Languish
Seeking Alpha· 2025-07-31 17:24
Group 1 - The article discusses a bullish perspective on Henry Schein, identified as the world's largest provider of healthcare products and services for office-based dental and medical practitioners [1] - The focus is on the potential for value and growth in companies that generate cash flow, particularly in the oil and natural gas sector [1] Group 2 - The investment service offers subscribers access to a 50+ stock model account and in-depth cash flow analyses of exploration and production firms [2] - Subscribers can engage in live chat discussions about the oil and gas sector, enhancing their understanding and investment strategies [2] - A promotional offer for a two-week free trial is available, encouraging new users to explore the oil and gas investment opportunities [3]
BorgWarner Inc. (BWA) Q2 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-07-31 17:23
BorgWarner Inc. (NYSE:BWA) Q2 2025 Earnings Call July 31, 2025 9:30 AM ET Company Participants Craig D. Aaron - Executive VP & CFO Joseph F. Fadool - President, CEO & Director Patrick Nolan - Vice President of Investor Relations Conference Call Participants Christopher Patrick McNally - Evercore ISI Institutional Equities, Research Division Colin M. Langan - Wells Fargo Securities, LLC, Research Division Dan Meir Levy - Barclays Bank PLC, Research Division Emmanuel Rosner - Wolfe Research, LLC James Albert ...
Mastercard Incorporated (MA) Q2 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-07-31 17:19
Mastercard Incorporated (NYSE:MA) Q2 2025 Earnings Call July 31, 2025 9:00 AM ET Company Participants Devin Corr - Executive Vice President of Investor Relations Michael Miebach - CEO & Director Sachin Mehra - Chief Financial Officer Conference Call Participants Christopher Nathaniel Svensson - Deutsche Bank AG, Research Division Craig Jared Maurer - Unidentified Company Financial Technology Partners LP - Unidentified Company Darrin David Peller - Wolfe Research, LLC David John Koning - Robert W. Baird & Co ...
Nvidia: The Irrelevance Of China In The Bull Case
Seeking Alpha· 2025-07-31 17:18
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
KKR & Co. Inc. (KKR) Q2 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-07-31 17:15
KKR & Co. Inc. (NYSE:KKR) Q2 2025 Earnings Call July 31, 2025 9:00 AM ET Company Participants Craig Larson - Partner & Head of Investor Relations Robert Howard Lewin - Chief Financial Officer Scott C. Nuttall - Co-CEO & Director Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Arnaud Maurice Andre Giblat - BNP Paribas Exane, Research Division Benjamin Elliot Budish - Barclays Bank PLC, Research Division Patrick Davitt - Unidentified Company Autonomous - Unidenti ...
Ardmore Shipping: Strong Balance Sheet, Low Break-Even, And An Undervalued Opportunity
Seeking Alpha· 2025-07-31 17:15
Ardmore Shipping Corporation (NYSE: ASC ) is a product and chemical tanker operator that manages 26 vessels and operates around the world. A couple of days ago, the company released its results for the second quarter and first half of 2025. TheAnalyst’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 co ...
Hubbell: Earnings Showing Positive Momentum
Seeking Alpha· 2025-07-31 17:04
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 (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...
Chubb: Overachiever Selling At A Discount
Seeking Alpha· 2025-07-31 17:01
Core Insights - Chubb is a leading global insurance company with a market capitalization exceeding $100 billion and holds top ratings for capital strength [1] - The company has over $120 billion in float, positioning it as a premier blue-chip insurance firm, second only to Berkshire Hathaway [1] Company Overview - Chubb operates as a global insurance giant, recognized for its financial stability and strong market presence [1] - The company is noted for its high ratings in capital strength, indicating robust financial health [1] Investment Potential - The article suggests a potential interest in initiating a long position in Chubb's stock, indicating a favorable outlook for future performance [2]