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The Upside To Tariffs In 2026
Seeking Alpha· 2026-02-17 13:52
Core Insights - Lawrence Fuller has 30 years of experience managing portfolios for individual investors and founded Fuller Asset Management to achieve independence [1] - Fuller manages the Focused Growth portfolio on Dub, a copy-trading platform approved by US securities regulators, allowing retail investors to automatically copy chosen managers' trades [1] - The Portfolio Architect group, led by Fuller, focuses on economic and market outlooks to support an all-weather investment strategy aimed at consistent risk-adjusted returns [1] Company Overview - Fuller Asset Management (FAM) is a state-registered investment adviser led by Lawrence Fuller [3] - FAM provides educational content and investment strategies but does not make specific offers for securities or investments [3] - The firm emphasizes that past performance is not indicative of future results and advises consultation with licensed financial professionals [3] Platform Features - The Dub platform offers features such as portfolio construction guidance, an "All-Weather" model portfolio, and a dividend and options income portfolio [1] - Additional resources include daily briefs on current events, weekly newsletters, technical and fundamental reports, trade alerts, and 24/7 chat support [1]
Cullen/Frost Bankers Is Great, But Shares Aren't Cheap Enough For An Upgrade (NYSE:CFR)
Seeking Alpha· 2026-02-17 13:34
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
Nvidia Should Double-Beat Again (Earnings Preview) (NASDAQ:NVDA)
Seeking Alpha· 2026-02-17 13:31
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...
Nvidia Should Double-Beat Again (Earnings Preview)
Seeking Alpha· 2026-02-17 13:31
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...
Madrigal Pharma: What To Expect With Q4 Earnings Coming Thursday (NASDAQ:MDGL)
Seeking Alpha· 2026-02-17 13:15
Last year , I initiated Madrigal Pharmaceuticals, Inc. ( MDGL ) as a Strong Buy due to the blockbuster pace of commercialization for Rezdiffra following FDA approval in March 2024. Since then, the stock has appreciated from $293 to $465, a robust gain of 58% outpacingBrendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior ...
Madrigal Pharmaceuticals: What To Expect With Q4 Earnings Coming Thursday
Seeking Alpha· 2026-02-17 13:15
Last year , I initiated Madrigal Pharmaceuticals, Inc. ( MDGL ) as a Strong Buy due to the blockbuster pace of commercialization for Rezdiffra following FDA approval in March 2024. Since then, the stock has appreciated from $293 to $465, a robust gain of 58% outpacingBrendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior ...
IREN: Crypto Pain, AI Gain
Seeking Alpha· 2026-02-17 13:13
Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and potential returns [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] Stock Selection Criteria - The investor screens thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A professional background check is conducted on each insider who purchased shares after the sell-off, adding a layer of due diligence [1] Technical Analysis - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] - The use of multicolor lines and trend lines in technical analysis indicates a sophisticated approach to charting and market trends [1]
Enad Global 7 AB (publ) 2025 Q4 - Results - Earnings Call Presentation (OTCMKTS:ENADF) 2026-02-17
Seeking Alpha· 2026-02-17 13:00
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Rivian Passes First Key Test
Seeking Alpha· 2026-02-17 13:00
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities. I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor ...
S&P 500 Falls As Market Fortunes Turn Away From AI Tech Firms
Seeking Alpha· 2026-02-17 12:56
Ironman is the alias of the blogger at Political Calculations, a site that develops, applies and presents both established and cutting edge theory to the topics of investing, business and economics. We should acknowledge that Ironman is either formerly or currently, and quite possibly, simultaneously employed as some kind of engineer, researcher, analyst, rocket scientist, editor and perhaps as a teacher of some kind or another. The scary thing is that's not even close to being a full list of Ironman's prof ...