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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]
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 ...