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Cerence Stock: Much Better Than It Appears At First Sight (NASDAQ:CRNC)
Seeking Alpha· 2025-09-27 10:56
We add real-time buy and sell signals on these, as well as other trading opportunities which we provide in our active chat community. We look at companies with a defensible competitive advantage and the opportunity and/or business models which have the potential to generate considerable operational leverage.If you are interested in similarly small, high-growth potential stocks you could join us at our marketplace service SHU Growth Portfolio , where we maintain a portfolio and a watchlist of similar stocks. ...
IQDF: Recent Dividends Are Impressive But Not Enough
Seeking Alpha· 2025-09-27 10:54
2025 has been quite a comeback year for international stocks. The MSCI All Country World Index ex US ( ACWX ) is up almost 24% since January 1, a noticeable improvement for an index that is up onlyI have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value. The best opportunities for profits on individual stocks com ...
HubSpot: AI Agents Not Only Serve As New Growth Driver But Also Expand TAM (NYSE:HUBS)
Seeking Alpha· 2025-09-27 10:54
Based on my analysis, HubSpot, Inc. (NYSE: HUBS ), presents a unique opportunity for investors who are seeking exposure to the AI industry. The company's recent pivot into AI agents not only serves as a new growth driver but also substantiallyI am seasoned investor with more than 20 years of investment experience, specializing in identifying companies that have the potential to consistently outperform the broader market. My investment journey begin pre-2008 and I have experienced multiple market cycles, all ...
Rio Tinto Stock: Restructuring And Growing In Future-Facing Metals (NYSE:RIO)
Seeking Alpha· 2025-09-27 10:33
Group 1 - The analyst has over 10 years of experience researching more than 1000 companies across various sectors including commodities and technology [1] - The focus has shifted from a personal blog to a value investing-oriented YouTube channel, emphasizing research on hundreds of companies [1] - The analyst particularly favors covering metals and mining stocks, while also being comfortable with consumer discretionary, REITs, and utilities [1]
S&P Global: I Am Buying More After The FactSet-Induced Pullback
Seeking Alpha· 2025-09-27 10:32
Group 1 - The article discusses the underperformance of financial services toll booth companies in the market recently [1] - The author emphasizes the importance of sustained profitability, strong margins, stable and expanding free cash flow, and high returns on invested capital as key drivers of returns [1] - The author manages a portfolio on eToro, highlighting a focus on undervalued growth stocks and high-quality dividend growers [1] Group 2 - The author has a beneficial long position in shares of FICO and SPGI, indicating a strategic investment approach [2] - The author plans to sell FICO and use the proceeds to buy SPGI, suggesting a shift in investment strategy [2] - The article expresses personal opinions and does not provide compensation for the views shared, indicating independence in analysis [2]
S&P Global Stock: I Am Buying More After The FactSet-Induced Pullback (NYSE:SPGI)
Seeking Alpha· 2025-09-27 10:32
Plumbers. This is what we have been trying to do this week, as I decided to conduct some research on the financial services toll booth companies, which, of late, have been clearly left behind by the market, if not severelyI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and hi ...
Prosus Stock: Tencent At A Discount, Plus A Growing E-Commerce Ecosystem For Free (PROSF)
Seeking Alpha· 2025-09-27 10:20
Core Insights - The individual has over 10 years of experience in the stock market and has transitioned from professional poker to investing, highlighting the importance of strategic thinking and risk management in both fields [1] - A preference for technology-driven stocks and those with growth at a reasonable price is noted, particularly in up-trending markets [1] - The individual has been an early investor in cryptocurrencies and continues to follow trends in that sector [1] - Membership in Seeking Alpha has allowed for the refinement of investment strategies through the use of the Quant Algorithm and community insights [1] - The portfolio is heavily allocated to cryptocurrencies and tech stocks, resulting in outperformance compared to broader markets in recent years [1] Investment Strategy - The focus is on businesses that are attractively valued and easy to understand, with a particular interest in technology and growth stocks [1] - The use of both qualitative and quantitative tools for investment analysis is emphasized [1] - Contributions to Seeking Alpha are seen as a way to share insights and give back to the investment community [1]
British American Tobacco: Boring, Cheap, And Still Likely To Outperform
Seeking Alpha· 2025-09-27 10:14
Group 1 - Philipp is a seasoned value investor with nearly 20 years of experience, focusing on global investment opportunities and seeking undervalued companies with significant margins of safety [1] - The investment strategy emphasizes companies with solid earnings track records trading at less than 8x free cash flow, which is a key criterion for identifying potential investments [1] - Philipp does not limit investments to specific sectors or countries but focuses on companies that are well understood and assessed for future growth potential [1]
GGN: Attractive For Income But Faces Energy Sector Risks
Seeking Alpha· 2025-09-27 09:55
I have been an investor for several decades enduring the 87 crash, 2000 crash, and 08 crash. I do use trading systems developed with TradeStation. I have enjoyed the rewards from both buy and hold and trading. My professional experiences includes several decades as a process control engineer. I hold a JD from an eastern law school.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 ho ...
Martin Marietta Materials: On Aggregate Looking Too Expensive (NYSE:MLM)
Seeking Alpha· 2025-09-27 09:23
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!At the start of 2024, I concluded that Martin Marietta Materials (NYSE: MLM ) was adding more aggregates, yet concluded that issues were lingering. In the one and a half years that followed, share ...