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Inflation Is Real, And It's Spectacular
Seeking Alpha· 2026-02-16 12:35
Group 1 - Elections are a normal aspect of democratic societies, accompanied by promises and narratives from candidates [1] - Rida Morwa has over 35 years of experience in investment and commercial banking, advising clients on high-yield investment strategies since 1991 [1] - The Investing Group High Dividend Opportunities focuses on sustainable income through high-yield investments with a targeted safe yield of +9% [1] Group 2 - The service includes a model portfolio with buy/sell alerts, preferred and baby bond portfolios for conservative investors, and regular market updates [1] - The philosophy emphasizes community, education, and the belief that investors should not invest alone [1]
C.H. Robinson: The AI Scare Is An Overreaction (NASDAQ:CHRW)
Seeking Alpha· 2026-02-16 12:30
Core Viewpoint - The analysis of C.H. Robinson Worldwide (CHRW) indicates a mixed outlook, with both positive and negative aspects noted in the business performance since the last coverage in early July of the previous year [1]. Company Summary - C.H. Robinson Worldwide was rated a HOLD in the previous analysis, reflecting a cautious stance on the stock [1]. - The company has shown some favorable elements in its operations, although specific details on these aspects were not provided in the text [1]. Analyst Background - The analyst has a master's degree in Analytics and a bachelor's degree in Accounting, with over 10 years of experience in the investment field, starting as an analyst and progressing to a management role [1]. - The analyst has a personal interest in dividend investing and aims to share insights with the Seeking Alpha community [1].
C.H. Robinson: The AI Scare Is An Overreaction (Rating Upgrade)
Seeking Alpha· 2026-02-16 12:30
Core Viewpoint - The analysis of C.H. Robinson Worldwide (CHRW) indicates a mixed outlook, with both positive and negative aspects noted in the business performance since the last coverage in early July of the previous year [1]. Company Analysis - The company was rated a HOLD in the previous analysis, suggesting that while there are favorable elements, there are also concerns that may limit growth potential [1]. - The analyst has a strong educational background with a master's degree in Analytics and a bachelor's degree in Accounting, which supports the credibility of the analysis [1]. Investment Context - The analyst has over 10 years of experience in the investment field, starting as an analyst and progressing to a management role, indicating a deep understanding of market dynamics [1]. - Dividend investing is highlighted as a personal interest, suggesting a focus on income-generating investments, which may influence the analysis of C.H. Robinson's stock [1].
BlackRock: A Quality Compounder To Buy Now
Seeking Alpha· 2026-02-16 12:30
Core Viewpoint - The article emphasizes the importance of dividend growth investing, highlighting that the starting yield is not the sole focus for investors, particularly for younger individuals who have time to benefit from compounding [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [2]. - The blog "Kody's Dividends" documents the author's journey towards financial independence through dividend growth investing [2]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [2]. Group 2 - The article does not provide specific investment recommendations or advice, emphasizing that past performance does not guarantee future results [3]. - It clarifies that the views expressed may not reflect those of Seeking Alpha as a whole, and the analysts are third-party authors, including both professional and individual investors [3].
BlackRock Stock: A Quality Compounder To Buy Now (NYSE:BLK)
Seeking Alpha· 2026-02-16 12:30
Core Viewpoint - The article emphasizes the importance of dividend growth investing, highlighting that the starting yield is not the sole focus for investors, particularly for younger individuals who have time to benefit from compounding [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [2]. - The author runs a blog called Kody's Dividends, which documents the journey towards financial independence through dividend growth investing [2]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [2]. Group 2 - The article does not provide specific investment recommendations or advice, emphasizing that past performance does not guarantee future results [3]. - It clarifies that the views expressed may not reflect those of Seeking Alpha as a whole, and the analysts are third-party authors, including both professional and individual investors [3].
FELC: US Market Either At AI-Disruption Risk Or Overvalued
Seeking Alpha· 2026-02-16 12:27
Group 1 - The Value Lab focuses on long-only value investment strategies, aiming to identify mispriced international equities with a target portfolio yield of approximately 4% [1][2] - The Fidelity Enhanced Large Cap Core ETF (FELC) is designed to provide exposure to large-cap US equities, aligning with the broader US market [2] - The Valkyrie Trading Society, part of The Value Lab, emphasizes high conviction investment ideas in developed markets that are expected to yield non-correlated and outsized returns in the current economic climate [2] Group 2 - The Value Lab offers members real-time portfolio updates, 24/7 chat support, regular global market news reports, and feedback on stock ideas [2] - The investment group operates with a focus on downside protection while pursuing long-only investment strategies [2] - The analysts involved in The Value Lab are committed to providing insights and updates on market conditions and investment opportunities [1][2]
SPTS: January Job Cuts, Limited CPI Gives Space For Growth Mandate Focus And Cuts
Seeking Alpha· 2026-02-16 12:27
Group 1 - The Value Lab focuses on long-only value investment strategies, aiming to identify mispriced international equities with a target portfolio yield of approximately 4% [1] - The Valkyrie Trading Society is a team of analysts that shares high conviction investment ideas in developed markets, emphasizing downside protection and potential for non-correlated, outsized returns [2] - The Value Lab provides members with real-time portfolio updates, 24/7 chat support, regular market news reports, feedback on stock ideas, monthly new trades, quarterly earnings write-ups, and daily macroeconomic opinions [2]
The AI Market Crash Is Just Getting Started
Seeking Alpha· 2026-02-16 12:15
Group 1 - The market is currently viewing AI as a significant catalyst for stock performance, with expectations of increased productivity and reduced costs [1] - High Yield Landlord is positioning itself for future investment opportunities, particularly focusing on REITs, and offers a range of investment portfolios and real-time transaction updates [1] - Jussi Askola, the President of Leonberg Capital, has extensive experience in REIT investing and leads the High Yield Landlord investment group, which provides direct access to analysts for inquiries [1]
It's Tempting To Take A Dip Into Shares Of Latham Group (Rating Upgrade)
Seeking Alpha· 2026-02-16 12:11
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! ...
Freeport-McMoRan: Zero-Capital Leach Growth, Hidden Shadow Mine Advantage
Seeking Alpha· 2026-02-16 12:04
Core Viewpoint - Freeport-McMoRan (FCX) stock is assigned a buy rating due to a significant valuation arbitrage, not being priced as a traditional capital-intensive miner [1] Group 1 - The investment thesis focuses on the inherent value of Freeport-McMoRan's shadow mine [1]