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Hims & Hers: Growth Meets FDA Scrutiny And Tariff Risks (NYSE:HIMS)
Seeking Alpha· 2025-09-26 18:06
Hims & Hers Health, Inc. (NYSE: HIMS ) stock has been on quite a bullish run. It has managed uncertainties well and was able to overcome the fallout of a partnership with Novo Nordisk (I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve ar ...
Undercovered Dozen: Energy Transfer, Chevron, Brookfield, Pagaya Technologies And More
Seeking Alpha· 2025-09-26 18:06
Core Insights - The article introduces "The Undercovered Dozen," a selection of twelve actionable investment ideas focusing on tickers with less coverage [1] - Inclusion criteria for "undercovered" tickers include a market cap greater than $100 million, over 800 symbol page views in the last 90 days, and fewer than two articles published in the past 30 days [1] Group 1 - The initiative aims to highlight both large-cap and small-cap stocks that are considered promising yet underreported [1] - The weekly review will be provided by analysts to keep investors informed about these undercovered ideas [1]
Hims & Hers: Growth Meets FDA Scrutiny And Tariff Risks
Seeking Alpha· 2025-09-26 18:06
Hims & Hers Health, Inc. (NYSE: HIMS ) stock has been on quite a bullish run. It has managed uncertainties well and was able to overcome the fallout of a partnership with Novo Nordisk (I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve ar ...
Record High Stock Buybacks Could Hint At An AI Bubble
Seeking Alpha· 2025-09-26 17:50
Group 1 - Companies, particularly in the tech sector, may be struggling with how to allocate excess cash, potentially leading to an AI bubble due to risky investments [1] - Observing megatrends can provide insights into societal advancements and investment opportunities, although identifying these trends can be challenging [1] - The importance of fundamentals, quality of leadership, and product pipeline is emphasized for uncovering investment opportunities [1] Group 2 - The focus has been on marketing and business strategy for medium-sized companies and startups, with experience in evaluating startups and emerging technologies [1] - The integration of personal interests in megatrends and technological developments with a strong emphasis on fundamentals and technicals is crucial for investment analysis [1]
Why Stock-Pickers Could Lead The Coming Decade
Seeking Alpha· 2025-09-26 17:45
The current market rally is largely driven by hopes that AI will deliver significant productivity gains in the near future, but there are just as many challenges on the horizon. One of the most common narratives surrounding today’s environment is thatHi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term but I also dive into trend following strategies from ...
EVgo open to buying rivals as expiring tax credits adds to industry strain (EVGO:NASDAQ)
Seeking Alpha· 2025-09-26 17:43
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Core Natural Resources: Strong Revenue Growth, Weak Margins
Seeking Alpha· 2025-09-26 17:41
In July, I published my first analysis on Core Natural Resources (NYSE: CNR ) with a hold recommendation. At that time, CNR had just emerged from the merger between Arch Resources and CONSOL Energy andI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. My article ...
Heritage Financial Corporation (HFWA) Olympic Bancorp, Inc. - M&A Call - Slideshow (NASDAQ:HFWA) 2025-09-26
Seeking Alpha· 2025-09-26 17:30
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Eli Lilly, Amgen tout U.S. investments amid Trump tariffs
Seeking Alpha· 2025-09-26 17:11
Hours after President Donald Trump imposed 100% tariffs on pharmaceuticals with exemptions for companies building manufacturing plants in the U.S., Eli Lilly (NYSE:LLY) and Amgen (NASDAQ:AMGN) announced their latest investments in their home country. Lilly announced the opening of its ...
Raise Cash: Jerome Powell Sounds The Valuation Alarm On Stocks
Seeking Alpha· 2025-09-26 17:08
Federal Reserve Chairman, Jerome Powell gave a speech on Tuesday, September 23, and in it he stated that stock prices appear " fairly highly valued ." This could be viewed as a serious warning orLong-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my latest trading ideas: @Hawkinvest1Analyst’s Disclosure:I/we ha ...