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CALF: Strategy Change Impact Still Positive For These Small/Mid-Cap Cash Cows
Seeking Alpha· 2026-02-17 16:40
Group 1 - The article discusses the Pacer US Small Cap Cash Cows ETF (CALF) and its strategy change scheduled for March 2025, with a commitment to provide regular updates through 2026 [1] - The author, known as The Sunday Investor, focuses exclusively on U.S. Equity ETFs and has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors [1] - The ETF Rankings system includes individual factor scores for costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment, culminating in a composite score from 1-10 [1]
Fastly: Major Inflection Point
Seeking Alpha· 2026-02-17 16:40
Analyst’s Disclosure: I/we have a beneficial long position in the shares of FSLY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any i ...
Herc Holdings Inc. 2025 Q4 - Results - Earnings Call Presentation (NYSE:HRI) 2026-02-17
Seeking Alpha· 2026-02-17 16:33
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Itron, Inc. 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:ITRI) 2026-02-17
Seeking Alpha· 2026-02-17 16:32
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Louisiana-Pacific Corporation 2025 Q4 - Results - Earnings Call Presentation (NYSE:LPX) 2026-02-17
Seeking Alpha· 2026-02-17 16:31
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Fluor Corporation 2025 Q4 - Results - Earnings Call Presentation (NYSE:FLR) 2026-02-17
Seeking Alpha· 2026-02-17 16:31
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Trimble: Capitalizing On AI And Data Infrastructure Construction Growth
Seeking Alpha· 2026-02-17 16:30
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 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...
Xcel Energy Q4: Plenty Of Medium-Term Tailwinds Due To Data Centers
Seeking Alpha· 2026-02-17 16:27
Core Insights - Xcel Energy Inc. reported its Q4 numbers, highlighting a significant increase in demand driven by data centers and AI, which is expected to positively impact the company's future performance [1] Company Performance - The surge in demand for data centers and AI is a key factor contributing to the company's growth outlook [1] Investment Perspective - The company is positioned well for long-term investors, particularly those with a 5-10 year investment horizon, focusing on a balanced portfolio of growth, value, and dividend-paying stocks [1]
Chipotle: Not Sure The Bottom Is In As Excuses Run Out (Downgrade)
Seeking Alpha· 2026-02-17 16:21
Group 1 - The company aims to invest in firms with strong qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them indefinitely [1] - The investment strategy involves managing a concentrated portfolio to avoid underperformers while maximizing exposure to high-potential winners [1] - The company may rate high-quality firms as 'Hold' if their growth opportunities do not meet the required threshold or if the downside risk is deemed too high [1]
FedEx Corporation (FDX) Analyst/Investor Day Transcript
Seeking Alpha· 2026-02-17 16:15
Group 1 - The event is hosted by Jenifer Hollander, Vice President of Investor Relations, indicating a focus on engaging with investors [1] - The company is addressing participants both in-person and online, highlighting its commitment to investor relations and communication [1] Group 2 - The company reminds participants that certain statements may be forward-looking, which are subject to various factors that could lead to actual results differing from expectations [2] - Additional information is available through press releases, suggesting transparency and a proactive approach to investor communication [2]