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ATS Corporation: Positioned For Margin Expansion And Steady Organic Growth
Seeking Alpha· 2026-02-14 04:06
Core Insights - ATS Corporation has demonstrated impressive organic growth despite a challenging macroeconomic environment since August 2024 [1] Company Performance - The company has shown resilience in its growth metrics, indicating strong operational performance [1] Investment Philosophy - The focus is on acquiring high-quality stocks and businesses that are managed by disciplined capital allocators, yielding exceptional returns on capital and the ability to compound invested capital over extended periods [1]
This Week's Market Wrap: AI Moving Fast And Breaking Things
Seeking Alpha· 2026-02-14 03:50
Group 1 - The article does not provide any relevant content regarding the company or industry [1]
Sendas Distribuidora: Deleveraging Delivered, Awaiting The Macro Turn
Seeking Alpha· 2026-02-14 03:40
Core Viewpoint - The article emphasizes the importance of conducting thorough research and due diligence before making investment decisions, particularly in the context of undercovered stocks in Brazil and Latin America [1]. Group 1: Company Research - The focus is on stocks that are often undercovered, with a primary emphasis on Brazil and Latin America, while also occasionally addressing global large-cap stocks [1]. - The analyst contributes regularly to platforms like TipRanks and has a history of contributions to TheStreet, indicating a commitment to providing insights on lesser-known investment opportunities [1]. Group 2: Analyst's Position - The analyst has no current stock, option, or derivative positions in any of the companies mentioned, nor plans to initiate any such positions in the near future [2]. - The article reflects the analyst's personal opinions and is not influenced by compensation from companies mentioned, ensuring an unbiased perspective [2].
Antero Midstream Stock: Potential For $1.3 Billion In 2027 Adjusted EBITDA (NYSE:AM)
Seeking Alpha· 2026-02-14 03:13
Group 1 - Antero Midstream (AM) ended 2025 with adjusted EBITDA and free cash flow after dividends at the high end of its revised guidance, showing improvement over its original guidance [1] - The company is part of the Distressed Value Investing community, which focuses on value opportunities and distressed plays, particularly in the energy sector [1] Group 2 - The article is authored by Aaron Chow, who has over 15 years of analytical experience and is a top-rated analyst on TipRanks [1] - Aaron Chow previously co-founded a mobile gaming company that was acquired by PENN Entertainment, utilizing his analytical skills in economic modeling for mobile apps [1]
FCT: No Near-Term Growth Catalyst
Seeking Alpha· 2026-02-14 02:32
Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The company advocates for a diversified approach to investing, suggesting that a solid base of dividend growth stocks can be effectively supplemented with other asset types to maximize income potential [1]. - The strategy aims to achieve a total return that aligns with the performance of the S&P index, indicating a balanced focus on both growth and income [1].
Upstart: A Directional Bet On Falling Rates
Seeking Alpha· 2026-02-14 02:16
Core Insights - The article discusses the investment positions held by analysts in specific companies, indicating a bullish sentiment towards UPST, SOFI, and AFRM [1] Group 1 - Analysts have disclosed beneficial long positions in UPST, SOFI, and AFRM, suggesting confidence in these stocks [1] - The article emphasizes that the opinions expressed are personal and not influenced by external compensation [1]
Public Storage outlines PS4.0 transition and projects $16.35–$17 core FFO for 2026, with strategic leadership realignment (NYSE:PSA)
Seeking Alpha· 2026-02-14 00:38
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
Westwood Holdings Group, Inc. 2025 Q4 - Results - Earnings Call Presentation (NYSE:WHG) 2026-02-13
Seeking Alpha· 2026-02-13 23:58
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Apollo Global: Overdone Credit Fears Create A Buying Opportunity (NYSE:APO)
Seeking Alpha· 2026-02-13 23:21
Core Viewpoint - Apollo Global Management, Inc. has experienced a decline of approximately 20% in share value over the past year despite strong fundraising results, raising concerns about the private equity and credit sectors, as well as new issues in the software sector [1] Company Performance - The company has reported excellent fundraising results, indicating strong operational capabilities [1] - The decline in share value suggests potential underlying issues that may affect investor confidence [1] Industry Concerns - There are growing concerns regarding the private equity and credit markets, which could impact the overall performance of firms like Apollo [1] - New concerns have emerged specifically related to the software sector, which may further complicate the investment landscape [1]
Apollo Global: Overdone Credit Fears Create A Buying Opportunity (Upgrade)
Seeking Alpha· 2026-02-13 23:21
Group 1 - Apollo Global Management, Inc. (APO) shares have declined approximately 20% over the past year despite strong fundraising results [1] - Concerns are rising regarding private equity and credit markets, with additional worries emerging in the software sector [1]