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Sprott Inc.: 146% Earnings Growth Proves My Operational Leverage Thesis
Seeking Alpha· 2026-02-24 10:37
Core Insights - Sprott Inc. (SII) is well-positioned to benefit from upcoming bull markets in gold and uranium, indicating a positive outlook for the company in these sectors [1] - The stock has experienced significant appreciation since the initial recommendation, reflecting strong market interest and potential profitability [1] Company Focus - The company is involved in commodities, iGaming & casinos, and asset-heavy businesses, suggesting a diversified investment strategy [1] - Current investment interests include uranium, Better Collective, Valaris, Genting Berhad, and St. Joe, highlighting a focus on sectors with growth potential [1] Investment Strategy - The investment approach includes holding positions for longer periods while also engaging in shorter trades when market mispricing occurs, indicating a flexible trading strategy [1] - The analyst is pursuing a degree in quantitative finance, which may enhance the analytical capabilities applied to investment decisions [1]
REIT Replay: REIT Indexes Largely Flat During Week Ended Feb. 20
Seeking Alpha· 2026-02-24 10:35
Core Insights - The Dow Jones Equity All REIT index experienced a slight decline of 0.06% for the week ending February 20, indicating a mostly flat performance in the real estate investment trust sector [2] - In contrast, broader stock market indexes showed small gains, with the S&P 500 increasing by 1.07% during the same period, suggesting a divergence in performance between REITs and the overall market [2]
EINC: High Yield Midstream Exposure Set To Outperform
Seeking Alpha· 2026-02-24 10:21
Group 1 - The core focus of Wilson Research is to provide insights on exchange-traded funds (ETFs) that balance growth potential and dividend yield [1] - The analysis incorporates fundamental analysis along with macro-level factors such as industry trends, economics, and geopolitics [1] - Wilson Research aims to offer actionable information for long-term investors who prioritize diversification and low fees [1] Group 2 - The team at Wilson Research includes an MBA graduate and an independent financial coach [1] - The investment philosophies of Warren Buffett and Robert Kiyosaki serve as inspiration for Wilson Research [1]
PXF: Further Upside After A Strong Start To 2026
Seeking Alpha· 2026-02-24 10:19
Group 1 - A weaker U.S. dollar and attractive valuations are driving international stock outperformance compared to the S&P 500 [1] - International value stocks have performed particularly well due to a stable macroeconomic environment in major markets [1] Group 2 - The author has a long-term fundamental investment approach, focusing on REITs, preferred stocks, and high-yield bonds [1] - Recent investment strategies include combining long stock positions with covered calls and cash secured puts [1]
Daiichi Sankyo: Hit On Multiple Fronts, But Shares Look Undervalued
Seeking Alpha· 2026-02-24 10:00
Core Insights - The past year has been challenging for Japanese pharmaceutical company Daiichi Sankyo, marked by earnings misses and concerns regarding clinical efficacy and safety [1] Financial Performance - Daiichi Sankyo has experienced earnings misses, indicating potential issues in financial performance and market expectations [1] Clinical Concerns - There are growing worries about the clinical efficacy and safety of Daiichi Sankyo's products, which could impact investor confidence and market position [1]
VNM: Vietnamese Stocks Look Fundamentally Overvalued
Seeking Alpha· 2026-02-24 09:55
Group 1 - VanEck Vietnam ETF (VNM) aims to replicate the performance of the MarketVector™ Vietnam Local Index (MVVNMLTR) [1] - The index tracks securities of publicly traded companies that are locally incorporated in Vietnam [1]
Main Street Capital: A Solid Bond Complement
Seeking Alpha· 2026-02-24 09:55
Core Viewpoint - The article discusses Robert F. Abbott's investment strategies and background, highlighting his experience in managing family accounts and utilizing options in his investment approach [1]. Group 1: Investment Strategy - Robert F. Abbott has been investing his family's accounts since 1995 and incorporated options into his strategy in 2010, focusing on covered calls and collars with long stocks [1]. Group 2: Professional Background - Abbott is a freelance writer with a project that provides information for new and intermediate-level mutual fund investors [1]. - He holds a Bachelor of Arts and a Master of Business Administration (MBA) degree [1].
Nebius: Hypergrowth Meets Capital Intensity Reality Check
Seeking Alpha· 2026-02-24 09:52
Group 1 - Nebius Group N.V. (NBIS) has demonstrated that the concept of AI compute is scarce but has not proven that shareholders will benefit from this scarcity [1] Group 2 - Pythia Research specializes in identifying multi-bagger stocks, particularly in the technology sector, using a multidisciplinary approach that includes financial analysis and behavioral finance [2] - The firm aims to uncover breakout opportunities before they gain mainstream attention by analyzing market sentiment and identifying emerging trends [2] - Pythia Research focuses on conviction plays with a favorable risk/reward profile, emphasizing limited downside and explosive upside potential [2]
IXC: Global Energy Plays Remain Great Diversifiers
Seeking Alpha· 2026-02-24 09:48
The purpose of this article is to evaluate the iShares Global Energy ETF ( IXC ) as an investment option at its current market price. This is a passively managed sector fundI have rebranded to embrace my working-class and public school roots. This is a testament for how successful investing can be life changing.I have worked in Financial Services since 2008. My undergrad was in New York, where I earned a Bachelors in Finance as a scholarship Division 1 athlete (Men's Tennis). After working in NY for three y ...