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Nebius Group: Looking Beyond The Revenue Miss And Peer Problems
Seeking Alpha· 2026-02-24 11:22
Core Insights - The Growth Stock Forum focuses on identifying attractive growth stocks, particularly in the biotech sector, emphasizing risk/reward situations [1] - The biotech Top Picks of the forum achieved a remarkable increase of 137.6% last year, with a compound annual growth rate (CAGR) of 37.2% since 2017 [1] - The core portfolio, LTGP, has also demonstrated strong performance with a mid-20s CAGR as of February 20, 2026 [1]
Easterly Government Properties: The High Yield And Stability The Market Keeps Ignoring
Seeking Alpha· 2026-02-24 11:17
The last time I covered Easterly Government Properties ( DEA ), I reiterated this REIT's Buy rating, highlighting their strong fundamentals, relatively unique exposure to very long-term leases with the US Government, and the attractive, sustainable yield they gotI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After ...
Flowserve: Strong Q4 And A Favorable Valuation
Seeking Alpha· 2026-02-24 11:12
I originally covered Flowserve Corporation ( FLS ) in October of last year, following the release of their Q3 2025 earnings. At that time, the stock traded for about $67 per share and based on my free cash flow valuation model appearedI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look ...
Nebius: Customer Financing Changes The Entire Risk Profile
Seeking Alpha· 2026-02-24 11:00
Group 1 - Nebius (NBIS) is positioned in the AI tech sector, which is currently facing market disillusionment towards businesses investing in future growth [1] - The market experiences cyclical periods of disenchantment, impacting investor sentiment and stock performance [1] Group 2 - Michael Wiggins De Oliveira, an Inflection investor, emphasizes the importance of simplicity for achieving superior investment returns [2] - Since 2024, the Deep Value Returns portfolio has increased by 174%, outperforming the Nasdaq's 58% growth as of January 6, 2026 [2] - The investment strategy focuses on acquiring stocks when their outlook is expected to improve, thereby minimizing downside risk while positioning for strong future performance [2] - The portfolio typically consists of 15 to 20 concentrated stocks with an average holding period of 18 months, primarily in tech and energy sectors [2] - The Investing Group Deep Value Returns offers insights, timely updates, and community support for both new and experienced investors [2]
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]