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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 ...
Claritev Corporation (CTEV) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-24 09:44
PresentationI will now hand the conference over to Todd Friedman, Head of Investor Relations. Todd, please go ahead.Ladies and gentlemen, thank you for joining us, and welcome to the Claritev Corporation Fourth Quarter 2025 Earnings Call. [Operator Instructions].Todd FriedmanVice President of Investor Relations Thank you, operator. Good afternoon and welcome to Claritev's fourth quarter 2025 earnings call. Joining me today are Travis Dalton, President and Chief Executive Officer; and Doug Garis, Chief Finan ...
United Parcel Service Stock: From Legacy Drag To Margin Inflection (NYSE:UPS)
Seeking Alpha· 2026-02-24 09:40
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!I called United Parcel Service, Inc. ( UPS ) stock a "Buy" in early September, and then confirmed the bullish outlook in mid-November. Since then, the stock has gained over 35%, and in terms ofDaniel Sereda is chief investment analyst at a family office whose invest ...
United Parcel Service: From Legacy Drag To Margin Inflection
Seeking Alpha· 2026-02-24 09:40
Core Viewpoint - United Parcel Service, Inc. (UPS) stock has been rated as a "Buy" with a bullish outlook, resulting in a stock price increase of over 35% since early September [1]. Group 1: Stock Performance - UPS stock gained over 35% since the bullish outlook was confirmed in mid-November [1]. Group 2: Analyst Background - Daniel Sereda is the chief investment analyst at a family office, providing insights and analysis on diverse asset classes and investments [1].
Celsius: Pepsi's Energy Drink Captain
Seeking Alpha· 2026-02-24 09:40
Group 1 - The article discusses the potential for investors to position themselves in undervalued stocks that are mispriced by the market as of the end of February [1] - Stone Fox Capital, based in Oklahoma, is led by Mark Holder, a CPA with 30 years of investing experience, including 15 years as a portfolio manager [2] - The investing group "Out Fox The Street" provides stock picks, deep research, model portfolios, daily updates, real-time alerts, and community chat for investors [2] Group 2 - The article emphasizes the importance of conducting personal research or consulting a financial advisor before making investment decisions [4] - It highlights that past performance is not indicative of future results and that no specific investment recommendations are provided [5]
Nvidia Stock: What Could Happen On Wednesday? (Earnings Preview) (NASDAQ:NVDA)
Seeking Alpha· 2026-02-24 08:48
At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !NVIDIA Corporation ( NVDA ) will report its next quarterly earnings results, for the fiscal fourth quarter, which ended January 31, on Wednesday afternoon. In this article, I will take a look at what investors can expectJonathan Webe ...
Nvidia: What Could Happen On Wednesday? (Earnings Preview)
Seeking Alpha· 2026-02-24 08:48
Group 1 - NVIDIA Corporation (NVDA) is set to report its fiscal fourth quarter earnings results on Wednesday afternoon, which ended on January 31 [1] - The focus of the analysis is on companies with strong cash generation, ideally with a wide moat and significant durability, which can lead to rewarding investments when bought at the right time [1] - The Cash Flow Club community emphasizes access to various investment opportunities, including a personal income portfolio targeting a yield of over 6% [1] Group 2 - The author has a beneficial long position in shares of GOOG and MSFT, indicating a positive outlook on these stocks [2] - There is a potential plan to initiate a long position in NVDA within the next 72 hours, suggesting an anticipated favorable movement in NVDA's stock [2]
SPX Skew Steepens To 1Y High As Tariff Uncertainty Rises
Seeking Alpha· 2026-02-24 08:48
Group 1 - The article does not provide any relevant content regarding the company or industry [1]
Expeditors International of Washington, Inc. (EXPD) Discusses Supreme Court IEEPA Tariff Decision and Implications for Importers Transcript
Seeking Alpha· 2026-02-24 08:24
Core Viewpoint - The webinar hosted by Expeditors focuses on the Supreme Court's IEEPA tariff decision and its implications for importers [3]. Group 1 - The session is led by Samantha Hurst, who serves as the Regional Sales & Marketing Manager for Mid-Atlantic [1]. - The webinar aims to provide essential information for importers regarding the recent tariff decision [3]. - The event is designed to accommodate a growing number of participants, ensuring that all attendees receive the necessary content [2].
Shinhan Financial: Eyes On Shareholder Returns And ROE Target
Seeking Alpha· 2026-02-24 07:12
Core Insights - The article emphasizes the focus on value investing in Asia, particularly targeting stocks with significant discrepancies between market price and intrinsic value, including deep value balance sheet bargains and wide moat stocks [1][2]. Group 1: Investment Strategy - The investment strategy involves identifying deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) ratio stocks, as well as wide moat stocks that represent high-quality businesses [1][2]. - The service provides monthly updates and watch lists for value investors, particularly in the Hong Kong market [2]. Group 2: Financial Metrics - The total payout ratio for the recent fiscal year exceeded 50%, with expectations for this ratio to increase in 2026 [1].