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Mortgage rates inch up after several weeks of decline (XLRE:NYSEARCA)
Seeking Alpha· 2025-09-25 16:11
Mortgage rates inched up after several weeks of decline, but the housing market activity remained solid, according to the latest Freddie Mac Primary Mortgage Survey. 30-year fixed-rate mortgages averaged 6.30% as of September 25, up from 6.26% last week and 6.08% in the year-ago ...
Despite Its Plunge This Year, Helmerich & Payne Has Not Become Attractive (NYSE:HP)
Seeking Alpha· 2025-09-25 16:06
Almost six years ago, I recommended selling Helmerich & Payne, Inc. (NYSE: HP ) due to secular business headwinds and my expectations for a dividend cut. Since that article, the stock has dramatically underperformed the broad market, asI am a chemical engineer with a MS in Food Technology and Economics, and a MENSA member. I am the author of the book "Investing in Stocks and Bonds: The Early Retirement Project" (2024):I am also the author of the book "Mental Math: How to perform math calculations in your mi ...
Jabil Inc. 2025 Q4 - Results - Earnings Call Presentation (NYSE:JBL) 2025-09-25
Seeking Alpha· 2025-09-25 16:02
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Marvell's stock rises after top executives buy shares of chipmaker
Seeking Alpha· 2025-09-25 16:02
Shares of Marvell Technology (NASDAQ:MRVL) rose about 3% on Thursday after regulatory filings showed that several company executives bought the chipmaker's stock. Chairman and CEO Matt Murphy bought 13,600 shares at $77 apiece. Following this, Murphy owns 268,637 shares of the company. ...
CarMax: That Was An Ugly Quarter (NYSE:KMX)
Seeking Alpha· 2025-09-25 15:59
The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...
ONEOK: Highest Yield In Years, With Growth And Upside Ahead (NYSE:OKE)
Seeking Alpha· 2025-09-25 15:59
ONEOK, Inc. (NYSE: OKE ) offers its highest yield in the last two years at a time when the company expects to continue growing at mid- to upper-single-digit rates.With a professional background spanning multiple industries, from logistics, construction to retail, I bring a diverse perspective to investing. My international education and career experiences have provided me with a global outlook and the ability to analyze market dynamics from different cultural and economic perspectives. I have been actively ...
ONEOK: Highest Yield In Years, With Growth And Upside Ahead
Seeking Alpha· 2025-09-25 15:59
ONEOK, Inc. (NYSE: OKE ) offers its highest yield in the last two years at a time when the company expects to continue growing at mid- to upper-single-digit rates.With a professional background spanning multiple industries, from logistics, construction to retail, I bring a diverse perspective to investing. My international education and career experiences have provided me with a global outlook and the ability to analyze market dynamics from different cultural and economic perspectives. I have been actively ...
CarMax: That Was An Ugly Quarter
Seeking Alpha· 2025-09-25 15:59
The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...
Virtus Terranova U.S. Quality Momentum ETF Q2 2025 Commentary
Seeking Alpha· 2025-09-25 15:53
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Investors Are Sleeping On Marvell, Here's Why I'm Not
Seeking Alpha· 2025-09-25 15:52
Core Viewpoint - The article emphasizes the importance of momentum in navigating the technology landscape, particularly in the context of past market events and the current AI boom [1]. Group 1: Market Experience - The author has over two decades of experience in the market, specifically focusing on the technology, media, and telecommunications (TMT) sectors [1]. - The author has navigated significant market events such as the dot-com bubble, the credit default crisis of 2008, and the recent surge in artificial intelligence [1]. Group 2: Investment Strategy - The primary focus of the author's investment strategy revolves around risk mitigation and identifying momentum within the market [1].