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SK Telecom: Bullish On Potential Dividend Resumption, Monetization (Upgrade)
Seeking Alpha· 2026-02-23 18:00
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e., buying assets at a discount e.g., net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e., buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get sta ...
Klarna: Paying Attention Here
Seeking Alpha· 2026-02-23 17:59
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!When Klarna Group plc ( KLAR ) went public in September of last year, I concluded that investors should pay later. While I had real reservations about the prospects for the business, I did not exp ...
A Triad Of Risk Factors Stalks Markets This Week
Seeking Alpha· 2026-02-23 17:44
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Enel SpA (ENLAY) Analyst/Investor Day Transcript
Seeking Alpha· 2026-02-23 17:44
PresentationOmar Al BayatyHead of Group IR Good morning, and welcome to Enel Capital Market Day 2026. Thank you, everyone here in the room and to people connected online. I'm here today with Enel's CEO, Mr. Flavio Cattaneo; and CFO, Mr. Stefano De Angelis. May I have the agenda, please. Our CEO will drive through the planned strategy, while the CFO will go deeper in financials. After the presentation, we will have a Q&A session. Now let me hand over to Mr. Cattaneo. Please? ...
Constellation Brands: Tariffs Remain An Issue Post-Court Ruling
Seeking Alpha· 2026-02-23 17:43
Constellation Brands, Inc. ( STZ ) has been quite the laggard in terms of share price and even operations due to the shifting consumer tastes and overall tariff headwinds. I wanted to go over itsMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure: I/ ...
UDR: Why This Unloved REIT Is A Solid 'Buy'
Seeking Alpha· 2026-02-23 17:33
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Undervalued dividend stocks are a great way to ride out market volatility. Unlike most software companies that don’t pay or pay very little dividends, REITs ...
Want To Simplify Investing? Buy These 2 ETFs And Let America Do The Work
Seeking Alpha· 2026-02-23 17:30
As a financial analyst here on Seeking Alpha, I enjoy analyzing different stocks on the daily. I'm someone who's always in the stock market looking for a potential deal. But recently, I've been thinking about the idea ofFormerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financi ...
Axsome: Q4 Earnings Review: Solid Performance, But Pipeline May Be Overvalued
Seeking Alpha· 2026-02-23 17:25
If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston Bi ...
RingCentral: Fantastic Rally Setup As AI Attach Rates Grow (NYSE:RNG)
Seeking Alpha· 2026-02-23 17:18
Group 1 - A significant shift is occurring in the tech sector in 2026, with momentum stocks that previously drove software sector gains since COVID losing substantial value [1] - Investors are starting to re-rate many previously overlooked technology companies, indicating a potential change in market sentiment [1] - Gary Alexander, with extensive experience in both Wall Street and Silicon Valley, is actively contributing insights on the evolving themes in the tech industry [1]
RingCentral: Fantastic Rally Setup As AI Attach Rates Grow
Seeking Alpha· 2026-02-23 17:18
So far in 2026, an incredible shift is occurring in the tech sector. Momentum stocks that drove much of the software sector's gains since COVID have lost a dizzying amount of value. But at the same time, investors are beginning to re-rate many forgottenWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been ...