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Forum Energy Technologies: The Easy Money Is Gone - The Upside Isn't
Seeking Alpha· 2026-02-23 14:09
Unlock the full potential of the ongoing commodity supercycle with The Natural Resources Hub —your ultimate resource for discovering high-impact investment opportunities. When you join today, you'll get exclusive access to my proven expertise in identifying hidden gems that often become multi-bagger success stories. Don’t miss out on this rare chance to invest alongside me and capitalize on the next big win.In January 2025, I presented Forum Energy Technologies, Inc. ( FET ), a Houston-based manufacturer of ...
CoreWeave May Be Set For A High-Stakes Q4 Breakout (Preview)
Seeking Alpha· 2026-02-23 14:00
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!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...
Medical Properties Trust: The Bear Case Is Getting Dangerous As Cash Flow Turns Up Fast
Seeking Alpha· 2026-02-23 14:00
When we talk about Medical Properties Trust ( MPT ), discussions tend to become heated very quickly. I can't say that I am not contributing to this sentiment. Then again, I feel that there is too muchI'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporarily out-of-favor with Mr. Market. As an educat ...
Astera Labs: The Market's Overreaction Hands Long-Term Buyers A Gift
Seeking Alpha· 2026-02-23 14:00
I think it's fair for me to say that investors in Astera Labs, Inc. ( ALAB ) are likely shocked to find out that the stock is down almost 60% from its peak in September 2025, before buyers came in toJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially g ...
SAV: A 7.50% Notes IPO From Saratoga Investment
Seeking Alpha· 2026-02-23 13:52
Core Viewpoint - The article discusses a newly listed fixed-income security from Saratoga Investment Corp, highlighting the investment strategies employed by the team led by Denislav Iliev, who has over 15 years of experience in day trading and managing a team of analysts [1]. Group 1: Company Overview - Saratoga Investment Corp is the focus of the article, which emphasizes its recent listing of a fixed-income security on the exchange [1]. - The company is associated with the investment group Trade With Beta, which specializes in identifying mispriced investments in fixed-income and closed-end funds [1]. Group 2: Investment Strategies - Denislav Iliev leads a team of 40 analysts who utilize straightforward financial logic to identify investment opportunities [1]. - The features of the Trade With Beta service include frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1].
Apple: The 2.5 Billion Device Machine
Seeking Alpha· 2026-02-23 13:49
Core Insights - Apple's stock has decreased by approximately 5% since the last coverage in December, indicating a market movement that appears more as noise rather than a significant narrative change [1] - The company's strength continues to lie in its large installed base of devices, which remains a critical asset for future growth [1] Investment Strategy - The investment approach focuses on identifying high-potential winners before they experience significant growth, emphasizing asymmetric opportunities where the upside potential is at least 3-5 times greater than the downside risk [1] - The strategy leverages market inefficiencies and contrarian insights to maximize long-term compounding while safeguarding against capital impairment [1] - A strong margin of safety is prioritized to protect against capital loss, with a 2-3 year investment horizon that allows for enduring market volatility [1]
AXT Rallies On Future Outlook And High Demand From AI Computing
Seeking Alpha· 2026-02-23 13:45
Core Viewpoint - AXT (AXTI) reported Q4-2025 financial results that were in line with expectations, despite a revenue decrease attributed to delayed export permits. The company anticipates a stronger Q1-2026 as it resumes fulfilling its backlog for indium phosphide, leading to a rally in its stock price [1]. Financial Performance - Revenue for Q4-2025 decreased due to delays in export permits [1]. - The company expects Q1-2026 to show improvement as it addresses its backlog for indium phosphide [1]. - The stock price of AXT experienced a rally following the financial results announcement [1].
IBIT: It Makes Sense To Take A Bite
Seeking Alpha· 2026-02-23 13:41
Core Insights - The article highlights Alan Brochstein's extensive experience in the investment industry, particularly his focus on the cannabis sector since 2014 [1] - Brochstein has contributed to the understanding of ETFs, emphasizing their role in diversified investment portfolios and risk awareness [1] Group 1: Professional Background - Alan Brochstein has been active in the financial sector since 1986, with a background in Economics and Mathematical Methods from Northwestern University [1] - He founded AB Analytical Services in 2007 to provide independent consulting to registered investment advisors [1] - Brochstein has been involved in both sell-side and buy-side roles in fixed-income and equities [1] Group 2: Cannabis Industry Focus - Brochstein was one of the first investment professionals to concentrate on the cannabis industry, starting in 2014 [1] - He launched 420 Investor in 2013, a subscription service focused on cannabis stocks, which is now part of the Seeking Alpha platform [1] - He is also the managing partner of New Cannabis Ventures, providing financial information in the cannabis industry since 2015 [1] Group 3: ETF Expertise - Brochstein has been writing about ETFs since 2025, aiming to help investors understand the ETF landscape [1] - He maintains a 79-ETF Focus List that includes both popular and lesser-known ETFs that stand out [1] - A model portfolio was created by Brochstein as of year-end 2025 to assist investors in managing their ETF investments [1]
Dividend Harvesting Portfolio Week 260: $26,000 Allocated, $2,803.74 In Projected Dividends
Seeking Alpha· 2026-02-23 13:30
Core Viewpoint - The article emphasizes a personal investment strategy focused on growth and dividend income, aiming for an easy retirement through a portfolio that generates monthly dividend income and benefits from reinvestment and annual increases [1]. Group 1 - The investment strategy is centered around compounding dividend income and growth, highlighting the importance of dividends in achieving financial goals [1]. - The portfolio is structured to provide monthly dividend income, which is expected to grow through reinvestment and yearly increases [1]. Group 2 - The author has disclosed a beneficial long position in several stocks, including MO, CSQ, T, JEPQ, and NVDA, either through stock ownership, options, or other derivatives [1].
Novo Nordisk: Why Wegovy Growth Beats Wall Street Expectations
Seeking Alpha· 2026-02-23 13:30
Core Insights - Allka Research has over two decades of experience in investment, focusing on uncovering undervalued assets in ETFs, commodities, technology, and pharmaceutical sectors [1] - The company adopts a conservative investment approach, aiming to deliver substantial returns and strategic insights to clients [1] - Allka Research is committed to simplifying investment strategies, making them accessible to both seasoned and novice investors [1] Mission and Community Engagement - The company seeks to empower individuals financially by sharing its knowledge through Seeking Alpha, contributing analyses and informed perspectives [1] - Allka Research aims to demystify investing, fostering a community of informed investors who can navigate the markets intelligently [1] - The mission includes inspiring confidence in readers and promoting wealth creation through informed investment decisions [1]