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Neste: 2025's Tremendous Returns Are The Start Of Recovery
Seeking Alpha· 2026-01-16 22:29
Analyst’s Disclosure:I/we have a beneficial long position in the shares of NTOIF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advic ...
Sandisk: The NAND Trade Is Getting Crowded Heading Into Q2 Earnings
Seeking Alpha· 2026-01-16 22:29
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
Hims & Hers And HIMZ: Short‑Term Pain From Novo, Long‑Term Opportunity Still Bright (HIMS)
Seeking Alpha· 2026-01-16 22:22
In my previous analysis of Hims & Hers Health, Inc. ( HIMS ) back in October, I focused heavily on the company’s founding story, its founders, and the long‑term growth prospects management has outlined — including their ambitionI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use the ...
The Gold/Silver Ratio Is Signaling 'Wartime Behavior'
Seeking Alpha· 2026-01-16 22:15
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Rio Tinto: Up A Lot, Still A Good Outlook (NYSE:RIO)
Seeking Alpha· 2026-01-16 22:00
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 !Rio Tinto Group ( RIO ) is one of the largest mining companies in the world and benefits from growing demand for a range of commodities. Shares have performed well over the last year but aren't expensive, andJonathan Weber holds an e ...
Rio Tinto: Up A Lot, Still A Good Outlook
Seeking Alpha· 2026-01-16 22:00
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 !Rio Tinto Group ( RIO ) is one of the largest mining companies in the world and benefits from growing demand for a range of commodities. Shares have performed well over the last year but aren't expensive, andJonathan Weber holds an e ...
PAR Technology Corporation (PAR) Presents at 28th Annual Needham Growth Conference Transcript
Seeking Alpha· 2026-01-16 21:55
Question-and-Answer SessionA regular routine for you. So glad to have you. Well, I figured maybe it might be helpful just to start on the broader market, the lay of the land on the restaurant tech side. I think what we've seen is a lot of conflicting data points in the restaurant world in terms of same-store sales being very healthy, driven by price, but traffic hasn't been that great, at least watching a lot of the fast casual and quick service names. So maybe you could just step back and talk a little bit ...
Three Ways To Play The Rexford Recovery
Seeking Alpha· 2026-01-16 21:54
Core Insights - The article discusses the author's extensive experience in executive management, particularly in the insurance and reinsurance sectors, as well as knowledge of global markets, climate change, and ESG [1]. Group 1 - The author has 36 years of experience in executive management, focusing on insurance/reinsurance and global markets [1]. - The author's academic background includes an honours degree in economics and politics with a focus on economic development [1]. - The author invests in a personal capacity, indicating a hands-on approach to investment [1].
SEC nod lets Nasdaq add Monday, Wednesday stock options expiries - report (NDAQ:NASDAQ)
Seeking Alpha· 2026-01-16 21:42
Nasdaq (NDAQ) won regulatory approval to add Monday and Wednesday options expirations in certain stocks, according to a media report on Friday. The exchange operator was approved by the U.S. Securities and Exchange Commission to list the contracts for Mag-7 shares ...
Verisk Analytics: Mediocre Growth And Negative Sentiment To Persist, I’ll Pass (VRSK)
Seeking Alpha· 2026-01-16 21:40
Verisk Analytics, Inc. ( VRSK ) recently saw its share price decline by a third, which made me take a look at it in more detail to see if there were any reasons for suchMSc 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/we have no stock, option or ...