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D.R. Horton: Diversified And Resilient Real Estate Prospects - Wait For A Dip
Seeking Alpha· 2026-02-21 15:45
Core Insights - The article emphasizes the importance of unique insights and knowledge in stock analysis, aiming to provide contrasting views on investment portfolios [1] Group 1 - The analyst expresses a commitment to sharing personal opinions and insights without any financial compensation from the companies mentioned [2] - The analysis is intended for informational purposes only, highlighting the necessity for investors to conduct their own research and due diligence [3] - There is a disclaimer regarding past performance not guaranteeing future results, indicating that the views expressed may not represent the entire platform [4]
Harness The Power Of Quiet Compounding With These Dividends Aristocrats: Yields +6%
Seeking Alpha· 2026-02-21 15:30
Group 1 - The article discusses the expertise of Rida Morwa, a former investment and commercial banker with over 35 years of experience, focusing on high-yield investment strategies since 1991 [1] - Rida Morwa leads the Investing Group High Dividend Opportunities, which emphasizes sustainable income through various high-yield investments with a targeted safe yield of over 9% [1] - The service offers features such as a model portfolio with buy/sell alerts, preferred and baby bond portfolios for conservative investors, and regular market updates [1] Group 2 - The article mentions that recommendations are closely monitored, and buy/sell alerts are issued exclusively for members [3] - It highlights the collaborative nature of the service, which includes contributions from various analysts and emphasizes community and education in investment [3]
What Real Estate Investors Get Wrong About REITs
Seeking Alpha· 2026-02-21 15:15
Group 1 - The company High Yield Landlord is offering new members a promotion of $100 off and a 30-day money-back guarantee to encourage sign-ups at the beginning of 2026 [1] - High Yield Landlord has released its Top Picks for 2026, suggesting a strategic focus on identifying promising investment opportunities for the upcoming year [1] Group 2 - Jussi Askola, the President of Leonberg Capital, leads the investing group High Yield Landlord, which specializes in REIT investing and provides real-time updates on portfolio transactions [2] - The group offers features such as three distinct portfolios (core, retirement, international), buy/sell alerts, and a chat room for direct interaction with Jussi and his team of analysts [2]
RING: The Consolidation Looks Bullish; Don't Dump Gold Stocks Now
Seeking Alpha· 2026-02-21 14:46
Core Viewpoint - Gold stocks are showing resilience, with the iShares MSCI Global Gold Miners ETF (RING) nearing multi-week rebound highs despite being below its January peak [1] Group 1: Market Performance - The iShares MSCI Global Gold Miners ETF (RING) is currently close to fresh multi-week rebound highs [1]
Talkspace: Time To Shine As Profitability Takes Off
Seeking Alpha· 2026-02-21 14:32
Amid sharp market volatility this year, I continue to encourage investors to keep our heads down and focus on fundamentals over the fear that is gripping the markets. While the S&P 500 is still clinging near all-timeWith 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 a regular contributor on Seeking Alp ...
This Is What A Worst-Case Bear Market Looks Like
Seeking Alpha· 2026-02-21 14:30
I am not a bear by any stretch of the imagination. In fact, my 2026 Market Outlook was the second most bullish among Seeking Alpha analysts and hinged on the idea we are entering anDecoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s why I ...
Palo Alto Networks: Strong Growth Acceleration
Seeking Alpha· 2026-02-21 14:25
Group 1 - The article discusses the focus of Cash Flow Club on businesses with strong cash generation, emphasizing the importance of buying these companies at the right time for potential rewards [1] - Palo Alto Networks (PANW) is identified as a growth company that has recently faced significant pressure on its shares, although they are now cheaper than before [1] - The article highlights the expertise of Jonathan Weber, who has been active in the stock market and shares research on value and income stocks, occasionally covering growth stocks [1] Group 2 - Cash Flow Club offers features such as access to a leader's personal income portfolio targeting a yield of over 6%, community chat, and a "Best Opportunities" List [1] - The club covers various sectors including energy midstream, commercial mREITs, BDCs, and shipping, with a focus on company cash flows and access to capital [1]
Atlassian: One Of The Biggest Casualties Of The SaaS-Pocalypse
Seeking Alpha· 2026-02-21 14:21
For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. I started in sell-side research with a Canadian bank, then moved to a hedge fund, followed by a family office and then finished my career in wealth management. I was 20 on my first day on Bay Street. I will forever remember. I had worked so hard to get there, from a small French-speaking town in Québec. Getting my CFA and CAIA designations by 25 was another important milestone. I was a young man with a dre ...
Planet Labs: A $1.5 Trillion Catalyst Could Force Another Rerate
Seeking Alpha· 2026-02-21 14:18
Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months [1] - Fundamental analysis is employed to assess the health of companies, their leverage, and to compare financial ratios with sector and industry averages [1] Group 2: Stock Selection Criteria - Stocks are screened based on recent sell-offs, with a preference for those where insiders have purchased shares post-decline [1] - Professional background checks are conducted on insiders who buy shares after sell-offs [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points, primarily using multicolor lines for support and resistance levels on weekly charts [1] - Trend lines are drawn in multicolor patterns to aid in analysis [1]
Blue Owl Capital: I'm Finally Taking The Bull Camp (NYSE:OBDC)
Seeking Alpha· 2026-02-21 14:15
Group 1 - The article discusses a bearish perspective on Blue Owl Capital (OBDC), contrasting with the prevailing bullish sentiment among analysts [1] - Key metrics and performance indicators were highlighted, suggesting a divergence from the consensus view [1] Group 2 - Roberts Berzins is noted for his extensive experience in financial management, particularly in shaping financial strategies for top-tier corporates [1] - His contributions include institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] - Berzins has also worked on developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1]