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CRH plc: Overvaluation In 2026
Seeking Alpha· 2026-02-20 22:52
Analyst’s Disclosure: I/we have a beneficial long position in the shares of HCMLY 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 advi ...
Babcock & Wilcox: Providing Speed-To-Market Options For AI Power Generation
Seeking Alpha· 2026-02-20 22:44
I am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate properties for cash flow and long-term appreciation. My articles are to serve as a platform for presenting the underlying fundamentals and long-term potential of each equity/business.Analyst’s Disclosure: I/we have no stock, opti ...
Lamar Advertising's Steady Growth Is Attractive
Seeking Alpha· 2026-02-20 22:29
Shares of Lamar Advertising Company ( LAMR ) have been a moderate performer over the past year, gaining about 5%, though shares pulled back on Friday after the company reported mixed results, though guidance did not miss as much as it may first seem. WhileOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article ...
4 Reasons The AI Narrative Is Crumbling
Seeking Alpha· 2026-02-20 22:28
Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .Much like the Internet Boom of the late 1990s, the rally in the market from 2023 to 2025 was primarily driven by the technology sector riding the wave of a new paradigm shift. At the end ofBret Jensen has over 13 years as a market analy ...
XSMO: Compelling Value And Growth Mix Persists For These Small-Cap Momentum Stocks (XSMO)
Seeking Alpha· 2026-02-20 22:13
I last reviewed the Invesco S&P SmallCap Momentum ETF ( XSMO ) on July 15, 2025, when I rated it a "buy" on account of its outstanding GARP features and relatively high quality. Since that article was published, XSMO has gained 17.41%, outpacingThe Sunday Investor is focused exclusively on U.S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has completed all the educational requirements for the Chartere ...
XSMO: Compelling Value And Growth Mix Persists For These Small-Cap Momentum Stocks
Seeking Alpha· 2026-02-20 22:13
I last reviewed the Invesco S&P SmallCap Momentum ETF ( XSMO ) on July 15, 2025, when I rated it a "buy" on account of its outstanding GARP features and relatively high quality. Since that article was published, XSMO has gained 17.41%, outpacingThe Sunday Investor is focused exclusively on U.S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has completed all the educational requirements for the Chartere ...
SPX: Animal Spirits Are Finally Turning
Seeking Alpha· 2026-02-20 22:12
The stock market appears to be rolling over. The bubble in software stocks drove much of the market's rally over recent years and looks to be leading the reversal. There are signs that investors are no longer appreciating extremeI am a full-time investor and owner of Icon Economics - a macro research company focussed on providing contrarian investment ideas across FX, Equities, and Fixed Income based on Austrian economic theory. Formerly Head of Financial Markets at Fitch Solutions, I have 15 years of exper ...
Blackstone Mortgage Trust: Attractive Valuation After Q4 2025 Earnings
Seeking Alpha· 2026-02-20 22:01
With the S&P 500 down year-to-date after three consecutive years of strong gains, investors are rotating out of expensive megacaps into smaller value stocks. Against this backdrop, shares in Blackstone Mortgage Trust, Inc. (I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secure ...
A U.S.-Iran War Could Trigger A Global Recession
Seeking Alpha· 2026-02-20 21:56
The S&P 500 ( SP500 ) is just below the all-time highs, and yet the VIX ( VIX ) is near 20. This means investors expect high volatility over the near term - and this couldAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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 re ...
InterContinental Hotels Group PLC (IHG) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-20 21:55
PresentationStuart FordSenior VP & Head of Investor Relations Hello, and welcome to IHG's 2025 Full Year Results Presentation. I'm Stuart Ford, Senior Vice President and Head of Investor Relations at IHG Hotels & Resorts. And shortly, you'll be hearing from Elie Maalouf, our Chief Executive Officer; and Michael Glover, Chief Financial Officer. Before we proceed, I'm obliged to remind all viewers and listeners that the company may make certain forward-looking statements as defined under U.S. law. Please ref ...