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Accendra Health: Debt Reduction Creates Long-Term Opportunity (Upgrade)
Seeking Alpha· 2026-02-20 23:30
Shares of Accendra Health, Inc. ( ACH ), have been a poor performer over the past year, losing over 60% of their value. The company, formerly known as Owens & Minor, has struggled with a significantly overleveraged balance sheet and narrow margins. This has forced the company to divestOver 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 ...
Sumitomo Pharma Co., Ltd. (DNPUF) Discusses R&D Progress, Oncology Pipeline, and Advances in Regenerative Medicine and Vaccines Transcript
Seeking Alpha· 2026-02-20 23:25
R&D Meeting Overview - The R&D meeting of Sumitomo Pharma Company Limited is being conducted to discuss R&D progress, basic policy, and two major oncology products [1] - The meeting is scheduled to conclude at 15:40 [1] Attendees - Key attendees include Mr. Kimura (Representative Director, President and CEO), Mr. Sakai (Representative Director, Executive Vice President), Ms. Sato (Managing Executive Officer), and Mr. Murata (Global Strategy Oncology Lead) [2] - Mr. Kimura is expected to provide introductory remarks [2]
A10 Networks, Inc. (ATEN) Analyst/Investor Day Transcript
Seeking Alpha· 2026-02-20 23:25
ConversationDavid SchroederVice President of Corporate Development Good afternoon, everyone. For those in the room, if we can go ahead and get seated, we're going to get started here. Thank you all for attending and joining us for the A10 Networks Investor Day. My name is David Schroeder. I'm the Vice President of Corporate Development here at A10. This call is being recorded and webcast live and may be accessed for at least 30 days via the A10 Networks website. Before we begin, please refer to the safe har ...
Robert Half: Deep Value With Unusual Short Squeeze Potential
Seeking Alpha· 2026-02-20 23:23
Nationally ranked stock picker for 30+ years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 39 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...
BHP: Decent Quarterly Results Tied To Copper, But Demand May Disappoint (Downgrade)
Seeking Alpha· 2026-02-20 23:16
BHP Group Limited ( BHP ) reported its fiscal year 2026 Q2 results , and by most metrics, we saw continued improvement. However, with a significant share price gain of over 40% in the past year, much ofAnalyst’s Disclosure: I/we have a beneficial long position in the shares of VALE 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 ...
Endangerment Finding And The XLU
Seeking Alpha· 2026-02-20 22:55
On 2/12/26 the EPA eliminated the 2009 endangerment finding with regard to greenhouse gas emissions. While the initial deregulation is aimed primarily at vehicle emissions, it has significant implications for the utilities sector ETF (XLU), which I last wrote about in September. This is a highly politicized topic so I will start with my standard disclaimer. I will make no commentary on whether the deregulation is good or bad for America or the environment, and instead focus on the financial implications for ...
OEF: Waning Absolute And Relative Strength In The S&P 100
Seeking Alpha· 2026-02-20 22:55
Markets peaked a year ago before plunging to a post-Liberation Day low in early April. The S&P 500 plummeted 19%, with steep losses in the US Dollar Index and rising volatility in Treasury rates. At theFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Worki ...
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
Core Viewpoint - Lamar Advertising Company (LAMR) has shown moderate performance over the past year with a gain of approximately 5%, but experienced a pullback after reporting mixed results, although the guidance was not as disappointing as it initially appeared [1] Financial Performance - The company reported mixed results in its latest earnings report, which led to a decline in share price on Friday [1] - Despite the mixed results, the guidance provided by the company did not miss expectations significantly [1]