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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]
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 ...
Zai Lab Limited (ZLAB) Presents at Citi's 2026 Virtual Oncology Leadership Summit Transcript
Seeking Alpha· 2026-02-20 21:44
PresentationYigal NochomovitzCitigroup Inc., Research Division All right. Okay. Great. Thank you. I'm Yigal Nochomovitz, biotech analyst here at Citi in New York. This is the second day of our Virtual Oncology Summit. It's my pleasure to have with me from Zai Lab, Rafael Amado, who is the Head of Research and Development at the company. So welcome, Rafael. Thank you for doing this. For those listening, if you have questions for the company, just e-mail me and then I can relay those over to Rafael. So maybe ...