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Mounting Uncertainty
Seeking Alpha· 2026-02-23 22:05
I'm at about 30 years persevering as a “professional bear.” My lucky break came in late-1989, when I was hired by Gordon Ringoen to be the trader for his short-biased hedge fund in San Francisco. Working as a short-side trader, analyst and portfolio manager during the great nineties bull market – for one of the most brilliant individuals I’ve met – was an exciting, demanding and, in the end, a grueling and absolutely invaluable learning experience. Later in the nineties, I had stints at Fleckenstein Capital ...
IAI: Around Half Of Portfolio Is Countercyclical
Seeking Alpha· 2026-02-23 22:00
Thanks to our global coverage we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, us at the Value Lab might be of inspiration.The iSh ...
Pan American Silver Corp. (PAAS:CA) Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference Transcript
Seeking Alpha· 2026-02-23 21:54
PresentationMichael SteinmannPresident, CEO & Director Thanks, and good afternoon, everyone. Always a pleasure to be here. Normally, it's the nice warm day out there. It's colder here than Vancouver looks like, but I'm sure the sun will come back. Great to give you an update on Pan American Silver. A lot has changed over the last year, of course. And let me just step in there and show you on the plan. Of course, I will use forward-looking statements in my presentation. And we can spend some time here on the ...
BKGI: An Outperforming ETF In An Important Asset Class
Seeking Alpha· 2026-02-23 21:32
The BNY Mellon Global Infrastructure Income ETF ( BKGI ) is a relatively new (formed in November 2022) and small ETF, with assets under management of just over $700 million. As of the end of January 2026, it is diversified across 33 holdings. It has an expense ratioAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives ...
Cerence Sees Initial Wins With xUI Platform But I'm Skeptical Of Durability (Downgrade)
Seeking Alpha· 2026-02-23 21:31
Donovan Jones is an IPO research specialist with 15 years of experience analyzing investment opportunities for U.S. IPOs.He also leads the investing group IPO Edge, which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to walk you through the entire IPO lifecycle - from filing to listing to quiet period and lockup expiration dates. Learn moreAnal ...
Kinder Morgan: Pipe Income To Your Portfolio
Seeking Alpha· 2026-02-23 21:30
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.It’s common investment knowledge that energy is a volatile industry, going through boom and bust cycles, as we have seen with oil prices over the past decade ...
Gossamer Bio, Inc. (GOSS) Discusses Topline Results of PROSERA Phase 3 Study in Pulmonary Arterial Hypertension Transcript
Seeking Alpha· 2026-02-23 21:25
Core Viewpoint - Gossamer Bio Inc. announced the top line results from the PROSERA Phase III study of seralutinib for pulmonary arterial hypertension, indicating significant progress in their clinical development pipeline [2]. Group 1: Study Results - The PROSERA study is a Phase III clinical trial focused on seralutinib, which targets pulmonary arterial hypertension [2]. - The results from the study were released in a press release available on the company's Investors section of their website [2]. Group 2: Company Leadership - The call featured Gossamer executives including COO & CFO Bryan Giraudo, along with other key team members such as Faheem Hasnain, Dr. Richard Aranda, Bob Smith, Dr. Rob Roscigno, and Caryn Peterson [2].
Applied Optoelectronics: The AI Networking Dark Horse Wall Street Underestimates
Seeking Alpha· 2026-02-23 21:25
Since ChatGPT’s debut in late 2022, the ensuing rise of frontier generative-AI models has unleashed an arms race for compute. This has turbocharged demand for GPUs, as evidenced by AI darling Nvidia’s (Analyst’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 Seekin ...
The ABCs Of BDC Risk
Seeking Alpha· 2026-02-23 21:20
Join us today to learn what our members already know. Our analysis helps you find more profits and more income with less risk. ETF Asset Allocation, Growth Stocks, Dividend Stocks, REITs and Option Selling For Income (we'll teach you how).I started this assessment in January 2025, after I discussed with members of my Investing Group Margin of Safety Investing what I felt was the high risk that many dividend investors were missing with BDCs. Since then we haveAnalyst’s Disclosure: I/we have no stock, option ...
U.S. Global Investors, Inc. (GROW) Q2 2026 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-23 21:15
PresentationHolly SchoenfeldtPublic Relations Leader [Audio Gap] Introduce the presenters for today's program, which are Frank Holmes, U.S. Global Investors' CEO and Chief Investment Officer; Lisa Callicotte, Chief Financial Officer; and myself, Holly Schoenfeldt, Director of Marketing. On the next slide, during this webcast, we may make forward-looking statements about relative business outlook. Any forward-looking statements and all other statements made during this webcast that don't pertain to histori ...