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ABN AMRO: A Rerating That Now Requires Execution
Seeking Alpha· 2026-02-20 16:15
I have over 10 years of experience in the financial sector, having worked both at a stockbroker and as an equity analyst in the Netherlands. During that time, I’ve covered a wide range of predominantly European listed companies. After recently moving to Sweden, I’ve started life as a financial writer, drawing on my previous professional experience to analyze companies from a long-term investor’s perspective. My investment approach is straight-forward. I focus on building a portfolio of European stocks that ...
Ardelyx: Strong IBSRELA Growth, But Heavy Operational Spend Clouds Profitability (ARDX)
Seeking Alpha· 2026-02-20 16:12
Ardelyx, Inc. ( ARDX ) just reported fourth quarter results and actually beat on revenue, but they missed slightly on earnings, which the market took negatively, as you mayI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug develo ...
Ardelyx: Strong IBSRELA Growth, But Heavy Operational Spend Clouds Profitability
Seeking Alpha· 2026-02-20 16:12
Ardelyx, Inc. ( ARDX ) just reported fourth quarter results and actually beat on revenue, but they missed slightly on earnings, which the market took negatively, as you mayI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug develo ...
Public Storage: REIT With A2 Credit Profile, But Opportunity Is In Preferreds (NYSE:PSA)
Seeking Alpha· 2026-02-20 16:06
we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Public Storage ( PSA ) remains one of the highest-quality and financially sound REITs. The company has a strong balance sheet, high asset quality, and an investment-grade credit rating. However, at current market valuations, the common stock appears to be more fairly valued, and the more attractive optionArbitrage ...
Public Storage: Strong REIT With An A2 Credit Profile, But The Opportunity Is In The Preferreds
Seeking Alpha· 2026-02-20 16:06
we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Public Storage ( PSA ) remains one of the highest-quality and financially sound REITs. The company has a strong balance sheet, high asset quality, and an investment-grade credit rating. However, at current market valuations, the common stock appears to be more fairly valued, and the more attractive optionArbitrage ...
Golden Buying Opportunity: 8-9% Yields The Market Is Completely Ignoring
Seeking Alpha· 2026-02-20 15:54
To celebrate High Yield Investor turning five, we’re offering a 30-day money-back guarantee . Now is the perfect time to join. We are releasing our Top Picks for 2026 , and with the guarantee, you have everything to gain and nothing to lose.One of the best ways to generate total return outperformance is to buy high-yielding dividend stocks that combine strong balance sheets with solid growth potential and favorable macro tailwinds yet are largely off the market'sSamuel Smith has a diverse background that in ...
Blue Owl Capital Is Getting Crushed - But The Discount Looks Way Mispriced
Seeking Alpha· 2026-02-20 15:49
For me to say that the market has not been prepared for the upheavals that are taking place in the private creditJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have consistently demonstrated market o ...
Oxford Lane: Clean Exit Offered By Preferreds
Seeking Alpha· 2026-02-20 15:49
Bashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.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 t ...
Trend Micro: Innovation And Cost Optimization Strengths Amid AI Fears
Seeking Alpha· 2026-02-20 15:49
Group 1 - Cybersecurity stocks have experienced significant volatility since November last year, primarily due to investor concerns regarding AI [1] - The article highlights the losses suffered by three specific cybersecurity stocks, indicating a trend of declining performance in this sector [1] Group 2 - The investment landscape for publicly listed securities, particularly in the tech sector, is influenced by various factors including market sentiment and technological advancements [2] - The focus on capital preservation strategies is emphasized, reflecting lessons learned from past financial crises [2]
SLYG: Small-Cap Growth's Fast Start To 2026 Supported By Strong Fundamentals (NYSEARCA:SLYG)
Seeking Alpha· 2026-02-20 15:38
The State Street SPDR S&P 600 Small Cap Growth ETF ( SLYG ) is up an impressive 8.12% YTD, outperforming its large-cap counterpart by 11.26% and signaling to the market that a rotation out of mega-capThe 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 Chartered Investment Manager designation.Having cover ...