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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 ...
SLYG: Small-Cap Growth's Fast Start To 2026 Supported By Strong Fundamentals
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 ...
Agnico Eagle: The More Things Change, The More They Stay The Same
Seeking Alpha· 2026-02-20 15:37
Alluvial Gold Research offers in-depth research on my favorite miners ranked in order to aid in positioning in the most undervalued miners with upcoming catalysts to drive portfolio outperformance. Subscribers also get access to my current portfolio, real-time buy/sell alerts as well as the following:Taylor Dart is an individual investor with over 16 years of trading experience, with his primary focus being precious metals developers, producers and royalty/streaming companies. Taylor leads the investing gro ...
Liberty Global: Sunrise 2.0, Just Bigger. Not Late To Jump On This Spin-Off Train
Seeking Alpha· 2026-02-20 15:36
I've written about Liberty Global Ltd. ( LBTYA )( LBTYB )( LBTYK ) six times now. This is my seventh article, and in my opinion, it's even more important than the Sunrise spin-off .Oil, Gas, Energy, Metals - That's the core of my research.I am a semi-retired former engineer who switched careers in 2018 to focus on capital management. I acquired most of my knowledge about finance and valuation from NYU Professor Damodaran and books like "Margin of Safety" and "The Intelligent Investor."I specialize in fundam ...
CarGurus: Great Value As International Growth Takes Off
Seeking Alpha· 2026-02-20 15:34
In my view, the volatile stock market in 2026 is a perfect environment for stock-picking. As we've readily seen since the start of the year, the S&P 500 is continuing to hold on very close to last year's highs, but at the same time, largeWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular cont ...
First Internet Bancorp: Weaker Than Expected, But Baby Bonds Remain Attractive
Seeking Alpha· 2026-02-20 15:30
As I have a decent-sized long position in the baby bonds issued by First Internet Bancorp ( INBK ), I need to keep tabs on the bank’s financial performance to ensure the risk/reward ratio of the debt securities remains acceptable.The Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks. He is the leader of the investment group European Small Cap Ideas which offe ...
Lyft: Incredible Upside Potential Despite AV Fears
Seeking Alpha· 2026-02-20 15:30
Hello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a student at Arizona State University with a strong interest in technology and financial markets. I primarily focus on analyzing tech companies, specifically those involved in the AI infrastructure build out, cloud computing, and overall digital transformation. My personal investing approach is rooted in understanding both the fundamentals of the business along with the future growth trajectory. I aim to identify businesses whose in ...
Walmart Q4 Results: A Rare Miss On Earnings Outlook, Shares Fairly Valued
Seeking Alpha· 2026-02-20 15:20
Walmart’s ( WMT ) stock price is holding steady following the release of its Q4 results and associated outlook, which came in surprisingly below forecast. What is more surprising, perhaps, is the stability in the stock price despite the miss, especially given WMT’sAnalyst’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. ...
'SaaSpocalypse' Survival Guide
Seeking Alpha· 2026-02-20 15:19
James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...