Group 1 - The company High Yield Landlord is offering new members a promotion of $100 off and a 30-day money-back guarantee to encourage sign-ups at the beginning of 2026 [1] - High Yield Landlord has released its Top Picks for 2026, suggesting a strategic focus on identifying promising investment opportunities for the upcoming year [1] Group 2 - Jussi Askola, the President of Leonberg Capital, leads the investing group High Yield Landlord, which specializes in REIT investing and provides real-time updates on portfolio transactions [2] - The group offers features such as three distinct portfolios (core, retirement, international), buy/sell alerts, and a chat room for direct interaction with Jussi and his team of analysts [2]

Core Viewpoint - Gold stocks are showing resilience, with the iShares MSCI Global Gold Miners ETF (RING) nearing multi-week rebound highs despite being below its January peak [1] Group 1: Market Performance - The iShares MSCI Global Gold Miners ETF (RING) is currently close to fresh multi-week rebound highs [1]

Amid sharp market volatility this year, I continue to encourage investors to keep our heads down and focus on fundamentals over the fear that is gripping the markets. While the S&P 500 is still clinging near all-timeWith 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 contributor on Seeking Alp ...

I am not a bear by any stretch of the imagination. In fact, my 2026 Market Outlook was the second most bullish among Seeking Alpha analysts and hinged on the idea we are entering anDecoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s why I ...

Group 1 - The article discusses the focus of Cash Flow Club on businesses with strong cash generation, emphasizing the importance of buying these companies at the right time for potential rewards [1] - Palo Alto Networks (PANW) is identified as a growth company that has recently faced significant pressure on its shares, although they are now cheaper than before [1] - The article highlights the expertise of Jonathan Weber, who has been active in the stock market and shares research on value and income stocks, occasionally covering growth stocks [1] Group 2 - Cash Flow Club offers features such as access to a leader's personal income portfolio targeting a yield of over 6%, community chat, and a "Best Opportunities" List [1] - The club covers various sectors including energy midstream, commercial mREITs, BDCs, and shipping, with a focus on company cash flows and access to capital [1]

For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. I started in sell-side research with a Canadian bank, then moved to a hedge fund, followed by a family office and then finished my career in wealth management. I was 20 on my first day on Bay Street. I will forever remember. I had worked so hard to get there, from a small French-speaking town in Québec. Getting my CFA and CAIA designations by 25 was another important milestone. I was a young man with a dre ...

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months [1] - Fundamental analysis is employed to assess the health of companies, their leverage, and to compare financial ratios with sector and industry averages [1] Group 2: Stock Selection Criteria - Stocks are screened based on recent sell-offs, with a preference for those where insiders have purchased shares post-decline [1] - Professional background checks are conducted on insiders who buy shares after sell-offs [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points, primarily using multicolor lines for support and resistance levels on weekly charts [1] - Trend lines are drawn in multicolor patterns to aid in analysis [1]

Group 1 - The article discusses a bearish perspective on Blue Owl Capital (OBDC), contrasting with the prevailing bullish sentiment among analysts [1] - Key metrics and performance indicators were highlighted, suggesting a divergence from the consensus view [1] Group 2 - Roberts Berzins is noted for his extensive experience in financial management, particularly in shaping financial strategies for top-tier corporates [1] - His contributions include institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] - Berzins has also worked on developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1]

Core Insights - Nvidia Corp. (NVDA) remains a focal point of discussion among analysts, highlighting its significance in the current investment landscape [1] Group 1: Company Overview - Nvidia is recognized for its strong performance and potential in the tech sector, particularly in areas related to data-driven investment strategies [1] - The company is positioned as a leader in the semiconductor industry, with a focus on high-conviction investment opportunities [1] Group 2: Investment Philosophy - The investment approach emphasizes the importance of holding idiosyncratic positions, suggesting that successful investing often requires taking unconventional risks [1] - The concept of "information alpha" is introduced, indicating a strategy to identify trends before they become mainstream [1]

I was on the Investing Experts Podcast this week, and, as with any time a group of young analysts meet, we talked about Nvidia Corp. ( NVDA ). Not only is it stillNewsletter Author | Investment Advisor | Top 5% of Experts on TipRanks | Long Signal, Short Noise | The Macro Obsession newsletter is a weekly brief on current events and trends in finance, tech, and the real economy. I am a macro-oriented and data-driven investor who obsesses over connecting dots that others don't see (or want to see), expressing ...