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Gold’s Windfall Isn’t Enough: Why RING Needs More Time (NASDAQ:RING)
Seeking Alpha· 2026-02-23 18:31
The iShares MSCI Global Gold Miners ETF ( RING ) has benefited from a sharp gold-driven margin expansion phase in the past few months. Many constituents have started repairing their balance sheets, but very few have reached aI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I ...
Gold's Windfall Isn't Enough: Why RING Needs More Time
Seeking Alpha· 2026-02-23 18:31
The iShares MSCI Global Gold Miners ETF ( RING ) has benefited from a sharp gold-driven margin expansion phase in the past few months. Many constituents have started repairing their balance sheets, but very few have reached aI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I ...
Nvidia: You Haven't Seen Peak AI Yet
Seeking Alpha· 2026-02-23 18:17
I'm a Ukraine-based seasoned investor, who firsthand experienced what’s it like to live in an environment full of systemic geopolitical shocks when the war came to my home country. Despite this, I managed to build an all-weather portfolio that has been able to thrive in volatile markets. My goal is to help investors find event-driven geopolitical ideas that can generate strong returns during periods of economic and political uncertainty.Analyst’s Disclosure: I/we have a beneficial long position in the share ...
HYI: Higher Rates Present An Opportunity To Accumulate
Seeking Alpha· 2026-02-23 18:17
Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...
First Eagle Global Real Assets Fund Q4 2025 Portfolio Review
Seeking Alpha· 2026-02-23 18:09
tadamichi/iStock via Getty Images The following segment was excerpted from the First Eagle Global Real Assets Fund Q4 2025 Commentary. Portfolio Review The Global Real Assets Fund A Shares (without sales charge*) posted a return of 2.75% in fourth quarter 2025. Emerging markets ...
Etsy: Green Shoots Are Materializing
Seeking Alpha· 2026-02-23 18:09
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!At the start of this year, I believed that green shoots alone were not enough to generate optimism in the case of Etsy ( ETSY ). Continued declines in engagement and flattish gross merchandise sal ...
SK Telecom: Bullish On Potential Dividend Resumption, Monetization (Upgrade)
Seeking Alpha· 2026-02-23 18:00
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e., buying assets at a discount e.g., net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e., buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get sta ...
Klarna: Paying Attention Here
Seeking Alpha· 2026-02-23 17:59
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!When Klarna Group plc ( KLAR ) went public in September of last year, I concluded that investors should pay later. While I had real reservations about the prospects for the business, I did not exp ...
A Triad Of Risk Factors Stalks Markets This Week
Seeking Alpha· 2026-02-23 17:44
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Enel SpA (ENLAY) Analyst/Investor Day Transcript
Seeking Alpha· 2026-02-23 17:44
PresentationOmar Al BayatyHead of Group IR Good morning, and welcome to Enel Capital Market Day 2026. Thank you, everyone here in the room and to people connected online. I'm here today with Enel's CEO, Mr. Flavio Cattaneo; and CFO, Mr. Stefano De Angelis. May I have the agenda, please. Our CEO will drive through the planned strategy, while the CFO will go deeper in financials. After the presentation, we will have a Q&A session. Now let me hand over to Mr. Cattaneo. Please? ...